Merchant Specialist Manager jobs at Bank Of America in United States, Los Angeles
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Los Angeles
14 jobs found
08.07.2025
BOA
Bank Of America Wealth Management Specialist - Non-Registered United States, California, Los Angeles
Account Management. Business Acumen. Customer Service Management. Client Management. Portfolio Management. Referral Identification. Referral Management. Relationship Building. Administrative Services. Process Simplification. Series 7, 63/65 or 66 or equivalent; must obtain...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill. Managing the branch's Private Wealth Management Client Associates and Service Support Staff. Representing the...
Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Creates a world class client experience environment. Manages market-level initiatives prescribed by market leaders. Drives operational excellence by...
Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices. This individual functions independently, or with minimal...
::The Elite Growth Practice (EGP)position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee...
Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business. Leads complex credit opportunities, including structured credit deals. Grows book...
Account Management. Business Acumen. Customer Service Management. Client Management. Portfolio Management. Referral Identification. Referral Management. Relationship Building. Administrative Services. Process Simplification. Series 7, 63/65 or 66 or equivalent; must obtain...
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