Business Support Manager II

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 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.

Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication.

Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.

Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations.

May direct workflow activities.

The Business Support Manager is a key member of the Merrill Lending Solutions Group (LSG), responsible for driving execution of strategic priorities and operational routines across the organization. This role partners directly with the Head of the Lending Solutions Group and the Merrill Capabilities Executive and supports the buildout and implementation of the group’s strategic plan, routines, scorecards, training, marketing, and advisor engagement efforts.

The role requires coordination.

• Supports execution of LSG strategic plan, including development of routines, scorecards, and business metrics
• Coordinates and prepares materials for key governance forums
• Partners with Finance and Analytics to build and maintain business metric packets and dashboards
• Supports development of advisor training and marketing plans, including coordination with internal partners
• Helps manage advisor feedback forums and listening sessions
• Maintains and tracks SPI/procedure inventory; assist in documentation and governance coordination
• Contributes to development of strategic plan including supporting client journey mapping and operational excellence efforts

• 5+ years of experience in…