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

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Demonstrates expertise in managing high-net-worth client relationships, executing advanced trading strategies, and ensuring compliance with regulatory requirements. Proven ability to drive asset growth and enhance client experiences through effective collaboration and sound decision-making.

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 DevelopmentAnalytical SkillsOrganizational Skills

Soft Skills

Interpersonal SkillsDecision-Making SkillsEngaging Presence

Tools & Technologies

Enterprise PlatformsUS TrustBACAdvisory

Certifications & Qualifications

Series 7Series 66SAFE Act Registration

Industry Keywords

High-Net-Worth ClientsClient Relationship ManagementTrading and BrokerageWealth ManagementPrivate Client Experience

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
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
Develop knowledge of internal policies, procedures, and processes for seamless execution of complex trading strategies
Collaborate across GWIM, US Trust and Preferred Banking, Merrill Edge, and internal partners
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 maintenance of good standing required
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 preferred
Knowledge of Enterprise platforms (US Trust, BAC, Advisory) preferred

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