MWM Market Executive

Bank of AmericaIndianapolis, IN
88d

About The Position

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.

Requirements

  • 10+ years of Financial services experience
  • 4+ years of leading a team of advisors
  • Series 3 and 31
  • Series 7, Series 63 and 65 or 66, and Series 9 and Series 10 required

Nice To Haves

  • Business Acumen
  • Coaching
  • Decision Making
  • Drives Engagement
  • Executive Presence
  • Conflict Management
  • Customer and Client Focus
  • Inclusive Leadership
  • Relationship Building
  • Risk Management
  • Emotional Intelligence
  • Leadership Development
  • Performance Management
  • Process Effectiveness
  • Recruiting

Responsibilities

  • Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth
  • Recruits, coaches, and retains high-performing talent and leads a culture of diversity, inclusion, and respect
  • Holds Advisors accountable for providing an exceptional client experience
  • Fosters and leverages relationships to ensure coordinated delivery of the enterprise's full capabilities and offerings to clients by collaborating across all channels and product groups in the client's best interest
  • Establishes a risk culture and ensures all team members are protecting the interests of the firm, while enhancing the client experience
  • Manages the market Profit and Loss with a focus on revenue growth and return for shareholders
  • Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities
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