Wealth Management Relationship Manager
Company: Merrill
Location: New York
Posted on: April 11, 2021
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Job Description:
Job Description: Business Overview. Merrill Lynch Wealth
Management is a leading provider of comprehensive wealth management
and investment products and services for individuals, companies,
and institutions. Merrill Lynch 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. The Relationship Manager supports the Financial
Advisor team to further develop and enhance existing client
relationships. He or she will spend the majority of time on
relationship management activities, acting as a key point of
contact for clients on any non-administrative requests/needs.
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 relevant team
members to support the coordination of 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. Role Responsibilities: Identify and own the
client onboarding process. Document client interactions and provide
team with time sensitive updates. Execute on team service model.
Assist the Financial Advisor Team and/or Senior Business Manager in
developing, and monitoring the team's client book segmentation
strategy. Engage specialists/partners to address client's needs.
Identify and own the client off boarding process. Attend client
review meetings to assist in re-discovery conversations, capture
notes and follow up in Sales Force, and track all
actions/activities to ensure highest level of client service.
Monitor and report on client satisfaction and manage the resolution
of client escalations. Qualifications: Series 7, 63/65 or 66 or
equivalent; must obtain all state registrations in support of
Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66
or equivalent are not currently held, must be obtained within a
specified timeframe to be eligible for Specialist position. SAFE
ACT Registration. Individuals in this role are required to maintain
a Form ADV -2B, which provides clients details on individuals
experience and educational background, along with other
requirements governed by the U.S. Securities and Exchange
Commission (SEC). Obtain and/or maintain at least one firm approved
designation. Possess and demonstrate strong communication skills.
Ability to lead through collaboration and influence without direct
authority. Detail oriented with strong organizational skills, and
ability to manage multiple tasks and priorities at once. Thorough
knowledge and understanding of the suite of Wealth Management
products and services. Proven ability to manage risk and support
sound decisions. Ability to research escalated client issues for
response/resolution. Please be advised that under current company
policy, Merrill Lynch does not sponsor a visa petition or other
work authorization, nor will the company provide relocation
assistance, for this position. Shift: 1st shift (United States of
America). Hours Per Week: 40
Keywords: Merrill, New York , Wealth Management Relationship Manager, Executive , New York, New York
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