Premium Elite Relationship Manager, Series 7, 66 Required

Bank of America

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

Posted 9/21/2026full-timeUnited StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing high-net-worth client relationships, executing advanced trading strategies, and ensuring compliance with regulatory requirements. Proficient in driving asset growth through effective business development and collaboration across financial services teams.

Highest-signal resume keywords

Investment ExperienceAdvanced Trading StrategiesSeries 7 LicensingSeries 66 LicensingWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trading MechanicsOptionsFixed IncomeMargin RegulationsBusiness Development Strategies

Soft Skills

Sound Decision-MakingStrong Analytical SkillsStrong Interpersonal SkillsOrganizational SkillsAbility to Handle Multiple Tasks

Tools & Technologies

Enterprise PlatformsUS TrustBACAdvisory

Certifications & Qualifications

Series 7Series 66SAFE Act Registration

Industry Keywords

High-Net-Worth ClientsClient Relationship ManagementAsset GrowthProduct PenetrationWealth Management

About the role

Key responsibilities & impact

Manage a book of high-net-worth, active self-directed clients
Serve as primary point of contact for clients’ trading and servicing needs
Drive asset growth and expand client relationships through product penetration
Advise clients 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
Develop knowledge of internal policies, procedures, and processes for complex trading strategies
Collaborate across GWIM, US Trust, Preferred Banking, and Merrill Edge teams
Improve processes and deliver a world-class relationship model

Requirements

What you’ll need

Minimum 3–5 years of investment, trading and brokerage experience
Experience with advanced trading strategies, options, fixed income, and margin
Series 7 and 66 licensing required
SAFE Act registration and good standing required
Ability to complete the SAFE Act background check and registration process
Confident and engaging presence
Sound decision-making skills with ability to manage risk and overall client experience
Strong analytical and organizational skills
Strong interpersonal skills and ability to work in a team environment
Ability to handle multiple tasks in a dynamic environment
Wealth management and private client experience desired
Knowledge of Enterprise platforms (US Trust, BAC, Advisory) desired

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly, and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility