Merrill Market Client Relationship Manager
Core
Leads service delivery and wealth management banking strategy for markets while managing a cross-functional team to support Financial Advisors and deliver client service.
Role type
Senior IC market operations manager
Builds
Wealth management banking strategy and service delivery models for specific markets
Domain
Wealth management / Banking
Required skills
Team leadership, Risk management, Compliance, Client service management, Financial stewardship, Talent development, Process optimization, Audit management, Budget management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead service delivery model and wealth management banking strategy; Hire, develop, and lead cross-functional professionals; Supervise financial transactions and operations for risk management; Oversee client service experience and new account approvals; Manage branch audit preparation and operational excellence
Seniority
Senior, hands-on IC with team management