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Merrill Lynch Client Relationship Manager-Beverly Hills, CA

Company: Merrill Lynch
Location: Beverly Hills
Posted on: November 14, 2021

Job Description:

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 help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.-- We believe trust comes from transparency.-- Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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. The MCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans.-- The MCRM partners 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.-- Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
  • Managing the branch's Wealth Management Client Associates and Service Support Staff
  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge
  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Key Qualifications for the role:
    • Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
    • Series 3, 31 licenses, if warranted
    • Minimum 5+ years professional experience required
    • Current or previous Merrill Wealth Management experience strongly preferred
    • Self-motivated and client centric
    • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
    • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
    • Prior trend analysis experience
    • Strong customer service and communication skills
    • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Skills:
      • Bachelor---s degree or equivalent work experienceJob Band:H4Shift:--1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> 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 help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.-- We believe trust comes from transparency.-- Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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. The MCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans.-- The MCRM partners 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.-- Specific responsibilities include, but are not limited to:
        • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
        • Managing the branch's Wealth Management Client Associates and Service Support Staff
        • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
        • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge
        • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
        • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
        • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Key Qualifications for the role:
          • Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
          • Series 3, 31 licenses, if warranted
          • Minimum 5+ years professional experience required
          • Current or previous Merrill Wealth Management experience strongly preferred
          • Self-motivated and client centric
          • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
          • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
          • Prior trend analysis experience
          • Strong customer service and communication skills
          • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Skills:
            • Bachelor---s degree or equivalent work experienceJob Band:H4Shift:--1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 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 help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.-- We believe trust comes from transparency.-- Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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. The MCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans.-- The MCRM partners 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.-- Specific responsibilities include, but are not limited to:
              • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
              • Managing the branch's Wealth Management Client Associates and Service Support Staff
              • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
              • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge
              • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
              • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
              • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Key Qualifications for the role:
                • Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
                • Series 3, 31 licenses, if warranted
                • Minimum 5+ years professional experience required
                • Current or previous Merrill Wealth Management experience strongly preferred
                • Self-motivated and client centric
                • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
                • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
                • Prior trend analysis experience
                • Strong customer service and communication skills
                • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Skills:
                  • Bachelor---s degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week:--40

Keywords: Merrill Lynch, Beverly Hills , Merrill Lynch Client Relationship Manager-Beverly Hills, CA, Executive , Beverly Hills, California

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