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Bank of America
Bank of America
H1B Visa SponsorBankingFinanceFintech
Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
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Market Client Relationship Manager, Merrill Wealth Management

Lead client service, branch operations, and wealth management strategy for a Merrill market. Manage teams, compliance, advisor support, responsible growth, and operational performance.

USUnited StatesNYNew York
$115,000 – $160,000 / year
On-siteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSales

Description

  • Direct the market’s service model, digital capabilities, and wealth management banking strategy
  • Coordinate with the Home Office to maintain a high standard of client service
  • Collaborate with market leaders, Financial Advisors, Resident Directors, and wealth management support teams
  • Pursue sustainable growth while controlling regulatory, financial, operational, and reputational exposure
  • Oversee Wealth Management Client Associates, operations support personnel, and branch operations
  • Put market strategy plans into action
  • Work with advisor teams to provide a consistent service experience using digital and enterprise resources
  • Act as the market’s lead and referral coordinator while overseeing market spending
  • Help develop Elite Growth Practice positions and wealth management and operations talent
  • Supervise branch Wealth Management Client Associates and service support personnel
  • Direct daily Merrill branch operations, supervision, compliance, and procedural execution
  • Expand the business through the service model and wealth management banking strategy
  • Recruit, develop, and lead cross-functional teams that support Financial Advisors
  • Coach employees in digital-first service delivery and operational excellence
  • Address complex and escalated client service or operational issues
  • Represent the office and Merrill to clients, prospects, candidates, vendors, regulators, and external counsel
  • Find ways to connect Financial Advisors and clients with broader enterprise resources
  • Oversee processes, data, risk, talent, budgets, and business results

Requirements

  • Hold the FINRA SIE, Series 7, Series 66 or Series 63 and 65, and Series 9 and 10 or Series 8 licenses; Series 3 and 31 are also required when applicable
  • Bring at least five years of professional experience
  • Merrill Wealth Management experience is strongly preferred
  • Demonstrate initiative and a client-focused approach
  • Possess advanced knowledge of regulatory, supervisory, and corporate policy requirements
  • Understand investment products such as 401(k) plans, options, annuities, tax and retirement planning, money funds, mutual funds, liabilities, margin, and trust operations
  • Have experience analyzing trends
  • Communicate clearly and provide strong customer service
  • Apply effective management skills in planning, monitoring, influencing, negotiating, supervising, and delegating
  • Bachelor’s degree or equivalent professional experience is preferred
  • Meet the minimum education standard of a high school diploma, GED, secondary education credential, or equivalent
  • Be able to work onsite under the workplace excellence policy if selected

Benefits

  • Eligible for discretionary incentive compensation through the annual discretionary plan
  • Eligible for company benefits
  • Paid time off
  • Employee resources and support
  • Office-based culture focused on collaboration, engagement, and career development
  • Role-dependent flexibility aligned with responsibilities and business needs

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