Elite Private Wealth Client Relations Lead

CDL Labor Logistics; Atlanta (GA); On-site; USD 120,000 - 170,000; Full time

Job summary

Bank of America Corporation is seeking a Merrill Private Wealth Client Relationship Manager to lead client service and supervision of staff in a highly regulated wealth management environment.

The role emphasizes relationship building, coaching, and delivery of a digital-first client experience, coordinating with advisors, recruiting, and driving enterprise initiatives across the branch.

Qualifications

• Hold required licenses: Series 7 and Series 66 (or 63/65) and Series 9 and Series 10 (or 8).
• Minimum 5+ years professional experience.
• Prior Merrill Wealth Management or Bank of America experience preferred.

Responsibilities

• Ensure client service expectations are met while balancing risk and exposure.
• Lead and manage Private Wealth Management Client Associates and support staff.
• Represent the office and Merrill with clients, prospects, regulators and counsel.
• Coordinate with advisors to deliver a digital-first service model and enterprise capabilities.
• Ensure daily operations compliance with industry regulations and policies.

Skills

Series 7

Series 66

Series 63

Series 65

Series 9

Series 10

Series 8

Regulatory knowledge

Industry experience

Education

Bachelor’s degree or equivalent work experience

Job description

Bank of America Corporation is seeking a Merrill Private Wealth Client Relationship Manager to lead client service and supervision of staff in a highly regulated wealth management environment.

The role emphasizes relationship building, coaching, and delivery of a digital-first client experience, coordinating with advisors, recruiting, and driving enterprise initiatives across the branch.