Relationship Manager - EGP

Company: Disability Solutions
Location: San Mateo
Posted on: November 14, 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, Santa Cruz , Relationship Manager - EGP, Executive , San Mateo, California