Market Client Relationship Manager - West Los Angeles Market
Company: Bank of America
Location: Beverly Hills
Posted on: June 22, 2022
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Job Description:
Job Description:Merrill Market Client Relationship Manager 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. 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 MerrillManaging the branch's 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 satisfaction
Proactively identifying opportunities to connect Financial Advisors
and clients to the broader enterpriseManaging the daily operations
ensuring compliance to industry regulations, and policies and
proceduresKey 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 licensesSeries
3, 31 licenses, if warrantedMinimum 5+ years professional
experience requiredCurrent 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 Skills:Bachelor's degree or equivalent work
experienceShift:1st shift (United States of America)Hours Per Week:
-40
Keywords: Bank of America, Beverly Hills , Market Client Relationship Manager - West Los Angeles Market, Executive , Beverly Hills, California
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