Relationship Manager

5 days ago


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

We are seeking a highly skilled and experienced Relationship Manager to join our team at Bank of America. As a key member of our Merrill Private Wealth Management group, 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 as a Specialist/Manager 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 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 are required to currently hold Series 7 & 66 or 63/65.
  • Candidates must obtain and/or maintain at least one firm-approved designation.
  • Candidate must have an inclusive mindset and be open to working with a diverse population.
  • SAFE ACT Registration.
  • Individuals in this role are required to maintain a Form ADV-2B.
  • Possess and demonstrate strong communication skills.
  • Ability to lead through collaboration and influence without direct authority.
  • Detail-oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once.
  • Thorough knowledge and understanding of the suite of Wealth Management products and services.
  • Proven ability to manage risk and support sound decisions.
  • Ability to research escalated client issues for response/resolution.
About Bank of America

Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.



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