Market Wealth Client Experience Lead

Bank of America; Pepper Pike (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks a Market Client Relationship Manager to lead the service delivery model and wealth management banking strategy in its markets. You will manage cross-functional teams, collaborate with Financial Advisors, and ensure superior client service while upholding risk controls.

You will work with Executive leadership to execute market strategy plans, pay attention to digital solutions and enterprise capabilities, and coordinate with SCRM to support Elite

Qualifications

• Current or previous Merrill Wealth Management experience strongly preferred.
• Self-motivated and client centric.
• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
• Prior trend analysis experience.
• Strong customer service and communication skills.
• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate.

Responsibilities

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth.
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service.
• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit.
• Oversees the client service experience and reviews the approval of new client accounts.
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals.

Skills

Self-motivated

Client-centric

Customer service

Leadership

Communication skills

Team management

Education

Bachelor's degree or equivalent work experience

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America, Merrill Wealth Management, seeks a Market Client Relationship Manager to lead the service delivery model and wealth management banking strategy in its markets. You will manage cross-functional teams, collaborate with Financial Advisors, and ensure superior client service while upholding risk controls.

You will work with Executive leadership to execute market strategy plans, pay attention to digital solutions and enterprise capabilities, and coordinate with SCRM to support Elite