Private Wealth Relationship Manager — Growth & Impact

Bank of America; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. The role includes specialized work in Business Development, Wealth Planning, Investment Management, or Business Management, spending over 50% of time on relationship management activities.

It involves client meetings on investment strategy, performance, and market developments, coordinating with senior staff, and ensuring the team’s service model aligns with compliance and

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations they support.
• SAFE ACT Registration; ADV-2B required.
• Strong communication skills and ability to lead through collaboration.
• Thorough knowledge of Wealth Management products and services.
• Demonstrated ability to manage risk and support sound decisions.
• Ability to research escalated client issues for resolution.

Responsibilities

• Support Financial Advisor teams to grow and enhance client relationships.
• Attend client meetings; discuss investment strategies and market developments.
• Coordinate with portfolio managers and product specialists to support sales and service.
• Develop and monitor the team’s client service model with Senior Business Manager.
• Potential involvement in residential mortgage loan origination under SAFE Act.

Skills

Series 7/63/65/66

SAFE Act Registration

Communication skills

Collaboration & influence

Wealth Management knowledge

Risk management

Client issue research

Education

High School Diploma / GED

Job description

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. The role includes specialized work in Business Development, Wealth Planning, Investment Management, or Business Management, spending over 50% of time on relationship management activities.

It involves client meetings on investment strategy, performance, and market developments, coordinating with senior staff, and ensuring the team’s service model aligns with compliance and