Market Client Relationship Manager

Bank of America

. Lead the overall service delivery model, including digital offerings and wealth management banking strategy, in the assigned markets .

Posted 11/12/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading service delivery and wealth management banking strategy while ensuring compliance with regulatory standards. Proven ability to manage client service experiences and operational excellence through effective leadership and risk management.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseRisk ManagementClient Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Management StrategyFinancial Transaction SupervisionProcess Performance ManagementCompensation AnalysisInternal Audit ReviewSuccession PlanningTrade Operations ManagementPerformance ManagementWorkforce PlanningReferral Management

Soft Skills

Leadership DevelopmentCoachingCommunicationTeam StrategyInclusive Environment Modeling

Certifications & Qualifications

FINRA Series 3 LicenseFINRA Series 31 License

Industry Keywords

Client ServiceOperational ExcellenceRegulatory ComplianceBranch AuditsFinancial Advisors

About the role

Key responsibilities & impact

Lead the overall service delivery model, including digital offerings and wealth management banking strategy, in the assigned markets
Work with the Home Office to ensure superior client service
Partner with Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs
Drive responsible growth while minimizing regulatory, financial, operational, and reputational risks
Hire, develop, and lead cross-functional professionals supporting Financial Advisor teams and client service
Supervise financial transactions and operations, ensuring risk management best practices and compliance with policies and procedures
Prepare to effectively manage branch audits
Oversee the client service experience and review approval of new client accounts
Lead Wealth Management Client Associates and the branch Operations Department to meet client service and operational excellence goals
Model an inclusive environment and communicate enterprise decisions, purpose, results, and team strategy
Manage processes, data, risks, talent, expenses, budgets, and business outcomes through coaching, delegation, and continuous improvement

Requirements

What you’ll need

Currently hold FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of five years of professional experience
High School Diploma / GED / Secondary School or equivalent
Ability to lead service delivery and wealth management banking strategy
Experience with compensation analysis, performance management, process performance management, referral management, workforce planning, due diligence, internal audit review, leadership development, recruiting, risk management, client management, customer service management, employee counseling, succession planning, and trade operations management
Ability to work onsite in accordance with the workplace excellence policy if selected

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs