Merrill Center for Family Wealth Associate-Business Support Manager

Back to search results Merrill Center for Family Wealth Associate-Business Support Manager New York, New York; Stamford, Connecticut; San Francisco, California; Atlanta, Georgia; New York, New York; Jersey City, New Jersey; Miami, Florida; Stuart, Florida; Oklahoma City, Oklahoma; Pennington, New Jersey; Stuart, Florida; Pennington, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description: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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Job Description:This Merrill Center for Family Wealth role is a unique opportunity to join a highly visible and respected team within Merrill focused on empowering clients to define the purpose of their wealth and to be intentional about wealth's impact on themselves, their families and their communities.The primary responsibilities of this role include helping to develop and deliver insights and content to effectively engage with clients, Financial Advisors and other key internal and external stakeholders. The successful candidate will have stellar written and verbal communication skills, high attention to detail, the ability to prioritize and follow-through on relevant tasks and a willingness to learn and join a highly collaborative and supportive team.Responsibilities:Help create tailored content and deliver/facilitate client family meetings, to help clients navigate topics such as communication about wealth/disclosure, financial education, governance policy development, etc.; prepare comprehensive prep and follow-up to capture key takeaways and next stepsDevelop materials to effectively engage and empower Financial Advisors through group trainings, individual connects and other educational resourcesSupport educational curriculum and program design for Financial Advisors and clientsResearch existing and new family wealth dynamics and governance topics to provide input to inform team's thought leadershipInterface with internal firm partners as neededParticipate and contribute on team calls to help ensure follow-through on key priorities Submit team materials for internal compliance review and ensure follow-up for approvalRequired Qualifications:At least 3 years of experience working with ultra-high net worth clients (e.g. family governance, meeting facilitation, planning, family office, or other related fields)Strong interest in the field of family wealth dynamics and governanceDesired Qualifications:College degree preferredConcentration in business/management and/or psychology/sociology welcome but not requiredSkills:AdaptabilityAdministrative ServicesAttention to DetailCollaborationWritten CommunicationsAnalytical ThinkingContinuous ImprovementProblem SolvingProject ManagementRelationship BuildingStellar written and verbal communication skillsStrong attention to detail Ability to prioritize work, manage multiple projects and follow-through Collaborative nature/ability to contribute in a team environment and strong motivation to learnFlexibility in handling a variety of tasks and projects independently while escalating appropriately, as neededProficiency with using Microsoft Office applications, especially PowerPoint, Word and Excel as well as strong research skills Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26026732 Manages People: No Travel: Yes, 20% of the time Age requirement: Must at least be 18 years of age. California pay and benefits information California pay range: $70,000.00 - $105,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. 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 Connecticut pay and benefits information Connecticut pay range: $70,000.00 - $105,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. 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 New Jersey pay and benefits information New Jersey pay range: $70,000.00 - $105,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. 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 New York pay and benefits information New York pay range: $70,000.00 - $105,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. 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 Share: Save job Job saved