Senior Private Client Manager: Wealth & Relationship Growth

Bank of America; Sarasota (FL); On-site; USD 85,000 - 115,000; Full time

Job summary

Bank of America is looking for a Client Relationship Manager in Sarasota, Florida. The role involves expanding client relationships and advising on financial needs while executing the Client Management Process. Key responsibilities include business development and mentoring Private Client Managers.

To qualify, candidates must have a minimum of 7 years of experience with high-net-worth clients, hold Series 7, 63, and 65 licenses, and possess strong interpersonal skills. Join us to make a difference in the financial lives of our clients.

Qualifications

• Series 7, 63 and 65 required, unlicensed candidates may apply.
• 7+ years of experience managing high-net-worth clients.
• Strong interpersonal and partnership skills required.

Responsibilities

• Drive inflows of new business across all product lines.
• Lead complex credit opportunities, including structured credit deals.
• Encourage use of digital capabilities for client experience.

Skills

Client Management

Relationship Building

Risk Management

Financial Analysis

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a Client Relationship Manager in Sarasota, Florida. The role involves expanding client relationships and advising on financial needs while executing the Client Management Process. Key responsibilities include business development and mentoring Private Client Managers.

To qualify, candidates must have a minimum of 7 years of experience with high-net-worth clients, hold Series 7, 63, and 65 licenses, and possess strong interpersonal skills. Join us to make a difference in the financial lives of our clients.