Relationship Manager - EGP (FP)
Bank of America, Portland, OR, United States
Overview
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. Responsibilities
Supports the Financial Advisor (FA) team to further develop and enhance existing client relationships; serves as a key point of contact for clients on non-administrative requests
eeds Assists with relationship management activities and develops, implements, and monitors the team\'s client service model Assists with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition This position may be responsible for the provision of residential mortgage loans, and is subject to SAFE Act registration requirements Per SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing Register and submit to the required SAFE Act background check; failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to termination Tracks all client actions/activities to ensure the highest level of client service, presents time-sensitive updates to the team, and monitors and reports on client satisfaction Attends client review meetings to assist with relationship deepening conversations Executes on the team service model, including engaging with specialists/partners to address clients\' needs Manages aspects of the client relationship process, including client onboarding and resolving escalations Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team\'s client book segmentation strategy Required Qualifications
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 Individuals in this role are required to maintain a Form ADV-2B, providing clients with details on experience and educational background, along with other requirements governed by the SEC Maintain at least one firm-approved designation Possess and demonstrate 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 and priorities Thorough knowledge and understanding of the Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Skills
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 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
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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. Responsibilities
Supports the Financial Advisor (FA) team to further develop and enhance existing client relationships; serves as a key point of contact for clients on non-administrative requests
eeds Assists with relationship management activities and develops, implements, and monitors the team\'s client service model Assists with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition This position may be responsible for the provision of residential mortgage loans, and is subject to SAFE Act registration requirements Per SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing Register and submit to the required SAFE Act background check; failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to termination Tracks all client actions/activities to ensure the highest level of client service, presents time-sensitive updates to the team, and monitors and reports on client satisfaction Attends client review meetings to assist with relationship deepening conversations Executes on the team service model, including engaging with specialists/partners to address clients\' needs Manages aspects of the client relationship process, including client onboarding and resolving escalations Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team\'s client book segmentation strategy Required Qualifications
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 Individuals in this role are required to maintain a Form ADV-2B, providing clients with details on experience and educational background, along with other requirements governed by the SEC Maintain at least one firm-approved designation Possess and demonstrate 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 and priorities Thorough knowledge and understanding of the Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Skills
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 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
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