Premium Elite Relationship Manager

Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

This role is responsible for helping clients with complex trading, servicing and relationship needs. It includes managing a book of high‑net‑worth, self‑directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are Series 7 and 66 or equivalent. The position is subject to SAFE Act registration requirements and requires registration and a background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

Manages a book of high net worth, active self‑directed clients and serves as primary point of contact for all of the clients' trading and servicing needs

Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration

Takes a client‑focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share

Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations

Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience

Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies

Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world‑class relationship model and improve processes

Required Qualifications

Minimum 3‑5 years of investment, trading and brokerage experience

Experience with advanced trading strategies, options, fixed income, and margin

Series 7 and 66 licensing

Confident and engaging presence

Sound decision‑making skills with ability to manage risk and overall client experience

Strong analytical and organizational skills

Strong interpersonal skills and the ability to work in a team environment

Ability to handle multiple tasks in a dynamic environment

Desired Qualifications

Wealth management and private client experience

Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

Additional Skills Used

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Risk Management

Trading

Written Communications

Shift
1st shift (United States of America)

Hours Per Week
40

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