Merrill Center for Family Wealth Associate-Business Support Manager

Bank of America•New York, NY

21d•$70,000 - $105,000•Onsite

About The Position

This Merrill Center for Family Wealth role is a unique opportunity to join a highly visible and respected team within Merrill focused on empowering clients to define the purpose of their wealth and to be intentional about wealth’s impact on themselves, their families and their communities. The primary responsibilities of this role include helping to develop and deliver insights and content to effectively engage with clients, Financial Advisors and other key internal and external stakeholders. The successful candidate will have stellar written and verbal communication skills, high attention to detail, the ability to prioritize and follow-through on relevant tasks and a willingness to learn and join a highly collaborative and supportive team.

Requirements

At least 3 years of experience working with ultra-high net worth clients (e.g. family governance, meeting facilitation, planning, family office, or other related fields)
Strong interest in the field of family wealth dynamics and governance
Adaptability
Administrative Services
Attention to Detail
Collaboration
Written Communications
Analytical Thinking
Continuous Improvement
Problem Solving
Project Management
Relationship Building
Stellar written and verbal communication skills
Strong attention to detail
Ability to prioritize work, manage multiple projects and follow-through
Collaborative nature/ability to contribute in a team environment and strong motivation to learn
Flexibility in handling a variety of tasks and projects independently while escalating appropriately, as needed
Proficiency with using Microsoft Office applications, especially PowerPoint, Word and Excel as well as strong research skills

Nice To Haves

College degree preferred, Concentration in business/management and/or psychology/sociology welcome but not required

Responsibilities

Help create tailored content and deliver/facilitate client family meetings, to help clients navigate topics such as communication about wealth/disclosure, financial education, governance policy development, etc.; prepare comprehensive prep and follow-up to capture key takeaways and next steps
Develop materials to effectively engage and empower Financial Advisors through group trainings, individual connects and other educational resources
Support educational curriculum and program design for Financial Advisors and clients
Research existing and new family wealth dynamics and governance topics to provide input to inform team’s thought leadership
Interface with internal firm partners as needed
Participate and contribute on team calls to help ensure follow-through on key priorities
Submit team materials for internal compliance review and ensure follow-up for approval