Market Financial Center Manager - Richmond East jobs at Bank Of America in United States, Newport News
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Company (1)
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United States
State
Newport News
10 jobs found
07.09.2025
BOA
Bank Of America Merrill Market Client Relationship Manager United States, California, Newport Beach
Managing the branch's Wealth Management Client Associates and Service Support Staff. Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies...
Tracks 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. Attends...
Investigates, responds to, and documents incidents following specified times and processes, including in-person response as appropriate. Conducts Threat Vulnerability Assessments on facilities and implements recommendations to reduce the identified risks....
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...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future...
The SRM is responsible for managing a portfolio of clients and leads a client service team that is responsible for coordinating the delivery of all banking services. In addition to...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Managing the branch's Wealth Management Client Associates and Service Support Staff. Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies...
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