Wealth Management Client Relations Lead

Bank of America; Iowa; On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a seasoned leader to oversee the service delivery model and wealth management banking strategy across markets, partnering with Home Office and market leadership to deliver exceptional client service.

You will hire and lead cross-functional teams supporting Financial Advisors and Wealth Management Client Associates, supervise financial transactions, and ensure compliance and risk controls.

Qualifications

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

Responsibilities

• Leads the service delivery model and wealth management banking strategy across markets to drive growth.
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams.
• Supervises financial transactions and operations to manage risk and support audits.
• Oversees client service experience and approves new client accounts.
• Leads Wealth Management Client Associates and Operations to exceed service and efficiency 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 division seeks a seasoned leader to oversee the service delivery model and wealth management banking strategy across markets, partnering with Home Office and market leadership to deliver exceptional client service.

You will hire and lead cross-functional teams supporting Financial Advisors and Wealth Management Client Associates, supervise financial transactions, and ensure compliance and risk controls.