Bank of America
Private Wealth Relationship Manager
Atlanta · Manager · Full-time · Posted Sep 15, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisor teams by managing client relationships, coordinating service activities, and helping deliver client meetings and follow-up.
What you'll do
- Own client onboarding and offboarding, document interactions, and provide timely updates to the team.
- Attend client review meetings, record notes and follow up in Salesforce, and track service actions.
- Monitor client satisfaction, resolve escalations, and coordinate specialists to address client needs.
What they ask for
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; obtain all state registrations held by supported Financial Advisors and teams.
- SAFE ACT Registration.
- Maintain a Form ADV -2B and obtain and/or maintain at least one firm approved designation.
- Strong communication, collaboration, organizational, client-service, and risk-management skills; knowledge of Wealth Management products and services.
Tools
Salesforce
Model-written summary · the original posting is authoritative