107 matching jobs for “Private Wealth Client Associate”

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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

Private Wealth Relationship Manager

New Orleans, Louisiana, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Los Angeles, California, United States

Pay posted by employer$65,000–$108,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Private Wealth Supervision Manager

Los Angeles, California, United States

Pay posted by employer$115,000–$160,000

… 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 …

Added Oct 28, 2026

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Bank of America

Private Wealth Investment Management Specialist

Chicago, Illinois, United States

Pay posted by employer$62,000–$108,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Investment Management Specialist

Chicago, Illinois, United States

Pay posted by employer$60,000–$96,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Senior Business Manager

San Antonio, Texas, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 30, 2026

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Bank of America

Wealth Strategist

Houston, Texas, United States +2 locations

Pay posted by employer$206,500–$300,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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S&P Global

Associate, Client Services (NFC)

Islamabad, Islamabad, Pakistan

Full time

Grade Level (for internal use): 07 The Role: Associate, Client Support (Non-Financial Corporates) The Team : As a member of the Client Services team, you will …

Added Oct 27, 2026

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Bank of America

Wealth Management Specialist

Wayzata

Pay posted by employer$26.00–$45.00 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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S&P Global

Principal, Private Market Valuation

Dallas, Texas, United States

Full time

Pay posted by employer$91,000–$135,000

… 11 The Team: As a market leader in the provision of illiquid portfolio pricing and valuation services, our Private Market Valuation professionals assist clients with the post-trade valuation of alternative investments, …

Added Oct 27, 2026

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Bank of America

Senior Trust Officer - Private Bank

San Francisco, California, United States

Pay posted by employer$98,100–$210,000

… expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities: Provides fiduciary administration support including …

Added Oct 27, 2026

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State Street

Fund Accounting & Administration (Private Equity), Officer (Hybrid)

Clifton, New Jersey, United States +2 locations

Full time

Pay posted by employer$70,000–$122,500

… for. State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group. Our PE team delivers customized …

Added Oct 27, 2026

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TIAA

VP, Wealth Alternatives Product Manager

Charlotte, North Carolina, United States +1 location

Hybrid

… and P&L management. Key Responsibilities and Duties Support the ongoing product lifecycle for real estate wealth offerings, including product execution, enhancements, and positioning Own day-to-day product management for …

Added Oct 27, 2026

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State Street

Private Credit Fund Accounting and Administration, Vice President

Boston, Massachusetts, United States +2 locations

Full time

Pay posted by employer$115,000–$201,250

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner …

Added Oct 30, 2026

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State Street

Private Credit Fund Accounting and Administration, Vice President

Boston, Massachusetts, United States +1 location

Full time

Pay posted by employer$115,000–$201,250

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner …

Added Oct 27, 2026

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Prudential Financial

PGIM | Real Estate Private Equity Analyst Intern (all genders)

Paris, Île-de-France, France

… that believes that diversity of all kinds allows us to develop better and more innovative solutions for our client. ABOUT PGIM – GLOBAL ASSET MANAGEMENT PGIM, the global asset management business of Prudential Financial, …

Added Oct 27, 2026

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State Street

Marché Privés - Comptabilité et administration des fonds, associé 2/Private Markets- Fund Accounting & Administration, Associate 2

Montreal, Quebec

Full time

Pay posted by employer$45,000–$67,500

… about delivering financial reporting and day-to-day accounting and administrative support to premier private credit fund clients. Join this growing team that is passionate about building innovative solutions to …

Added Oct 27, 2026

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Bank of America

Associate Regional Director

Los Angeles, California, United States +1 location

Pay posted by employer$200,000–$275,000

… responsible for supporting the Regional Managing Director in driving out business strategy while managing private wealth advisors and ensuring the delivery of an exceptional ultra-high-new-worth (UHNW) client experience …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

New Orleans, Louisiana, United States

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Required Qualifications · employer excerpt

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
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

4 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.

Job Description:
The Private Wealth 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 team’s client service model. This role is an FA Paid Resource. 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.

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
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

Skills:

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

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

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

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