Merrill International Client Relationship Manager

Bank of America • Miami, FL

13d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. It offers goals-based wealth management, including advice and guidance for retirement, education, legacy, and other life goals. Merrill combines investment insights with the banking convenience of Bank of America and maintains an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The International Client Relationship Manager (ICRM) leads the market’s service delivery model, digital offerings, and wealth management banking strategy, working with the Home Office and market leadership to provide superior client service and drive responsible growth while minimizing regulatory, financial, operational, and reputational risks. The role reports directly to the Division Client Relationship Executive and has dual reporting to the Merrill Wealth Management Market Executive. As a member of the market leadership team, the manager leads Wealth Management Client Associates, Operations support staff, and the branch Operations Department, and delivers firm strategy through execution of Market Strategy Plans.

The ICRM partners with advisor teams to deliver a branded client service model emphasizing digital solutions and enterprise capabilities. The role also serves as the market’s Lead and Referral Coordinator, manages market expenses, and partners with the Senior Client Relationship Manager to support the development of Elite Growth Practice roles, Wealth Management Client Associates, and Operations staff. Responsibilities include overseeing client service and new-account approval, supervising transactions and operations, managing compliance and audit readiness, developing teams, and connecting Financial Advisors and clients with broader enterprise capabilities.

Requirements

• Currently hold SIE, Series 7, Series 66 (or Series 63 and Series 65), Series 9 and Series 10 (or Series 8), or equivalent licenses; Series 3 and 31 licenses are required if warranted.
• At least 5 years of professional experience.
• Self-motivated and client-centric approach.
• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
• Investment product knowledge, such as 401K, 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 planning, monitoring, influencing, negotiating, supervising, and delegating.
• High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

• Current or previous Merrill Wealth Management experience is strongly preferred.
• Bachelor’s degree or equivalent work experience.
• Experience with Bank of America and Merrill products and services, trend analysis, risk assessment, human resources, and broad industry knowledge.

Responsibilities

• Lead the service delivery model and wealth management banking strategy for the market to drive business growth.
• Hire, develop, and lead cross-functional professionals supporting Financial Advisor teams and client service.
• Supervise financial transactions and operations, promote risk-management practices, ensure compliance with policies and procedures, and prepare for 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 and operational-excellence goals.
• Deliver firm strategy by executing Market Strategy Plans and partner with advisor teams on a branded, digital-first client service model.
• 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.
• Ensure client service expectations are met while balancing Merrill’s risk and exposure.
• 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 and ensure compliance with industry regulations, policies, and procedures.
• Perform manager-level responsibilities including process and data improvement, enterprise communication, risk management, coaching and feedback, expense and budget stewardship, talent development, and prioritization and delegation of team work.

Benefits

• Paid time off.
• Industry-leading benefits and employee resources and support.
• Eligibility for an annual discretionary incentive award based on individual performance and behavior, line-of-business or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED