Bank of America
Relationship Manager
Lexington · Manager · Full-time · Posted Sep 4, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors by managing client relationships, coordinating service needs, and assisting with client review meetings and relationship growth.
What you'll do
- Track client activities, provide timely updates, and monitor client satisfaction.
- Support client review meetings and execute the team’s service model, including coordinating with specialists.
- Manage onboarding and escalations, and assist with client book segmentation.
What they ask for
- 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, and risk-management skills; knowledge of Wealth Management products and services.
Model-written summary · the original posting is authoritative