Wealth Management Client Experience Lead

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

Job summary

Bank of America’s Merrill Wealth Management unit seeks a leader to direct the service delivery model and the wealth management banking strategy across markets. You will partner with Market Executives, Financial Advisors and Client Associates to ensure superior client service and responsible growth.

The role emphasizes risk-aware operations, regulatory compliance, and a high-performance, inclusive team culture. Onsite presence is expected to drive excellence in client experience.

Qualifications

• Minimum of five years of professional experience.
• FINRA SIE, Series 7 and Series 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted.

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.
• Oversees the client service experience and reviews the approval of new client accounts.
• Leads Wealth Management Client Associates and branch Operations Department to meet client service expectations and operational excellence.

Skills

Compensation Analysis

Performance Management

Process Performance Management

Referral Management

Workforce Planning

Due Diligence

Internal Audit Review

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service Management

Employee Counseling

Succession Planning

Trade Operations Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management unit seeks a leader to direct the service delivery model and the wealth management banking strategy across markets. You will partner with Market Executives, Financial Advisors and Client Associates to ensure superior client service and responsible growth.

The role emphasizes risk-aware operations, regulatory compliance, and a high-performance, inclusive team culture. Onsite presence is expected to drive excellence in client experience.