Merrill Market Client Relationship Manager

United States·Chicagomid

OtherClient Relationship Manager

1 views0 saves0 applied

Apply Now

Quick Summary

Requirements Summary

Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses,

Technical Tools

OtherClient Relationship Manager

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 foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Responsibilities

~1 min read

→
Managing the branch's Wealth Management Client Associates and Service Support Staff
→
Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
→
Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
→
Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
→
Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank’s client service expectations and operational excellence goals
→
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
→
Resolving complex, escalated client service and operational needs
→
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
→
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

→
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
→
Minimum of 5+ years professional experience

Requirements

~1 min read

Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service, problem resolution, and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Bachelor’s degree or equivalent work experience

Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management

1st shift (United States of America)

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.