Merrill Center for Family Wealth Associate-Business Support Manager

Bank of America; San Francisco (CA); On-site; USD 70,000 - 105,000; Full time

Job summary

Bank of America Merrill Wealth Management in San Francisco is seeking a role focused on empowering clients by delivering insights and content for client family meetings and advisor trainings. The successful candidate will excel in written and verbal communication, manage multiple projects, and collaborate across teams to drive governance and education initiatives.

The role emphasizes client-centric wealth planning, governance topics, and a high level of attention to detail, with a 40-hour work

Qualifications

• At least 3 years of experience working with ultra-high net worth clients (e.g. family governance, meeting facilitation, planning, family office).
• Strong interest in family wealth dynamics and governance.
• College degree preferred.
• Concentration in business/management and/or psychology/sociology welcome but not required.

Responsibilities

• Create tailored content and deliver client family meetings.
• Develop materials to engage and empower Financial Advisors through trainings and resources.
• Support educational curriculum and program design for Advisors and clients.
• Research family wealth dynamics and governance topics for thought leadership.
• Interface with internal firm partners as needed.
• Participate in team calls to ensure follow-through on priorities.
• Submit team materials for internal compliance review and secure approvals.

Skills

Adaptability

Attention to Detail

Written Communications

Analytical Thinking

Project Management

Relationship Building

MS Office

Education

College degree

Tools

Microsoft Office (PowerPoint, Word, Excel)

Job description

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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This Merrill Center for Family Wealth role is a unique opportunity to join a highly visible and respected team within Merrill focused on empowering clients to define the purpose of their wealth and to be intentional about wealth's impact on themselves, their families and their communities.

The primary responsibilities of this role include helping to develop and deliver insights and content to effectively engage with clients, Financial Advisors and other key internal and external stakeholders. The successful candidate will have stellar written and verbal communication skills, high attention to detail, the ability to prioritize and follow-through on relevant tasks and a willingness to learn and join a highly collaborative and supportive team.

Responsibilities:

• Help create tailored content and deliver/facilitate client family meetings, to help clients navigate topics such as communication about wealth/disclosure, financial education, governance policy development, etc.; prepare comprehensive prep and follow-up to capture key takeaways and next steps
• Develop materials to effectively engage and empower Financial Advisors through group trainings, individual connects and other educational resources
• Support educational curriculum and program design for Financial Advisors and clients
• Research existing and new family wealth dynamics and governance topics to provide input to inform team's thought leadership
• Interface with internal firm partners as needed
• Participate and contribute on team calls to help ensure follow-through on key priorities
• Submit team materials for internal compliance review and ensure follow-up for approval

Required Qualifications:

• At least 3 years of experience working with ultra-high net worth clients (e.g. family governance, meeting facilitation, planning, family office, or other related fields)
• Strong interest in the field of family wealth dynamics and governance

Desired Qualifications:

• College degree preferred
• Concentration in business/management and/or psychology/sociology welcome but not required

Skills:

• Adaptability
• Administrative Services
• Attention to Detail
• Collaboration
• Written Communications
• Analytical Thinking
• Continuous Improvement
• Problem Solving
• Project Management
• Relationship Building
• Stellar written and verbal communication skills
• Strong attention to detail
• Ability to prioritize work, manage multiple projects and follow-through
• Collaborative nature/ability to contribute in a team environment and strong motivation to learn
• Flexibility in handling a variety of tasks and projects independently while escalating appropriately, as needed
• Proficiency with using Microsoft Office applications, especially PowerPoint, Word and Excel as well as strong research skills

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CT - Stamford - 301 TRESSER BLVD (CT9301), US - NJ - Jersey City - 525 Washington Blvd (NJ2525), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - NY - New York - 225 LIBERTY ST (NY3002)

Pay and benefits information

Pay range

$70,000.00 - $105,000.00 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, access to paid time off, 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.