Merrill Market Client Relationship Manager

Bank of America (GHR)

Stamford, US
$115,000.00 - $160,000.00 annualized salary; discr...
Onsite
Wealth management client associates management
Branch operations department management
Deliver firm strategy execution
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service

Job Summary

  • This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.
  • The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department.
  • 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.

Matching Summary

This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.

Salary

$115,000.00 - $160,000.00 annualized salary; Discretionary incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Wealth Management Client Associates management
  • Branch Operations Department management
  • Deliver firm strategy execution
  • Digital solutions client service model
  • Market expenses management
  • Risk management best practices

Nice-to-have

  • Culture driven resilient results focused
  • Diversity in thoughts business employees
  • Modern digital first service model coaching
  • Connect advisors and clients enterprise

Key Requirements

  • SIE, Series 7, Series 66 (or 63/65), Series 9 & 10 (or 8) licenses
  • Series 3, 31 licenses if warranted
  • Minimum 5+ years professional experience
  • Current or previous Merrill Wealth Management experience
  • Expert knowledge regulatory and supervisory requirements

Work Rights

Not specified

Tailored Resume

Cover Letter