Merrill Market Client Relationship Manager
Core
Lead 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-first service models and enterprise capabilities for Financial Advisors and clients
Domain
Wealth management / Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Regulatory compliance, team leadership, business growth strategy, risk management, operational excellence, talent development, budget management, process optimization, client service management, investment product knowledge
Preferred skills
Merrill Wealth Management experience, trend analysis, recruiting, succession planning
Technologies
N/A
Responsibilities
Manage Wealth Management Client Associates and Service Support Staff; oversee daily branch operations and compliance; drive business growth and service delivery strategy; hire, develop, and coach cross-functional teams; resolve escalated client and operational issues; represent the office with clients, regulators, and vendors
Seniority
Senior, hands-on IC with team management