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Jobs · Business Development · Louisiana

Private Wealth Relationship Manager

Bank of America · New Orleans, LA · 1 wk ago
Business DevelopmentFull-time

About the role

The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. They provide specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management.

Responsibilities

  • Aid in and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and acquisition.
  • Engage with portfolio managers, product specialists, and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
  • Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
  • May be responsible for the provision of residential mortgage loans, requiring SAFE Act registration.

Requirements

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
  • SAFE ACT Registration;
  • ADV-2B Required;
  • Obtain and/or maintain at least one firm approved designation;
  • Possess and demonstrate strong communication skills;
  • Lead through collaboration and influence without direct authority;
  • Show thorough knowledge and understanding of the suite of Wealth Management products and services;
  • Proven ability to manage risk and support sound decisions;
  • Research escalated client issues for response/resolution.

Qualifications

  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Skills

  • Account Management;
  • Business Acumen;
  • Client Management;
  • Client Solutions Advisory;
  • Portfolio Management;
  • Referral Identification;
  • Referral Management;
  • Relationship Building;
  • Administrative Services;
  • Client Investments Management;
  • Customer Service Management;
  • Process Simplification.

Benefits

Merrill Wealth Management offers an in-office culture that supports collaboration, engagement, and career development. Clear in-office expectations are provided, along with an appropriate level of flexibility based on role-specific responsibilities and business needs.

Pay

Compensation is competitive and commensurate with experience.

Schedule

This position is available on a 1st shift (United States of America) basis with 40 hours per week.

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