Merrill Market 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 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. The role 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 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, while preparing to effectively manage any type of branch audit 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 Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, elevate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications Currently hold FINRA Securities Industry Essentials (SIE), Series7 and Series66 (or Series63 and 65), Series9 and10 (or Series8) or equivalent licenses and Series3,31 licenses, if warranted Minimum of five years of professional experience Skills: Compensation Analysis, Performance Management, Process Performance Management, Referral Management, Workforce Planning, Due Diligence, Internal Audit Review, Leadership Development, Recruiting, Risk Management, Client Management, Customer Service Management, Employee Counseling, Succession Planning, Trade Operations Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Compensation & Benefits Shift: 1st shift (United States of America) Hours Per Week: 40 Pay range $115,000.00-$160,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Discretionary incentive eligible. Employees are eligible for an annual discretionary award based on overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. EEO / Equal Opportunity Statement At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We’re devoted to being a diverse and inclusive workplace for everyone. #J-18808-Ljbffr