• Job Description

  Req#: 25022639

  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.

  Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

  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:

  The Senior Wealth Management Banking Specialist (WMBS) partners with the Market Sales Director (MSD) to define and execute local strategies aimed at enhancing the client experience and deepening client relationships within an assigned geography. This role involves collaboration with the Office Management Team (OMT) to share best practices and address operational challenges. The Senior WMBS continues to support Merrill Financial Advisors in delivering tailored financial solutions to wealth management clients with assets ranging from $1 to $10 million, covering lending, savings, financing and digital services.

  As a senior member, the WMBS serves as a peer mentor, leveraging proven sales experience to enhance team performance. They balance producing responsibilities with leadership duties and act as a champion for initiatives aimed at resolving client pain points, including participating in pilot programs and council work.

  Primary Responsibilities:
  • Deliver a high-quality client experience consistent with the expectations of wealth management clients by providing comprehensive financial solutions.
  • Ensure exceptional client service quality by supporting the operational execution of tasks and conducting follow-up routines to meet client needs.
  • Act as a feedback loop and information conduit to leadership on initiatives and challenges.
  • Mentor peers within a specific geography, supporting teammates with leadership experiences and best practices.
  • Participate in pilot programs for new initiatives and serve as a subject matter expert during development phases.
  • Engage in councils and council work as needed.
  • Maintain connectivity with the OMT and Regional Directors (RDs).

  Required Skills:
  • Minimum 2-3 years or successful experience as a WMBS associate.
  • Strong interpersonal skills, including the ability to engage others in dialogues, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service.
  • Proven client service skills with the ability to resolve problems independently or escalate as needed to promote client satisfaction.
  • Strong organizations skills, including the ability to manage responsibilities, prioritize and delegate tasks effectively.
  • Demonstrated experience in coaching sales teams and interacting with executives.
  • Strong critical thinking skills and proficiency in professional programs (e.g., Microsoft Office).
  • Proven leadership, management and organizational skills.
  • Ability to identify challenges and develop actionable plans.
  • Experience in establishing and growing relationships with financial advisors and key business partners.
  • Ability to execute repeatable processes effectively.

  Preferred Skills:
  • Undergraduate college degree.
  • Proven track record of coaching and improving performance in others.
  • Prior sales management experience.
  • Experience managing a team across a large geography.
  • 5+ years of a successful sales experience.
  • 2-3 years of business banking experience.
  

  Skills:

  • Account Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Influence
  • Relationship Building
  • Advisory
  • Client Experience Branding
  • Executive Presence
  • Networking
  • Sales Performance Management
  • Attention to Detail
  • Pipeline Management
  • Presentation Skills
  • Prioritization
  • Referral Identification

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

• 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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