Senior Investment Manager

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Senior Investment Manager is responsible for defining and owning 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.

Responsibilities

• Attend client review meetings to assist in re-discovery conversations, capture notes in Salesforce, and track all actions/activities to ensure highest level of client service
• Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client
• Identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
• Provide 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
• 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
• Minimum of 10 years of experience performing specialist level responsibilities or equivalent industry experience

Qualifications

• High School Diploma / GED / Secondary School or equivalent

Skills

• Causation Analysis
• Financial Management
• Investment Management
• Trading Strategy
• Trading and Investment Analysis
• Portfolio Analysis
• Portfolio Management
• Price Verification and Valuation
• Trade Monitoring
• Trading
• Client Investments Management
• Client Solutions Advisory
• Financial Analysis
• Financial Forecasting and Modeling
• Wealth Planning

Benefits

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Pay

N/A

Schedule

1st shift (United States of America)

Hours Per Week: 40