MWM Market Executive

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 market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable responsible growth through operational excellence and risk management. Key responsibilities include building a culture of excellence by recruiting developing and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing enterprise-wide relationships and protecting the banks brand internally and externally.

Responsibilities:

• Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth
• Recruits coaches and retains high-performing talent and leads a culture of diversity inclusion and respect
• Holds Advisors accountable for providing an exceptional client experience
• Fosters and leverages relationships to ensure coordinated delivery of the enterprises full capabilities and offerings to clients by collaborating across all channels and product groups in the clients best interest
• Establishes a risk culture and ensures all team members are protecting the interests of the firm while enhancing the client experience
• Manages the market Profit and Loss with a focus on revenue growth and return for shareholders
• Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities

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.

• Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company O & I goals.
• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness champion data driven decision-making and removes obstacles to optimize operations.
• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose results and success.
• Risk Manager: Inspects and challenges risk controls governance and culture to ensure the timely identification escalation debate and remediation of risk across the organization.
• People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
• Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
• Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization while supporting enterprise talent needs.
• Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the banks capabilities to meet client needs and to gain competitive advantage.

Desired Skills:

• 10 years of Financial services experience.
• 4 years of leading a team of advisors.
• Series 3 and 31.
• Series 7 Series 63 and 65 or 66 and Series 9 and Series 10 required.

Skills:

• Business Acumen
• Coaching
• Decision Making
• Drives Engagement
• Executive Presence
• Conflict Management
• Customer and Client Focus
• Inclusive Leadership
• Relationship Building
• Risk Management
• Emotional Intelligence
• Leadership Development
• Performance Management
• Process Effectiveness
• Recruiting

Shift:

Hours Per Week:

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