Market Client Relationship Manager
Core
Leading 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
Wealth management / Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Regulatory compliance, risk management, team leadership, financial operations, client service management, budget management, talent development, process improvement, audit preparation
Preferred skills
Merrill Wealth Management experience, investment product knowledge, trend analysis, recruiting
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