Premium Elite Plus Relationship Manager
About The Position
This job is responsible for helping clients with complex trading, servicing, and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as primary point of contact for all trading needs, operating in a way to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Requirements
- Series 7 and 66 licensing required; if Series 66 not currently held, Series 66 must be obtained within 90 days
- Minimum 3 - 5 years of investment, trading and brokerage experience
- Experience with advanced trading strategies, options, fixed income and margin
- Ability to use sound judgment when making decisions, identifying solutions and resolving elevated issues
- Ability to manage risk and the overall client experience
- Strong analytical and problem-solving skills
- Strong organizational skills and time management skills
- Strong interpersonal skills and the ability to work in a team environment
- Ability to handle multiple tasks in a dynamic environment
- Ability to work effectively under pressure and time constraints; adjusts rapidly to changing demands and priorities
- Ability to work in a team environment in order to meet targets and deadlines
- Foster relationships with leadership peers and collaborate to improve processes that impact the client experience
- Ensures complete and efficient business/client interactions; confident and engaging presence
- Must be flexible to work hours of operation
- For internal employees; participation in a work from home posture does not make you ineligible to post
Nice To Haves
- Wealth management and private client experience
- Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)
- Achieved additional professional designations such as Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), and/or Chartered Retirement Planning Counselor (CRPC)
Responsibilities
- Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs
- Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration
- Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
- Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
- Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
- Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
- Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes
Benefits
- access to paid time off
- resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
