Premium Elite Plus Relationship Manager

Bank of America

. Manage a book of high-net-worth, active self-directed clients .

Posted 11/5/2026full-timeRiverside • Rhode Island • United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-net-worth client relationships, executing advanced trading strategies, and ensuring compliance with SAFE Act registration requirements. Proven ability to deliver exceptional client experiences while collaborating with internal partners to drive business growth.

Highest-signal resume keywords

Series 7 LicensingSeries 66 LicensingInvestment ExperienceAdvanced Trading StrategiesClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trading MechanicsFixed IncomeOptionsMargin RegulationsBusiness Development StrategiesAnalytical SkillsProblem-Solving SkillsRisk Management

Soft Skills

Interpersonal SkillsOrganizational SkillsTime Management SkillsTeam CollaborationAdaptability

Tools & Technologies

Enterprise PlatformsUS TrustBACAdvisory

Certifications & Qualifications

CFPAWMACRPC

Industry Keywords

Wealth ManagementPrivate Client ExperienceClient ExperienceBusiness GrowthSAFE Act

About the role

Key responsibilities & impact

Manage a book of high-net-worth, active self-directed clients
Serve as the primary point of contact for clients’ trading and servicing needs
Deliver performance goals, including asset growth and expanding client relationships through product penetration
Provide expert guidance on complex trading, servicing and relationship needs
Build trusted-client relationships and win wallet share
Apply knowledge of trading mechanics, fixed income, options, margin and margin regulations
Execute business development strategies and goals to achieve business growth
Focus on delivering a strong client experience
Develop knowledge of internal policies, procedures and processes for seamless execution of complex trading strategies
Collaborate across GWIM, US Trust, Preferred Banking and Merrill Edge internal partners
Improve processes and deliver a world-class relationship model
Potentially originate residential mortgage loans subject to SAFE Act registration requirements
Register with the federal registry system and complete the required SAFE Act background check
Maintain SAFE Act registration in good standing

Requirements

What you’ll need

Series 7 and 66 licensing required; if Series 66 is not currently held, it must be obtained within 90 days
Minimum 3–5 years of investment, trading and brokerage experience
Experience with advanced trading strategies, options, fixed income and margin
Ability to use sound judgment when making decisions, identifying solutions and resolving elevated issues
Ability to manage risk and the overall client experience
Strong analytical and problem-solving skills
Strong organizational and time management skills
Strong interpersonal skills and ability to work in a team environment
Ability to handle multiple tasks in a dynamic environment
Ability to work effectively under pressure and time constraints
Ability to adjust rapidly to changing demands and priorities
Ability to work in a team environment to meet targets and deadlines
Ability to foster relationships with leadership peers and collaborate to improve processes impacting the client experience
Complete and efficient business/client interactions; confident and engaging presence
Must be flexible to work hours of operation
High School Diploma / GED / Secondary School or equivalent
Desired: wealth management and private client experience
Desired: knowledge of Enterprise platforms (US Trust, BAC, Advisory)
Desired: additional professional designations such as CFP, AWMA and/or CRPC

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Employee wellness support, including physical, emotional, and financial wellness
Recognition and rewards for performance
Flexible work arrangements based on role-specific considerations