Bank of America · 2 days ago
Merrill Market Client Relationship Manager
Miami-FTL Area
Full-time
Onsite
Senior Level
5+ years expBank of America is a leading financial institution, and they are seeking a Market Client Relationship Manager to lead the service delivery model for wealth management banking strategy. The role involves managing client associates, overseeing branch operations, and driving business growth while ensuring compliance and exceptional client service.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Managing the branch's Wealth Management Client Associates and Service Support Staff
Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank’s client service expectations and operational excellence goals
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Resolving complex, escalated client service and operational needs
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement
Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions
Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues
Provides inspection, coaching and feedback to motivate, differentiate and improve performance
Actively manages expenses and budgets in alignment with objectives, making sound financial decisions
Assesses talent and builds bench strength for roles across the organization
Delivers results by effectively prioritizing, inspecting and appropriately delegating team work
Qualification
Required
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
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, problem resolution, and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
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
2026-01-11
2026-01-11
Company data provided by crunchbase