International Client 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. 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.Job Description:This job is responsible for leading the overall service delivery model to include the bank's 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 include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.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 and 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. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities.Responsibilities: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.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 bank's client service expectations and operational excellence goals.Managerial Responsibilities:This position may also have responsibilities for managing associates. All managers at this level demonstrate the following responsibilities:Diversity & Inclusion Champion: Models an inclusive environment for employees and clients.Manager of Process & Data: Demonstrates deep process knowledge and operational excellence.Enterprise Advocate & Communicator: Communicates enterprise decisions and connects to team strategy.Risk Manager: Ensures proper risk discipline and controls are in place.People Manager & Coach: Provides coaching and feedback to motivate and improve performance.Financial Steward: Actively manages expenses and budgets in alignment with objectives.Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.Driver of Business Outcomes: Delivers results by effectively prioritizing and delegating team work.Specific responsibilities include: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.Coaching teams to deliver a modern, digital-first service model focusing on client satisfaction.Managing the daily operations ensuring compliance to industry regulations, policies, and procedures.Required Qualifications:Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses.Minimum of 5+ years professional experience.Key Qualifications for the role:Current or previous Merrill Wealth Management experience strongly preferred.Self-motivated and client-centric.Expert knowledge of regulatory and supervisory requirements.Investment product knowledge (i.e., 401K, Options, Annuities, etc.).Prior trend analysis experience.Strong customer service and communication skills.Strong management skills, including the ability to effectively plan and supervise.Desired Qualifications:Bachelor’s degree or equivalent work experience.Bilingual in Spanish.Skills:Compensation AnalysisPerformance ManagementProcess Performance ManagementReferral ManagementWorkforce PlanningDue DiligenceInternal Audit ReviewLeadership DevelopmentRecruitingRisk ManagementClient ManagementCustomer Service ManagementEmployee CounselingSuccession PlanningTrade Operations ManagementShift:1st shift (United States of America)Hours Per Week:40

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