Market Client Relationship Manager
Core
Lead service delivery and wealth management banking strategy for markets while managing operations and client service teams.
Role type
Senior IC market operations manager
Builds
Wealth management banking strategy and client service models
Domain
Financial services / Wealth management
Required skills
Regulatory compliance, Risk management, Team leadership, Financial operations, Client service management, Budget management
Preferred skills
Merrill Wealth Management experience, Investment product knowledge, Trend analysis
Technologies
N/A
Responsibilities
Lead service delivery model and wealth management banking strategy; Hire, develop, and lead cross-functional teams; Supervise financial transactions and operations; Oversee client service experience and new account approvals; Manage market expenses and branch operations.
Seniority
Senior, hands-on IC with management responsibilities