Market Client Relationship Manager

Bank of America

. Lead the overall service delivery model, including the bank's 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 models and wealth management banking strategies while ensuring compliance and risk management. Proven ability to develop and lead cross-functional teams to achieve operational excellence and superior client service.

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 ReviewSuccession PlanningTrade Operations Management

Soft Skills

Leadership DevelopmentEmployee CounselingCoachingCommunication

Certifications & Qualifications

Series 3 LicenseSeries 31 License

Industry Keywords

Wealth ManagementClient ServiceOperational ExcellenceRisk DisciplineFinancial Transactions

About the role

Key responsibilities & impact

Lead the overall service delivery model, including the bank's digital offerings and wealth management banking strategy, in the assigned markets
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 to facilitate daily business needs
Drive responsible growth while minimizing regulatory, financial, operational, and reputational risks
Lead the service delivery model and wealth management banking strategy to drive business growth
Hire, develop, and lead a team of cross-functional professionals supporting Financial Advisor teams and delivering client service
Supervise financial transactions and operations, promote risk management best practices, ensure policy and procedure compliance, and prepare for 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 for employees and clients
Demonstrate process knowledge, operational excellence, innovation, data-based decision making, and continuous improvement
Communicate enterprise decisions, purpose, and results, and connect them to team strategy and priorities
Ensure risk discipline, controls, and culture identify, escalate, and debate issues
Coach and provide feedback to improve performance
Manage expenses and budgets
Assess talent and build organizational bench strength
Deliver business results through prioritization, inspection, and delegation

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
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
Trade Operations Management
Ability to work onsite in accordance with the workplace excellence policy if selected, despite current work-from-home status

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs
Access to Merrill investment insights and Bank of America banking convenience
40 hours per week
1st shift