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 ideal candidate will be an experienced and dynamic leader. S/he will have a track record of leading and coaching others to grow a business organically and demonstrating a strong commitment to the client experience. S/he will be a passionate about hiring, managing, and developing a diverse team of leaders and advisors. Candidates will also be motivated to connect meaningfully with financial advisors and help them grow by leveraging the entire enterprise on behalf of clients. Courageous leadership skills, disciplined process management, and a true ability to take ownership within the market are critical.
The Merrill Lynch Market Executive:
Key Qualifications for the role:
Leads the Market (typically consisting of a parent and associate offices) to achieve the business goals, leveraging the team consisting of an Market Supervision Manager, Client Relationship Manager, Resident Directors, Financial Advisors, Client Associates and Operations staff. Drives Market performance results through planning, leading, and executing strong sales and service behaviors across the 3 core client segments served (Affluent, Ultra High Net Worth, and Institutional) Manages the market financials, including profit and loss management, customer and revenue growth, and loss prevention. Acquires talent through hiring experienced Financial Advisors and trainees Develops a productive management, sales and support team through mentoring, coaching and practice management consulting Partners with the Banking & Investment product specialists to ensure full capabilities of the firm are packaged for the client Interacts with clients on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products Manages risk and ensures all team members are protecting the interests of the firm while enhancing the client experience Promotes and recognizes performance; adheres to the performance management process, policies and tools Participates in community affairs to increase visibility of the Brand and enhance new and existing business opportunities Knowledge of the Wealth Management business, sales and marketing, regulatory and supervisory requirements, corporate policies and procedures Strong probing, communication, analytical, problem solving and decision making skills Demonstrated leadership proficiency in people, risk, financial and practice management Ability to define business strategy, set clear objectives and measure progress Ability to lead through collaboration to maximize organizational capability. Can bridge cultural gaps and command respect from people with a diversity of backgrounds Ability to attract develop and retain top talent Goal and results oriented, setting stretch objectives to bring out the best in people Excellent interpersonal and communication skills. Teamwork orientation and enterprise mindset
Shift:1st shift (United States of America)
Hours Per Week:40
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