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Business Development Executive and Chief of Staff, Wealth Management Advisory

New York, New York

Job Description:

The Business Development Executive/Chief of Staff is a senior executive supporting the execution of the strategy to increase collaboration between the Wealth Management businesses (The Private Bank and Merrill Private Wealth Management) and the Global Markets and GCIB lines of business. The Business Development Exec/Chief of Staff reports to Private Bank Vice Chair, Head of Wealth Management Advisory. To assist in driving the execution of the strategy, this individual will frequently interact with GWIM, Global Markets and GCIB senior leadership, as well as Enterprise senior management.  As such, this executive should have the ability to leverage the existing business integration framework, to support and drive strategic opportunities to create and deepen business development between the firm's Ultra High Net Worth Clients and the broader enterprise.  The executive will assist in the build-out of the collaboration and operating models to drive responsible growth, including managing analysts and directing the work required for execution, i.e. data analytics, creating customized pitch book materials, lead generation

Key Responsibilities

  • Support the Head of Wealth Management Advisory in strengthening the collaboration between the Wealth Management, Global Markets and GCIB

  • Drive business development by assisting in identifying new customer segments and deepening opportunities

  • Translate strategy into tactical actions required to drive responsible growth

  • Drive the day to day operations required to deliver on the strategy

  • Manage analysts and direct the work required to leverage and/or customize as applicable reporting, research and analytics to support the strategy

Requirements:

Key attributes/competencies:

  • Strategic, logical and creative thinker with an ability to translate strategy into clear objectives and pragmatic tactics that drive results

  • Ability to lead through collaboration and influence at all levels and across multiple lines of business

  • Excellent organizational, analytical skills and financial acumen with ability to identify trends, understand cause and effect

  • Demonstrated industry knowledge, e.g., clients, competitors, products, economics, regulations, policies.

  • Understand complexities and regulations associated with Private Side designation

  • Innovative with a well-developed sense of judgment

  • Ability to leverage tools and technology

  • Global Corporate and Investment Banking experience as COO or Investment Banker preferred

  • Management experience

  • Job requires the Series 99 (Operations Professional) and/or other qualified license as outlined by FINRA


 

Job Band:

H3

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Business Development Executive/Chief of Staff is a senior executive supporting the execution of the strategy to increase collaboration between the Wealth Management businesses (The Private Bank and Merrill Private Wealth Management) and the Global Markets and GCIB lines of business. The Business Development Exec/Chief of Staff reports to Private Bank Vice Chair, Head of Wealth Management Advisory. To assist in driving the execution of the strategy, this individual will frequently interact with GWIM, Global Markets and GCIB senior leadership, as well as Enterprise senior management.  As such, this executive should have the ability to leverage the existing business integration framework, to support and drive strategic opportunities to create and deepen business development between the firm's Ultra High Net Worth Clients and the broader enterprise.  The executive will assist in the build-out of the collaboration and operating models to drive responsible growth, including managing analysts and directing the work required for execution, i.e. data analytics, creating customized pitch book materials, lead generation

Key Responsibilities

  • Support the Head of Wealth Management Advisory in strengthening the collaboration between the Wealth Management, Global Markets and GCIB

  • Drive business development by assisting in identifying new customer segments and deepening opportunities

  • Translate strategy into tactical actions required to drive responsible growth

  • Drive the day to day operations required to deliver on the strategy

  • Manage analysts and direct the work required to leverage and/or customize as applicable reporting, research and analytics to support the strategy

Requirements:

Key attributes/competencies:

  • Strategic, logical and creative thinker with an ability to translate strategy into clear objectives and pragmatic tactics that drive results

  • Ability to lead through collaboration and influence at all levels and across multiple lines of business

  • Excellent organizational, analytical skills and financial acumen with ability to identify trends, understand cause and effect

  • Demonstrated industry knowledge, e.g., clients, competitors, products, economics, regulations, policies.

  • Understand complexities and regulations associated with Private Side designation

  • Innovative with a well-developed sense of judgment

  • Ability to leverage tools and technology

  • Global Corporate and Investment Banking experience as COO or Investment Banker preferred

  • Management experience

  • Job requires the Series 99 (Operations Professional) and/or other qualified license as outlined by FINRA


 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21083831

Band: H3

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Christine Balzano

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036