Wealth Management Client Relations Lead (Digital-First)

Bank of America; Canfield (OH); On-site; USD 120,000 - 170,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Market Client Relationship Manager to lead service delivery, oversee staff, and drive strategic market initiatives. The role partners with executives, financial advisors, and operations teams to deliver a digital-first, compliant client experience, while managing costs and risks.

The position emphasizes leadership, deep regulatory knowledge and strong client focus to support growth and service excellence across the market.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong client relationship and leadership experience.
• Familiarity with Merrill Wealth Management products and services is preferred.

Responsibilities

• Lead the service delivery model for digital and wealth management banking strategies.
• Manage Wealth Management Client Associates and branch operations staff.
• Collaborate with advisor teams to deliver enterprise capabilities and branded service.
• Ensure compliance with regulatory requirements and risk controls.
• Develop and implement market strategy plans with leadership.

Skills

Leadership

Client Management

Risk Management

Regulatory Knowledge

Process Improvement

Team Leadership

Communication Skills

Strategic Planning

Education

Bachelor’s degree or equivalent

Job description

Bank of America’s Merrill Wealth Management division seeks a Market Client Relationship Manager to lead service delivery, oversee staff, and drive strategic market initiatives. The role partners with executives, financial advisors, and operations teams to deliver a digital-first, compliant client experience, while managing costs and risks.

The position emphasizes leadership, deep regulatory knowledge and strong client focus to support growth and service excellence across the market.