Relationship Manager Specialist

3 weeks ago


Chicago, Illinois, United States Bank of America Full time
Job Summary

The Sr Relationship Manager II will be responsible for delivering exceptional onboarding experiences for institutional clients across various fixed income and equity products within Global Markets. This role requires a deep understanding of onboarding data, root cause analysis, and process optimization to identify areas of improvement.

Key Responsibilities:
  • Maintain and enhance relationships with existing institutional clients through frequent client meetings and discussions.
  • Coordinate sales and support activities for assigned accounts, including settlements, reconciliations, and account maintenance.
  • Promote investment product sales through client interactions and market developments.
Requirements:
  • 2-3 years of onboarding experience in asset managers, hedge funds, or other client types.
  • Working knowledge of AML/KYC and regulatory requirements for client onboarding.
  • Executive-level written and verbal skills.
  • Detail-oriented with ability to ensure quality and accurate work product.
Salary and Benefits:

We offer a competitive salary range of $120,000 - $180,000 per year, plus benefits including health insurance, retirement plan, and paid time off.

About Us

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.


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