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Consumer Banking & ME Market Leader

New Haven, Connecticut

Job Description:

The Consumer Banking & Merrill Edge Market Leader will manage a

team that may be comprised of field-based Financial Solutions Advisors,

Bank Financial Advisors, and/or Financial Center Managers and

Relationship Managers. The leader will drive local strategies and tactics

surrounding the client experience, client relationships and deepening, and

operational excellence at the market and financial center levels. They will

focus on developing and executing client-driven market strategies to drive

operational excellence and client-deepening strategies while adhering to

regulatory, securities and supervision laws, policies and procedures. The

leader should be able to build partnerships across the organization,

integrate and drive strategic management, and have experience in

coaching and developing employees to deliver a client relationship

oriented culture. This leader is responsible for holding all financial center

associates accountable for operational excellence and for deepening client

relationships by following established client relationship care processes

and building robust Consumer and Enterprise partner relationships.

This role is a fully registered position with supervisory responsibility and

will comply with all rules and regulations for registered and non-

registered employees when coaching performance and behaviors. Series

7, 66, 9 & 10 (or equivalent) licenses are required.   

*Required Skills:  “Must” have these skills to be minimally qualified.

Required:   

• Must demonstrate excellent communication skills; 

• Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4,24,53 combination), If Series 9 & 10 not currently held, must be obtained within 120 days. 

• Strong relationship building and business partnering skills. 

• Ability to interact effectively with senior management. 

• Ability to work effectively across organizational boundaries. 

• Strong influencing and leadership skills. 

• Self-motivated and proactive, with the ability to balance multiple priorities. 

• Ability to balance business and corporate perspectives. 

• Sound business judgment and acumen. 

• Industry experience: 3-10 years experience with a leading  firm

Desired Skills:

• Proven track record of coaching and improving performance in others

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Consumer Banking & Merrill Edge Market Leader will manage a

team that may be comprised of field-based Financial Solutions Advisors,

Bank Financial Advisors, and/or Financial Center Managers and

Relationship Managers. The leader will drive local strategies and tactics

surrounding the client experience, client relationships and deepening, and

operational excellence at the market and financial center levels. They will

focus on developing and executing client-driven market strategies to drive

operational excellence and client-deepening strategies while adhering to

regulatory, securities and supervision laws, policies and procedures. The

leader should be able to build partnerships across the organization,

integrate and drive strategic management, and have experience in

coaching and developing employees to deliver a client relationship

oriented culture. This leader is responsible for holding all financial center

associates accountable for operational excellence and for deepening client

relationships by following established client relationship care processes

and building robust Consumer and Enterprise partner relationships.

This role is a fully registered position with supervisory responsibility and

will comply with all rules and regulations for registered and non-

registered employees when coaching performance and behaviors. Series

7, 66, 9 & 10 (or equivalent) licenses are required.   

*Required Skills:  “Must” have these skills to be minimally qualified.

Required:   

• Must demonstrate excellent communication skills; 

• Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4,24,53 combination), If Series 9 & 10 not currently held, must be obtained within 120 days. 

• Strong relationship building and business partnering skills. 

• Ability to interact effectively with senior management. 

• Ability to work effectively across organizational boundaries. 

• Strong influencing and leadership skills. 

• Self-motivated and proactive, with the ability to balance multiple priorities. 

• Ability to balance business and corporate perspectives. 

• Sound business judgment and acumen. 

• Industry experience: 3-10 years experience with a leading  firm

Desired Skills:

• Proven track record of coaching and improving performance in others

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22037223

Band: H4

Manages People: Yes

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Daniela Arena

Referral Bonus:

0

Connecticut pay and benefits information

Connecticut pay range:

$120,300 - $148,000 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
157 Church ST, CT, New Haven, 06510