Relationship Manager

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Relationship Manager supports the Financial Advisor (FA) team to further develop and enhance existing client relationships.

Responsibilities

• Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
• Attends client review meetings to assist with relationship deepening conversations
• Executes on the team service model, including engaging with specialists/partners to address client's needs
• Manages aspects of the client relationship process, including client onboarding and resolving escalations
• Affords assistance to the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
• May be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements

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
• Maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Ability to lead through collaboration and influence without direct authority
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research escalated client issues for response/resolution

Qualifications

• High School Diploma / GED / Secondary School or equivalent