Wealth Market Client Relationship Lead

Jobtailor; Pepper Pike (OH); On-site; USD 125,000 - 165,000; Full time

Job summary

Merrill Wealth Management is seeking a senior leader to drive the service delivery model and wealth management strategy for the market in a offices-based role. You will collaborate with Home Office, market leadership, and advisors to ensure superior client service, digital-enabled solutions, and compliant operations.

The position emphasizes cross-functional leadership, risk management, and execution of market plans, with a focus on growth while maintaining regulatory and operational integrity.

Qualifications

• SIE, Series 7 and Series 66 (or Series 63 and Series 65) required
• Series 9 and Series 10 (or Series 8) required
• Minimum 5+ years of professional experience
• Current or previous Merrill Wealth Management experience preferred

Responsibilities

• Lead the overall service delivery model and wealth management banking strategy for the market
• Work with the Home Office to ensure superior client service
• Partner with market leadership and advisors to facilitate daily business needs
• Drive responsible growth while minimizing regulatory, financial, operational, and reputational risks
• Manage Wealth Management Client Associates, Operations staff, and branch Operations
• Deliver firm strategy through execution of Market Strategy Plans
• Partner with advisor teams to deliver a branded client service model focused on digital solutions
• Serve as Lead and Referral Coordinator for the market and manage market expenses
• Support development of Elite Growth Practice roles, Client Associates, and Operations staff
• Hire, develop, and lead cross-functional professionals
• Supervise financial transactions and operations, manage risk, ensure compliance, and prepare for audits
• Oversee client service experience and review approval of new client accounts
• Represent the office and Merrill with clients, prospects, vendors, regulators, and outside counsel
• Coach teams to deliver a modern, digital-first service model
• Identify opportunities to connect Financial Advisors and clients to the broader enterprise
• Manage daily operations in compliance with industry regulations and company policies

Skills

Wealth Management Strategy

Regulatory Compliance

Client Service Delivery

Investment Product Knowledge

Team Leadership

Trend Analysis

Financial Transaction Supervision

Risk Management

Operational Management

Negotiation Skills

Coaching Skills

Client Centricity

Strong Communication Skills

Education

Bachelor's degree or equivalent

High School Diploma / GED

Job description

Merrill Wealth Management is seeking a senior leader to drive the service delivery model and wealth management strategy for the market in a offices-based role. You will collaborate with Home Office, market leadership, and advisors to ensure superior client service, digital-enabled solutions, and compliant operations.

The position emphasizes cross-functional leadership, risk management, and execution of market plans, with a focus on growth while maintaining regulatory and operational integrity.