• Merrill Premium Elite Relationship Manager (Series 7 and 66 Required)

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OtherRelationship Manager

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Quick Summary

Key Responsibilities

Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees

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OtherRelationship Manager

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

~1 min read

→Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs
→Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration
→Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
→Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
→Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
→Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
→Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

Requirements

~1 min read

Minimum 3 - 5 years of investment, trading and brokerage experience required
Experience with advanced trading strategies, options, fixed income, and margin required
Series 7 and 66 licensing required
Confident and engaging presence
Sound decision making skills with ability to manage risk and overall client experience
Strong analytical and organizational skills
Strong interpersonal skills and the ability to work in a team environment
Ability to handle multiple tasks in a dynamic environment
For internal employees; participation in a work from home posture does not make you ineligible to post

Wealth management and private client experience
Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Risk Management
Trading
Written Communications

1st shift (United States of America)

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay and benefits information

Pay range

$75,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.