Relationship Manager
2 weeks ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
We empower our employees to bring their whole selves to work, valuing 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.
Key Responsibilities:- Support the Financial Advisor (FA) team to further develop and enhance existing client relationships.
- Serve as a key point of contact for clients on any non-administrative requests/needs.
- Develop, implement, and monitor the team's client service model.
- Assist with client meetings related to investment strategy, account performance, new products, and market developments.
- Series 7, 63/65 or 66 or equivalent.
- SAFE ACT Registration.
- Obtain and/or maintain at least one firm approved designation.
- Possess and demonstrate strong communication skills.
- Ability to lead through collaboration and influence without direct authority.
- 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.
This 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.
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.
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