- Bank of America (Los Angeles, CA)
- …clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of ... and effective. **Position Overview:** There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a… more
- Bank of America (Charlotte, NC)
- …execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth Management). Project areas ... Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision , Registration & Licensing, Data Management, Trust and Estate Settlement… more