Relationship Manager

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-15

Job description

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.

Responsibilities:

• 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 client review meetings to assist with relationship deepening conversations
• Executes on the team service model, including engaging with specialists/partners to address client's needs
• Manages aspects of the client relationship process, including client onboarding and resolving escalations
• Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

• 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 individual's 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 direct authority
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
• 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

• 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

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in Kentucky Jobs in Lexington, KY Lexington city guide Kentucky state guide Fayette County economy

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About the role

This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

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How to prepare and behave

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• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.

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• U.S. Equal Employment Opportunity Commission: prohibited employment practices
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The city

The job is in Lexington, KY. Below is what the official statistics say about living and working there.

How Lexington compares. Among the 80 largest places in Kentucky, Lexington is #2 by population, #10 for college degrees (#1 = most), #23 for long commutes (#1 = fewest), #58 for rent (#1 = cheapest). Its county, Fayette County, is #8 of 120 counties for average pay ($64,489).

The place in numbers

Lexington has 323,725 residents (ACS 2020–2024), about 7.1% of the population of Kentucky. It covers 284 square miles of land, which works out to roughly 1,140 people per square mile. The median age is 35.3, 10% younger than the state median (35.3 against 39.1).

Housing

The median gross rent is $1,164 a month (rent plus utilities), 20% above the state median ($1,164 against $967). Over a year that is 20.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $293,500, which is 4.2 times the median household income ($69,479). 53.8% of households own their home, 21% below the state average (53.8% against 68.3%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Lexington-Fayette, KY metropolitan area has 286,910 jobs in the BLS wage survey, and the median pay across all occupations is $48,620 a year, 5% below the national median ($48,620 against $50,980). The biggest occupation groups are office and administrative support (36,510 jobs, median $44,980); food preparation and serving related (26,620 jobs, median $29,290); healthcare practitioners and technical (24,710 jobs, median $79,040). The area is most specialised in production (1.5 times) and healthcare practitioners and technical (1.4 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($101,540) and architecture and engineering ($91,710). In 2026M09 the unemployment rate of Fayette County was 3.8%. 68.4% of residents aged 16 and over are in the labour force. The city lies in Fayette County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 73.1% drive alone, 1.5% use public transit, 3.1% walk, 12.2% work from home. 7.1% of workers commute 45 minutes or more, 43% below the state average (7.1% against 12.5%).

People and education

48.3% of adults aged 25 and over hold a bachelor's degree or higher, 75% above the state share (48.3% against 27.6%). 11.9% of residents were born outside the United States, 156% above the state share (11.9% against 4.7%). The poverty rate is 14.9%, 7% below the state rate (14.9% against 16.1%).

Climate

The warmest month is Jul, averaging 76°F (24.5°C), and the coolest is Jan at 32°F (-0.2°C). About 1,231 mm (48 inches) of precipitation falls in a year; May is the wettest month (129 mm) and Jan the driest (81 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Nicholasville (12 miles, similar rent); Versailles (15 miles, similar rent); Winchester (15 miles, rent 21% lower); Paris (15 miles, rent 29% lower). Rent differences are against Lexington; use the Compare tab to put any two cities side by side.

Full guide to Lexington →Kentucky guideAll jobs in Lexington

Official links for Lexington

• Census Bureau data profile for Lexington
• Official state website: kentucky.gov
• BLS Economy at a Glance: Kentucky

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

The job city has no coordinates we can place on the map, so no housing comparison is shown. Use the 250 largest cities table to compare rent and income.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (456) Accounting, audit and tax (696) Treasury, payments and risk (798)

Distances

This job has no single city we can place on the map (remote, flexible or unmatched location), so no distance table is shown. Browse all Finance and Insurance jobs with distances from any of the 20 largest cities.

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

• Official website of Bank of America: bankofamerica.com
• SEC EDGAR: company filings search
• Official state website: nc.gov

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Bank of America

Similar jobs

Same sub-niche: Banking and wealth advisory

More jobs in Lexington, KY

All Banking and wealth advisory jobs → · All Finance and Insurance sub-niches →

FAQ

What is the Relationship Manager job at Bank of America?

A senior level role in finance and insurance (banking and wealth advisory) listed 55 days ago. The full description is on this page and on The Muse.

Where is this job?

Lexington, KY.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Lexington is $1,164 a month and median household income $69,479 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-15 (55 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Kentucky.

Sources and terms

• Job data: The Muse public API (listing dated 2026-09-15). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)