Private Wealth Relationship Manager (FP)

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

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.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist / Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and / or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and / or team Senior Business Manager to develop, implement, and monitor the team’s client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.

Skills

• Account Management
• Business Acumen
• Client Management
• Client Solutions Advisory
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification

Required Qualifications

Desired Qualifications

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; FINRA

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Age

Age requirement : Must at least be 18 years of age.

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.

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