Relationship Manager

Bank of America • Charlotte, NC

19d • Onsite

About The Position

The Relationship Manager supports the Financial Advisor (FA) team in developing and enhancing existing client relationships. The role serves as a key point of contact for clients on non-administrative requests and needs, supports relationship management activities, and helps develop, implement, and monitor the team’s client service model. The position also assists with client meetings concerning investment strategy, account performance, new products, and market developments to promote growth and client acquisition.

The position may involve providing residential mortgage loans and therefore requires SAFE Act registration. Employees engaged in residential mortgage loan originations must register with the federal registry system, remain in good standing, and complete the required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Individuals in this role must maintain a Form ADV-2B providing clients with details about their experience and educational background, along with other SEC-governed requirements.

Requirements

• Hold either Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
• Obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) supported.
• Complete and maintain SAFE Act registration and required background check.
• Maintain a Form ADV-2B with information about individual experience and educational background, along with other SEC-governed requirements.
• Obtain and/or maintain at least one firm-approved designation.
• Demonstrate strong communication skills.
• Ability to lead through collaboration and influence without direct authority.
• Detail-oriented, with strong organizational skills and the ability to manage multiple tasks and priorities.
• Thorough knowledge and understanding of Wealth Management products and services.
• Proven ability to manage risk and support sound decisions.
• Ability to research escalated client issues and provide responses or resolutions.
• High School Diploma, GED, secondary school, or equivalent.

Responsibilities

• Track client actions and activities to provide a high level of client service, present time-sensitive updates to the team, and monitor and report on client satisfaction.
• Attend client review meetings to assist with relationship-deepening conversations.
• Execute the team’s service model, including engaging specialists and partners to address client needs.
• Manage aspects of the client relationship process, including client onboarding and resolving escalations.
• Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team’s client book segmentation strategy.
• Obtain and/or maintain at least one firm-approved designation.
• Obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) supported.

What This Job Offers

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