Market Client Relationship Manager

Bank of America
Minneapolis, Minnesota, United States
Full Time
Hybrid
Manager
USD 115,000 – 160,000
High School
Finance & Accounting Financial Services Insurance

Posted 1 week ago

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Excellent 4.7

Job summary

The role involves leading service delivery for wealth management banking, developing and managing teams supporting financial advisors, overseeing client service experience, and ensuring compliance with policies and operational excellence to drive business growth in a financial services environment.

Responsibilities

The role involves leading the service delivery model and wealth management banking strategy to drive business growth while managing a team of cross-functional professionals. Responsibilities also include overseeing financial operations, ensuring regulatory compliance, and maintaining high standards for client service.

Qualifications

Client Management Customer Service Management Due Diligence Leadership Development People Management & Coaching Performance Management Process Performance Management Referral Management Risk Management Workforce Planning

Candidates must hold FINRA Series 7, 66 (or 63/65), 9, 10 (or 8), 3, and 31 licenses, along with the Securities Industry Essentials (SIE) exam. A minimum of five years of professional experience is required, along with at least a high school diploma or GED.

English

Benefits

  • Paid time off
  • Discretionary incentive plan
  • Health and wellness support

Company

Bank of America

Bank of America

linkedin
Banking
Location
Minneapolis, Minnesota, United States

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Excellent 4.7
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