Bank of America
Private Wealth Relationship Manager
Atlanta · Manager · Full-time · Posted Jul 31, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors by managing and developing client relationships, coordinating client service and sales activities, and providing specialized support in a wealth management team function.
What you'll do
- Spend more than 50% of time on relationship management and support the development of existing client relationships.
- Assist with and attend client meetings covering investment strategy, account performance, products, and market developments.
- Coordinate sales and service activities with specialists and help develop and monitor the team’s client service model.
What they ask for
- Series 7 and Series 63/65 or 66, or equivalent; obtain registrations held by the supported Financial Advisor(s) and teams.
- SAFE Act registration and ADV-2B; complete the required background check.
- Obtain and/or maintain at least one firm-approved designation.
- Strong communication, collaboration, organizational, risk-management, and client-issue research skills; knowledge of wealth management products and services.
Model-written summary · the original posting is authoritative