Division Client Relationship Manager

Job Description:

Job Description Summary

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.

The Division Client Relationship Manager (DCRM) is an execution leader providing client service and business management expertise to the MLWM Division Client Relationship Executive across a variety of business needs within the MLWM Client Service organization. The successful candidate will be a strong, decisive, results oriented leader managing a wide range of complex administrative functions across the division; lead and execute key line of business initiatives while working closely with a variety of business and HR partners; provide solutions to include developing strategy, measurements, reporting and administration across the Client Relationship Manager, Client Associate, Operations, and EGP roles.

Key Qualifications for the role:

• Candidates are required to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

• Minimum 5+ years professional experience required

• Current or previous Merrill Wealth Management experience strongly preferred

• Self-motivated and client centric

• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

• Prior trend analysis experience

• Strong customer service and communication skills

• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Skills:

• Leadership Development

• Performance Management

• Process Performance Management

• Recruiting

• Succession Planning

• Compensation Analysis

• Due Diligence

• Internal Audit Review

• Risk Management

• Workforce Planning

• Client Management

• Customer Service Management

• Employee Counseling

• Referral Management

• Trade Operations Management

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40