Premium Elite Relationship Manager

This role is responsible for helping clients with complex trading, servicing and relationship needs.

Responsibilities

Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs

Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration

Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share

Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations

Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience

Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies

Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

Required Qualifications

Minimum 3 - 5 years of investment, trading and brokerage experience required

Experience with advanced trading strategies, options, fixed income, and margin required

Series 7 and 66 licensing required

Confident and engaging presence

Sound decision making skills with ability to manage risk and overall client experience

Strong analytical and organizational skills

Strong interpersonal skills and the ability to work in a team environment

Ability to handle multiple tasks in a dynamic environment

For internal employees; participation in a work from home posture does not make you ineligible to post

Must hold valid Series 7 & 66 licenses. Must register under the SAFE Act and maintain good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.

Desired Qualifications

Wealth management and private client experience

Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

Additional Skills Used

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Risk Management

Trading

Written Communications

Shift
1st shift (United States of America)

Hours Per Week
40

Pay Transparency Details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay Range
$75,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Incentive Plan
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.

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