Private Wealth Relationship Manager

Bank of America

. Support the Financial Advisor team in developing and enhancing existing client relationships .

Posted 11/10/2026full-timeAustin • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Wealth Management products and services while effectively managing client relationships and supporting Financial Advisors. Proven ability to lead collaborative efforts and manage multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Wealth Management ProductsSeries 7 LicenseSAFE Act RegistrationClient Relationship ManagementStrong Communication Skills

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

Investment ManagementBusiness DevelopmentRisk ManagementClient Service Model DevelopmentAccount Performance Analysis

Soft Skills

Detail OrientedOrganizational SkillsCollaborationInfluence Without AuthorityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSeries 66 LicenseADV-2B

Industry Keywords

Client MeetingsPortfolio ManagementMarket DevelopmentsGrowth and AcquisitionResidential Mortgage Loans

About the role

Key responsibilities & impact

Support the Financial Advisor team in developing and enhancing existing client relationships
Provide specialized support as a Specialist/Manager in Business Development, Wealth Planning, Investment Management, or Business Management
Spend more than 50% of time on relationship management activities
Assist with and attend client meetings covering investment strategy, account performance, new products, and market developments
Promote growth and acquisition
Engage portfolio managers, product specialists, Senior Wealth Planners, and Investment Management Specialists to coordinate sales and service activities
Work with the Financial Advisor and/or Senior Business Manager to develop, implement, and monitor the team’s client service model
Potentially provide residential mortgage loans subject to SAFE Act registration requirements

Requirements

What you’ll need

Series 7, 63/65 or 66 or equivalent
Must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) supported
SAFE Act Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation
Strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs