• Merrill Premium Elite Relationship Manager (Series 7 and 66 Required)
Core
Managing a book of high-net-worth, self-directed clients by serving as their primary point of contact for complex trading, servicing, and relationship needs.
Role type
Senior IC relationship manager (wealth management/trading)
Builds
Client relationships and wallet share across trading and servicing products
Domain
Financial services / Wealth management / Fixed income / Options / Margin
Deliverable
client delivery
Required skills
advanced trading strategies, options, fixed income, margin, margin regulations, business development, risk management, internal policy execution
Preferred skills
wealth management, private client experience, Enterprise platforms (US Trust, BAC, Advisory)
Technologies
Enterprise platforms (US Trust, BAC, Advisory)
Responsibilities
Manage high net worth active self-directed clients and serve as primary point of contact for trading and servicing needs; Deliver performance goals by driving asset growth and expanding client relationships; Execute disciplined business development strategies to achieve growth; Demonstrate knowledge of trading mechanics and regulations; Work seamlessly across enterprise business lines to deliver a world-class relationship model
Seniority
Mid-level, hands-on IC