Market Wealth Client Relations Manager

Bank of America; Fort Lauderdale (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks an experienced leader to drive the service delivery model and wealth management banking strategy in the market. The role partners with Market Executives, Financial Advisors, and operations to deliver superior client service and growth.

You will hire, develop, and supervise a cross‑functional team, manage risk and compliance, and oversee client accounts.

Qualifications

• Bachelor or higher education is not listed; the role requires a high school diploma or equivalent.
• Licensing requirements are specified under qualifications (SIE, Series licenses) in the posted responsibilities.

Responsibilities

• Leads the service delivery model and wealth management banking strategy to drive business growth.
• Hires, develops, and leads a cross‑functional team to support Financial Advisor teams and deliver client service.
• Supervises financial transactions and operations to manage risk and ensure policy compliance, including branch audits.

Skills

Compensation Analysis

Performance Management

Process Performance Management

Referral Management

Workforce Planning

Due Diligence

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service Management

Employee Counseling

Succession Planning

Trade Operations Management

Education

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management team seeks an experienced leader to drive the service delivery model and wealth management banking strategy in the market. The role partners with Market Executives, Financial Advisors, and operations to deliver superior client service and growth.

You will hire, develop, and supervise a cross‑functional team, manage risk and compliance, and oversee client accounts.