Relationship Manager

2 weeks ago

Leawood, United States Disability Solutions Full time
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.

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:
This 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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Tracks 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 satisfaction
  • Attends client review meetings to assist with relationship deepening conversations
  • Executes on the team service model, including engaging with specialists/partners to address client's needs
  • Manages aspects of the client relationship process, including client onboarding and resolving escalations
  • Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy


Skills:
  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process Simplification


Required Qualifications:
  • Either 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 support
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual's experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC)
  • Maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills
  • Ability to lead through collaboration and influence without direct authority
  • Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Senior Commercial Banking Relationship Manager Lead

    3 weeks ago

    Leawood, Kansas, United States Bank of Montreal Full time

    Company Overview">BMO Financial Group is a leading bank in North America, committed to Boldly Growing the Good in business and life. Our purpose drives our strategy, ambition, and commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.">Salary">The estimated salary for this role is between $87,000 and $161,400 per...

  • Client Relationship Manager

    2 days ago

    Leawood, Kansas, United States Edward Jones Full time

    Job OverviewWe are looking for a talented individual to fill the Branch Office Administrator role at Edward Jones. In this position, you will work closely with financial advisors to help clients achieve their long-term financial goals.As a valued member of our team, you will be responsible for:Providing exceptional customer service to clientsAssisting in the...

  • Commercial, Senior Lead Relationship Manager

    1 month ago

    Leawood, United States BMO Financial Full time

    Application Deadline:12/30/2024Address:11301 Nall AvenueJob Family Group:Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our...

  • Café Manager

    1 month ago

    Leawood, United States Church of the Resurrection Full time

    Have you often felt like you wanted your work to have meaning? Every day, Resurrection staff members are doing work that matters with people who care. Resurrection's purpose since its conception in 1990 is to "build a Christian community where non-religious and nominally religious people are becoming deeply committed Christians." Join our team and see how...

  • Assistant Studio Sales Manager

    7 months ago

    Leawood, United States CycleBar of United Fitness Full time

    CycleBar is seeking an assistant sales /studio manager for our state-of-the-art location in Leawood.  Our Assistantl Managers are passionate about fitness and delivering a superior experience. They prioritize driving sales and revenue within the studio.ASM are responsible for supporting the General manager in meeting studio sales goals, membership...

  • Land Acquisition and Management Specialist

    4 days ago

    Leawood, Kansas, United States Tallgrass Full time

    Job DescriptionTallgrass, a leading energy infrastructure company, is seeking an experienced Land Acquisition and Management Specialist to join its team. This role will be responsible for providing land services, including acquisition, maintenance, and disposition of real property and other rights.About the RoleThe ideal candidate will have a strong...

  • Financial Operations Manager

    3 weeks ago

    Leawood, Kansas, United States Sunlighten Full time

    At Sunlighten, we are seeking a detail-oriented and forward-thinking Financial Operations Manager to join our Accounting & Finance team. As a global leader in infrared sauna technology, we offer the best of both worlds: the growth opportunities of a large company with the close-knit culture of a local business.The ideal candidate will oversee key accounting...

  • Manager, Digital Signage

    3 weeks ago

    Leawood, United States AMC Theatres Full time

    Job Description Do you speak in movie quotes? Have a movie moment that changed your life? If you love all things movies, you may be a perfect fit for our team! AMC has propelled industry innovation since 1920, and we continue to innovate by delivering premium sight and sound, new and improved food and beverage options, and diverse content in our...

  • Senior Loan Coordinator

    2 weeks ago

    Leawood, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust ensures data integrity for customer and loan information within the bank's loan origination system. They collaborate with Relationship Managers on loan requests and modifications, while also providing support and training to colleagues. This...

  • Loan Operations Specialist

    3 weeks ago

    Leawood, Kansas, United States Enterprise Bank and Trust Full time

    At Enterprise Bank and Trust, we're committed to helping businesses succeed and our communities thrive. We're seeking a skilled Loan Operations Specialist to join our team.Job SummaryThe Senior Loan Coordinator is responsible for maintaining the data integrity of customer and loan information within the loan origination system. This role requires...

  • Senior Loan Coordinator

    3 weeks ago

    Leawood, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust is responsible for maintaining data integrity within loan applications and collaborating closely with Relationship Managers on complex loan requests. The role also involves serving as a liaison among various departments and developing...

  • Enterprise Bank and Trust | Senior Loan Coordinator | leawood, ks

    3 weeks ago

    leawood, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust is responsible for maintaining data integrity within loan applications and collaborating closely with Relationship Managers on complex loan requests. The role also involves serving as a liaison among various departments and developing...

  • Senior Loan Coordinator

    2 weeks ago

    Leawood, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust is responsible for maintaining data integrity within loan applications and collaborating closely with Relationship Managers on complex loan requests. The role also involves serving as a liaison among various departments and developing...

  • Commercial Banker

    7 months ago

    Leawood, United States JPMorgan Chase & Co. Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce...

  • Enterprise Bank and Trust | Senior Loan Coordinator | leawood, ks

    3 weeks ago

    leawood, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust is responsible for maintaining the data integrity of customer and loan information within the loan origination system. This role requires collaboration with Relationship Managers to process complex loan requests and provides guidance and...

  • Senior Loan Coordinator

    3 weeks ago

    Leawood, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust is responsible for maintaining the data integrity of customer and loan information within the loan origination system. This role requires collaboration with Relationship Managers to process complex loan requests and provides guidance and...

  • Enterprise Bank and Trust | Senior Loan Coordinator | leawood, ks

    3 weeks ago

    leawood, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...

  • Senior Loan Coordinator

    3 weeks ago

    Leawood, Kansas, United States Enterprise Bank and Trust Full time

    About the RoleThis exciting opportunity is a Senior Loan Coordinator position at Enterprise Bank and Trust, where you will play a pivotal role in maintaining data integrity within loan applications. As a key member of our team, you will work closely with Relationship Managers on complex loan requests, serving as a liaison among various departments and...

  • Recruiter

    1 week ago

    Leawood, United States Murphy-Hoffman Company (MHC Kenworth) Full time

    Job Overview & Essential FunctionsMurphy-Hoffman Company, LLC is North America’s largest Kenworth truck dealership group and leasing group. As MHC continues to grow, we have an opening for a Recruiter. The primary function of the Recruiter is to provide support to the branches in the areas of recruiting, applicant review, onboarding, and career fairs...

  • Business Development Specialist for B2B Products

    4 weeks ago

    Leawood, Kansas, United States American Academy Of Family Physicians Full time

    Job OverviewThe American Academy of Family Physicians (AAFP) is seeking a highly skilled Business Development Specialist to join our team. As a key member of our business development team, you will be responsible for securing and maintaining non-dues revenue associated with a portfolio of B2B products.Estimated Salary: $65,000 - $80,000 per yearAbout the...