Merrill Market Client Relationship Manager

Bank of America

Palo Alto, CA, US
$115,000.00 - $160,000.00 annualized salary; discr...
Onsite
Service delivery model leadership
Client service experience oversight
Risk management best practices
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service

Job Summary

  • This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.
  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth, hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service.
  • 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.

Matching Summary

This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.

Salary

$115,000.00 - $160,000.00 annualized salary; Discretionary incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Service delivery model leadership
  • Client service experience oversight
  • Risk management best practices
  • Regulatory compliance
  • Digital offerings integration

Nice-to-have

  • Inclusive environment champion
  • Data-based decision making
  • Continuous improvement focus
  • Talent assessment and development

Key Requirements

  • FINRA SIE, Series 7, Series 66 or equivalent licenses
  • FINRA Series 9 and 10 or equivalent licenses
  • FINRA Series 3, 31 licenses if warranted
  • Minimum five years professional experience
  • High School Diploma / GED or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter