GWIM Operations Consultant - TMT Planning Specialist

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

Job Description:

The Planning Specialist is a key member of the Merrill Transition Management team, focused on supporting Financial Advisor (FA) recruits as they transition their books of business from contra firms to Merrill. This role works closely with Branch Office Leadership to ensure seamless coordination and execution of onboarding activities. The specialist serves as a central point of contact, facilitating communication between Market Leadership, business partners, Broker/Dealers, and technology teams. Additionally, they manage incoming requests from across the organization, including senior leadership, to deliver a smooth and efficient transition experience for FA recruits.

Responsibilities:

• Overseeing the end-to-end onboarding process for new recruits, ensuring a seamless and timely experience.
• Develop and maintain relationships with Market Executives and Branch Leadership through regionalized support model
• Oversight of the discovery calls with onboarding recruits to discuss transition and book of business
• Conduct detail review of recruits’ book of business to determine portability
• Act as the central contact for inquiries and escalations throughout the recruit transition
• Hosting onboarding readiness call with branch office and product partners prior to recruit arrives
• Liaise with key business partners and product partners prior to and throughout recruit transition
• Conduct and coordinate all post transition reviews
• Collaborating across operational teams and product specialists to resolve urgent branch-related requests

Required Qualifications:

• 5+ years of experience in the field
• Extensive Wealth Management Product Expertise.
• Strong relationship building mindset
• Strong organizational and communication proficiencies with keen problem-solving, decision-making expertise and the ability to multitask.
• Advanced Proficiency in Microsoft Office Suite
• Effective verbal, written communication skills and detail oriented.
• Commitment to Integrity & Policy Adherence

Desired Qualifications:

• Undergraduate degree preferred or Industry service experience equivalents.
• Flexibility to perform well in a changing environment as job duties and expectations evolve.
• Ability to think analytically while effectively managing and finding resolutions to complex situations independently.
• Ability to prioritize and manage multiple job-related duties including day to day tasks and project work.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

Pay range

$70,000.00 - $100,000.00 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 base