Premium Elite Plus Relationship Manager

Bank of America • Chandler, AZ

4d • $75,000 - $90,000 • Onsite

About The Position

At Bank of America, the Premium Elite Plus Relationship Manager helps high-net-worth, self-directed clients with complex trading, servicing, and relationship needs. The role manages a book of clients, serves as their primary contact for trading needs, and seeks opportunities to improve client satisfaction and deepen their relationship with the bank. It may involve residential mortgage loan origination and therefore requires SAFE Act registration, including a background check and continued good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The role works across Bank of America business lines and internal partners to deliver a strong relationship model and improve client-facing processes. It is based at the East Providence Call Center in Riverside, Rhode Island. The position is eligible for a formulaic incentive plan and benefits.

Requirements

• Series 7 and Series 66 licenses; if Series 66 is not held, it must be obtained within 90 days.
• 3–5 years of investment, trading, and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Sound judgment in decision-making, identifying solutions, and resolving escalated issues.
• Ability to manage risk and the overall client experience.
• Strong analytical and problem-solving skills.
• Strong organizational and time-management skills.
• Strong interpersonal skills and ability to work in a team environment.
• Ability to handle multiple tasks in a dynamic environment and work effectively under pressure and time constraints.
• Ability to adjust rapidly to changing demands and priorities and meet targets and deadlines.
• Confident and engaging presence, with the ability to ensure complete and efficient business and client interactions.
• Flexibility to work hours of operation.
• High school diploma, GED, secondary school, or equivalent.
• SAFE Act registration and required background check if engaged in residential mortgage loan origination.

Nice To Haves

• Wealth management and private client experience.
• Knowledge of enterprise platforms, including US Trust, BAC, and Advisory.
• Additional professional designation such as CFP, AWMA, and/or CRPC.

Responsibilities

• Manage a book of high-net-worth, active self-directed clients and serve as the primary point of contact for their trading and servicing needs.
• Meet performance goals, including driving asset growth and expanding client relationships through product penetration.
• Provide expert support for complex trading, servicing, and relationship needs, building trust and growing clients’ business with the bank.
• Apply knowledge of trading mechanics, fixed income, options, margin, and margin regulations.
• Follow business development strategies and goals while focusing on the client experience.
• Learn and apply internal policies, procedures, and processes to execute complex trading strategies accurately and seamlessly.
• Collaborate across GWIM, US Trust, Preferred Banking, and Merrill Edge to deliver a strong relationship model and improve processes.
• Manage risk and the overall client experience, use sound judgment, and resolve escalated issues.
• Build relationships with leadership peers and collaborate on processes that affect the client experience.
• Ensure complete and efficient business and client interactions.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED