Merrill Market Supervision Manager

Bank of America

Chicago, United States
$115,000.00 - $155,000.00 annualized salary; discr...
Financial advisor business practices
Minimize regulatory financial reputational risks
Monitor advisor and client activity
This job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities

Job Summary

  • This job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities.
  • The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation.
  • 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 a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities.

Salary

$115,000.00 - $155,000.00 annualized salary; Discretionary incentive eligible; Benefits: This role is currently benefits eligible.

Skills & Requirements

Must-have

  • Financial Advisor business practices
  • minimize regulatory financial reputational risks
  • monitor advisor and client activity
  • ensure compliance with firm regulatory requirements
  • manage risk of business growth initiatives

Nice-to-have

  • client centric strategy
  • interpersonal skills for coaching
  • strong analytical skills
  • effective leadership style
  • strong time management skills

Key Requirements

  • SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
  • Series 3, 31 licenses, if warranted
  • Minimum of 5+ years professional experience
  • Proven ability to manage risk
  • deep understanding of industry regulations

Work Rights

Not specified

Tailored Resume

Cover Letter