Bank of America · 1 day ago
Private Wealth Client Relationship Manager
San Francisco, CA
Full-time
Onsite
Senior Level
$115K/yr - $155K/yr
5+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Private Wealth Client Relationship Manager is responsible for managing the Wealth Management Client Associates and ensuring client service expectations are met while maintaining compliance with industry regulations.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Private Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Qualification
Required
Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
Series 3, 31 licenses, if warranted
Minimum 5+ years professional experience required
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
High School Diploma / GED / Secondary School or equivalent
Preferred
Current or previous Merrill Wealth Management experience strongly preferred
Bachelor's degree or equivalent work experience
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
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
2026-01-09
Morningstar.com
2026-01-09
Business Standard India
2026-01-09
Company data provided by crunchbase