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

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. Our inclusive workplace supports physical, emotional, and financial wellness, recognizes performance, and makes an impact in the communities we serve.

Licensing Requirements

• Series 7 and 66 (or equivalent) licensing required.
• SAFE Act registration required; employees engaged in residential loan mortgage originations must register with the federal registry system, remain in good standing, and complete the required background check.

Responsibilities

• Manages a book of high‑net‑worth, active self‑directed clients and serves as primary point of contact for all 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, elevating to the status of a trusted counterpart and 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 flawless and seamless execution of complex trading strategies.
• Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust, Preferred Banking, and internal partners within Merrill Edge to deliver a world‑class relationship model and improve processes.

Required Qualifications

• Minimum 3–5 years of investment, trading, and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Series 7 and 66 licensing.
• 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 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.

Desired Qualifications

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

Additional Skills Used

• 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

Shift

1st shift (United States of America)

Hours Per Week

40