Premium Elite Relationship Manager

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

Job summary

Bank of America is seeking an experienced investment professional to manage a book of high net worth, self-directed clients. You will serve as the primary point of contact for trading and servicing needs, driving asset growth through product penetration and strong client relationships.

The role requires Series 7 and 66 licensing, knowledge of trading mechanics, and the ability to navigate risk while delivering an exceptional client experience across GWIM, US Trust, and Merrill Edge partnerships.

Qualifications

• 3–5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Series 7 and 66 licensing required.
• Strong analytical and organizational skills.
• Ability to manage risk and deliver strong client experience.
• Excellent interpersonal and teamwork abilities.
• Internal employees may work from home posture not disqualifying.

Responsibilities

• Manage a book of high net worth self-directed clients and serve as primary trading contact.
• Drive asset growth and expand client relationships through product penetration.
• Provide client-focused guidance to win wallet share.
• Demonstrate knowledge of trading mechanics, fixed income, options, margin.
• Execute business development strategies to achieve growth while focusing on client experience.
• Learn internal policies to ensure flawless execution of complex trading strategies.
• Collaborate across GWIM, US Trust, Preferred Banking and Merrill Edge to deliver a world-class model.

Skills

Trading

Risk Management

Client Management

Analytical Skills

Team Collaboration

Oral Communication

Written Communication

Attention to Detail

Job description

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

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US – MA – Quincy – 440 Hancock St – QUINCY BC (MA6229)

Pay and benefits information

Pay range

$75,000.00 – $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.