Bank of America
Relationship Manager
Charlotte · Manager · Full-time · Posted Oct 22, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors by managing client service and relationship activities, assisting with client meetings, and helping develop and monitor the team’s service model and client book strategy.
What you'll do
- Track client activities, provide timely updates, and monitor client satisfaction.
- Attend client review meetings and coordinate with specialists to address client needs.
- Manage onboarding and escalations, and assist with client book segmentation strategy.
What they ask for
- Series 7 and 66 licenses, or Series 7, 63 and 65 licenses; obtain required state registrations for supported 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, organization, risk management, and client-issue research skills; knowledge of Wealth Management products and services.
Model-written summary · the original posting is authoritative