Market Client Relationship Leader

Bank of America; Tulsa (OK); On-site; USD 95,000 - 140,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team in the United States seeks a senior leader to oversee the service delivery model and wealth management banking strategy across markets. You will manage a cross-functional team supporting Financial Advisor groups and client service to deliver high-quality outcomes.

You will lead process improvement, risk management, and compliance programs while guiding branch operations and client account approvals.

Qualifications

• FINRA licenses: SIE, Series 7 and Series 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent; Series 3, 31 if warranted, with at least five years of professional experience.
• Minimum education: High School Diploma or equivalent.

Responsibilities

• Leads the service delivery model and wealth management banking strategy to drive growth.
• Hires, develops, and leads a cross-functional team to support Financial Advisor teams and deliver outstanding client service.
• Supervises financial transactions and operations to ensure risk management and compliance, including branch audits.
• Oversees client service experience and approves new client accounts.
• Leads Wealth Management Client Associates and branch Operations to meet service expectations and achieve operational excellence.

Skills

Compensation Analysis

Performance Management

Process Performance Management

Referral Management

Workforce Planning

Due Diligence

Internal Audit Review

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service Management

Employee Counseling

Succession Planning

Trade Operations Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management team in the United States seeks a senior leader to oversee the service delivery model and wealth management banking strategy across markets. You will manage a cross-functional team supporting Financial Advisor groups and client service to deliver high-quality outcomes.

You will lead process improvement, risk management, and compliance programs while guiding branch operations and client account approvals.