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.
The Elite Growth Practice (EGP) Relationship Manager role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model. This position is subject to SAFE Act registration requirements
The Elite Growth Practice (EGP) Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.
Shift:1st shift (United States of America)
Hours Per Week:37.5
Learn more about this role