Current jobs related to Merrill Market Client Relationship Manager - Florham Park - National Black MBA Association

  • Market Client Relationship Manager

    4 months ago

    Winter Park, United States Bank of America Full time

    Description : The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and...

  • Client Relationship Manager

    1 week ago

    Florham Park, New Jersey, United States ADP Full time

    About the RoleADP is seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will work closely with our clients to understand their business needs and develop strategic partnerships to drive growth and success.Key ResponsibilitiesDevelop and maintain strong relationships with clients to ensure their needs are met...

  • Market Client Relationship Manager

    3 weeks ago

    Winter Park, Florida, United States Bank of America Full time

    Market Client Relationship Manager Position at Bank of AmericaThe Market Client Relationship Manager directly reports to the Division Client Relationship Executive with dual reporting to the Bank of America Market Executive. As a member of the market leadership team, the Market Client Relationship Manager is responsible for managing Wealth Management Client...

  • Client Relationship Manager

    2 weeks ago

    Clifton Park, New York, United States NESCO Inc Full time

    About the RoleNESCO Inc is seeking a highly skilled and experienced Business Development Representative to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and driving revenue growth.Key ResponsibilitiesBusiness...

  • Client Relationship Manager

    3 weeks ago

    Park City, Utah, United States US Foods Full time

    Join Our Community of Food ProfessionalsThe primary objective of this role is to cultivate and oversee both existing and prospective clients by marketing food and non-food products to meet sales and profitability targets.Key Responsibilities:Act as the main point of contact for customer relationships.Engage clients through value-added selling...

  • Relationship Manager

    3 weeks ago

    Florham Park, New Jersey, United States ADP Full time

    Unlock Your Career Potential: Client Relationship Management at ADP.At ADP, one of the world's largest providers of workforce solutions, we have an entire team dedicated to developing and enhancing our client relationships. From day one, we start by taking the time to understand our clients' business and their unique needs. From there we work to build and...

  • Client Relationship Manager

    3 weeks ago

    Deer Park, Alabama, United States The Plexus Groupe Full time

    Client Relationship Manager - Property & Casualty InsuranceThe Plexus Groupe, recognized as a top workplace in the insurance sector, is seeking ambitious candidates for the role of Client Relationship Manager - Property & Casualty.Role Overview:The Client Relationship Manager (CRM) acts as the main liaison for clients, ensuring their satisfaction and...

  • Client Relationship Manager

    3 weeks ago

    Litchfield Park, Arizona, United States Jeremy Dudleston - State Farm Agent Full time

    Job OverviewPosition Summary:A dedicated and proactive professional is sought for the role of Account Manager at Jeremy Dudleston - State Farm Agent. This position is ideal for individuals who are enthusiastic about fostering client relationships and enhancing customer satisfaction through insightful discussions and exceptional service.Key...

  • Marketing Manager

    1 month ago

    Florham Park, United States Incedo Inc. Full time

    Job DescriptionWe are looking for a highly qualified marketing manager based out of our New Jersey Office in the US, who can contribute to existing programs (PR and marketing initiatives) while assisting with the development of new initiatives aligned with Incedo’s goals. The ideal candidate will have extensive experience in public relations, executive...

  • Marketing Manager

    1 month ago

    Florham Park, United States Incedo Inc. Full time

    Job DescriptionWe are looking for a highly qualified marketing manager based out of our New Jersey Office in the US, who can contribute to existing programs (PR and marketing initiatives) while assisting with the development of new initiatives aligned with Incedo’s goals. The ideal candidate will have extensive experience in public relations, executive...

  • Client Relationship Manager

    3 weeks ago

    Massapequa Park, New York, United States Jobot Full time

    About the Role:We are a thriving organization in the Baking sector seeking a skilled Account Manager to enhance our sales efforts.Company Overview:As a family-owned enterprise, we take pride in our legacy of producing authentic Italian sauces and specialty food items. Our commitment to high-quality ingredients is evident in every product, from traditional...

  • Client Relationship Manager

    3 weeks ago

    Massapequa Park, New York, United States Jobot Full time

    About the Role:We are a reputable company in the Baking sector seeking an experienced Account Manager to enhance our sales team.Company Overview:As a family-owned establishment, we take pride in our legacy of producing authentic Italian sauces and specialty food items. Our commitment to high-quality ingredients is evident in every product, from traditional...

  • Client Relationship Manager

    3 weeks ago

    Massapequa Park, New York, United States Jobot Full time

    About the Role:We are a reputable organization in the Baking sector seeking a skilled Account Manager to enhance our sales team.Company Overview:We are a family-operated enterprise with a long-standing heritage in producing authentic Italian sauces and specialty food items. Our commitment to high-quality, flavorful ingredients is evident in every product we...

  • Client Relationship Manager

    3 weeks ago

    Massapequa Park, New York, United States Jobot Full time

    We are a thriving organization in the Baking sector seeking a skilled Account Manager to enhance our sales efforts.About Us:We are a family-owned enterprise with a longstanding tradition of producing authentic Italian sauces and specialty food items. Our commitment to high-quality, flavorful ingredients is evident in every product we offer, from traditional...

  • Relationship Manager

    1 day ago

    Florham Park, New Jersey, United States ADP Full time

    Job Title: Relationship Manager - Employee BenefitsADP is seeking a skilled Relationship Manager to join our team. As a key member of our Client Services team, you will be responsible for building and maintaining strong relationships with our clients, providing expert guidance on employee benefits, and driving exceptional client satisfaction.Key...

  • Client Relationship Manager

    3 weeks ago

    Massapequa Park, New York, United States Jobot Full time

    About the Role:We are a thriving organization in the Baking sector seeking a skilled Account Manager to enhance our sales efforts.Company Overview:As a family-owned establishment, we take pride in our heritage of creating authentic Italian sauces and specialty food items. Our commitment to high-quality ingredients is evident in every product, from...

  • Relationship Manager

    6 days ago

    Florham Park, New Jersey, United States ADP Full time

    About the RoleWe are seeking a highly skilled Relationship Manager to join our team at ADP. As a key member of our Client Services team, you will be responsible for managing a book of clients, providing expert guidance on employee benefits, and driving exceptional client satisfaction and retention.Key ResponsibilitiesManage a portfolio of clients, serving as...

  • Relationship Manager

    6 days ago

    Florham Park, New Jersey, United States ADP Full time

    About the RoleWe are seeking a highly skilled Relationship Manager to join our team at ADP. As a key member of our Client Services team, you will be responsible for managing a book of clients, providing expert guidance on employee benefits, and driving exceptional client satisfaction and retention.Key ResponsibilitiesManage a portfolio of clients, serving as...

  • Client Relationship Manager

    3 weeks ago

    Massapequa Park, New York, United States Jobot Full time

    About the Role:We are a reputable organization in the Baking sector seeking a dedicated Account Manager to enhance our sales efforts.Company Overview:As a family-owned enterprise, we take pride in our heritage of producing authentic Italian sauces and specialty food items. Our commitment to high-quality ingredients is evident in every product, from...

  • Wealth Management Client Associate

    1 month ago

    Fairview Park, United States Bank of America Full time

    Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

Merrill Market Client Relationship Manager

4 months ago

Florham Park, United States National Black MBA Association Full time

Job Description: 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-faceted 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. Join us Job Description:

This job 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 include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The

Market Client Relationship Manager (MCRM)

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. 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:

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. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I 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, escalate 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. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor’s degree or equivalent work 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 Shift: 1st shift (United States of America)

Hours Per Week: 40 #J-18808-Ljbffr