Relationship Manager

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Specializing in goals-based wealth management—including planning for retirement, education, legacy, and other life goals—Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personalized advisory relationships. Trust comes from transparency: advisory teams have access to Merrill’s investment insights and the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities. The firm values diverse skills and experiences, whether gained through military service, community college, or varied work and life journeys, fostering resilience, leadership, and innovation.

About the role

This role supports the Financial Advisor (FA) team to further develop and enhance existing client relationships. As a key point of contact for clients on non-administrative requests, you will assist with relationship management activities, client meetings, and the implementation of the team’s client service model. The position may involve residential mortgage loan origination, requiring SAFE Act registration, background checks, and ongoing compliance. Failure to maintain SAFE Act registration may result in termination.

Responsibilities

• Identify and own the client onboarding process
• Document client interactions and provide time-sensitive updates to the team
• Execute on the team’s service model
• Assist the Financial Advisor Team and/or Senior Business Manager in developing and monitoring the team’s client book segmentation strategy
• Engage specialists and partners to address client needs
• Identify and own the client offboarding process
• Attend client review meetings to assist in re-discovery conversations, capture notes in Salesforce, and track actions/activities to ensure high client service standards
• Monitor and report on client satisfaction and manage the resolution of client escalations

Requirements

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE Act Registration (if applicable)
• Maintain a Form ADV-2B, providing clients details on experience, educational background, and other SEC-governed requirements
• Obtain and/or maintain at least one firm-approved designation
• Strong communication skills with the ability to lead through collaboration and influence without direct authority
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks and priorities
• Thorough knowledge of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research and resolve escalated client issues
• High School Diploma, GED, or equivalent

Skills

• Account Management
• Business Acumen
• Client Management
• Client Solutions Advisory
• Portfolio Management
• Referral Identification and Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification

Schedule

• 1st shift (United States of America)
• 40 hours per week