Elite Wealth & Trading Relationship Manager

Bank of America; Pennington (NJ); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Job summary

Bank of America is seeking a high-caliber advisor to manage a book of high-net-worth, self-directed clients in a rigorous trading and servicing capacity. You will serve as the primary contact for trading needs and strive to grow assets and deepen wallet share while upholding regulatory and risk controls.

The role requires Series 7 and 66 licensing (66 within 90 days), 3–5 years of investment experience, and the ability to work collaboratively across GWIM, US Trust, and Merrill Edge teams.

Qualifications

• Series 7 and 66 licensing required; if Series 66 not currently held, Series 66 must be obtained within 90 days
• Minimum 3 - 5 years of investment, trading and brokerage experience
• Experience with advanced trading strategies, options, fixed income and margin
• Ability to use sound judgment when making decisions, identifying solutions and resolving elevated issues
• Ability to manage risk and the overall client experience
• Strong analytical and problem-solving skills
• Strong organizational skills and time management skills
• Strong interpersonal skills and the ability to work in a team environment
• Ability to handle multiple tasks in a dynamic environment
• Ability to work effectively under pressure and time constraints; adjusts rapidly to changing demands and priorities
• Ability to work in a team environment in order to meet targets and deadlines
• Foster relationships with leadership peers and collaborate to improve processes that impact the client experience
• Ensures complete and efficient business/client interactions; confident and engaging presence
• Must be flexible to work hours of operation
• For internal employees; participation in a work from home posture does not make you ineligible to post

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 Global Wealth and Investment Management (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

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Risk Management

Trading

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a high-caliber advisor to manage a book of high-net-worth, self-directed clients in a rigorous trading and servicing capacity. You will serve as the primary contact for trading needs and strive to grow assets and deepen wallet share while upholding regulatory and risk controls.

The role requires Series 7 and 66 licensing (66 within 90 days), 3–5 years of investment experience, and the ability to work collaboratively across GWIM, US Trust, and Merrill Edge teams.