Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
Transition Management Team Operations Analyst (TMT Ops Analyst) is part of the Merrill Lynch Wealth Management team and will be assisting our frontline personnel move a Financial Advisor recruits’ book of business from contra firms to Merrill. This position is a non-travel role; however, occasional travel may be required from time to time. The candidate will primarily focus on operational support across various tasks, including document processing requests, interactions with Merrill branch personnel, business partners, Broker/Dealers, technology teams and handling any incoming requests from across the organization, including senior leadership.
Key Responsibilities include but are not limited to:
Required Skills:
Desired Skills:
Shift:
1st shift (United States of America)Hours Per Week:
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