Client Relationship Manager

Bank of America

. Lead the service delivery model and wealth management banking strategy for respective markets .

Posted 10/23/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $115,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the service delivery model and wealth management banking strategy for respective markets
Drive responsible business growth while minimizing regulatory, financial, operational, and reputational risks
Partner with market leadership, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates
Manage Wealth Management Client Associates, Operations support staff, and the branch Operations Department
Deliver firm strategy through execution of Market Strategy Plans
Partner with advisor teams to deliver a branded client service model focused on digital solutions and enterprise capabilities
Serve as Lead and Referral Coordinator for the market
Manage market expenses, branch operations, budgets, and expenses
Partner with the Senior Client Relationship Manager to support development of Elite Growth Practice roles, Wealth Management Client Associates, and Operations staff
Hire, develop, and lead cross-functional professionals
Supervise financial transactions and operations, ensure compliance, and prepare for branch audits
Oversee the client service experience and review approval of new client accounts
Ensure client service expectations and operational excellence goals are met
Represent the office and Merrill with clients, prospects, recruits, vendors, regulators, and outside legal counsel
Coach teams to deliver a modern, digital-first service model
Identify opportunities to connect Financial Advisors and clients to broader enterprise resources
Manage daily operations in compliance with industry regulations, policies, and procedures

Requirements

What you’ll need

Currently hold SIE, Series 7, and Series 66, or Series 63 and Series 65
Currently hold Series 9 and Series 10, or Series 8
Series 3 and Series 31 licenses, if warranted
Minimum of 5+ years professional experience
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge, including 401K, options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, and trust operations
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including planning, monitoring, influencing, negotiating, supervising, and delegating
High School Diploma, GED, Secondary School, or equivalent
Current or previous Merrill Wealth Management experience strongly preferred
Bachelor's degree or equivalent work experience desired

Benefits

Comp & perks

Annual discretionary incentive award eligibility
Benefits eligibility
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Potential workplace flexibility based on role-specific responsibilities and business needs