Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
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.
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
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Service delivery model leadership
Digital offerings and banking strategy
Risk management best practices
Client service experience oversight
Regulatory compliance and policies
Nice-to-have
Culture driven, resilient, results focused
Diversity in thoughts and backgrounds
Empowerment and bringing whole self to work
Transparency and trust building
Key Requirements
SIE, Series 7, Series 66 or equivalent licenses
Series 9 and Series 10 or equivalent licenses
Series 3, 31 licenses if warranted
Minimum of 5+ years professional experience
Current or previous Merrill Wealth Management experience strongly preferred