Wealth Management Market Client Experience Leader

Bank of America; Philadelphia (Philadelphia County); On-site; USD 100,000 - 150,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Market Client Relationship Manager to lead the Market’s service delivery model and digital-first client experience. You will manage Wealth Management Client Associates and branch operations while partnering with advisors to deliver growth and manage risk.

Ideal candidates bring Merrill Wealth Management experience, strong leadership, and deep regulatory knowledge to guide strategic plans and a high-performing team across the market.

Qualifications

• SIE, Series 7 and Series 66 (or Series 63 and Series 65) or equivalent licenses, plus Series 9 and Series 10 (or Series 8) or Series 3, 31 licenses, if warranted
• Minimum of 5+ years professional experience
• Current or previous Merrill Wealth Management experience strongly preferred
• Self-motivated and client centric

Responsibilities

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
• Oversees the client service experience and reviews the approval of new client accounts
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank’s client service expectations and operational excellence 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

Bachelor’s degree or equivalent work experience

Job description

Bank of America Merrill Wealth Management is seeking a Market Client Relationship Manager to lead the Market’s service delivery model and digital-first client experience. You will manage Wealth Management Client Associates and branch operations while partnering with advisors to deliver growth and manage risk.

Ideal candidates bring Merrill Wealth Management experience, strong leadership, and deep regulatory knowledge to guide strategic plans and a high-performing team across the market.