Back to search results Merrill Market Client Relationship Manager Washington District of Columbia Additional locations See less Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Job DescriptionMerrill 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.Merrills 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 DescriptionThis job is responsible for leading the overall service delivery model to include the banks digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team Market Executives Resident Directors Financial Advisors Wealth Management Client Associates and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory financial operational and reputational risks.The Market Client Relationship Manager MCRM is a direct report to the Division Client Relationship Executive DCRE with dual reporting to the Merrill Wealth Management Market Executive ME. The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates Operations support staff and the branchs Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager SCRM to support the ongoing development of the Elite Growth Practice roles Wealth Management Client Associates and the Operations staff. ResponsibilitiesLeads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires develops and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the banks client service expectations and operational excellence goalsManagerial ResponsibilitiesThis position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.Manager of Process & Data Demonstrates deep process knowledge operational excellence and innovation through a focus on simplicity data based decision making and continuous improvement.Enterprise Advocate & Communicator Communicates enterprise decisions purpose and results and connects to team strategy priorities and contributions.Risk Manager Ensures proper risk discipline controls and culture are in place to identify escalate and debate issues.People Manager & Coach Provides inspection coaching and feedback to motivate differentiate and improve performance.Financial Steward Actively manages expenses and budgets in alignment with objectives making sound financial decisions.Enterprise Talent Leader Assesses talent and builds bench strength for roles across the organization.Driver of Business Outcomes Delivers results by effectively prioritizing inspecting and appropriately delegating team work.Specific responsibilities include but are not limited toEnsuring client service expectations are met and exceeded while balancing the risk and exposure for MerrillManaging the branchs Wealth Management Client Associates and Service Support StaffRepresenting the office and Merrill with clients prospects Financial Advisor recruits vendors regulators and outside legal counselRequires diversification and experience with Bank of America and Merrill Products & Services Trend Analysis Risk Assessment Human Resources and broad industry knowledgeCoaching teams to deliver a modern digital first service model focusing on client satisfactionProactively identifying opportunities to connect Financial Advisors and clients to the broader enterpriseManaging the daily operations ensuring compliance to industry regulations and policies and proceduresRequired QualificationsCurrently hold SIE Series 7 AND Series 66 or Series 63 AND Series 65 Series 9 AND Series 10 or Series 8 or equivalent licenses and Series 3 31 licenses if warrantedMinimum of 5 years professional experience Key Qualifications for the roleCurrent or previous Merrill Wealth Management experience strongly preferredSelf-motivated and client centricExpert knowledge of regulatory and supervisory requirements and corporate policies and proceduresInvestment product knowledge i.e. 401K Options Annuities Tax Retirement Plans Money Funds Mutual Funds Liabilities Margin Trust Operations etc.Prior trend analysis experienceStrong customer service and communication skillsStrong management skills including the ability to effectively plan monitor influence negotiate supervise and delegateDesired QualificationsBachelors degree or equivalent work experienceMinimum Education Requirement High School Diploma GED Secondary School or equivalentSkillsCompensation AnalysisPerformance ManagementProcess Performance ManagementReferral ManagementWorkforce PlanningDue DiligenceInternal Audit ReviewLeadership DevelopmentRecruitingRisk ManagementClient ManagementCustomer Service ManagementEmployee CounselingSuccession PlanningTrade Operations ManagementShift1st shift United States of AmericaHours Per Week 40 Learn more about this role Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge Full time JR-25038182 Manages People Yes Travel Yes 15 of the time Age requirement Must at least be 18 years of age. Washington DC pay and benefits information Washington DC pay range 115000.00 - 155000.00 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 andor 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