Bank of America-posted 2 months ago
$100,000 - $160,000/Yr
Full-time • Mid Level
Charlotte, NC

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

  • Builds and/or executes business initiatives and/or processes, while partnering with stakeholders and partners.
  • Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business.
  • Engages with key stakeholders, partners, and business leadership to deliver on business objectives.
  • Performs analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes.
  • Develops strategic and tactical plans to drive progress towards business goals and objectives.
  • 5+ years experience in strategic planning, strategy consulting or leading strategic initiatives.
  • Demonstrates strong Executive communication and story-telling skills.
  • Ability to manage and prioritize multiple initiatives and projects at once.
  • Collaboration and stakeholder management across various levels of the organization.
  • Proficiency in Microsoft Office products, specifically PowerPoint, Excel and Teams.
  • Strong business acumen and ability to interpret data.
  • Results orientated with an eye toward innovative thinking.
  • Customer and client focus.
  • Adaptability.
  • Wealth Management industry experience.
  • Experience leading a team.
  • Experience working with complex data analytics tools.
  • Industry-leading benefits.
  • Access to paid time off.
  • Resources and support to employees.
  • Discretionary incentive eligible.
  • Annual discretionary award based on performance.
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