Search By
75 Jobs
Relationship Manager Bank of America San Mateo, CA | Full Time
28 Days Ago
Relationship Manager East West Bank City of Industry, CA | Full Time
Just Posted
RELATIONSHIP MANAGER CalPrivate Bank San Diego, CA | Full Time
5 Days Ago
Relationship Manager Alteryx, Inc. Canada, KY | Full Time
13 Days Ago
RELATIONSHIP MANAGER CalPrivate Bank El Segundo, CA | Full Time
23 Days Ago
RELATIONSHIP MANAGER CalPrivate Bank Beverly Hills, CA | Full Time
23 Days Ago
RELATIONSHIP MANAGER CalPrivate Bank Newport Beach, CA | Full Time
23 Days Ago
Relationship Manager 20501 WMAU Wellington Management Australia Pty Ltd Sydney, FL | Full Time
24 Days Ago
Relationship Manager Santa Cruz County Bank Santa Cruz, CA | Full Time
1 Month Ago
Relationship Manager Advanced DRI and A.Molly Restoration and Remediation Marlborough, CT | Full Time
1 Month Ago
Relationship Manager TIAA Metairie, LA | Full Time
1 Month Ago
Relationship Manager GovSpend Boca Raton, FL | Full Time
1 Month Ago
Relationship Manager AB LP New York City, NY | Full Time
1 Month Ago
Relationship Manager TIAA Syracuse, NY | Full Time
1 Month Ago
Relationship Manager LexisNexis Risk Data Mgt Inc. Company Alpharetta, GA | Full Time
1 Month Ago
Relationship Manager Brown Brothers Harriman & Co. New York, NY | Full Time
1 Month Ago
Business Relationship Manager East West Bank South Pasadena, CA | Full Time
Just Posted
Premier Relationship Manager Axos Bank HQ, CA | Full Time
Just Posted
Senior Relationship Manager TIAA Seattle, WA | Full Time
1 Day Ago
Account Relationship Manager (ARM) CERES SOLUTIONS COOPERATIVE Logansport, IN | Full Time
3 Days Ago
Account Relationship Manager (ARM) CERES SOLUTIONS COOPERATIVE McBain, MI | Full Time
3 Days Ago
Supplier Relationship Manager Robert Half International Inc. SAN RAMON, CA | Full Time | Remote
4 Days Ago
Relationship Manager II Silvergate La Jolla, CA | Full Time | Remote
6 Days Ago
Middle Market Relationship Manager Texas Capital Bank Austin, TX | Other
10 Days Ago
Middle Market Relationship Manager Texas Capital Bank Mulberry, TX | Other
10 Days Ago
Business Banking Relationship Manager Texas Capital Bank The Woodlands, TX | Other
10 Days Ago
More Search Results

Relationship Manager

San Mateo, CA | Full Time
Expired

Job Description

Job Description:

Business Overview

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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. 

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships.  He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs.  Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Role Responsibilities

  • Identify and own the client onboarding process
  • Document client interactions and provide team with time sensitive updates
  • Execute on team service model
  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
  • Engage specialists/partners to address client's needs
  • Identify and own the client off boarding process
  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest  level of client service
  • Monitor and report on client satisfaction and manage the resolution of client escalations

Qualifications

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
  • 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”)
  • Obtain and/or maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills
  • Ability to lead through collaboration and influence without direct authority
  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution

Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Skills for Relationship Manager

The job skills required for Relationship Manager include Products and Services, SAFE, Planning, Communication Skills, Securities,and Relationship Management etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.

Job Openings with Skill of Products and Services
MORE>>
Job Openings with Skill of SAFE
MORE>>
Job Openings with Skill of Planning
MORE>>
Job Openings with Skill of Communication Skills
MORE>>
Job Openings with Skill of Securities
MORE>>

How to Become a Relationship Manager

If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.

Step 1 Understand the job description and responsibilities of a Relationship Manager

Quotes from people on Relationship Manager job description and responsibilities
03/13/2022: Brownsville, TX
02/06/2022: Long Beach, CA
02/17/2022: Chico, CA
02/24/2022: New London, CT
02/19/2022: Orange, CA

Step 2 Knowing the best tips for becoming a Relationship Manager can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Relationship Manager jobs
12/19/2021: Cheyenne, WY
02/15/2022: Alamogordo, NM
03/12/2022: La Crosse, WI
02/11/2022: Grand Rapids, MI
02/14/2022: Columbus, GA

Step 3 View the best colleges and universities for Relationship Manager

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College