Wealth Management Strategist

2 months ago

Manchester, United Kingdom Bank of America Full time

About the Role

The Market Client Relationship Manager is a key position at Bank of America, responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market. This role requires strong leadership and management skills, as well as the ability to partner with various stakeholders to drive business growth and minimize risks.

Key Responsibilities

  • Lead the service delivery model and wealth management banking strategy of respective markets to drive business growth
  • Hire, develop, and lead a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
  • Supervise financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures
  • Oversee the client service experience and review the approval of new client accounts
  • Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Additional Responsibilities

  • Ensure client service expectations are met and exceeded while balancing the risk and exposure for Merrill
  • Manage the branch's Wealth Management Client Associates and Service Support Staff
  • Represent the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
  • Coach teams to deliver a modern, digital first service model focusing on client satisfaction
  • Proactively identify opportunities to connect Financial Advisors and clients to the broader enterprise
  • Manage the daily operations ensuring compliance to industry regulations, and policies and procedures

Requirements

  • Currently hold 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 warranted
  • Minimum of 5+ years professional experience

Preferred Qualifications

  • Current or previous Merrill Wealth Management experience strongly preferred
  • Self-motivated and client centric
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Prior trend analysis experience
  • Strong customer service and communication skills
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

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

Work Schedule

1st shift (United States of America)

Hours Per Week

40

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