Merrill Market Client Relationship Manager Position Available In Pinellas, Florida

Job Description:

Job Description:

Merrill Wealth Management is a leading providerof comprehensive wealth management and investment products andservices for individuals, companies, and institutions. MerrillWealth Management is one of the largest businesses of its kind inthe world specializing in goals-based wealth management, includingplanning for retirement, education, legacy, and other life goalsthrough investment advice and guidance.

Merrill’s Financial Advisorsand Wealth Management Client Associates help clients pursue thelife they envision through a personal relationship with theiradvisory team committed to their needs. We believe trust comes fromtransparency. Our trusted advisory teams are equipped with accessto the investment insights of Merrill coupled with the bankingconvenience of Bank of America.

At Merrill, we empower you to bringyour whole self to work. We value diversity in our thoughts,business, and within our employees and clients. Our WealthManagement team represents an array of different backgrounds andbring their unique perspectives, ideas and experiences, helping tocreate a work community that is culture driven, resilient, resultsfocused and effective.

Job Description:

This job is responsible forleading the overall service delivery model to include the bank’sdigital offerings and wealth management banking strategy in themarket while working with the Home Office to ensure superior clientservice. Key responsibilities include partnering with the marketleadership team, Market Executives, Resident Directors, FinancialAdvisors, Wealth Management Client Associates, and WealthManagement Associates to facilitate daily business needs. Jobexpectations include driving responsible growth while minimizingregulatory, financial, operational, and reputational risks.

TheMarket Client Relationship Manager (MCRM) is a direct report to theDivision Client Relationship Executive (DCRE) with dual reportingto the Merrill Wealth Management Market Executive (ME). The MCRMfunctions as a member of the market leadership team and manages theWealth Management Client Associates, Operations support staff, andthe branch’s Operations Department. The MCRM is responsible fordelivering firm strategy through the execution of the MarketStrategy Plans. MCRMs partner closely with advisor teams to delivera branded client service model focusing on digital solutions andenterprise capabilities. Additionally, the MCRM serves as the Leadand Referral Coordinator for the market and manages the marketexpenses. The MCRM partners closely with the Senior ClientRelationship Manager (SCRM) to support the ongoing development ofthe Elite Growth Practice roles, Wealth Management ClientAssociates, and the Operations staff.

Responsibilities:

Leads the service delivery model and wealth management bankingstrategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functionalprofessionals to support Financial Advisor teams and deliveroutstanding client service Supervises financial transactions and operations to drive riskmanagement best practices and ensure compliance with policies andprocedures, while preparing to effectively manage any type ofbranch audit Oversees the client service experience and reviews the approvalof new client accounts Leads Wealth Management Client Associates and the branchOperations Department to meet and exceed the bank’s client serviceexpectations and operational excellence goals

ManagerialResponsibilities:

This position may also have responsibilities formanaging associates. At Bank of America, all managers at this leveldemonstrate the following responsibilities, in addition to thosespecific to the role, listed above.

Diversity & Inclusion Champion:

Models an inclusive environmentfor employees and clients, aligned to company D&I goals.

Manager of Process & Data:

Demonstrates deep process knowledge,operational excellence and innovation through a focus onsimplicity, data based decision making and continuousimprovement.

Enterprise Advocate & Communicator:

Communicates enterprisedecisions, purpose, and results, and connects to team strategy,priorities and contributions.

Risk Manager:

Ensures proper risk discipline, controls andculture are in place to identify, escalate and debate issues.

People Manager & Coach:

Provides inspection, coaching andfeedback to motivate, differentiate and improve performance.

Financial Steward:

Actively manages expenses and budgets inalignment with objectives, making sound financial decisions.

Enterprise Talent Leader:

Assesses talent and builds benchstrength for roles across the organization.

Driver of Business Outcomes:

Delivers results by effectivelyprioritizing, inspecting and appropriately delegating teamwork.

Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded whilebalancing the risk and exposure for Merrill Managing the branch’s Wealth Management Client Associates andService Support Staff Representing the office and Merrill with clients, prospects,Financial Advisor recruits, vendors, regulators, and outside legalcounsel Requires diversification and experience with Bank of Americaand Merrill Products & Services, Trend Analysis, Risk Assessment,Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service modelfocusing on client satisfaction Proactively identifying opportunities to connect FinancialAdvisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industryregulations, and policies and procedures

Required Qualifications:

Currently hold SIE, Series 7 AND Series 66 (or Series 63 ANDSeries 65), Series 9 AND Series 10 (or Series 8) or equivalentlicenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualificationsfor the role: Current or previous Merrill Wealth Management experiencestrongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements andcorporate 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 effectivelyplan, monitor, influence, negotiate, supervise and delegate

DesiredQualifications:

Bachelor’s degree or equivalent work experience

MinimumEducation Requirement:

High School Diploma / GED / Secondary Schoolor equivalent

Skills:

Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations ManagementShift:

1st shift (United States ofAmerica)

Hours Per Week:

40