Bank of America
Private Wealth Market Client Relationship Manager
$115K–$160K
Los Angeles · Manager · Full-time · Posted Oct 27, 2026
- Experience
- Minimum of five years of professional experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Manages client service, account and advisor transitions, branch operations, risk matters, and support staff for a Private Wealth Management market.
What you'll do
- Oversee proactive client service, client advocacy, complaints, and transitions of clients and recruits.
- Manage branch support staff, operations, workflows, resource allocation, and service delivery with home-office partners.
- Identify, escalate, and reconcile compliance and risk issues; coordinate with Compliance, Legal, and other partners.
What they ask for
- Currently hold Series 7 and 66 (or Series 63 and 65), Series 9 and 10 (or Series 8), or equivalent licenses.
- Minimum of five years of professional experience.
- High School Diploma / GED / Secondary School or equivalent.
Pay
$115,000.00 - $160,000.00 USD annualized salary (base salary)
Tools
PMAC
Model-written summary · the original posting is authoritative