Wealth Management Client Relations Leader

Bank of America; Los Angeles (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a senior manager to lead service delivery and strategy for wealth management banking across markets. You will build and guide cross-functional teams supporting Financial Advisors and ensure high-quality client service while maintaining risk controls and regulatory compliance.

The role emphasizes team leadership, client relationship focus, and the ability to drive operational excellence with a modern, digital-first service model.

Qualifications

• Currently hold SIE, Series 7 and Series 66 (or Series 63 and 65) and other listed licenses.
• Minimum of 5+ years professional experience.

Responsibilities

• Lead the service delivery model and wealth management banking strategy to drive growth.
• Hire, develop, and lead cross-functional teams supporting Financial Advisor teams.
• Supervise transactions and risk controls to ensure compliance and audits.
• Oversee client service and review new client accounts.
• Lead Client Associates and Operations to meet service standards.

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

Bachelor's degree

High School Diploma / GED

Job description

Bank of America Merrill Wealth Management is seeking a senior manager to lead service delivery and strategy for wealth management banking across markets. You will build and guide cross-functional teams supporting Financial Advisors and ensure high-quality client service while maintaining risk controls and regulatory compliance.

The role emphasizes team leadership, client relationship focus, and the ability to drive operational excellence with a modern, digital-first service model.