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: This role is currently benefits eligible.
Skills & Requirements
Must-have
Lead service delivery model
Drive responsible growth
Manage Wealth Management Client Associates
Oversee client service experience
Deliver firm strategy execution
Nice-to-have
Culture driven, resilient, results focused
Empower you to bring your whole self
Value diversity in thoughts and backgrounds
Modern, digital first service model
Key Requirements
SIE, Series 7 AND 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