Merrill Market Client Relationship Manager
Core
Lead service delivery and wealth management banking strategy for markets, managing client service models and operations teams.
Role type
Senior IC market operations manager (wealth management)
Builds
Branded client service model focusing on digital solutions and enterprise capabilities
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Regulatory compliance, risk management, team leadership, client service management, financial operations, budget management, talent development
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 for risk management; Oversee client service experience and new account approvals; Manage market expenses and act as referral coordinator
Seniority
Senior, hands-on IC with management responsibilities
