Wealth Management Client Experience Leader

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

Job summary

Bank of America’s Merrill Wealth Management in Minneapolis seeks a senior manager to lead the service delivery model and wealth management banking strategy across markets. You will partner with market leaders, resident directors, financial advisors and client associates to drive growth while ensuring top-tier client service and regulatory compliance.

The role requires hiring and developing a cross-functional team, overseeing complex transactions, and pushing for operational excellence and strong

Qualifications

• Currently hold FINRA Securities Industry Essentials (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
• Minimum of five years of professional experience

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 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 in Minneapolis seeks a senior manager to lead the service delivery model and wealth management banking strategy across markets. You will partner with market leaders, resident directors, financial advisors and client associates to drive growth while ensuring top-tier client service and regulatory compliance.

The role requires hiring and developing a cross-functional team, overseeing complex transactions, and pushing for operational excellence and strong