Private Wealth Client Relationship Lead — In-Office Role

Bank of America; Los Angeles (CA); On-site; USD 115,000 - 160,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a senior client service leader to drive the private wealth experience. You will oversee transition management, client advocacy, and service delivery across the branch, coordinating with home office teams to ensure high-quality Merrill Lynch client service.

The role emphasizes license compliance, risk controls, staff leadership, and collaboration with Compliance and Litigation.

Qualifications

• Licenses required: Series 7 and 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent.
• Series 3 and 31 licenses if warranted.
• Minimum of five years of professional experience.

Responsibilities

• Deliver and manage the client service experience for Private Wealth Management.
• Ensure proactive client service, client advocacy, transition management, and problem resolution.
• Coordinate client transitions to Merrill Lynch, review and approve new accounts, and manage workflow with home office service organizations.
• Oversee recruitment transitions, respond to complaints with Litigation or Compliance as needed.
• Lead and develop branch office support staff and ensure resource allocation and performance reviews.
• Serve as liaison for WMW implementation, drive enhancements, and coordinate training.

Skills

Compensation Management

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 division seeks a senior client service leader to drive the private wealth experience. You will oversee transition management, client advocacy, and service delivery across the branch, coordinating with home office teams to ensure high-quality Merrill Lynch client service.

The role emphasizes license compliance, risk controls, staff leadership, and collaboration with Compliance and Litigation.