Relationship Manager

Bank of America • Charlotte, NC

17d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services, with goals-based advice for individuals, companies, and institutions. The Relationship Manager supports the Financial Advisor 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, and develops, implements, and monitors the team’s client service model. The position assists with client meetings concerning investment strategy, account performance, new products, and market developments to promote growth and client acquisition.

The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Individuals in the role must maintain a Form ADV-2B, obtain or maintain at least one firm-approved designation, and meet applicable registration requirements.

Merrill describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply but may be required to work onsite if selected. This is a 40-hour-per-week, first-shift position.

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.
• Maintain SAFE Act registration, including completing the required background check and remaining in good standing.
• Maintain a Form ADV-2B with information about experience and educational background, along with other SEC-governed requirements.
• Obtain and/or maintain at least one firm-approved designation.
• Demonstrate strong communication skills.
• Lead through collaboration and influence without direct authority.
• Be detail-oriented and have strong organizational skills, with the ability to manage multiple tasks and priorities.
• Have thorough knowledge and understanding of Wealth Management products and services.
• Demonstrate the ability to manage risk and support sound decisions.
• Research escalated client issues to develop responses and resolutions.
• High school diploma, GED, secondary school education, 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 and assist with relationship-deepening conversations.
• Execute the team 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.
• Assist with client meetings related to investment strategy, account performance, new products, and market developments.

What This Job Offers

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