Merrill International Client Relationship Manager

Bank of America•Miami, FL

18d•$115,000 - $160,000•Onsite

About The Position

The International Client Relationship Manager (ICRM) leads the market’s service delivery model, digital offerings, and wealth management banking strategy while partnering with the Home Office to provide superior client service. The role is part of the market leadership team and works closely with Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, Wealth Management Associates, and other partners to support daily business needs and deliver firm strategy through Market Strategy Plans. The position drives responsible growth while minimizing regulatory, financial, operational, and reputational risks. The role manages Wealth Management Client Associates, Operations support staff, and the branch Operations Department. It partners with advisor teams to deliver a branded, digital-first client service model using enterprise capabilities, serves as the market’s Lead and Referral Coordinator, and manages market expenses. The position also partners with the Senior Client Relationship Manager to support the development of Elite Growth Practice roles, Wealth Management Client Associates, and Operations staff. The ICRM reports directly to the Division Client Relationship Executive (DCRE) and has dual reporting to the Merrill Wealth Management Market Executive (ME). The role is based at the New York, NY location listed in the posting, with in-office expectations; employees currently working from home may be required to work onsite if selected. The schedule is first shift, 40 hours per week. The annualized pay range is $115,000 to $160,000, with offers based on experience, education, and skill set. The position is eligible for an annual discretionary incentive plan and benefits, including paid time off and employee support resources.

Requirements

Currently hold SIE, Series 7, and Series 66 (or Series 63 and Series 65); Series 9 and Series 10 (or Series 8); and Series 3 and 31 licenses if warranted.
Minimum of 5 years of professional experience.
Self-motivated and client-centric.
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
Investment product knowledge, including 401(k), options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, and trust operations.
Prior trend analysis experience.
Strong customer service and communication skills.
Strong management skills, including the ability to plan, monitor, influence, negotiate, supervise, and delegate effectively.
High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

Current or previous Merrill Wealth Management experience is strongly preferred.
Bachelor’s degree or equivalent work experience.

Responsibilities

Lead the service delivery model and wealth management banking strategy in the market to drive business growth.
Hire, develop, and lead a cross-functional team supporting Financial Advisor teams and delivering client service.
Supervise financial transactions and operations, promote risk management practices, ensure compliance with policies and procedures, and prepare to manage branch audits.
Oversee the client service experience and review approvals of new client accounts.
Lead Wealth Management Client Associates and the branch Operations Department to meet client service expectations and operational excellence goals.
Ensure client service expectations are met or exceeded while balancing Merrill’s risk and exposure.
Manage the branch’s Wealth Management Client Associates and service support staff.
Represent the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.
Coach teams to deliver a modern, digital-first service model focused on client satisfaction.
Identify opportunities to connect Financial Advisors and clients with the broader enterprise.
Manage daily operations to ensure compliance with industry regulations, policies, and procedures.
Serve as Lead and Referral Coordinator for the market and manage market expenses.
Partner with the Senior Client Relationship Manager to support development of Elite Growth Practice roles, Wealth Management Client Associates, and Operations staff.
Carry out managerial responsibilities including process and data management, enterprise communication, risk management, coaching and feedback, expense and budget stewardship, talent development, and delivery of business outcomes.