Relationship Manager

Relationship Manager

Towson, Maryland

To proceed with your application, you must be at least 18 years of age.

Acknowledge (

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge (

Refer a friend

To proceed with your application, you must be at least 18 years of age.

Acknowledge (

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge (

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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Theywork with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Role Responsibilities:

• Identify and own the client onboarding process

• Document client interactions and provide team with time sensitive updates

• Execute on team service model

• Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

• Engage specialists/partners to address client's needs

• Identify and own the client off boarding process

• Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service

• Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements:

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• 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 communication skills

• Ability to lead through collaboration and influence without directauthority

• Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities atonce

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Proven ability to manage risk and support sound decisions

• Ability to research escalated client issues for response/resolution

Skills:

• Account Management

• Business Acumen

• Client Management

• Client Solutions Advisory

• Portfolio Management

• Referral Identification

• Referral Management

• Relationship Building

• Administrative Services

• Client Investments Management

• Customer Service Management

• Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

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, 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.

View your "Know your Rights ( " poster.

View the LA County Fair Chance Ordinance ( .

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.

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. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

© 2026 Bank of America Corporation. All rights reserved.