Merrill Market Client Relationship Manager

Back to search results Merrill Market Client Relationship Manager Palo Alto California Additional locations Apply × To proceed with your application you must be at least 18 years of age.

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.

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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Job Description This 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

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervises 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 audit
• Oversees the client service experience and reviews the approval of new client accounts
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the banks client service expectations and operational excellence goals

Managerial Responsibilities This 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.

Opportunity & Inclusion Champion

• Models an inclusive environment for employees and clients aligned to company Great Place to Work goals.

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.

Required Qualifications

Currently hold FINRA Securities Industry Essentials SIE Series 7 and Series 66 or Series 63 and 65 Series 9 and 10 or Series 8 or equivalent licenses and Series 3, 31 licenses if warranted.

Minimum of five years of professional experience.

Skills

• Compensation Analysis
• Performance Management
• Process Performance Management
• Referral Management
• Workforce Planning
• Due Diligence
• Internal Audit Review
• Leadership Development
• Recruiting
• Risk Management
• Client Management
• Customer Service Management
• Employee Counseling
• Succession Planning
• Trade Operations Management

Minimum Education Requirement

• High School Diploma
• GED
• Secondary School or equivalent

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

Shift 1st shift United States of America Hours Per Week 40

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