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Private Wealth Market Client Relationship Manager
2 months ago
The Private Wealth Market Client Relationship Manager is a key member of the Bank of America team, responsible for delivering exceptional client service and driving business growth. This role requires a strong leader who can manage a team of professionals and develop strategic relationships with clients.
Key Responsibilities- Manage a team of Wealth Management Client Associates and Service Support Staff to ensure seamless client service delivery.
- Represent the office and Bank of America with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.
- Develop and implement strategies to drive business growth and improve client satisfaction.
- Ensure compliance with industry regulations, policies, and procedures.
- Coach teams to deliver a modern, digital-first service model focusing on client satisfaction.
- Proactively identify opportunities to connect Financial Advisors and clients to the broader enterprise.
- Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities, and contributions.
- Risk Manager: Ensures proper risk discipline, controls, and culture are in place to identify, escalate, and debate issues.
- People Manager & Coach: Provides inspection, coaching, and feedback to motivate, differentiate, and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting, and appropriately delegating team work.
- Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses.
- Minimum 5+ years professional experience required.
- Current or previous Merrill Wealth Management experience strongly preferred.
- Self-motivated and client-centric.
- Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.).
- Prior trend analysis experience.
- Strong customer service and communication skills.
- Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise, and delegate.
- Compensation Analysis.
- Performance Management.
- Process Performance Management.
- Referral Management.
- Workforce Planning.
- Due Diligence.
- Internal Audit Review.
- Leadership Development.
- Recruiting.
- Risk Management.
- Client Management.
- Customer Service Management.
- Employee Counseling.
- Succession Planning.
- Trade Operations Management.
Bachelor's degree or equivalent work experience.
