Merrill Market Client Relationship Manager

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.

Merrills 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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill we empower you to bring your whole self to work. We value diversity in our thoughts business and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.

Job Description:

This job is responsible for leading the overall service delivery model to include the banks digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team Market Executives Resident Directors Financial Advisors Wealth Management Client Associates and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory financial operational and reputational risks.

The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME).The MCRM functions as a member of the market leadership team responsible for sourcing onboarding managing and providing ongoing development for the Wealth Management Client Associates Service Support Staff and the branchs Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.

Specific responsibilities include but are not limited to:

• Managing the branchs Wealth Management Client Associates and Service Support Staff

• Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations and policies and procedures

• Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market

• Hiring developing and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

• Coaching teams to deliver a modern digital first service model focusing on exceeding the banks client service expectations and operational excellence goals

• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

• Resolving complex escalated client service and operational needs

• Representing the office and Merrill with clients prospects Financial Advisor recruits vendors regulators and outside legal counsel

• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.

• Manager of Process & Data: Demonstrates deep process knowledge operational excellence and innovation through a focus on simplicity data based decision making and continuous improvement.

• Enterprise Advocate & Communicator: Communicates enterprise decisions purpose and results and connects to team strategy priorities and contributions.

• Risk Manager: Ensures proper risk discipline controls and culture are in place to identify escalate and debate issues.

• People Manager & Coach: Provides inspection coaching and feedback to motivate differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing inspecting and appropriately delegating team work.

Required Qualifications:

• Currently hold SIE Series 7 AND Series 66 (or Series 63 AND Series 65) Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3 31 licenses if warranted

• Minimum of 5 years professional experience

Key Qualifications for the role:

• Current or previous Merrill Wealth Management experience strongly preferred

• Self-motivated and client centric

• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

• Investment product knowledge (i.e. 401K Options Annuities Tax Retirement Plans Money Funds Mutual Funds Liabilities Margin Trust Operations etc.)

• Prior trend analysis experience

• Strong customer service problem resolution and communication skills

• Strong management skills including the ability to effectively plan monitor influence negotiate supervise and delegate

Desired Qualifications:

• Bachelors degree or equivalent work experience

Shift:

Hours Per Week: