Wealth Market Client Relations Leader

Bank of America; Palo Alto (CA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Benefits

Annual discretionary bonus

Professional growth opportunities

Job summary

Bank of America Merrill Wealth Management is seeking an experienced Operations Manager to lead the service delivery model and wealth management banking strategy in the Palo Alto market. You will build and guide a cross-functional team, ensure compliant processing of financial transactions, and drive superior client service while managing risk and regulatory requirements.

This role emphasizes strong leadership, collaboration with market leaders, and accountable performance to support growth and

Qualifications

• Requires FINRA Licenses: SIE, Series 7, Series 66 or 63/65, Series 9/10 or 8, and Series 3/31 as 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 cross-functional team to support Financial Advisor teams and client service.
• Oversees risk and compliance, prepares for branch audits, and ensures adherence to policies and procedures.
• Oversees client service and reviews approval of new client accounts.
• Leads Client Associates and Operations to meet service and operations goals.

Skills

Compensation Analysis

Performance Management

Process Performance

Referral Management

Workforce Planning

Due Diligence

Internal Audit

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service

Employee Counseling

Succession Planning

Trade Operations

Education

High School Diploma / GED

Job description

Bank of America Merrill Wealth Management is seeking an experienced Operations Manager to lead the service delivery model and wealth management banking strategy in the Palo Alto market. You will build and guide a cross-functional team, ensure compliant processing of financial transactions, and drive superior client service while managing risk and regulatory requirements.

This role emphasizes strong leadership, collaboration with market leaders, and accountable performance to support growth and