Wealth Management Market Client Leader

National Black MBA Association; Chicago, Northern (IL, KY); Hybrid; USD 115,000 - 160,000; Full time

Job summary

Merrill Wealth Management is seeking a Market Client Relationship Manager to lead the service delivery model across the market, aligning digital offerings with wealth management banking strategy. You will partner with Market Executives, Financial Advisors, and Client Associates to drive growth while managing risk and compliance.

This role reports to the Senior Client Relationship Manager and Market Executive, focusing on delivering exceptional client service, staff development, and enterprise

Qualifications

• Required licenses: SIE, Series 7, Series 66 (or Series 63/65), Series 9/10 (or Series 8) or equivalent licenses, plus Series 3/31 as warranted.
• Minimum of 5+ years professional experience.

Responsibilities

• Lead the branch's service delivery model and wealth management banking strategy.
• Oversee Wealth Management Client Associates and Service Support Staff.
• Ensure compliant operations, balancing risk and client service.
• Hire, develop, and coach cross-functional teams supporting Financial Advisors.
• Represent the office with clients, vendors, regulators, and counsel.

Skills

Compensation Analysis

Performance Management

Process Performance Management

Referral Management

Workforce Planning

Due Diligence

Internal Audit Review

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service Management

Employee Counseling

Succession Planning

Trade Operations Management

Education

Bachelor's degree or equivalent work experience

Job description

Merrill Wealth Management is seeking a Market Client Relationship Manager to lead the service delivery model across the market, aligning digital offerings with wealth management banking strategy. You will partner with Market Executives, Financial Advisors, and Client Associates to drive growth while managing risk and compliance.

This role reports to the Senior Client Relationship Manager and Market Executive, focusing on delivering exceptional client service, staff development, and enterprise