Wealth Management Specialist - NR

　　New Orleans, Louisiana

　　Job Description:

　　Business Overview:

　　Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

　　The Elite Growth Practice (EGP) Relationship Manager role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model. This position is subject to SAFE Act registration requirements

　　The Elite Growth Practice (EGP) Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

　　The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

　　Role Responsibilities

　　Identify and own the client onboarding process

　　Document client interactions and provide team with time sensitive updates

　　Execute on team service model

　　Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

　　Engage specialists/partners to address client's needs

　　Identify and own the client off boarding process

　　Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service

　　Monitor and report on client satisfaction and manage the resolution of client escalations

　　Qualifications

　　Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

　　SAFE ACT Registration

　　Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

　　Obtain and/or maintain at least one firm approved designation

　　Possess and demonstrate strong communication skills

　　Ability to lead through collaboration and influence without direct authority

　　Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

　　Thorough knowledge and understanding of the suite of Wealth Management products and services

　　Proven ability to manage risk and support sound decisions

　　Ability to research escalated client issues for response/resolution

　　Shift:

　　1st shift (United States of America)

　　Hours Per Week:

　　37.5

　　Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

　　To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

　　To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

　　Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

　　To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .