Merrill Market Client Relationship Manager

Merrill Market Client Relationship Manager

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind 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. Trust comes from transparency. Our 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 offers some flexibility based on role‑specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in thought, business, and among our employees and clients. The Wealth Management team represents an array of backgrounds and brings unique perspectives, ideas, and experiences to create a work community that is culture‑driven, resilient, results‑focused and effective.

This role is responsible for leading the overall service delivery model, including the bank’s digital offerings and wealth management banking strategy in the market, while working with Home Office to ensure superior client service. Key responsibilities include partnering with market leadership, market executives, resident directors, financial advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. The expectation is to drive responsible growth while minimizing regulatory, financial, operational, and reputational risks.

• Lead the service delivery model and wealth management banking strategy of the respective market to drive business growth
• Hire, develop, and lead a cross‑functional team supporting financial advisor teams and delivering outstanding client service
• Supervise financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
• Oversee the client service experience and review the approval of new client accounts
• Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank’s client service expectations and operational excellence goals

• Diversity & Inclusion Champion:
  Model an inclusive environment for employees and clients, aligned to company D&I goals.
• Manager of Process & Data:
  Demonstrate deep process knowledge, operational excellence, and innovation with a focus on simplicity, data‑based decision making, and continuous improvement.
• Enterprise Advocate & Communicator:
  Communicate enterprise decisions, purpose, and results, and connect to team strategy, priorities, and contributions.
• Risk Manager:
  Ensure proper risk discipline, controls and culture are in place to identify, escape and debate issues.
• People Manager & Coach:
  Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward:
  Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader:
  Assess talent and build bench strength for roles across the organization.
• Driver of Business Outcomes:
  Deliver results by effectively prioritizing, inspecting, and appropriately delegating team work.

• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
• Managing the branch’s Wealth Management Client Associates and Service Support Staff
• Representing the office and Merrill with clients, prospects, financial advisors, recruiters, vendors, regulators, and outside legal counsel
• Require diversification and experience with Bank of America and Merrill products & services, trend analysis, risk assessment,…