Strategic Private Wealth Relationship Lead

NBMBAA; New Orleans (LA); Hybrid; USD 80,000 - 140,000; Full time

Job summary

Merrill Wealth Management is a leading wealth management provider delivering comprehensive investment products and advisory services. The Private Wealth Relationship Manager supports advisor teams, strengthens client relationships, and engages in strategy discussions to drive growth.

The role emphasizes collaboration with portfolio managers and specialists, attending client meetings, and promoting sound, informed decisions within a compliant framework.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills

Responsibilities

• Support the Financial Advisor team to develop and enhance existing client relationships.
• Attend client meetings and discussions covering investment strategy, account performance, and market developments to promote growth and acquisition.
• Coordinate with portfolio managers, product specialists and Senior Wealth Planner to support sales and service activities.

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

Education

High School Diploma

Job description

Merrill Wealth Management is a leading wealth management provider delivering comprehensive investment products and advisory services. The Private Wealth Relationship Manager supports advisor teams, strengthens client relationships, and engages in strategy discussions to drive growth.

The role emphasizes collaboration with portfolio managers and specialists, attending client meetings, and promoting sound, informed decisions within a compliant framework.