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
Job Description This job is responsible for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients, while leading relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include leading client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition for medium‑sized to complex accounts.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Manages the tracking of all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
Oversees client review meetings to ensure deepening of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending
Executes on the team service model, including engaging with specialists/partners to address client's needs
Manages aspects of the client relationship process, including client onboarding and resolving escalations
Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs
Required Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority to effectively partner with all Elite Growth Program (EGP) roles, product specialists and across enterprise
Proven ability to build and deepen client relationships to identify opportunities for business growth
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Advanced knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and make sound decisions
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
Ability to independently research escalated client issues for response/resolution
Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience
Skills
Account Management
Business Acumen
Client Experience Branding
Client Management
Business Development
Client Solutions Advisory
Portfolio Management
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification
Referral Identification
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
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.
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency details US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075)
Pay and benefits information
Pay range $55,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
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.
#J-18808-Ljbffr
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
Job Description This job is responsible for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients, while leading relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include leading client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition for medium‑sized to complex accounts.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Manages the tracking of all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
Oversees client review meetings to ensure deepening of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending
Executes on the team service model, including engaging with specialists/partners to address client's needs
Manages aspects of the client relationship process, including client onboarding and resolving escalations
Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs
Required Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority to effectively partner with all Elite Growth Program (EGP) roles, product specialists and across enterprise
Proven ability to build and deepen client relationships to identify opportunities for business growth
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Advanced knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and make sound decisions
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
Ability to independently research escalated client issues for response/resolution
Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience
Skills
Account Management
Business Acumen
Client Experience Branding
Client Management
Business Development
Client Solutions Advisory
Portfolio Management
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification
Referral Identification
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
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.
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency details US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075)
Pay and benefits information
Pay range $55,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
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.
#J-18808-Ljbffr