Talent Acquisition Consultant II - Merrill Lynch Wealth Management
Bank of America, Pennington, NJ, 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 brings their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Responsibilities
Manage candidate and executive management relationships at the professional level.
Ability to handle rejections and overcome objections professionally.
Provide consultative search recruiting services, including sourcing, prospect outreach, warm handoffs to local management, and managing the overall end-to-end sourcing process.
Continuous networking and pipelining to identify a targeted external talent slate.
Ability to understand the Wealth Management industry to effectively identify and recruit experienced talent with relevant high caliber expertise.
Effectively manage all compliance and operational risk.
Conduct intake sessions with hiring managers to understand business needs and manage requisition workbench within the applicant tracking system.
Oversee the process for creating a pipeline of candidates for critical skills areas by developing and executing a sourcing strategy, cold calling, and candidate assessment through in-depth phone screens/interviews to identify, attract, and recruit quality talent.
Manage the relationship with senior HR leaders, including coordinating regular routines and reporting on open positions, new hires, and business-specific initiatives.
Facilitate creating a more inclusive workplace by ensuring the hiring process leverages a pool of candidates with varied backgrounds and experiences.
Ensure compliance with all legal aspects of recruiting and candidate selection including applicable federal and state recruitment regulations including The Office of Federal Contract Compliance Programs and Equal Employment Opportunity Commission.
Required Qualifications
Must have significant experience in professional-level recruiting, managing end-to-end sourcing and recruiting processes for niche, experienced advisor programs.
Experience developing and executing candidate sourcing strategies, cold calling, and candidate assessment through in-depth phone screens/interviews, consulting senior leaders on talent acquisition strategy, and working closely with the LOB on offer extensions.
Experience recruiting for complex, hard-to-find niche skill sets within the wealth management industry.
Ability and desire to stay abreast of market conditions and provide business partners with market intel and research.
Proven track record of directly sourcing talent with specific subject matter expertise required in competitive markets.
Must be a team player and able to be flexible and adaptable to rapid changes in processes and requisition volumes.
Reliable and self-motivated with a strong work ethic.
Desired Qualifications
Intermediate level Excel and PowerPoint skills.
Reporting and analytics capabilities.
Experience hiring for FINRA registered advisor roles.
Previous experience in the financial industry is a significant plus.
Skills
Active Listening
Attention to Detail
Critical Thinking
Executive Presence
Presentation Skills
Decision Making
Recruiting
Relationship Building
Reporting
Written Communications
Advisory
Business Analytics
Business Case Analysis
Fiscal Responsibility
Workforce Planning
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 brings their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Responsibilities
Manage candidate and executive management relationships at the professional level.
Ability to handle rejections and overcome objections professionally.
Provide consultative search recruiting services, including sourcing, prospect outreach, warm handoffs to local management, and managing the overall end-to-end sourcing process.
Continuous networking and pipelining to identify a targeted external talent slate.
Ability to understand the Wealth Management industry to effectively identify and recruit experienced talent with relevant high caliber expertise.
Effectively manage all compliance and operational risk.
Conduct intake sessions with hiring managers to understand business needs and manage requisition workbench within the applicant tracking system.
Oversee the process for creating a pipeline of candidates for critical skills areas by developing and executing a sourcing strategy, cold calling, and candidate assessment through in-depth phone screens/interviews to identify, attract, and recruit quality talent.
Manage the relationship with senior HR leaders, including coordinating regular routines and reporting on open positions, new hires, and business-specific initiatives.
Facilitate creating a more inclusive workplace by ensuring the hiring process leverages a pool of candidates with varied backgrounds and experiences.
Ensure compliance with all legal aspects of recruiting and candidate selection including applicable federal and state recruitment regulations including The Office of Federal Contract Compliance Programs and Equal Employment Opportunity Commission.
Required Qualifications
Must have significant experience in professional-level recruiting, managing end-to-end sourcing and recruiting processes for niche, experienced advisor programs.
Experience developing and executing candidate sourcing strategies, cold calling, and candidate assessment through in-depth phone screens/interviews, consulting senior leaders on talent acquisition strategy, and working closely with the LOB on offer extensions.
Experience recruiting for complex, hard-to-find niche skill sets within the wealth management industry.
Ability and desire to stay abreast of market conditions and provide business partners with market intel and research.
Proven track record of directly sourcing talent with specific subject matter expertise required in competitive markets.
Must be a team player and able to be flexible and adaptable to rapid changes in processes and requisition volumes.
Reliable and self-motivated with a strong work ethic.
Desired Qualifications
Intermediate level Excel and PowerPoint skills.
Reporting and analytics capabilities.
Experience hiring for FINRA registered advisor roles.
Previous experience in the financial industry is a significant plus.
Skills
Active Listening
Attention to Detail
Critical Thinking
Executive Presence
Presentation Skills
Decision Making
Recruiting
Relationship Building
Reporting
Written Communications
Advisory
Business Analytics
Business Case Analysis
Fiscal Responsibility
Workforce Planning
Shift
1st shift (United States of America)
Hours Per Week
40
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