Business Manager

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:
The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. 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 your position requires SAFE Act registration, you will be 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.

Skills:

• Administrative Services
• Customer Experience Improvement
• Project Management
• Sales Performance Management
• Strategy Planning and Development
• Business Acumen
• Business Analytics
• Candidate Screening
• Coaching
• Continuous Improvement
• Account Management
• Process Simplification
• Reporting

Role 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 
with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
• MBA preferred or obtain and/or maintain at least one firm approved designation
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and 
policies/procedures
• Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound 
decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

Shift:

Hours Per Week: