Wealth Management Client Relationships Leader

Bank of America; Oklahoma City (OK); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks an experienced leader to direct service delivery and banking strategy across markets. You will manage cross-functional teams supporting Financial Advisors and Wealth Management Client Associates to deliver superior client service while minimizing risk and ensuring flawless operations.

With 5+ years of professional experience and required FINRA licenses, you will guide regulatory compliance, staff development, and branch performance.

Qualifications

• FINRA SIE, Series 7 and Series 66 (or Series 63 and 65) and Series 9 and 10 (or Series 8) or equivalent licenses
• Series 3, 31 licenses if warranted
• Minimum of five years of professional experience

Responsibilities

• Leads the service delivery model and wealth management banking strategy to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver client service
• Supervises financial transactions and operations to drive risk management and ensure compliance
• Oversees client service experience and approves new client accounts
• Leads Wealth Management Client Associates and branch Operations to meet service expectations and operational goals

Skills

Leadership

Client Management

Performance Management

Risk Management

Process Improvement

Regulatory Compliance

Team Leadership

Communication

Education

High School Diploma / GED

Job description

Bank of America Merrill Wealth Management seeks an experienced leader to direct service delivery and banking strategy across markets. You will manage cross-functional teams supporting Financial Advisors and Wealth Management Client Associates to deliver superior client service while minimizing risk and ensuring flawless operations.

With 5+ years of professional experience and required FINRA licenses, you will guide regulatory compliance, staff development, and branch performance.