PMG Marketing and Communications Lead

3 weeks ago

Frisco, United States Mediabistro 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:

Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.

Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.

The Practice Management Consulting Group (PMCG)- Coaching Solutions Manager plays a key role in supporting the performance coaches in coaching and developing financial advisors in building and growing their practice.

  • This role has these core facets: Marketing and content curation, strategic partnering and project management. In addition to these explicitly described areas, the Coaching Solutions Manager will have the opportunity to work closely with extended National Business and Client Development team and Performance Coaches to build additional skills and provide exposure and career development.
  • Success to be measured by: Speed to market, viewership and usage, qualitative feedback and strength of partnerships across GWIM to source relevant content.


Key Responsibilities:
  • Support regular needs analyses for the various field audiences we serve (FAs, team specialists and managers and MEs/RDs/OMT) to identify key needs
  • Source, customize, package and curate resources to create scalable solutions, in partnership with others, for multi-purpose audiences
  • Oversee and partner with the broader team to evolve the Elite Growth Practice website to enhance the experience
  • Organize and build out a shelf of content to be easily leveraged by the field and Performance Coaches in a self-serve way
  • Partner with the internal team to oversee content maintenance and administration
  • Deliver selective content, as needed
  • Work across the organization to leverage resources to support the design, development and delivery of content
  • Build and execute multi-phase plans to deliver on key projects for the team


Key Skills and Experience Required:
  • Excellent organizational skills
  • Strong PowerPoint skills - and the ability to deliver presentations to small groups
  • Clear understanding of wealth management business
  • A solid understanding of how a wealth management team operates and delivers value to clients, including an understanding of the various roles on advisor teams
  • Ability to build strong relationships and act as a team player
  • Ability to influence and collaborate across organization to deliver outcomes
  • An outcome-driven, results- focused mindset


Shift:
1st shift (United States of America)

Hours Per Week:
40

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