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 to deliver actionable legal advice to business leaders and manage legal issues effectively.

Highest-signal resume keywords

Licensed AttorneyLegal Document DraftingRisk AssessmentCompliance ExpertiseTrust and Estate Law

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Legal ResearchIssue SpottingAnalytical SkillsNegotiationRegulatory ComplianceFiduciary LawConsumer Banking LawLitigation SupportDocument ReviewEstate Settlement

Soft Skills

Excellent CommunicationInterpersonal SkillsExecutive PresenceProblem-SolvingInitiative

Certifications & Qualifications

Licensed to Practice Law

Industry Keywords

Private BankingWealth ManagementBroker-Dealer LawsSEC RegulationsFINRA RegulationsPowers of AttorneyTrust ModificationsCharitable FoundationsGovernment InvestigationsPre-Litigation Matters

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, account-holder disputes, at-risk person investigations, trust modifications, estate settlements, and other legal issues
Deliver practical legal guidance to business partners
Support strategic initiatives and projects
Identify and address legal risks
Help ensure compliance with applicable laws, regulations, and company policies
Analyze legal issues involving consumer banking and wealth management products, services, and regulatory matters
Communicate clear, concise, actionable, and business-informed legal advice, including to leadership
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 complaints and pre-litigation conflicts while liaising with regulatory, litigation, and internal investigation legal teams

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
Ability to offer advice and opinions and debate 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, compliance, and risk professionals
Initiative and strong work ethic; ability to work independently
Minimum Education Requirement: Doctorate degree in related field
Experience with trust, estate, charitable foundation, and related fiduciary issues is desired
Experience with broker-dealer laws, SEC, FINRA, state laws related to powers of attorney, trusts and estates, and litigation or regulatory matters is desired
International legal experience is a plus

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Paid time off
Resources and support for employees