COO Business Support Manager

Job Description:

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.

Job Description:

The COO-Business Support Manager will be responsible for thinking critically and performing underlying analysis to inform the development and direction of Merrill National Business Development initiatives.

Job Responsibilities:

• Manage multiple strategic initiatives that drive business growth.
• Partner with leadership to provide communications, resources, tools and reporting to lead and execute upon the business strategy.
• Analyze and synthesize qualitative and quantitative information to help develop thoughtful recommendations supporting the evaluation of growth opportunities.
• Elevate key findings and recommendations in executive-level presentations.
• Assist with socialization and communication of resulting efforts across the organization.
• Plan, organize, coordinate, create and deliver communications, meeting agendas and presentations.
• Prepare senior leaders with carefully curated and accurate meeting materials.
• Consult with senior management in evaluating current methods and developing strategies to implement changes and improvements.
• Requires a thorough knowledge of the department or business unit’s functional area or products.

Required Qualifications:

• 3+ years of experience in strategy or business planning/management role.
• Expert level MS Power Point, strong MS Excel proficiency.
• Proactive, self-starter with high energy; ability to work with minimal supervision.
• Ability to build strong relationships with partners and effectively navigate the organization.
• Clear and concise communication skills, both written and oral; ability to translate complex ideas and concepts into easy-to-understand and engaging executive presentations.
• Must demonstrate excellent analytical and problem-solving skills.
• Ability to interpret data and compose findings into an executive-ready narrative.
• Critical thinking and strategic execution.
• Ability to balance multiple priorities and effectively utilize independent judgment.
• Ability to work in fast-paced, demanding environment with a strong attention to detail.
• Must be organized and ability to manage competing priorities.
• Comfortable with navigating uncertainty or “the grey.”

Desired Qualifications:

• Financial /wealth management organization experience with understanding of the Merrill business
• Project management experience
• Bachelor’s Degree or equivalent experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$100,000.00 - $150,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and b