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Private Wealth Senior Relationship Manager
Chicago, Illinois
Job Description:
Position Description
The Senior Relationship Manager supports the Financial Advisor Team to further develop and enhance existing client relationships. Promotes growth and acquisition through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with portfolio managers, product specialists and/or relevant team members to coordinate all sales and service activities. Serves as lead owner and relationship manager for medium-sized to complex accounts; develop and implement the team’s client service model; ensures deepening of client relationships by maintaining a thorough knowledge of Wealth Management and Enterprise lending, banking, and investment products and services, and firm policies and procedures.
Role Responsibilities
Act as a primary point of contact to clients seeking a personalized high-touch relationship
Document client interactions and provide team with time sensitive updates
Develop, monitor, and execute on team service model
Conduct introductory client meetings
Engage FAs, specialists/partners to address client's needs
Serve as lead owner and relationship manager for a group of clients
Identify and own the process for client review meetings
Host client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
Lead the management and facilitation process of elevated client issues/concerns
Organize and facilitate client appreciation events
Qualification
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority to effectively partner with all EGP roles, product specialists and across enterprise
Proven ability to build and deepen client relationships to identify opportunities for business growth
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Advanced knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and make sound decisions
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
Ability to independently research escalated client issues for response/resolution
LOS 5+ years or relevant industry experience
***Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
Full time
JR-21015197
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Referral Bonus:
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