Wealth Market Client Leader — Digital-First Service

ghr; Chicago (IL); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits package

Job summary

Merrill Wealth Management in Chicago, IL is seeking a Market Client Relationship Manager to lead the branch service delivery and wealth management banking strategy, partnering with advisors and enterprise teams to deliver exceptional client service with a digital focus.

The role governs daily operations, staff development, and risk management while driving growth in the market. Requires relevant securities licenses and 5+ years of experience.

Qualifications

• Current or previous Merrill Wealth Management experience strongly preferred.
• Self-motivated and client centric.
• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.).
• Prior trend analysis experience.
• Strong customer service, problem resolution, and communication skills.
• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate.

Responsibilities

• Managing the branch's Wealth Management Client Associates and Service Support Staff.
• Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures.
• Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market.
• Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service.
• Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank’s client service expectations and operational excellence goals.
• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill.
• Resolving complex, escalated client service and operational needs.
• Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.
• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise.

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 in Chicago, IL is seeking a Market Client Relationship Manager to lead the branch service delivery and wealth management banking strategy, partnering with advisors and enterprise teams to deliver exceptional client service with a digital focus.

The role governs daily operations, staff development, and risk management while driving growth in the market. Requires relevant securities licenses and 5+ years of experience.