Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit - Charlotte/Raleigh

Merrill Lynch

23 days ago

3.9 on Glassdoor

Onsite

Full Time

Senior

0 applicants

Apply to 100+ jobs

About this role

The Sr. Relationship Manager is responsible for providing financial advice and solutions to complex clients within the Healthcare, Education & Not-for-Profit sector, managing a portfolio of organizations with revenues starting at $50 million. The role involves building and maintaining profitable relationships, analyzing financial data, collaborating across bank divisions, and leading client engagements.

Skills

Qualifications

10+ years’ experience in commercial lending or corporate financeProven track record in client relationship management and business developmentFinancial modeling experienceSeries 7 & 63 licenses (must be obtained within 180 days)

About Merrill Lynch

ml.com

Industry

Finance

Merrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.