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Bank of America Private Wealth Senior Relationship Manager in Chicago, Illinois

Private Wealth Senior Relationship Manager

Chicago, Illinois

Job Description:

Position Description

TheSeniorRelationshipManager supports the Financial AdvisorTeamto further develop and enhance existing client relationships.Promotesgrowth and acquisitionthroughfrequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely withportfoliomanagers,productspecialists and/orrelevantteam memberstocoordinate all sales andserviceactivities.Servesaslead ownerandrelationship manager for medium-sized to complex accounts;developand implement the team’s clientservicemodel; ensuresdeepeningof client relationshipsbymaintaininga thorough knowledge of Wealth Management and Enterprise lending, banking, and investment products andservices,andfirm policies andprocedures.

Role Responsibilities

  • Act as aprimary pointof contact to clients seeking apersonalizedhigh-touchrelationship

  • Document client interactions and provide team with timesensitiveupdates

  • Develop, monitor, and execute on teamservicemodel

  • Conduct introductory client meetings

  • Engage FAs,specialists/partners to address client'sneeds

  • Serveas lead owner andrelationship managerfor a group ofclients

  • Identify and own the process for clientreviewmeetings

  • Host client review meetings to assist in re-discovery conversations, capture notes and followupinSales Force,and track all actions/activities to ensurehighest levelof clientservice

  • Lead the management and facilitation process of elevated clientissues/concerns

  • Organize andfacilitateclient appreciationevents


  • ​Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s)If Series7, 63/65 or 66 or equivalentare not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

  • SAFE ACT Registration

  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Obtain and/or maintain at least one firm approved designation

  • Possess and demonstrate strong communicationskills

  • Ability to lead through collaboration and influence without directauthority to effectively partner with all EGP roles, product specialists and across enterprise

  • Provenability to build and deepen client relationships toidentify opportunities for businessgrowth

  • Detailoriented with strong organizationalskills, and ability to manage multiple tasks and priorities at once

  • Advancedknowledge and understanding of thesuiteof Wealth Management products andservices

  • Proven ability to manage risk and make sounddecisions

  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions togoals

  • Ability to independently research escalated clientissuesforresponse/resolution

  • LOS5+ years or relevant industryexperience

*Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE ( .

To view the "EEO is the Law" Supplement, CLICK HERE ( .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .