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Relationship Manager

2 months ago

Pittsburgh PA USA, United States Bank of America Full time
About the Role

We are seeking a highly skilled Relationship Manager to join our team at Bank of America. As a key member of our Merrill Private Wealth Management team, you will play a critical role in developing and enhancing existing client relationships.

Key Responsibilities
  • Support the Financial Advisor team in further developing and enhancing existing client relationships.
  • Provide specialized support in Business Development, Wealth Planning, Investment Management, or Business Management.
  • Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments.
  • Engage portfolio managers, product specialists, and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
  • Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
Requirements
  • Candidates must currently hold Series 7 & 66 or 63/65.
  • Candidates must obtain and/or maintain at least one firm-approved designation.
  • Candidates must have an inclusive mindset and be open to working with a diverse population.
  • SAFE ACT Registration.
What We Offer

At Bank of America, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates.