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Merrill Lynch Wealth Management Texas Mountain South Division COO

Dallas, Texas

Job Description:

The Division COO (DCOO) is responsible for driving Strategic Business Initiatives, Division Financial and Operating Plans, and day-to-day running of the Division in support of the Division Executive (DE) and in partnership with the entire Division leadership team.  This role provides strategic and innovative advice and support to the Division Executive and drives Division growth, cost-efficiency, and profitability, as well as client experience and advisor productivity, while also appropriately balancing risk and service issues.  The DCOO reports jointly to Head of Division COO Group and their respective DE and is located in Division.

Functional Role Description:

  • Coordinate with Market Executives, Resident Directors and Office Management Teams (OMT) to drive strategic priorities, revenue growth and achievement of financial plans demonstrating sound judgment and decision making
  • Provide end-to-end coordination for management level governance routines including preparation and review of materials, meeting logistics, talking points for meetings with key stakeholders, and execution of key priorities
  • Proactively engages others to drive integration and operational efficiencies across lines of businesses and teams
  • Grows and develops talent in support of broader people strategy and Market-level OMT talent pipeline
  • Identify and lead Operational Excellence work for the Division
  • Acts as proxy for Division Executive as needed

Key Stakeholders

  • Division Executive
  • Division Market Executives
  • Division OMT
  • MLWM Home Office
  • Control Function partners (Legal, Risk, etc.)
  • HR / LD
  • Finance

Leadership Competencies

  • Strong presentation skills: ability to present key messages, recommendations and information in a clear, concise and insightful way
  • Strong relationship-building skills: ability to effectively lead across the organization, build effective relationships and influence at all levels to achieve change and implement goals
  • Comfortable taking initiative and being resourceful/entrepreneurial
  • Deep understanding of the composition and structure of the BAC franchise and key priorities and able to navigate the organization

Role Requirements

  • Must have 5  years experience required, 10+ preferred
  • Must be analytical, organized and have the ability to manage competing priorities
  • Must have exceptional written and verbal communication skills to deliver insights and recommendations to senior management
  • Strategic Planning and Implementation experience is desired
  • Ability to bring multiple stakeholders together, cut to the heart of issues and influence others to reach consensus & decisions, demonstrate personal courage
  • Excellent attention to detail
  • Ability to work in a high energy, fast-paced environment and effectively multi-task


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 20% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
2100 ROSS AVE, TX, Dallas, 75201