Bank of America
Merrill Market Client Relationship Manager
Pepper Pike +1 · Manager · Full-time · Posted Sep 11, 2026
- Location
- Pepper Pike
Canfield - Experience
- Minimum of 5+ years professional experience.
- Education
- High School Diploma / GED / Secondary School or equivalent; bachelor’s degree or equivalent work experience is desired.
About the job
Leads market-level wealth management service delivery and banking strategy, managing staff, branch operations, client experience, and risk controls.
What you'll do
- Lead the market service model and banking strategy to support business growth and client service.
- Hire, develop, and supervise client associates and operations staff; oversee branch operations and expenses.
- Oversee client accounts, transactions, compliance, and risk management.
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.
- Minimum of 5+ years professional experience.
- Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
- Investment product knowledge and prior trend analysis experience.
Nice to have
- Current or previous Merrill Wealth Management experience strongly preferred.
- Bachelor’s degree or equivalent work experience.
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