Private Wealth Relationship Manager

Description :The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.Skills:Account ManagementBusiness AcumenClient ManagementClient Solutions AdvisoryPortfolio ManagementReferral IdentificationReferral ManagementRelationship BuildingAdministrative ServicesClient Investments ManagementCustomer Service ManagementProcess SimplificationRequired Qualifications:Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they supportSAFE ACT Registration; ADV-2B RequiredMaintain at least one firm approved designationPossess and demonstrate strong communication skillsAbility to lead through collaboration and influence without direct authorityDetail oriented with strong organizational skills and ability to manage multiple tasks and priorities at onceThorough knowledge and understanding of the suite of Wealth Management products and servicesProven ability to manage risk and support sound decisionsAbility to research escalated client issues for response/resolution​Desired Qualifications:Certified Financial Planner (CFP) DesignationAccounting experience/Personal Tax Planning or CPA experienceInvested in personal development with the Private Wealth Management TeamBachelor’s degree or higher in related field**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$72,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.