Bank of America
Merrill Market Client Relationship Manager
Pensacola · Manager · Full-time · Posted Jul 15, 2025
- Experience
- Minimum of 5+ years professional experience.
- Education
- Bachelor’s degree or equivalent work experience.
About the job
Leads service delivery, branch operations, and wealth management banking strategy for a Merrill market while managing and developing client service and support teams.
What you'll do
- Manage Wealth Management Client Associates and Service Support Staff and oversee daily branch operations, supervision, and compliance.
- Lead the market’s service delivery model and banking strategy; coach teams to provide digital-first client service and operational excellence.
- Resolve escalated client and operational issues, manage risk, and connect Financial Advisors and clients with broader enterprise capabilities.
What they ask for
- Currently hold SIE, Series 7, Series 66 (or Series 63 and Series 65), Series 9 and Series 10 (or Series 8), and Series 3 and 31 licenses if warranted.
- Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
- Investment product knowledge.
- Strong management skills, including planning, monitoring, influencing, negotiating, supervising, and delegating.
Nice to have
- Current or previous Merrill Wealth Management experience strongly preferred.
- Self-motivated and client centric; strong customer service, problem resolution, communication, and prior trend analysis experience.
Model-written summary · the original posting is authoritative