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.
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 Description:
The Merrill Wealth Management Market Executive job is responsible for leading the market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable, responsible growth through operational excellence and risk management. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing enterprise-wide relationships and protecting the bank's brand internally and externally.
Responsibilities:
Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth
Recruits, coaches, and retains high-performing talent and leads a culture of opportunity, inclusion, and respect
Holds Advisors accountable for providing an exceptional client experience
Fosters and leverages relationships to ensure coordinated delivery of the enterprise's full capabilities and offerings to clients by collaborating across all channels and product groups in the client's best interest
Establishes a risk culture and ensures all team members are protecting the interests of the firm, while enhancing the client experience
Manages the market Profit and Loss with a focus on revenue growth and return for shareholders
Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.
Required skills:
5+ years of financial services experience leading Financial Advisors teams
SIE, Series 7, 66 or 65 & 63, 9,10
Series 3, Series 31 strongly preferred
Skills:
Business Acumen
Coaching
Decision Making
Drives Engagement
Executive Presence
Conflict Management
Customer and Client Focus
Inclusive Leadership
Relationship Building
Risk Management
Emotional Intelligence
Leadership Development
Performance Management
Process Effectiveness
Recruiting
Shift:1st shift (United States of America)
Hours Per Week: 40
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