at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 20 days ago

No clicks

**Business Manager - Wealth Management Specialist** sought. Drive business growth by managing high-net-worth client portfolios, optimizing investment strategies, and maintaining strong client relationships. Required: 5+ years wealth management experience, Certified Financial Planner (CFP) or equivalent, proficiency in portfolio management software (e.g., Albridge, Charles River), and advanced knowledge of wealth strategies, securities, and financial planning. Senior-level role.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States