Wealth Management Market Client Relations Lead

Bank of America; Minneapolis (MN); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a leader to drive the service delivery model and wealth management banking strategy in the market, coordinating with market executives and advisors to ensure superior client service and compliant operations.

The role emphasizes hiring and developing a cross-functional team, managing risk, and delivering growth while upholding regulatory and policy standards. 40-hour weeks in MN location apply.

Qualifications

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

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

Job description

Bank of America is seeking a leader to drive the service delivery model and wealth management banking strategy in the market, coordinating with market executives and advisors to ensure superior client service and compliant operations.

The role emphasizes hiring and developing a cross-functional team, managing risk, and delivering growth while upholding regulatory and policy standards. 40-hour weeks in MN location apply.