Senior Relationship & Strategy Exec - Wealth Management

Bank of America; New York (NY); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Competitive benefits

Annual discretionary plan

Job summary

Bank of America is headquartered in New York, NY, and is seeking a Senior Relationship Manager to oversee strategic initiatives in wealth management. You will coordinate across GWIM, Consumer Banking, Global Banking and Global Markets to drive platform improvements and expand advisor relationships.

The role emphasizes strategic planning, product development, and collaboration with senior leaders to enhance client outcomes and expand third‑party asset manager partnerships. Travel may be required.

Qualifications

• 12+ years of experience in financial services industry.
• Ability to manage multiple senior level relationships inside and outside the firm.
• Prior experience working with asset managers.
• Prior experience with Alternative Investments.
• Broad knowledge of wealth management business.
• Exceptional interpersonal and management skills.
• Strong quantitative and analytical skills.
• Ability to work under pressure and manage multiple tasks.
• Think strategically and influence key stakeholders.
• Attention to detail and timely issue resolution.
• Willingness to travel.

Responsibilities

• Drives investment products and strategies across investment solutions using cross‑group relationships.
• Identifies market trends and client needs to inform product positioning and enhancements.
• Oversees client and business offerings to ensure alignment with client needs.
• Provides strategic guidance on advisor tools, products, platforms and materials.
• Educates advisors on offerings and drives product adoption and engagement.
• Communicates clearly to clients and executives, verbally and in writing.
• Optimizes asset manager resources to drive wealth management growth.
• Strengthens partnerships with key third‑party asset managers.
• Cultivates senior‑level relationships across internal and external stakeholders.
• Ensures consistent internal/external messaging for asset manager partners.
• Promotes adherence to GWIM policies, governance, and standards.
• Collaborates with ISG Product, Specialist, CIO and others to support platform initiatives.
• Designs cross‑manager initiatives leveraging external expertise for GWIM priorities.
• Develops initiatives to enhance advisor engagement and client outcomes.

Skills

Business Acumen

Product Management

Sales Strategy

Market Analysis

Organizational Effectiveness

Product Design and Development

Financial Analysis

Strategy Planning and Development

Change Management

Executive Presence

Customer and Client Focus

Business Case Analysis

Job description

Bank of America is headquartered in New York, NY, and is seeking a Senior Relationship Manager to oversee strategic initiatives in wealth management. You will coordinate across GWIM, Consumer Banking, Global Banking and Global Markets to drive platform improvements and expand advisor relationships.

The role emphasizes strategic planning, product development, and collaboration with senior leaders to enhance client outcomes and expand third‑party asset manager partnerships. Travel may be required.