Senior Relationship Manager - EGP (FP) Pleasanton, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients, while leading relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include leading client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition for medium-sized to complex accounts. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Manages the tracking of all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction + Oversees client review meetings to ensure deepening of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending + Executes on the team service model, including engaging with specialists/partners to address client's needs + Manages aspects of the client relationship process, including client onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy + Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs **Skills:** + Account Management + Business Acumen + Client Experience Branding + Client Management + Business Development + Client Solutions Advisory + Portfolio Management + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification + Referral Identification **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority to effectively partner with all Elite Growth Program (EGP) roles, product specialists and across enterprise + Proven ability to build and deepen client relationships to identify opportunities for business growth + Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once + Advanced knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and make sound decisions + Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals + Ability to independently research escalated client issues for response/resolution + **Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience​** **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . 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 . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. 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