Private Wealth Relationship Manager

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 specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s 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.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.Position Overview:The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. This position involves spending more than 50% of their time on relationship management activities while providing specialized support as a Specialist/Manager in roles such as Business Development, Wealth Planning, Investment Management, or Business Management. Responsibilities include assisting with and attending client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and acquisition. The Relationship Manager engages with portfolio managers, product specialists, and/or the team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities. This role works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model. This position is subject to SAFE Act registration requirements.Skills:Account ManagementBusiness AcumenClient ManagementClient Solutions AdvisoryPortfolio ManagementReferral IdentificationReferral ManagementRelationship BuildingAdministrative ServicesClient Investments ManagementCustomer Service ManagementProcess SimplificationRequired Qualifications:Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they supportSAFE ACT Registration; ADV-2B RequiredMaintain at least one firm approved designationPossess and demonstrate strong communication skillsAbility to lead through collaboration and influence without direct authorityDetail-oriented with strong organizational skills and ability to manage multiple tasks and prioritiesThorough knowledge and understanding of the suite of Wealth Management products and servicesProven ability to manage risk and support sound decisionsAbility to research escalated client issues for response/resolutionDesired Qualifications:Certified Financial Planner (CFP) DesignationAccounting experience/Personal Tax Planning or CPA experienceInvested in personal development with the Private Wealth Management TeamBachelor’s degree or higher in related fieldMinimum Education Requirement:

High School Diploma / GED / Secondary School or equivalentShift:

1st shift (United States of America)Hours Per Week:

40Pay Transparency details:Pay range: $60,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan, with incentives earned based on employee performance against defined metrics. This role is currently benefits eligible.

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