Senior Private Wealth & Trading Relationship Manager

Bank of America; East Providence (RI); On-site; USD 75,000 - 90,000; Full time

Job summary

Bank of America is seeking a seasoned investment professional to serve high-net-worth, self-directed clients with sophisticated trading and servicing needs. You will act as the primary contact for all trading requirements and strive to expand wallet share across product lines.

Key qualifications include 3–5 years of investment/trading experience, Series 7 and 66 licensing, and the ability to manage risk while delivering exceptional client service in a dynamic, team-oriented environment.

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.
• Excellent interpersonal and teamwork abilities.
• Ability to manage multiple tasks in a dynamic environment.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary trading/servicing contact.
• Drives asset growth by expanding client relationships through product penetration.
• Becomes trusted counterpart to win wallet share.
• Understands trading mechanics, fixed income, options, and margin.
• Collaborates across GWIM, US Trust, Preferred Banking and Merrill Edge for a world-class relationship model.
• Ensures flawless execution of complex trading strategies.

Skills

Investment trading experience

Advanced trading strategies

Options

Fixed income

Margin

Series 7 & 66

Client relationship management

Risk management

Team collaboration

Job description

Bank of America is seeking a seasoned investment professional to serve high-net-worth, self-directed clients with sophisticated trading and servicing needs. You will act as the primary contact for all trading requirements and strive to expand wallet share across product lines.

Key qualifications include 3–5 years of investment/trading experience, Series 7 and 66 licensing, and the ability to manage risk while delivering exceptional client service in a dynamic, team-oriented environment.