Relationship Manager - EGP (FP)

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 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. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. 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 bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The position is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non‑administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team’s client service model. The role involves assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. It may also involve the provision of residential mortgage loans, subject to SAFE Act registration requirements. Responsibilities Track all client actions/activities to ensure the highest level of client service is provided, while presenting time‑sensitive updates to the team and monitoring and reporting on client satisfaction Attend client review meetings to assist with relationship deepening conversations Execute on the team service model, including engaging with specialists/partners to address client needs Manage aspects of the client relationship process, including client onboarding and resolving escalations Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team’s client book segmentation strategy Skills Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Role Requirements Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration Maintain a Form ADV‑2B, which provides clients details on the individual’s 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 Legal Statement The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813) Pay Range $60,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set. Incentives This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co