Bank of America
Merrill Center for Family Wealth Associate-Business Support Manager
$70K–$105K
New York +8 · Manager · Full-time · Posted Oct 27, 2026
- Location
- New York
Stamford
San Francisco
Atlanta
Miami
Jersey City
Stuart
Oklahoma City
Pennington - Experience
- At least 3 years working with ultra-high-net-worth clients; examples include family governance, meeting facilitation, planning, family office, or related fields.
About the job
Supports Merrill’s Center for Family Wealth by developing client and advisor content, facilitating family meetings, and advancing education on wealth dynamics and governance.
What you'll do
- Create tailored content and facilitate client family meetings; prepare meeting materials and capture follow-up actions.
- Develop educational materials and programs for Financial Advisors and clients, and research family wealth and governance topics.
- Coordinate with internal partners, contribute to team priorities, and submit materials for compliance review.
What they ask for
- At least 3 years of experience working with ultra-high-net-worth clients in a related field.
- Strong interest in family wealth dynamics and governance.
- Strong written and verbal communication, attention to detail, prioritization, and follow-through.
- Proficiency with Microsoft Office applications, especially PowerPoint, Word and Excel, and strong research skills.
Nice to have
- College degree preferred.
- Business/management and/or psychology/sociology concentration welcome but not required.
Pay
$70,000.00 - $105,000.00 annualized salary (base salary)
Tools
Microsoft Office, PowerPoint, Word, Excel
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