The Don McDonald Group is currently hiring for the following position.
Specific Job Description:
The Relationship Manager/Planning Analyst primarily focused on the Relationship Management role by managing client relationships as determined by the team and in accordance with the client service model, deepening relationships through client profiling, goal identification and collaboration through the firm. This position is also responsible for generating referrals growing the team’s assets organically.
Responsibilities include but are not limited to:
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 this position.
General Job Description:
The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.
Analyst - Relationship Management (Exempt)
Define and deliver consistent ongoing communication and engagement plan
Discuss fees charged and rationale regularly, and review platform and pricing on an ongoing basis
Deepen client relationships through ongoing profiling and identification of client needs, by creating a robust electronic profile form where information is captured and proactively updated on a regular basis
Plan and hold appreciation events and/or seminars and individual social outings to various client segments, and invite clients based on their needs/interests.
Leverage partners/specialists to identify opportunities with existing clients reviewing client’s situation with specialists on a regular basis
Maintain documentation of all client interactions in Salesforce, making full use of notes, assigned follow-ups, etc.
Shift:1st shift (United States of America)
Hours Per Week:40
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