Bank of America
Private Client Manager II
$110K–$215K
New York · Manager · Full-time · Posted Sep 30, 2026
- Experience
- 7+ years; alternatively, equivalent financial services/business experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Expands and manages high-net-worth client relationships by advising on financial needs, growing business across product lines, and coordinating delivery of the Private Bank’s client experience.
What you'll do
- Drives new business inflows and grows book balances and year-over-year revenue, including leading complex credit opportunities.
- Coordinates client relationship management and service delivery, and mentors Private Client Managers on complex products and relationships.
- Builds relationships with internal and external partners and centers of influence, and encourages adoption of digital capabilities.
What they ask for
- Series 7, 63 and 65, or Series 7 and 66; unlicensed candidates may obtain required licenses within 90 days per exam after their first working day.
- 7+ years of successful experience managing high-net-worth client relationships or equivalent financial services/business experience.
- Ability to work in a team environment; strong interpersonal, influence, and partnership skills.
- Significant banking and credit knowledge, with general understanding of investments, trust, and wealth transfer.
Nice to have
- MBA or post-graduate degree.
- CFP, CPA, CFA, CTFA, CFM, or JD.
Pay
$110,000.00 - $215,000.00 annualized salary (USD, base salary)
Model-written summary · the original posting is authoritative