Senior Investment Manager

Bank of America•Towson, MD

1d•Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It 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 their life goals through personal relationships with advisory teams. The company emphasizes trust through transparency and provides access to Merrill's investment insights combined with Bank of America's banking convenience. Merrill is committed to an in-office culture with specific attendance requirements, allowing for flexibility based on role-specific considerations. The company values diversity in thoughts, business, employees, and clients, fostering a culture-driven, resilient, results-focused, and effective work community. The Senior Investment Manager defines and owns the investment management philosophy for Financial Advisor(s) and/or Advisor Team(s) by developing portfolio strategy and leading a sound investment management process. This role acts as a team CIO, leading the investment committee for large teams, and collaborates with internal specialists to deliver holistic investment solutions through targeted strategies. The position may also involve the provision of residential mortgage loans, requiring SAFE Act registration and background checks, with failure to maintain registration potentially leading to disciplinary action up to termination.

Requirements

Series 7, 63/65 or 66 or equivalent
Must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE Act Registration
ADV-2B Required
CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Superior relationship management skills to partner effectively across the entire Wealth Management space
Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
Ability to make sound decisions through a deep understanding of investment management best practices and policies/procedures with a strong risk mindset
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
Minimum of 10 years of experience performing specialist level responsibilities or equivalent industry experience
Skills: Causation Analysis
Skills: Financial Management
Skills: Investment Management
Skills: Trading Strategy
Skills: Trading and Investment Analysis
Skills: Portfolio Analysis
Skills: Portfolio Management
Skills: Price Verification and Valuation
Skills: Trade Monitoring
Skills: Trading
Skills: Client Investments Management
Skills: Client Solutions Advisory
Skills: Financial Analysis
Skills: Financial Forecasting and Modeling
Skills: Wealth Planning

Responsibilities

Define and own the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process
Act as team CIO, leading the investment committee for large teams
Work in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies
Connect with clients and communicate CIO research in a concise and compelling manner
Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client
Deliver full range of products and services across the enterprise, ensuring alignment to client goals and strategies
Oversee preparation and present client performance review reports to measure progress to goals
Serve as subject matter expert for all investment-related questions that come in from clients
May be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements