What’s Bank of America like in terms of their business, the role, and the work culture?

Well, the Private Wealth Client Relationship Manager (PWCRM) is basically the go-to person for managing relationships with clients in the wealth management space. They work closely with advisory teams to ensure clients get top-notch service and support, focusing on things like investment advice and planning for life goals. Plus, they oversee a team of Wealth Management Client Associates and operations staff to keep everything running smoothly.

So, they’re looking for someone who’s a real team player with strong coaching and relationship-building skills. You’ll need to be good at problem-solving and have excellent leadership and organizational abilities. It’s also important to be comfortable with supervisory and regulatory requirements since that’s a big part of the job.

Actually, this position has a strong in-office culture, which means you’ll be expected to work on-site. However, they do offer some flexibility based on specific role requirements, so it’s not completely rigid.

Merrill really values diversity and encourages employees to bring their whole selves to work. They aim to create a supportive and resilient work community where different perspectives and ideas are welcomed, which helps in delivering effective results.

The PWCRM reports directly to the Private Wealth Division Client Relationship Executive and also has a dual reporting line to the Merrill Private Wealth Management Regional Managing Director. So, there’s a good amount of collaboration and support at the leadership level!