Senior Wealth & Trading Relationship Manager

Bank of America; South Dakota; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Job summary

Bank of America is seeking a client trading professional to support high-net-worth, self-directed clients. You will be the primary contact for all trading and servicing needs, delivering tailored solutions and driving wallet share.

The role requires Series 7 and 66 licensing, knowledge of fixed income, options, and risk management, and will operate within an in-office structure with role-specific flexibility.

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; SAFE Act registration is mandatory.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary contact for trading and servicing needs.
• Drives asset growth and expands client relationships through product penetration.
• Deliver a client-focused advisory approach, elevating the relationship to trusted partner.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin and regulations.
• Collaborates across Global Wealth and Investment Management and internal partners to deliver best-in-class service.

Skills

Investment experience

Trading strategies

Options

Fixed income

Margin trading

Risk management

Education

Series 7 & 66 licenses

Job description

Bank of America is seeking a client trading professional to support high-net-worth, self-directed clients. You will be the primary contact for all trading and servicing needs, delivering tailored solutions and driving wallet share.

The role requires Series 7 and 66 licensing, knowledge of fixed income, options, and risk management, and will operate within an in-office structure with role-specific flexibility.