Bank of America
Merrill Market Client Relationship Manager
Bank of America, Tucson, Arizona, United States, 85718
Merrill Market Client Relationship Manager
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind 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. Trust comes from transparency. Our 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 offers some flexibility based on role‑specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in thought, business, and among our employees and clients. The Wealth Management team represents an array of backgrounds and brings unique perspectives, ideas, and experiences to create a work community that is culture‑driven, resilient, results‑focused and effective.
This role is responsible for leading the overall service delivery model, including the bank’s digital offerings and wealth management banking strategy in the market, while working with Home Office to ensure superior client service. Key responsibilities include partnering with market leadership, market executives, resident directors, financial advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. The expectation is to drive responsible growth while minimizing regulatory, financial, operational, and reputational risks.
Responsibilities
Lead the service delivery model and wealth management banking strategy of the respective market to drive business growth
Hire, develop, and lead a cross‑functional team supporting financial advisor teams and delivering outstanding client service
Supervise financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversee the client service experience and review the approval of new client accounts
Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank’s client service expectations and operational excellence goals
Managerial Responsibilities
Diversity & Inclusion Champion: Model an inclusive environment for employees and clients, aligned to company D&I goals.
Manager of Process & Data: Demonstrate deep process knowledge, operational excellence, and innovation with a focus on simplicity, data‑based decision making, and continuous improvement.
Enterprise Advocate & Communicator: Communicate enterprise decisions, purpose, and results, and connect to team strategy, priorities, and contributions.
Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escape and debate issues.
People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization.
Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting, and appropriately delegating team work.
Specific Responsibilities Include, but Are Not Limited To:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch’s Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, financial advisors, recruiters, vendors, regulators, and outside legal counsel
Require diversification and experience with Bank of America and Merrill products & services, trend analysis, risk assessment, human resources, and broad industry knowledge
Coaching teams to deliver a modern, digital‑first service model focusing on client satisfaction
Proactively identifying opportunities to connect financial advisors and clients to the broader enterprise
Managing daily operations ensuring compliance to industry regulations, policies and procedures
Required Qualifications
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 of professional experience
Key Qualifications for the Role
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 (e.g., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications
Bachelor’s degree or equivalent work experience
Skills
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
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Sales and Business Development
Industries
Banking
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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. Trust comes from transparency. Our 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 offers some flexibility based on role‑specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in thought, business, and among our employees and clients. The Wealth Management team represents an array of backgrounds and brings unique perspectives, ideas, and experiences to create a work community that is culture‑driven, resilient, results‑focused and effective.
This role is responsible for leading the overall service delivery model, including the bank’s digital offerings and wealth management banking strategy in the market, while working with Home Office to ensure superior client service. Key responsibilities include partnering with market leadership, market executives, resident directors, financial advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. The expectation is to drive responsible growth while minimizing regulatory, financial, operational, and reputational risks.
Responsibilities
Lead the service delivery model and wealth management banking strategy of the respective market to drive business growth
Hire, develop, and lead a cross‑functional team supporting financial advisor teams and delivering outstanding client service
Supervise financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversee the client service experience and review the approval of new client accounts
Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank’s client service expectations and operational excellence goals
Managerial Responsibilities
Diversity & Inclusion Champion: Model an inclusive environment for employees and clients, aligned to company D&I goals.
Manager of Process & Data: Demonstrate deep process knowledge, operational excellence, and innovation with a focus on simplicity, data‑based decision making, and continuous improvement.
Enterprise Advocate & Communicator: Communicate enterprise decisions, purpose, and results, and connect to team strategy, priorities, and contributions.
Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escape and debate issues.
People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization.
Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting, and appropriately delegating team work.
Specific Responsibilities Include, but Are Not Limited To:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch’s Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, financial advisors, recruiters, vendors, regulators, and outside legal counsel
Require diversification and experience with Bank of America and Merrill products & services, trend analysis, risk assessment, human resources, and broad industry knowledge
Coaching teams to deliver a modern, digital‑first service model focusing on client satisfaction
Proactively identifying opportunities to connect financial advisors and clients to the broader enterprise
Managing daily operations ensuring compliance to industry regulations, policies and procedures
Required Qualifications
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 of professional experience
Key Qualifications for the Role
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 (e.g., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications
Bachelor’s degree or equivalent work experience
Skills
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
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Sales and Business Development
Industries
Banking
#J-18808-Ljbffr