Relationship Manager - EGP
Company: Disability Solutions
Location: San Mateo
Posted on: September 28, 2024
Job Description:
Job Description: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.Merrill's Financial Advisors
and Wealth Management Client Associates help clients pursue the
life they envision through a personal relationship with their
advisory team committed to their needs. We believe trust comes from
transparency. Our trusted advisory teams are equipped with access
to the investment insights of Merrill coupled with the banking
convenience of Bank of America.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Job Description:This job is responsible for
supporting the Financial Advisor (FA) team to further develop and
enhance existing client relationships. Key responsibilities include
serving as a key point of contact for clients on any
non-administrative requests/needs while supporting relationship
management activities and developing, implementing, and monitoring
the team's client service model. Job expectations include assisting
with client meetings related to investment strategy, account
performance, new products, and market developments to promote
growth and acquisition. This position is subject to SAFE Act
registration requirements. Pursuant to the SAFE Act requirements,
all employees engaged in residential loan mortgage originations
must register with the federal registry system and remain in good
standing. Since this position requires SAFE Act registration,
employees are required to register and to submit to the required
SAFE Act background check and registration process. Failure to
obtain and/or maintain SAFE Act registration may result in
disciplinary action up to and including
termination.Responsibilities:
- Tracks all client actions/activities to ensure the highest
level of client service is provided, while presenting time
sensitive updates to the team and monitoring and reporting on
client satisfaction
- Attends client review meetings to assist with relationship
deepening conversations
- Executes on the team service model, including engaging with
specialists/partners to address client's needs
- Manages aspects of the client relationship process, including
client onboarding and resolving escalations
- Assists the Financial Advisor team and/or Senior Business
Managers in developing and monitoring the team's client book
segmentation strategySkills:
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process SimplificationRole Requirements--- Either Series 7 and
66 licenses or Series 7, 63, and 65 licenses; must obtain all state
registrations held by the Financial Advisor(s) and Advisor Team(s)
they support--- 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
withother requirements governed by the U.S. Securities and Exchange
Commission ("SEC")--- Obtain and/or maintain at least one firm
approved designation--- Demonstrated expertise and impact in at
least two of the following specialized functions: Wealth Planning,
Investment Management, Business Development,Business Management
and/or Relationship Management--- Possess and demonstrate strong
communication skills--- Understanding of how to deliver a strong
overall client experience--- Thorough knowledge and understanding
of the suite of Wealth Management products and services--- Detail
oriented with strong organizational skills, and ability to manage
multiple tasks and priorities at once--- Strong partnership and
relationship management skills; ability to work across functional
areas and organizational lines/levels--- Ability to influence and
demonstrate clear communication and collaboration with others to
make sound decisions without direct authority--- Analytical skills
with ability to identify trends, root cause and effects, and
implement improved processes to increase growth and mitigate
risk--- Ability to identify client needs and concerns, and
articulate appropriate approach to align solutions to goals to
support responsible growthShift:1st shift (United States of
America)Hours Per Week: 40Pay Transparency detailsUS - CA - San
Mateo - 101 S ELLSWORTH AVE (CA5818)Pay and benefits informationPay
range$48,000.00 - $100,000.00 annualized salary, offers to be
determined based on experience, education and skill set.Formulaic
incentive eligibleThis role is eligible to participate in a
formulaic incentive plan. Employees are eligible for incentives as
detailed by the specific line of business incentive plan
provisions. Formulaic plans may be comprised of monthly, quarterly
and/or annual incentive opportunities. Incentives are earned based
on the employee's performance against defined metrics.BenefitsThis
role is currently benefits eligible. We provide industry-leading
benefits, access to paid time off, resources and support to our
employees so they can make a genuine impact and contribute to the
sustainable growth of our business and the communities we
serve.
Keywords: Disability Solutions, San Mateo , Relationship Manager - EGP, Executive , San Mateo, California
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