Senior Wealth Management Client Relations Lead

Bank of America; Miami (FL); On-site; USD 115,000 - 160,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an International Client Relationship Manager to lead the service delivery model and wealth management banking strategy. You will partner with Market Executives, Financial Advisors, Wealth Management Client Associates, and Operations to deliver a branded client service model with a digital focus.

The role requires licenses and at least five years of experience, with deep knowledge of investment products and regulatory requirements.

Qualifications

• Current or previous Merrill Wealth Management experience strongly preferred.
• Self-motivated and client centric.
• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.).
• Prior trend analysis experience.
• Strong customer service and communication skills.
• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate.

Responsibilities

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth.
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service.
• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit.
• Oversees the client service experience and reviews the approval of new client accounts.
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank’s client service expectations and operational excellence goals.

Skills

Compensation Analysis

Performance Management

Process Performance Management

Referral Management

Workforce Planning

Due Diligence

Internal Audit

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service Management

Employee Counseling

Succession Planning

Trade Operations Management

Education

Bachelor's degree or equivalent work experience

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management is seeking an International Client Relationship Manager to lead the service delivery model and wealth management banking strategy. You will partner with Market Executives, Financial Advisors, Wealth Management Client Associates, and Operations to deliver a branded client service model with a digital focus.

The role requires licenses and at least five years of experience, with deep knowledge of investment products and regulatory requirements.