1,000+ matching jobs for “Client Manager”

How results work

Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Charlotte & Associates

Huntersville, North Carolina, United States

… 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 …

Added Oct 29, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Blue Ridge

Lynchburg, Virginia, United States

Added Oct 27, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Central Florida

Rockledge, Florida, United States

Added Oct 27, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Palm Beach

Palm Beach

Added Oct 27, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Carolina East

Wilmington +1 location 2 postings

Added Oct 27, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Florida Tropics

Fort Lauderdale, Florida, United States

Added Oct 27, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate - Advisor Development Program: Minnesota Market

Wayzata

Added Oct 27, 2026

Save job

CDW

Client Executive - San Francisco, CA (Pipelining for Future Needs)

Virtual - California

Remote
Regular

Pay posted by employer$60,000–$120,000

The Client Executive is responsible for driving strategic growth through the delivery of high-value solutions and …

Added Nov 3, 2026

Save job

S&P Global

Global Talent Acquisition Lead, Market Intelligence & Chief Client Office

New York City, New York, United States

Hybrid
Full time

Pay posted by employer$126,676–$221,434

… portfolios at S&P Global. You will partner with senior leaders across Market Intelligence and the Chief Client Office, influence critical talent decisions, develop the next generation of TA leadership, accelerate the …

Added Oct 27, 2026

Save job

State Street

Client Contracting Analyst, Assistant Vice President - State Street Investment Management

Boston, Massachusetts, United States

Full time

Pay posted by employer$80,000–$140,000

… contracting processes aligned to global standards, while adapting to regional regulatory frameworks, client requirements, and product structures, including equity, fixed income, and Transition Management mandates. …

Added Oct 29, 2026

Save job

State Street

Agency Lending (Inventory, Earnings/Billing & Client Reporting) Operations, Vice President

Mumbai, India +2 locations

Full time

… for overseeing the operational support of Agency lending activities, including the Inventory Management of client sell/recall requests, cash investment management support, Earnings/Billing processes, and Client Reporting …

Added Oct 27, 2026

Save job

State Street

Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)

Boston, Massachusetts, United States +3 locations

Full time

Pay posted by employer$110,000–$207,500

Who we are looking for Wealth Custody & Clearing is seeking a senior leader for Client Onboarding & Implementation to establish, lead, and scale the onboarding and client acclimation function …

Added Oct 27, 2026

Save job

The Cigna Group

Middle Market Client Experience Consultant; Denver, CO - Hybrid - Cigna Healthcare

Denver, Colorado, United States

Full time
Regular

The Client Experience Consultant partners with the Middle Market Account Executives to drive retention and growth by …

Added Oct 16, 2026

Save job

State Street

Client Experience Strategic Project Management, AVP - State Street Investment Management

Boston, Massachusetts, United States

Full time

Pay posted by employer$80,000–$140,000

requires a self-motivated Project Manager with the ability to lead at both strategic and execution levels, and the ability to proactively lead …

Added Oct 27, 2026

Save job

Verizon

Sr Client Partner - Enterprise Sales (New Customer Acquisition)

Paris La Defense Cedex, France

Hybrid
Full time
Regular
Senior

… role, you'll have a defined work location that includes work from home and assigned office days set by your manager. Scheduled Weekly Hours 35 Equal Employment Opportunity Verizon is an equal opportunity employer. We …

Added Oct 5, 2026

Save job

State Street

Client Enablement Solutions Architect - Product, Charles River Development, Vice President

Burlington Massachusetts

Full time

Pay posted by employer$110,000–$188,750

… prospects that are thorough, well-rounded, and carefully consider integration strategies with respect to a client’s operating model/footprint. What you will be responsible for? As a Solutions Architect (Trading) within …

Added Oct 27, 2026

Save job

State Street

Global Head of Digital Client Experience, MD - State Street Investment Management

Boston, Massachusetts, United States

Full time

Pay posted by employer$170,000–$252,500

… operations, and data teams to deliver a differentiated, intuitive, and increasingly personalized digital client experience. What You Will Be Responsible For As Global Head of Digital Client Experience, you will: Develop …

Added Oct 27, 2026

Save job

IQVIA Holdings

Manager

Makati City, Philippines

Reviews and manages analysis of client requirements/problems and proposal development Develops strong understanding of client commercial …

Added Oct 15, 2026

Save job

Prudential Financial

Senior Analyst, Client Operations | PGIM Public and Private Credit (Hybrid/ Newark, NJ)

Newark, New Jersey, United States

Pay posted by employer$85,000–$100,000

PGIM is a global asset manager offering active solutions across various markets including Public and Private. Our operations organization …

Added Oct 27, 2026

Save job

Capital One Financial

Senior Director, Client Development Ad Sales - Capital One Ad Solutions (Remote)

Richmond, Virginia, United States

… Analytics: Leverage deep transaction insights, audience data, and campaign performance metrics to optimize client ROI and identify untapped revenue opportunities. Shape Product & Revenue Strategy: Collaborate closely with …

Added Oct 27, 2026

Save job

Bank of America

Merrill Wealth Management Client Associate–Advisor Development Program: Charlotte & Associates

Huntersville, North Carolina, United States

View job

Save job

Required Qualifications · employer excerpt

· Displays confidence working as a self-starter in a sales role
· Builds strong client relationships through effective communication and collaboration
· Displays a proactive mindset and effective time management
· Demonstrates a results-driven growth mindset and prioritizes client interests
· Identifies appropriate client solutions through application of learnings and new information

9 more in the full description below.

About this opportunity

Original employer 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.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

· Developing a book of business in order to meet and exceed established performance hurdles

· Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs

· Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences

· Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning

· Organizing and managing resources (time, people, budget) to run a productive practice

· Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

· Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you:

· Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

· Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.

· Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.

· Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.

· Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

· Displays confidence working as a self-starter in a sales role

· Builds strong client relationships through effective communication and collaboration

· Displays a proactive mindset and effective time management

· Demonstrates a results-driven growth mindset and prioritizes client interests

· Identifies appropriate client solutions through application of learnings and new information

· Exceptional interpersonal and relationship building skills

· Effective communication skills (written and verbal)

· Proven ability to quickly build trust and credibility

· Proven ability to assess needs of and recommend appropriate solutions

· Proven ability to work both collaboratively on a team with key partners and independently

· Proven ability to listen and probe for clarity and understanding

· Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking

· Strong follow-through skills

· Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

· Bachelor’s degree and/or a minimum of one year of work experience·

· Learns and adapts to new technology or applications·

· Executes multiple tasks simultaneously

Job Responsibilities:

· Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed·

· Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings·

· Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests·

· Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk·

· Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA·

· Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

Skills:

· Account Management

· Client Management

· Customer and Client Focus

· Issue Management

· Oral Communications

· Business Development

· Client Solutions Advisory

· Pipeline Management

· Prioritization

· Trade Operations Management

· Administrative Services

· Client Investments Management

· Emotional Intelligence

· Referral Identification

· Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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 your immediate termination.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Why this result? · Employer labels

Keywords also found in description

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.