Relationship Manager

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.

Role Overview
This position supports the Financial Advisor (FA) team to further develop and enhance existing client relationships. The role involves serving as a key point of contact for non‑administrative client requests, supporting relationship management activities, and developing, implementing, and monitoring the team’s client service model. Responsibilities include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. The role may also involve residential mortgage loan originations and requires SAFE Act registration.

Responsibilities

Track all client actions/activities to ensure the highest level of client service and present time‑sensitive updates to the team, monitoring and reporting on client satisfaction.

Attend client review meetings to assist with relationship deepening conversations.

Execute the team service model, including engaging with specialists/partners to address client needs.

Manage aspects of the client relationship process, including client 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.

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.

Maintain a Form ADV‑2B, which provides clients details on the individual's experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC).

Obtain and/or 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 at once.

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/resolution.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.

Shift
1st shift (United States of America)

Hours Per Week
40

Pay Transparency Details
US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)

Pay
$60,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic Incentive
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.

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.

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