Bank of America
Merrill Market Client Relationship Manager
$115K–$160K
Palo Alto · Manager · Full-time · Posted Oct 19, 2026
- Experience
- Minimum of five years of professional experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Leads market-wide wealth management service delivery, banking strategy, team operations, and risk controls to support Financial Advisor teams and provide strong client service.
What you'll do
- Leads the market service delivery model and wealth management banking strategy to drive business growth.
- Hires, develops, and leads cross-functional teams supporting Financial Advisor teams and client service.
- Oversees client service, account approvals, financial transactions, branch operations, and compliance and audit readiness.
What they ask for
- Currently hold FINRA SIE, Series 7 and Series 66 (or Series 63 and 65), Series 9 and 10 (or Series 8), and Series 3 and 31 licenses if warranted, or equivalent licenses.
- Minimum of five years of professional experience.
Pay
$115,000.00 - $160,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative