Bank of America · 3 days ago
Relationship Manager (EGP)
New York, NY
Full-time
Onsite
Mid LevelBank of America is a leading financial institution, and they are seeking a Relationship Manager for their Merrill Wealth Management division. This role is responsible for supporting Financial Advisors in developing and enhancing client relationships, managing client service models, and assisting in client meetings related to investment strategies and account performance.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
Attends client review meetings to assist with relationship deepening conversations
Executes on the team service model, including engaging with specialists/partners to address client's needs
Manages aspects of the client relationship process, including client onboarding and resolving escalations
Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Qualification
Required
Series 7 & 66 or BOTH 63 & 65; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Must hold 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
High School Diploma / GED / Secondary School or equivalent
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
2026-01-07
2026-01-06
Company data provided by crunchbase