Relationship Manager Development Program (For Profit Healthcare Group – San Francisco/Palo Alto)

Merrill Lynch
April 26, 2021
Palo Alto, CA
Job Type


Job Description:
The Relationship Manager Development Program (‘RMDP”) is a 12 month development program designed to equip candidates with foundational knowledge and commercial bank-specific sales skills.  Successful candidates will assume the role of Relationship Manager upon completion of the program.  The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a structured rotational program to teach the fundamentals of credit, treasury and other operational services offered by the bank.  Upon completion of the program we will be assigning a candidate to join our For Profit Healthcare Group.  The For Profit Healthcare team is a specialized team within the Global Commercial Bank which serves public and private healthcare companies, generally with annual revenues of $50 million to $2 billion. The team brings its industry specialization and solutions to support the financial needs of healthcare services, life sciences and medical technology companies.    

  • Act as trusted advisor for traditional tax exempt clients; identify opportunities and recommend integrated solutions  that encompass multiple products and services as needed; new client acquisition is a critical aspect of the job function.

  • Develop in-depth understanding of clients’ corporation, organization and the related industry, it’s strategy and needs; be responsive to changes in the business environment or client needs

  • Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America Merrill Lynch.

  • Effectively manage a book of  client relationships and act as relationship conduit accountable for the client’s experience

  • Be a strong advocate for your client

  • Leverage Credit and Treasury specialists and other expert resources  to ensure the integrated delivery of credit and financial solutions within the Risk & Compliance framework

  • Design and implement marketing strategies that will maximize the profitability of each client

  • Build relationships with internal and external sales referral partners

  • Complete all local and national training programs associated with the Relationship Manager Development Program


  • 10 – 15+ years of experience in sales, consulting, financial services or business development.  Experience in credit/lending and corporate sales a plus.

  • Local market based business network preferred.

  • Securities Industry Essentials (SIE), Series 7 &  63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)  

  • Bachelor’s degree required, MBA or Master’s degree a plus.

  • Education or experience in finance and accounting. Commercial Credit experience a plus.

  • Excellent business development and analytical skills.

  • Strong business or corporate financial acumen. Ability to read and interpret both audited and unaudited tax-exempt organization financial statements.

  • Strong interpersonal and influence / partnership skills – must excel connecting enterprise resources.

  • Demonstrates personal resilience and a commitment to continuous learning.

  • Conveys confident executive presence.


1st shift (United States of America)

Hours Per Week: 


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