Merrill Wealth Management Client Engagement Leader

3 months ago

Manchester, United Kingdom Bank of America Full time

Overview

The role of the Wealth Management Client Engagement Leader is pivotal in steering the comprehensive service delivery framework, integrating the bank's digital solutions and wealth management strategies within the market. This position collaborates closely with the Home Office to ensure exceptional client experiences.

Key responsibilities encompass collaborating with the market leadership team, including Market Executives, Resident Directors, Financial Advisors, and Wealth Management Client Associates, to address daily operational needs. The expectations for this role include fostering sustainable growth while effectively managing regulatory, financial, operational, and reputational risks.

The Wealth Management Client Engagement Leader reports directly to the Division Client Relationship Executive and has a dual reporting line to the Merrill Wealth Management Market Executive. This leader is an integral member of the market leadership team, overseeing Wealth Management Client Associates, Operations support personnel, and the branch's Operations Department. The role is responsible for executing the Market Strategy Plans in alignment with the firm's objectives.

Key Responsibilities:

  • Directs the service delivery framework and wealth management banking strategy to stimulate business growth.
  • Recruits, nurtures, and leads a diverse team of professionals to support Financial Advisor teams and ensure superior client service.
  • Manages financial transactions and operations to uphold risk management best practices and guarantee compliance with established policies and procedures.
  • Oversees the client service experience and authorizes new client account setups.
  • Guides Wealth Management Client Associates and the branch Operations Department to surpass the bank's client service standards and operational excellence targets.

Managerial Duties:

This position may also entail responsibilities for managing team members. At Bank of America, all managers at this level are expected to demonstrate the following responsibilities, in addition to those specific to the role:

  • Diversity & Inclusion Advocate: Fosters an inclusive environment for employees and clients, aligned with the company's diversity and inclusion objectives.
  • Process & Data Manager: Exhibits comprehensive process knowledge and operational excellence through a focus on simplicity and continuous improvement.
  • Enterprise Communicator: Effectively communicates enterprise decisions and connects them to team strategies and contributions.
  • Risk Management Leader: Ensures robust risk discipline and culture are in place to identify and address issues proactively.
  • People Manager & Mentor: Provides guidance and feedback to enhance team performance.
  • Financial Steward: Manages expenses and budgets in alignment with organizational goals.
  • Talent Developer: Evaluates talent and builds capacity for roles across the organization.
  • Business Outcome Driver: Achieves results by prioritizing and delegating tasks effectively.

Specific Duties Include:

  • Ensuring client service expectations are consistently met while managing risks for Merrill.
  • Overseeing the branch's Wealth Management Client Associates and Service Support Staff.
  • Representing the organization with clients, prospects, Financial Advisor recruits, vendors, and regulatory bodies.
  • Requires familiarity with Bank of America and Merrill Products & Services, trend analysis, risk assessment, and broad industry knowledge.
  • Coaching teams to implement a modern, client-focused service model.
  • Identifying opportunities to connect Financial Advisors and clients with broader enterprise resources.
  • Managing daily operations to ensure compliance with industry regulations and internal policies.

Required Qualifications:

  • Must possess SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses, and Series 3, 31 licenses if applicable.
  • A minimum of 5+ years of professional experience is required.

Key Qualifications:

  • Previous experience with Merrill Wealth Management is strongly preferred.
  • Self-driven and client-focused.
  • In-depth knowledge of regulatory and supervisory requirements, along with corporate policies and procedures.
  • Familiarity with investment products (e.g., 401K, Options, Annuities, Tax, Retirement Plans, etc.).
  • Experience in trend analysis.
  • Strong customer service and communication abilities.
  • Effective management skills, including planning, monitoring, influencing, negotiating, supervising, and delegating.

Desired Qualifications:

  • Bachelor's degree or equivalent work experience.

Skills:

  • Compensation Analysis
  • Performance Management
  • Process Performance Management
  • Referral Management
  • Workforce Planning
  • Due Diligence
  • Internal Audit Review
  • Leadership Development
  • Recruiting
  • Risk Management
  • Client Management
  • Customer Service Management
  • Employee Counseling
  • Succession Planning
  • Trade Operations Management

Shift:

1st shift (United States of America)

Hours Per Week: 40

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