Private Wealth Relationship Manager

ghr; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a Relationship Manager to support the Financial Advisor (FA) team and strengthen client relationships. You will serve as a primary contact for non-administrative client requests and help with meetings on investment strategy, performance, and market developments to drive growth.

The role requires Series 7 and 66 (or 7, 63, 65) licenses, SAFE Act registration, and adherence to Form ADV-2B, with strong communication, collaboration, and

Qualifications

• High School diploma or GED required; higher education welcome but not required.
• Series 7 and 66 licenses (or 7, 63 and 65) and SAFE Act registration requested.
• Form ADV-2B filing and continuous regulatory compliance required.
• Strong communication, collaboration, and organizational skills; able to manage multiple priorities.
• Thorough knowledge of wealth management products and services; ability to assess risk and advise clients.

Responsibilities

• Identify and own the client onboarding process.
• Support client meetings on investment strategy, performance, and market developments.
• Coordinate with portfolio managers and product specialists to assist growth and client service.
• Maintain client book segmentation and monitor service levels and escalations.

Skills

Account Management

Client Management

Relationship Building

Portfolio Management

Customer Service Management

Education

High School Diploma / GED

Tools

Salesforce

CRM systems

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 job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They 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. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Role Responsibilities:

• Identify and own the client onboarding process
• Document client interactions and provide team with time sensitive updates
• Execute on team service model
• Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
• Engage specialists/partners to address client's needs
• Identify and own the client off boarding process
• Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
• Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements:

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration
• Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission("SEC")
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Ability to lead through collaboration and influence without direct authority
• Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research escalated client issues for response/resolution

Skills:

• Account Management
• Business Acumen
• Client Management
• Client Solutions Advisory
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40