Market Client Relationship Manager

Bank of America

. Lead the overall service delivery model and wealth management banking strategy across the market .

Posted 9/29/2026full-timeTulsa • Oklahoma • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in leading wealth management strategies, ensuring compliance, and managing client service delivery while fostering an inclusive environment. Proven ability to drive growth and manage risks effectively across financial operations.

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

Compensation AnalysisPerformance ManagementProcess Performance ManagementReferral ManagementWorkforce PlanningDue DiligenceInternal Audit ReviewLeadership DevelopmentRecruitingTrade Operations Management

Soft Skills

Employee CounselingSuccession PlanningCustomer Service Management

Certifications & Qualifications

Series 3 LicenseSeries 31 License

Industry Keywords

Wealth ManagementFinancial AdvisorClient Service DeliveryOperational ExcellenceBranch Audits

About the role

Key responsibilities & impact

Lead the overall service delivery model and wealth management banking strategy across the market
Partner with market leadership, 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 delivery
Supervise financial transactions and operations, promote risk management best practices, and ensure 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 achieve client service and operational excellence goals
Model an inclusive environment for employees and clients
Manage processes, data, expenses, budgets, talent, performance, and business outcomes

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 and 31 licenses if warranted
Minimum of five years of professional experience
High School Diploma / GED / Secondary School or equivalent
Skills in 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 1st shift in the United States of America
40 hours per week

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs
Work-from-home posture may be available subject to workplace excellence policy
40 hours per week