Relationship Manager

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

This role supports the Financial Advisor (FA) team to develop and enhance client relationships.

• Serve as a key point of contact for clients for non‑administrative requests while supporting relationship management activities.
• Assist with client meetings related to investment strategy, account performance, new products, and market developments.
• Track all client actions and activities to ensure the highest level of client service, presenting time‑sensitive updates to the team.
• Attend client review meetings to assist with relationship‑deepening conversations.
• Execute the team service model, including engaging with specialists and partners to address client needs.
• Manage aspects of the client relationship process, including onboarding and resolving escalations.
• Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team’s client‑book segmentation strategy.
• Support the provision of residential mortgage loans, complying with SAFE Act registration requirements.

• Account Management
• Business Acumen
• Client Management
• Client Solutions Advisory
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification

• High School Diploma / GED / Secondary School or equivalent

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
• Must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
• SAFE Act registration is required for residential mortgage loan origination.
• Maintain a Form ADV‑2B.
• Obtain and/or maintain at least one firm‑approved designation.
• Demonstrated strong communication skills.
• Ability to lead through collaboration and influence without direct authority.
• Detail oriented with strong organizational skills and ability to manage multiple tasks simultaneously.
• Thorough knowledge and understanding of the suite of Wealth Management products and services.
• Proven ability to manage risk and support sound decisions.
• Ability to research escalated client issues for response and resolution.

• Job location:
  
  US – CA – Walnut Creek – 1331 N CALIFORNIA BLVD (CA4813).
• Shift: 1st shift (United States).
• Hours per week: 40.
• Salary range: $60,000.00 – $96,000.00 annualized, based on experience, education, and skill set.
• Incentive:
  Eligible to participate in a formulaic incentive plan (monthly, quarterly, and/or annual incentives based on performance metrics).
• Benefits:
  Industry‑leading benefits, paid time off, resources and support for employees.