Relationship Manager

Merrill Wealth Management PositionMerrill 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.Job DescriptionThis job 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. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.ResponsibilitiesTracks 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 satisfactionAttends client review meetings to assist with relationship deepening conversationsExecutes on the team service model, including engaging with specialists/partners to address client's needsManages aspects of the client relationship process, including client onboarding and resolving escalationsAssists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategySkillsAccount ManagementBusiness AcumenClient ManagementClient Solutions AdvisoryPortfolio ManagementReferral IdentificationReferral ManagementRelationship BuildingAdministrative ServicesClient Investments ManagementCustomer Service ManagementProcess SimplificationMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentRole RequirementsEither 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 supportSAFE ACT RegistrationIndividuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")Maintain 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 priorities at onceThorough 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/resolutionThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAInternal 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 policyShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)Pay and benefits informationPay range$60,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis 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.BenefitsThis 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.