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Business Support Manager / Strategic Planning and Analytics

Charlotte, North Carolina;

Job Description:

PLEASE BE ADVISED THAT MERRILL LYNCH DOES NOT OFFER SPONSORSHIP FOR VISA PETITIONS OR OTHER WORK AUTHORIZATION, NOR WILL THE COMPANY PROVIDE RELOCATION ASSISTANCE, FOR THE POSITION.

 

 

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

The Business Support Manager role will be part of the Strategic Performance team, focusing specifically on Strategic Planning & Analysis. This role will be responsible for thinking critically and performing underlying analysis to inform development and direction of MLWM business planning and strategic initiatives.

Key Responsibilities

  • Analyze and synthesize qualitative and quantitative data to help inform decision-making
  • Conduct internal/external data analysis and prepare strategic and tactical recommendations
  • Create executive level presentations by synthesizing qualitative and quantitative analysis
  • Lead and manage multiple projects
  • Assist with implementation of business solutions and strategies
  • Communicate with all levels of the organization
  • Identify opportunities to further enhance business processes, reporting, etc. and lead change management

Qualifications

  • 4+ years of strong business analysis experience with proven ability to manage and implement new initiatives
  • 2 + years of project management experience in a financial / wealth management organization
  • Prior experience driving and managing multiple projects and adjusting to changing deadlines
  • Excellent verbal and written communication skills
  • Expert level MS Power Point presentation skills with ability to create executive-level presentations
  • Intermediate to expert level MS Excel skills
  • Self-starter, high energy and detail oriented; ability to work with minimal supervision
  • Experience in wealth management business
  • Attention to detail is absolutely critical
  • Bachelor’s Degree

Desired Skills:

  • Critical/strategic thinking, solve problems and make decisions independently
  • Detail oriented, ability to interpret information and compose it into executive ready value-added information
  • Excellent communication, influencing and facilitation skills, including effective presentations skills for senior management
  • Organized and have the ability to manage competing priorities
  • Strong relationship building, ability to bring multiple stakeholders together, assess issues to reach consensus & decisions, demonstrates personal courage
  • Strong understanding of Wealth Management business and emerging trends is preferred
  • In-depth knowledge of financial advisor model and sales practices is preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Full time

JR-19081410

Manages People: No

Travel: Yes, 10% of the time

Talent Acquisition Contact:

Referral Bonus: