• Job Description

  Req#: 24034337

  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:

  Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
  
  Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.

  Key Responsibilities:

  • Core facets: Strategic partnering, content construction, and project management

  • PMG specific content construction and creation to support the performance coaches in their coaching and leadership practices and help in building and growing their practice

  • Work closely with subject matters within PMCG to leverage tools and resources to support the development of our financial advisors and their teams.

  • Run and analyze data to identify opportunities and identify needs/opportunities to different audiences (FAs, team specialists and managers and MEs/RDs/OMT)

  • Create, source, customize and curate resources to create scalable solutions, in partnership with other teammates and partners

  • Work on PMG focused projects including the evolution of the Elite Growth Practice and the website to enhance the overall experience

  • Manage and maintain off the shelf content to be easily leveraged by the field and coaches in a self-serve way

  • Build and execute multi-phase plans to deliver on key projects for the team

  • Measurements: Speed to market, viewership and usage, qualitative feedback, and strength of partnerships across GWIM to source relevant content.

  Key Skills and Experience Required:

  • Excellent organizational skills and the ability to balance multiple projects at once

  • Strong PowerPoint and Excel skills – with the ability to deliver presentations to small groups

  • Solid understanding of how a wealth management team operates and delivers value to clients, including an understanding of the various roles on advisor teams

  • Ability to build strong relationships and act as a team player

  • Ability to influence and collaborate across organization to deliver outcomes

  • An outcome-driven, results- focused mindset

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Pay Transparency details

  US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - RI - North Kingstown - 6725 POST RD - NORTH KINGSTOWN BC (RI1135)

  Pay and benefits information

  Pay range

  $110,000.00 - $165,000.00 annualized salary, offers to be determined based on experience, education and skill set.

  Discretionary incentive eligible

  This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

  Benefits

  This 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.

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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