Relationship Manager- EGP
Company: Disability Solutions
Location: Lancaster
Posted on: April 20, 2024
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Job Description:
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 Relationship Manager
supports the Financial Advisor team to further develop and enhance
existing client relationships. He or she provides specialized
support as a Specialist/Manager in any one of the teams specialized
roles of Business Development, Wealth Planning, Investment
Management, or Business Management in addition to spending more
than 50% of their time on relationship management activities.
Assist with and attend client meetings and discussions covering
investment strategy, account performance, new products, and market
developments in an effort to promote growth and acquisition. Engage
portfolio managers, product specialists and/or team Senior Wealth
Planner and Investment Management Specialist to support the
coordination all sales and service activities. Works with the
Financial Advisor and/or team Senior Business Manager to develop,
implement, and monitor the teams client service model. This
position is subject to SAFE Act registration requirements. Pursuant
to the SAFE Act requirements, all employees engaged in residential
loan mortgage originations must register with the federal registry
system and remain in good standing. Since your position requires
SAFE Act registration, you will be required to register and to
submit to the required SAFE Act background check and registration
process. Failure to obtain and/or maintain SAFE Act registration
may result in disciplinary action up to and including
termination.Skills:
Keywords: Disability Solutions, Lancaster , Relationship Manager- EGP, Executive , Lancaster, Pennsylvania
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