Bank of America · 4 months ago
Private Wealth Relationship Manager
New York
Full-time
Onsite
Mid Level
$62K/yr - $100K/yrMerrill Lynch, part of Bank of America, is a leading provider of comprehensive wealth management and investment services. The Private Wealth Relationship Manager plays a crucial role in supporting Financial Advisors by enhancing client relationships and providing specialized support in various wealth management functions.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships
He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities
Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition
Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities
Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model
Qualification
Required
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Preferred
Certified Financial Planner (CFP) Designation
Invested in personal development with the Private Wealth Management Team
Bachelor's degree or higher in related field
Benefits
Access to paid time off
Industry-leading benefits
Resources and support to our employees
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
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2026-01-09
Company data provided by crunchbase