Senior Wealth Strategy & Operations Manager

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Toms River (NJ); Presencial; USD 64 000 - 96 000; Tempo integral

Resumo da oferta

Bank of America Corporation’s Merrill Wealth Management in New Jersey is seeking a Senior Business Manager to drive strategy and execution for a Financial Advisor team. You will develop and manage the team’s business plan and practice financials, guiding complex initiatives in pricing, profitability, and capacity while aligning with division goals.

The role requires Series 7/63/65/66 or equivalent, ADV-2B, strong leadership and client-experience skills, and at least five years of relevant

Qualificações

• Series 7, 63/65 or 66 or equivalent
• ADV-2B Required
• SAFE ACT Registration requirements for residential mortgage originations
• Strong leadership, communication and delegation skills
• Understanding of delivering a strong client experience
• Thorough knowledge of Wealth Management products and services
• Ability to identify client needs and align solutions to goals
• Strong analytical skills and risk awareness
• Ability to influence through clear communication and collaboration
• Minimum of five years of specialist/analyst level experience

Responsabilidades

• Drive strategy and execution for a Financial Advisor team across metrics and priorities
• Develop and manage the team's business plan and practice financials
• Manage complex financial initiatives including pricing strategy and profitability
• Interface with market/division leaders to align with division goals
• Track progress with quantifiable metrics and ensure alignment with goals
• Coordinate personnel processes, performance monitoring, and team assignments

Conhecimentos

Administrative Services

Customer Experience Improvement

Project Management

Sales Performance Management

Strategy Planning and Development

Business Acumen

Business Analytics

Candidate Screening

Coaching

Continuous Improvement

Account Management

Process Simplification

Reporting

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America Corporation’s Merrill Wealth Management in New Jersey is seeking a Senior Business Manager to drive strategy and execution for a Financial Advisor team. You will develop and manage the team’s business plan and practice financials, guiding complex initiatives in pricing, profitability, and capacity while aligning with division goals.

The role requires Series 7/63/65/66 or equivalent, ADV-2B, strong leadership and client-experience skills, and at least five years of relevant