•Merrill Premium Elite Relationship Manager (Series 7 and 66 Required)

Bank of America; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

Bank of America is seeking a high-caliber professional to manage a book of high-net-worth clients, serving as the primary contact for all trading and servicing needs. The role emphasizes growth, wallet-share expansion, and delivering superior client experiences across GWIM, US Trust, and Merrill Edge.

The candidate should have 3–5 years of investment and brokerage experience, with proficiency in options, fixed income, and margin, plus Series 7/66 licensing.

Qualifications

• Investment, trading, and brokerage experience required.
• Experience with options, fixed income, and margin.
• Series 7 and 66 licensing required.
• Strong analytical and organizational skills.
• Ability to manage risk and overall client experience.
• Team-oriented and able to work in a dynamic environment.
• Internal employees; participating in a work-from-home posture does not make you ineligible to post.

Responsibilities

• Manages a book of high net worth clients and serves as the primary contact for all trading and servicing needs.
• Delivers on performance goals by driving asset growth and expanding client relationships.
• Assumes a trusted advisor role and aims to win wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin.
• Executes business development strategies while focusing on client experience.
• Develops knowledge of internal policies to ensure flawless execution of complex trading strategies.
• Collaborates across Global Wealth and Investment Management, US Trust and Preferred Banking, and Merrill Edge.

Skills

Investment trading

Client relationship

Financial analysis

Team collaboration

Job description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high‑net-worth, self‑directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client’s sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications

• Minimum 3 - 5 years of investment, trading and brokerage experience required
• Experience with advanced trading strategies, options, fixed income, and margin required
• Series 7 and 66 licensing required
• Confident and engaging presence
• Sound decision making skills with ability to manage risk and overall client experience
• Strong analytical and organizational skills
• Strong interpersonal skills and the ability to work in a team environment
• Ability to handle multiple tasks in a dynamic environment
• For internal employees; participation in a work from home posture does not make you ineligible to post

Desired Qualifications

• Wealth management and private client experience
• Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

Additional Skills Used

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Risk Management
• Trading
• Written Communications

Shift

1st shift (United States of America)

Hours Per Week

40