Attorney – Private Bank, Merrill Legal Accounts Counsel

Bank of America

. Provide legal support to the Private Bank, Merrill, and Consumer Investments businesses .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $157,500 - $239,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing legal support for banking and investment services, with a strong focus on compliance, risk assessment, and the ability to draft and negotiate complex legal documents. Possesses excellent communication skills and the ability to work collaboratively with business leaders and legal teams.

Highest-signal resume keywords

Licensed AttorneyLegal Document DraftingRisk AssessmentCompliance ExpertiseClient Account Advisory

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Legal ResearchIssue SpottingTrust and Estate LawBroker-Dealer LawsRegulatory ComplianceLitigation SupportContract NegotiationAnalytical SkillsProject ManagementArtificial Intelligence in Legal Work

Soft Skills

Excellent CommunicationInterpersonal SkillsExecutive PresenceProblem-SolvingInitiative

Certifications & Qualifications

Doctorate Degree in Related FieldLicensed to Practice Law

Industry Keywords

Private BankingConsumer InvestmentsFiduciary IssuesEstate SettlementsRegulatory MattersCompliance StandardsLegal OpinionsTrust ModificationsGovernment ExaminationsInvestment Products

About the role

Key responsibilities & impact

Provide legal support to the Private Bank, Merrill, and Consumer Investments businesses
Advise on client account opening and servicing, pre-litigation matters and complaints, disputes among account holders, at-risk person investigations, trust modifications, estate settlements, and other legal issues
Deliver practical, business-informed legal guidance to business partners and occasionally leadership
Support strategic initiatives and projects
Identify and address legal risks
Help ensure compliance with applicable laws, regulations, and company policies
Analyze legal issues affecting consumer banking and wealth management products, services, and regulatory matters
Interpret rulings, laws, and regulations from compliance and business-control perspectives
Draft, review, and negotiate complex legal documents, including engagement letters, debt agreements, offering documents, and legal opinions
Gather, assess, and evaluate information to make judgments or inferences
Support responses to government examinations and investigations, enforcement actions, private complaints, and litigation
Review and interpret wills, trust agreements, powers of attorney, and legal entity documents under state law
Advise on investment products in Private Bank fiduciary and Merrill brokerage accounts
Resolve conflicts involving complaints and pre-litigation matters, liaising with regulatory, litigation, and internal investigation legal teams
Manage projects improving legal and business processes and focus on core legal work

Requirements

What you’ll need

Licensed in good standing to practice law in at least one state in which Bank of America does business
At least 5 years of relevant experience as an attorney in a law firm, government agency, or in-house environment
Excellent written and verbal communication and interpersonal skills
Executive presence when dealing with high-level business leaders
Comfort offering advice and opinions and debating issues with senior business, compliance, and risk colleagues
Excellent issue spotting, risk assessment, research, and problem-solving/analytical skills
Ability to identify key issues and escalate to management and business leaders
Ability to prioritize and manage a large amount of matters
Flexibility in a fast-paced environment with changing conditions or priorities
Ability to work closely with lawyers, business partners, and compliance and risk professionals
Initiative and strong work ethic; ability to work independently
Minimum Education Requirement: Doctorate degree in related field
Qualified attorney to provide legal advice for trust, estate, charitable foundation, and related fiduciary issues
Experience with broker-dealer laws (SEC, FINRA), state laws related to powers of attorney, trusts and estates, and litigation or regulatory matters is desired
6–10 years of relevant attorney experience is desired
International legal experience is a plus
Ability to incorporate responsible use of Artificial Intelligence to improve legal work is desired

Benefits

Comp & perks

In-office culture with an appropriate level of flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Industry-leading benefits
Paid time off
Resources and support to make an impact
Annual discretionary plan eligibility
Annual discretionary award based on individual, line of business/group, and company performance