Financial Services Team Lead
3 weeks ago
About the Role:
We are seeking an experienced Private Wealth Relationship Manager to join our team at Bank of America As a key member of our Wealth Management division, you will play a vital role in helping our clients achieve their financial goals. In this role, you will support the Financial Advisor team to develop and enhance existing client relationships, providing specialized support as a Specialist/Manager in various roles, including Business Development, Wealth Planning, Investment Management, and Business Management. With over 50% of your time dedicated to relationship management activities, you will attend client meetings and discussions, engage portfolio managers and product specialists, and work with the Financial Advisor team to develop and implement a client service model.
Key Responsibilities:
- Account Management: Manage client accounts and relationships to achieve business objectives.
- Client Management: Develop and maintain strong relationships with clients to increase customer satisfaction and loyalty.
- Business Acumen: Stay up-to-date on industry trends and competitor analysis to drive business growth.
- Client Solutions Advisory: Collaborate with clients to identify their financial goals and create tailored solutions to meet their needs.
- Portfolio Management: Assist clients in managing their investments and achieving their financial objectives.
- Referral Identification: Identify potential referral opportunities and build relationships with referral sources.
- Referral Management: Manage referrals from start to finish, ensuring a smooth and successful experience for both the client and the referral source.
- Relationship Building: Build and maintain strong relationships with internal stakeholders, including Financial Advisors, Portfolio Managers, and Product Specialists.
- Administrative Services: Provide administrative support to the Financial Advisor team, including tasks related to client onboarding, account maintenance, and data entry.
- Client Investments Management: Assist clients in managing their investments and achieving their financial objectives.
- Customer Service Management: Ensure exceptional customer service and resolve any client complaints or issues promptly and professionally.
- Process Simplification: Identify areas for process improvement and collaborate with the Financial Advisor team to implement changes that enhance efficiency and productivity.
Requirements:
The ideal candidate will possess the following qualifications:
- Series 7, 63/65 or 66 or equivalent licenses.
- All state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- Federal SAFE Act registry system registration and good standing record.
- Strong communication skills.
- Ability to lead through collaboration and influence without direct authority.
- Detail-oriented organizational skills.
- Thorough knowledge of Merrill's Wealth Management products and services.
Estimated Salary: $85,000 per year.
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