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 believe trust comes from transparency and our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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
Lead wealth management banking strategy
Manage client service experience
Drive responsible growth
Supervise financial transactions and operations
Partner with market leadership team
Nice-to-have
Modern digital first service model
Inclusive environment for employees and clients
Culture driven resilient results focused
Bring your whole self to work
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
Current or previous Merrill Wealth Management experience strongly preferred
High School Diploma / GED / Secondary School or equivalent