Bank of America
Private Wealth Relationship Manager
New Orleans · Manager · Full-time · Posted Oct 8, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors in strengthening client relationships, coordinating client service and investment discussions, and contributing to a specialized wealth-management function.
What you'll do
- Spend more than 50% of time on relationship-management activities and support the development of existing client relationships.
- Assist with and attend client meetings on investment strategy, account performance, new products, and market developments.
- Coordinate sales and service activities with portfolio managers and 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 all state registrations held by supported Financial Advisors and teams.
- SAFE ACT Registration and ADV-2B; maintain required SAFE Act registration and complete the background check.
- Obtain and/or maintain at least one firm-approved designation.
- Strong communication, collaboration, organization, risk-management, and client-issue research skills; thorough knowledge of Wealth Management products and services.
Model-written summary · the original posting is authoritative