Wealth Management Client Experience Leader

Bank of America Corporation; Tulsa (OK); On-site; USD 110,000 - 170,000; Full time

Job summary

Bank of America Corporation in Tulsa is seeking a Wealth Management Manager to lead the service delivery model for wealth management banking in the market, guiding a cross-functional team to support Financial Advisors and ensure superior client service.

The role emphasizes risk management, compliance, and operational excellence, with responsibilities spanning hiring and developing staff, supervising transactions, and aligning branch operations with enterprise goals.

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

Leadership

Compensation Analysis

Performance Management

Process Improvement

Referral Management

Workforce Planning

Due Diligence

Internal Audit

Recruiting

Risk Management

Client Management

Customer Service

Employee Counseling

Succession Planning

Trade Operations

Education

High School Diploma / GED

Job description

Bank of America Corporation in Tulsa is seeking a Wealth Management Manager to lead the service delivery model for wealth management banking in the market, guiding a cross-functional team to support Financial Advisors and ensure superior client service.

The role emphasizes risk management, compliance, and operational excellence, with responsibilities spanning hiring and developing staff, supervising transactions, and aligning branch operations with enterprise goals.