Elite Relationship Manager

Job Description

This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution.

Licensing requirements are as follows:
Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs
• Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration
• Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
• Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
• Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
• Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
• Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

• Minimum 3 - 5 years of investment, trading and brokerage experience required
• Experience with advanced trading strategies, options, fixed income, and margin required
• Series 7 and 66 licensing required
• Confident and engaging presence
• Sound decision making skills with ability to manage risk and overall client experience
• Strong analytical and organizational skills
• Strong interpersonal skills and the ability to work in a team environment
• Ability to handle multiple tasks in a dynamic environment
• For internal employees; participation in a work from home posture does not make you ineligible to post

• Wealth management and private client experience
• Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Risk Management
• Trading
• Written Communications

1st shift (United States of America)

40