Merrill Market Client Relationship Manager

Bank of America

Not specified; not specified; not specified
In-office culture (specific attendance requirements apply)
Series 7 series 66 or 63/65 licenses
Series 9 and 10 or series 8 licenses
5+ years professional experience in wealth management
The Merrill Market Client Relationship Manager at Bank of America is responsible for leading a team that delivers exceptional client service and drives business growth within the Wealth Management division. The role requires strong leadership, risk management, and operational excellence to support Financial Advisors and ensure compliance with regulations

Job Summary

  • The role leads the overall service delivery model and wealth management banking strategy to drive business growth while minimizing risks.
  • Managers are responsible for hiring, developing, and leading cross-functional teams including Financial Advisors and Operations support staff.
  • The position requires managing branch expenses, ensuring compliance with industry regulations, and delivering a branded client service model.

Matching Summary

Match Score: 85

The Merrill Market Client Relationship Manager at Bank of America is responsible for leading a team that delivers exceptional client service and drives business growth within the Wealth Management division. The role requires strong leadership, risk management, and operational excellence to support Financial Advisors and ensure compliance with regulations.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 Series 66 or 63/65 licenses
  • Series 9 and 10 or Series 8 licenses
  • 5+ years professional experience in wealth management
  • Branch operations and risk management oversight
  • Team leadership for client associates and support staff

Nice-to-have

  • Prior Merrill Wealth Management experience preferred
  • Strong digital first service model expertise
  • Experience with trend analysis and investment products
  • Client-centric and self-motivated approach
  • Knowledge of regulatory and supervisory requirements

Key Requirements

  • SIE, Series 7, Series 66 (or 63/65), Series 9, Series 10 (or 8) licenses
  • Minimum 5 years professional experience
  • High School Diploma / GED required
  • Bachelor's degree preferred
  • Investment product knowledge (401K, Options, Annuities, etc.)

Work Rights

Not specified

Tailored Resume

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