Relationship Manager - EGP (FP)

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
This role supports the Financial Advisor (FA) team to develop and enhance client relationships.
Responsibilities

Serve as a key point of contact for clients for non‑administrative requests while supporting relationship management activities.
Assist with client meetings related to investment strategy, account performance, new products, and market developments.
Track all client actions and activities to ensure the highest level of client service, presenting time‑sensitive updates to the team.
Attend client review meetings to assist with relationship‑deepening conversations.
Execute the team service model, including engaging with specialists and partners to address client needs.
Manage aspects of the client relationship process, including onboarding and resolving escalations.
Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team’s client‑book segmentation strategy.
Support the provision of residential mortgage loans, complying with SAFE Act registration requirements.
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
Role Requirements

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 is required for residential mortgage loan origination.
Maintain a Form ADV‑2B.
Obtain and/or maintain at least one firm‑approved designation.
Demonstrated 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 simultaneously.
Thorough knowledge and understanding of the suite of Wealth Management products and services.
Proven ability to manage risk and support sound decisions.
Ability to research escalated client issues for response and resolution.
Compensation & Benefits

Job location: US – CA – Walnut Creek – 1331 N CALIFORNIA BLVD (CA4813).
Shift: 1st shift (United States).
Hours per week: 40.
Salary range: $60,000.00 – $96,000.00 annualized, based on experience, education, and skill set.
Incentive: Eligible to participate in a formulaic incentive plan (monthly, quarterly, and/or annual incentives based on performance metrics).
Benefits: Industry‑leading benefits, paid time off, resources and support for employees.

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