Merrill Wealth Management Position
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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
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 diversity, 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
Opportunity & Inclusion Champion : Breaks down barriers to create a more inclusive environment that supports company O & I 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.Desired Skills
10+ years of Financial services experience.4+ years of leading a team of advisors.Series 3 and 31 or ability to obtain.Series 7, Series 63 and 65 or 66, and Series 9 and Series 10 required.Skills
Business AcumenCoachingDecision MakingDrives EngagementExecutive PresenceConflict ManagementCustomer and Client FocusInclusive LeadershipRelationship BuildingRisk ManagementEmotional IntelligenceLeadership DevelopmentPerformance ManagementProcess EffectivenessRecruitingShift : 1st shift (United States of America)
Hours Per Week : 40
Pay Transparency details US - NY - New York - 225 LIBERTY ST (NY3002) Pay and benefits information Pay range $225,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and / or group; and the overall success of the Company. Benefits 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.