Market Client Relationship Manager

Bank of America

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

Posted 9/29/2026full-timeWilliamsville • New York • United StatesMid-LevelSenior💰 $115,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in wealth management strategies, regulatory compliance, and client service excellence. Proven ability to lead cross-functional teams, drive business growth, and manage operational processes effectively.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseWealth Management ExperienceInvestment Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Regulatory ComplianceTrend AnalysisOperational ManagementClient Service ManagementFinancial Planning

Soft Skills

Self-MotivatedClient CentricStrong Communication SkillsManagement SkillsNegotiation Skills

Certifications & Qualifications

Series 3 LicenseSeries 31 License

Industry Keywords

Wealth ManagementDigital SolutionsService Delivery ModelFinancial AdvisorBranch Operations

About the role

Key responsibilities & impact

Lead the overall service delivery model, including digital offerings and wealth management banking strategy in the market
Work with the Home Office to ensure superior client service
Partner with market leadership, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates
Drive responsible growth while minimizing regulatory, financial, operational, and reputational risks
Manage Wealth Management Client Associates, Operations support staff, and the branch operations department
Execute 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 and manage market expenses
Support development of Elite Growth Practice roles, Wealth Management Client Associates, and Operations staff
Manage branch Wealth Management Client Associates and Service Support Staff
Oversee daily Merrill branch operations, supervision, compliance, policies, and procedures
Drive business growth through the service delivery model and wealth management banking strategy
Hire, develop, and lead cross-functional professionals supporting Financial Advisor teams
Coach teams on a modern, digital-first service model and operational excellence
Resolve complex, escalated client service and operational needs
Represent the office and Merrill with clients, prospects, recruits, vendors, regulators, and outside legal counsel
Identify opportunities to connect Financial Advisors and clients to the broader enterprise
Manage processes, data, risk, talent, budgets, 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, 31 licenses, if warranted
Minimum of five years of professional experience
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
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
Bachelor’s degree or equivalent work experience desired
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Ability to work onsite in accordance with the workplace excellence policy if selected

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs