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Private Wealth Senior Relationship Manager

Merrill Wealth Management
Los Angeles, California
Commensurate with Experience
Closing date
May 22, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for supporting the Private Wealth Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients, while leading relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include leading client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition for medium-sized to complex accounts. 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 this position requires SAFE Act registration, employees are 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.


  • Manages the tracking of all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
  • Oversees client review meetings to ensure deepening of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending
  • Executes on the team service model, including engaging with specialists/partners to address client's needs
  • Manages aspects of the client relationship process, including client onboarding and resolving escalations
  • Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
  • Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs

  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process Simplification

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)   If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
  • SAFE ACT Registration; ADV-2B R equired
  • Obtain and/or maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills
  • A bility to lead through collaboration and influence without direct authority to effectively partner with all EGP roles, product specialists and across enterprise
  • Proven ability to build and deepen client relationships to identify opportunities for business growth
  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
  • Advanced knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and make sound decisions
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
  • Ability to independently research escalated client issues for response/resolution
  • LOS 5+ years or relevant industry experience

Job Band:

1st shift (United States of America)

Hours Per Week:


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