- Bank of America (San Francisco, 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 (Pennington, NJ)
- …Description:** Investment & Monetary Controls (I&MC) Teams play a significant role within Merrill and Bank of America Private Bank. Our dynamic department is ... Teams interface daily with 350 Investment Managers to provide operational support for Merrill and Private Bank accounts. Opportunities exist for team members to… more
- Bank of America (Pennington, NJ)
- …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