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Senior Relationship Manager

New York, New York

Job 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!

Job Description:
The Product and Strategy Executive is responsible for identifying and managing strategic initiatives designed to support and enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning, Product Development, Technology initiatives and the Centralized Service Platform. Serves as a liaison to other partners in the bank, including marketing, finance and compliance, in order to drive and implement initiatives. Establishes and maintains performance measures and metrics to ensure execution of business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the client strategy and the broader business strategy.

Reporting to the Head of Asset Manager Relationships within Investment Products /Investment Solutions Group, Senior Relationship Manager will be responsible for cultivating strong and productive relationships with third party alternative investment managers to progress strategic priorities for the Global Wealth & Investment Management (GWIM) businesses. The role will be instrumental in working across the different channels within Bank of America, particularly GWIM, Consumer Banking, Global Banking and Global Markets to coordinate activities and broaden strategic relationships


  • Ensure strong strategic alignment and connectivity with our top investment partners
  • Facilitate and strengthen internal senior relationship with senior executives from our asset manager partners
  • Align internal and external messaging to ensure our third party asset managers are reinforcing consistent messages with Advisors and clients
  • Promote and enforce GWIM policies and procedures to ensure that asset managers are following GWIM rules
  • Work closely with Product, Specialist organization & CIO team on ongoing launches, searches and initiatives
  • Drive field training and education initiatives at divisional and market levels by aligning the resources of asset managers to our needs/ coordinating funding for training and charitable contributions
  • Lead and implement cross-manager initiatives with the goal of leveraging external specialists to progress GWIM priorities and drive growth
  • Partner with internal stakeholders to support campaigns and initiatives


  • Minimum of 10+ years of experience in financial services industry
  • Ability to manage multiple senior level relationships inside and outside the firm
  • Prior experience working with asset managers
  • Broad knowledge of wealth management business
  • Exceptional interpersonal skills and management skills
  • Strong quantitative and analytical skills
  • Ability to work under pressure, manage multiple tasks & initiatives
  • Think strategically and be able to influence key stakeholders
  • Attention to detail, ability to effectively follow up and resolve issues in a timely fashion
  • Ability and willingness for some travel
  • Series 7 and 66 required (or ability to obtain within 120 days after start date)
  • Business Acumen
  • Product Management
  • Sales Strategy
  • Scenario Planning and Analysis
  • Strategy Planning and Development
  • Change Management
  • Executive Presence
  • Market Analysis
  • Organizational Effectiveness
  • Product Design and Development
  • Customer and Client Focus

Minimum Education Requirement:


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 25% of the time

New York pay and benefits information

New York pay range:

$161,500 - $374,000 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This 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.

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036