Merrill Private Wealth 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.

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. 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

These journeys f…

Responsible for overall delivery and management of the client service experience for the Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.

Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval…

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:
  Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

• 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, elevate 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.

• Currently hold Series 7 and 66 (or Series 63 and 65), Series 9 and 10 (or Series
  8) or equivalent licenses

• Series 3, 31 licenses, if warranted

• Minimum of five years of professional experience

• Compensation Analysis

• Performance Management

• Process Performance Management

• Referral…