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 responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department.
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.
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.
Skills & Requirements
Must-have
Wealth management banking strategy
Digital solutions and enterprise capabilities
Regulatory and supervisory requirements
Investment product knowledge
Client service expectations
Nice-to-have
Self-motivated and client centric
Culture driven, resilient, results focused
Diversity in thoughts and backgrounds
Key Requirements
SIE, Series 7, Series 66, Series 9, Series 10, Series 3, Series 31 licenses
5+ years professional experience
Current or previous Merrill Wealth Management experience