Merrill Center for Family Wealth Associate-Business Support Manager

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. Merrill’s 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 that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve. Job Summary This Merrill Center for Family Wealth role is a unique opportunity to join a highly visible and respected team within Merrill focused on empowering clients to define the purpose of their wealth and to be intentional about wealth’s impact on themselves, their families and their communities. The primary responsibilities of this role include helping to develop and deliver insights and content to effectively engage with clients, Financial Advisors and other key internal and external stakeholders. The successful candidate will have stellar written and verbal communication skills, high attention to detail, the ability to prioritize and follow‑through on relevant tasks and a willingness to learn and join a highly collaborative and supportive team. Responsibilities Help create tailored content and deliver/facilitate client family meetings, to help clients navigate topics such as communication about wealth/disclosure, financial education, governance policy development, etc.; prepare comprehensive prep and follow‑up to capture key takeaways and next steps Develop materials to effectively engage and empower Financial Advisors through group trainings, individual connects and other educational resources Support educational curriculum and program design for Financial Advisors and clients Research existing and new family wealth dynamics and governance topics to provide input to inform team’s thought leadership Interface with internal firm partners as needed Participate and contribute on team calls to help ensure follow‑through on key priorities Submit team materials for internal compliance review and ensure follow‑through for approval Required Qualifications At least 3 years of experience working with ultra‑high net worth clients (e.g. family governance, meeting facilitation, planning, family office, or other related fields) Strong interest in the field of family wealth dynamics and governance Desired Qualifications College degree preferred Concentration in business/management and/or psychology/sociology welcome but not required Skills Adaptability Administrative Services Attention to Detail Collaboration Written Communications Analytical Thinking Continuous Improvement Problem Solving Project Management Relationship Building Stellar written and verbal communication skills Strong attention to detail Ability to prioritize work, manage multiple projects and follow‑through Collaborative nature/ability to contribute in a team environment and strong motivation to learn Flexibility in handling a variety of tasks and projects independently while escalating appropriately, as needed Proficiency with using Microsoft Office applications, especially PowerPoint, Word and Excel as well as strong research skills Shift 1st shift (United States of America) Hours per Week 40 Locations US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CT - Stamford - 301 TRESSER BLVD (CT9301), US - NJ - Jersey City - 525 Washington Blvd (NJ2525), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - NY - New York - 225 LIBERTY ST (NY3002) Pay Range Pay range $70,000.00 - $105,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary Incentive Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their 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. 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. Privacy Statement Privacy Statement: Company Culture and Inclusion At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faced approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr Bank of America