Premium Elite Relationship ManagerRiverside, CaliforniaJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66 or their equivalent.Responsibilities:Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needsDelivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetrationTakes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet shareDemonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulationsExecutes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experienceDevelops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategiesWorks seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processesAdditional responsibilities include but are not limited to:Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client's sole financial institutionAnticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve issuesWork closely with all Enterprise partners, such as Merrill Lynch Financial Advisors to complement and support their client management approachesDeliver efficient and responsive resolution for various client situations, owning the management of the case, researching the issue and communicating the solution to the client when appropriateExhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best-in-class customer experienceStrong risk-management aptitudeRequired Qualifications:Series 7 and 66 licensedExperience with advanced trading strategies, options, fixed income, and marginAbility to use sound judgment when making decisions, identifying solutions, and resolving elevated issues.Manage risk and the overall client experienceStrong analytical and problem-solving skillsStrong organizational skills & time management skillsStrong interpersonal skills and the ability to work in a team environmentAbility to handle multiple tasks in a dynamic environmentAbility to work effectively under pressure and time constraints; adjusts rapidly to changing demands and prioritiesAbility to work in team environment in order to meet targets and deadlinesFoster relationships with leadership peers and collaborate to improve processes that impact both the client experienceEnsures complete and efficient business/client interactions; confident and engaging presenceMust be flexible to work hours of operationDesired Qualifications:Wealth management and private client experienceKnowledge of the Enterprise platforms (US Trust, BAC, Advisory)Additional Skills Used:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementRisk ManagementTradingWritten CommunicationsEnterprise Job Description:This job is responsible for helping clients with complex trading, servicing, and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as primary point of contact for all trading needs, operating in a way to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. 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.Shift:1st shift (United States of America)Hours Per Week:40Pay Transparency detailsUS - CA - Riverside - 3550 VINE ST - RIVERSIDE GATEWAY (CA6807)Pay and benefits informationPay range$75,000.00 - $82,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.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 "EEO is the Law" poster, CLICK HERE ( .To view the "EEO is the Law" Supplement, CLICK HERE ( .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.To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .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.