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Relationship Manager

2 months ago

Wayne, 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, which provides clients with details on individuals' experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC).
  • 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.
What We Offer

At Bank of America, we are committed to creating a workplace that is inclusive, diverse, and supportive of our teammates' well-being. We offer a range of benefits, including competitive compensation, comprehensive health insurance, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.