Elite Wealth Relationship Manager (Series 7/66)

Bank of America; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

Bank of America is seeking a Merrill Premium Elite Relationship Manager (Series 7 and 66 Required) to service a high-net-worth client base and lead complex trading and relationship needs. The role operates in-office with role-specific attendance expectations and strong collaboration across GWIM, US Trust, and Merrill Edge.

The position requires Series 7 and 66 licensing, a track record in investment and brokerage, and the ability to drive asset growth while delivering exceptional client

Qualifications

• Minimum 3 - 5 years of investment, trading and brokerage experience.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs.
• Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration.
• Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
• Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
• Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
• Works seamlessly across all enterprise business lines, including GWIM, US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

Skills

Investment trading

Brokerage experience

Series 7 & 66

Risk management

Analytical skills

Interpersonal skills

Team collaboration

Job description

Bank of America is seeking a Merrill Premium Elite Relationship Manager (Series 7 and 66 Required) to service a high-net-worth client base and lead complex trading and relationship needs. The role operates in-office with role-specific attendance expectations and strong collaboration across GWIM, US Trust, and Merrill Edge.

The position requires Series 7 and 66 licensing, a track record in investment and brokerage, and the ability to drive asset growth while delivering exceptional client