Wealth Management Client Relations Leader

Bank of America; Oklahoma City (OK); On-site; USD 110,000 - 150,000; Full time

Job summary

Bank of America is seeking a senior manager to lead the overall service delivery model for wealth management banking. You will partner with market leaders and advisors to deliver outstanding client service and drive responsible growth while managing risks and regulatory compliance.

The role requires building and directing a cross-functional team, overseeing client accounts, and ensuring operational excellence across the branch network.

Qualifications

• FINRA SIE, Series 7 and Series 66 (or 63/65), Series 9/10 (or 8) or equivalent licenses and Series 3, 31 licenses if warranted.
• Minimum of five years of professional experience.
• High School Diploma or equivalent is the minimum education requirement.

Responsibilities

• Leads the service delivery model and wealth management banking strategy.
• Hires, develops, and leads a cross-functional team to support Financial Advisor teams and client service.
• Oversees risk management, compliance, and branch audit preparedness.
• Manages client accounts and oversees branch operations to meet client service expectations.

Skills

FINRA licenses

Experience requirement

Leadership

Education

High School Diploma / GED

Job description

Bank of America is seeking a senior manager to lead the overall service delivery model for wealth management banking. You will partner with market leaders and advisors to deliver outstanding client service and drive responsible growth while managing risks and regulatory compliance.

The role requires building and directing a cross-functional team, overseeing client accounts, and ensuring operational excellence across the branch network.