Market Client Relationship Manager
2 months ago
Job Summary:
The Market Client Relationship Manager is a key role at Bank of America, responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market. This position requires strong leadership and management skills, as well as expertise in regulatory and supervisory requirements and corporate policies and procedures.
Key Responsibilities:
- Lead the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hire, develop, and lead a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervise financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures
- Oversee the client service experience and review the approval of new client accounts
- Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
- Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Requirements:
- 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
Preferred Qualifications:
- Current or previous Merrill Wealth Management 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 and communication skills
- Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Education:
- Bachelor's degree or equivalent work experience
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