Merrill Market Client Relationship Manager
Core
Leading service delivery and wealth management banking strategy for a market, managing branch operations and client service models.
Role type
Senior IC market operations manager
Builds
Digital service models and enterprise capabilities for wealth management clients
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Regulatory compliance, team management, business growth strategy, risk management, budget management, talent development, operational excellence, client service delivery, investment product knowledge
Preferred skills
Merrill Wealth Management experience, trend analysis
Technologies
N/A
Responsibilities
Manage branch Wealth Management Client Associates and Service Support Staff; oversee daily branch operations ensuring compliance; drive business growth through service delivery models; hire and develop cross-functional teams; coach teams on digital-first service models; resolve escalated client service and operational needs; represent the office with clients, regulators, and vendors.
Seniority
Manager, hands-on leadership