Merrill Market Client Relationship Manager

Bank of America Merrill Lynch

In-office with flexibility based on role-specific considerations.
Series 7 series 66 or 63/65 licenses
Series 9 series 10 or series 8 licenses
Managing wealth management client associates
The Merrill Market Client Relationship Manager position at Bank of America Merrill Lynch focuses on leading service delivery and wealth management banking strategies while ensuring exceptional client service. The role requires a strong background in wealth management, regulatory compliance, and team management, particularly within the Merrill framework

Job Summary

  • This role is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market.
  • The Market Client Relationship Manager functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates.
  • Merrill is committed to an in-office culture with specific requirements for office-based attendance while allowing for appropriate flexibility based on role-specific considerations.

Matching Summary

Match Score: 85

The Merrill Market Client Relationship Manager position at Bank of America Merrill Lynch focuses on leading service delivery and wealth management banking strategies while ensuring exceptional client service. The role requires a strong background in wealth management, regulatory compliance, and team management, particularly within the Merrill framework.

Skills & Requirements

Must-have

  • Series 7 Series 66 or 63/65 licenses
  • Series 9 Series 10 or Series 8 licenses
  • Managing wealth management client associates
  • Overseeing daily branch operations
  • Driving responsible business growth
  • Ensuring regulatory compliance

Nice-to-have

  • Previous Merrill Wealth Management experience
  • Strong trend analysis experience
  • Expert knowledge of investment products
  • Self-motivated and client centric
  • Experience with digital first service models

Key Requirements

  • Minimum 5+ years professional experience
  • Current SIE, Series 7, and Series 66 (or 63/65) licenses
  • Series 9, Series 10 (or Series 8), and Series 3, 31 licenses if warranted
  • Bachelor's degree or equivalent work experience

Work Rights

Not specified

Tailored Resume

Cover Letter