Merrill Lynch Wealth Management Market Executive Leadership Academy Opportunities Nationwide
Chicago, Illinois;Walnut Creek, California; Atlanta, Georgia; Washington, District of Columbia; Boston, Massachusetts; The Woodlands, Texas; Short Hills, New Jersey; New York, New York; Houston, Texas; Tacoma, Washington; Houston, Texas; Wayzata, Minnesota; Los Angeles, California; Seattle, Washington; Newport Beach, California; San Francisco, California; Miami, Florida; New York, New York; Charlotte, North Carolina; Philadelphia, Pennsylvania; San Francisco, California; Garden City, New York; Portland, Oregon; Bellevue, Washington
**Job Description:**
**Market Executive Leadership Academy**
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.
Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.
This is a pipeline role for the Market Executive position. The person in this role must be in the Market Executive Leadership Academy (MELA) program or in the pipeline for MELA, and is responsible for successfully participating in and completing the development activities in the MELA program. The person in this role functions as a member of the market leadership team, responsible for a wide variety of delegated functions related to the Market Executives overall managerial responsibilities for parent and associate offices.
The ideal candidate will be an experienced and dynamic leader. S/he will have a track record of leading and coaching others to grow a business organically and demonstrating a strong commitment to the client experience. S/he will be a passionate about hiring, managing, and developing a diverse team of leaders and advisors. Candidates will also be motivated to connect meaningfully with financial advisors and help them grow by leveraging the entire enterprise on behalf of clients. Courageous leadership skills, disciplined process management, and a true ability to take ownership within the market are critical.
**The person in this role will support the Market Executive, who:**
+ Leads the market (typically consisting of a parent and associate offices) to achieve the business goals, leveraging the team consisting of a Market Supervision Manager, Client Relationship Manager, Resident Directors, Financial Advisors, Client Associates and Operations staff.
+ Drives market performance results through planning, leading, and executing strong sales and service behaviors across the 3 core client segments served (Affluent, Ultra High Net Worth, and Institutional).
+ Manages the market financials, including profit and loss management, customer and revenue growth, and loss prevention.
+ Relishes the uniqueness of the market and builds and delivers a strategy for growth based on it.
+ Leverages enterprise relationships and proactively collaborates across the organization to deliver our full capabilities to clients.
+ Hires, manages, and develops a diverse management, sales and support team.
+ Proactively represents the Bank of America Merrill Lynch brand in the market to personally drive growth and increase diversity.
+ Interacts with clients and prospects on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products.
+ Anticipates, manages, and resolves risk items to protect the interests of the firm while enhancing the client experience.
+ Promotes and recognizes performance; adheres to the performance management process, policies and tools.
+ Builds a culture of excellence and engagement.
+ Acquires talent through hiring experienced Financial Advisors and trainees.
**Key Qualifications for the role:**
+ **Series 7 (requires successful completion of Securities Industry Essentials Exam (SIE) and Series 7 Topper), Series 66, 9, 10, or their equivalents**
+ **If a candidate has not passed the SIE or does not have the Series 7 registration, he/she must Pass the AP Reasoning Assessment.**
+ **Strongly desired Series 3, Series 31 which may later be required**
+ Experience running a large scale, high performing sales organization with strong understanding of Advisory business
+ Sales leadership and Advisory business acumen
+ Knowledge of the Wealth Management business, sales and marketing, regulatory and supervisory requirements, corporate policies and procedures; including firm-wide initiatives
+ Ability to puts clients first, optimizing and aligning resources to meet clients individual goals and priorities
+ Aligns and mobilizes resources across an organization in order to deliver sustainable results
+ Demonstrates a bias for action and commitment to achieving sustainable results; builds business plans that drive financial results, compel the right behavior, and capitalize on the unique opportunities of a market
+ Create business strategy, set clear objectives and measure progress
+ Takes appropriate risks while ensuring that optimal value and outcomes are achieved
+ Demonstrates sound judgment by acting decisively while using objectivity and facts
+ Influences others, inspiring them to follow his/her lead
+ Builds a diverse, inclusive, and high-performing team; attracts, develops, and retains top talent
+ Coaches others to succeed and grow
+ Polished executive communication skills and presence
+ Leads with courage and conviction
+ Demonstrates personal resilience and an ability to lead through change
+ Demonstrates a mature, poised, credible and confident demeanor that reassures others and commands respect
+ Holds him/herself to the highest standards of professional conduct in both words and actions
+ Minimum 8 years financial services experience
*****THIS POSITION CAN BE FILLED THROUGHOUT THE UNITED STATES BASED ON AVAILABILITY WITHIN THE MERRILL LYNCH LOCATIONS.**
This position is posted as a more senior position but is flexible to be filled as a lower level position if the posted qualifications are met by a strong lower level applicant
**Job Band:**
H3
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**Job Description:**
**Market Executive Leadership Academy**
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.
Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.
This is a pipeline role for the Market Executive position. The person in this role must be in the Market Executive Leadership Academy (MELA) program or in the pipeline for MELA, and is responsible for successfully participating in and completing the development activities in the MELA program. The person in this role functions as a member of the market leadership team, responsible for a wide variety of delegated functions related to the Market Executives overall managerial responsibilities for parent and associate offices.
The ideal candidate will be an experienced and dynamic leader. S/he will have a track record of leading and coaching others to grow a business organically and demonstrating a strong commitment to the client experience. S/he will be a passionate about hiring, managing, and developing a diverse team of leaders and advisors. Candidates will also be motivated to connect meaningfully with financial advisors and help them grow by leveraging the entire enterprise on behalf of clients. Courageous leadership skills, disciplined process management, and a true ability to take ownership within the market are critical.
**The person in this role will support the Market Executive, who:**
+ Leads the market (typically consisting of a parent and associate offices) to achieve the business goals, leveraging the team consisting of a Market Supervision Manager, Client Relationship Manager, Resident Directors, Financial Advisors, Client Associates and Operations staff.
+ Drives market performance results through planning, leading, and executing strong sales and service behaviors across the 3 core client segments served (Affluent, Ultra High Net Worth, and Institutional).
+ Manages the market financials, including profit and loss management, customer and revenue growth, and loss prevention.
+ Relishes the uniqueness of the market and builds and delivers a strategy for growth based on it.
+ Leverages enterprise relationships and proactively collaborates across the organization to deliver our full capabilities to clients.
+ Hires, manages, and develops a diverse management, sales and support team.
+ Proactively represents the Bank of America Merrill Lynch brand in the market to personally drive growth and increase diversity.
+ Interacts with clients and prospects on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products.
+ Anticipates, manages, and resolves risk items to protect the interests of the firm while enhancing the client experience.
+ Promotes and recognizes performance; adheres to the performance management process, policies and tools.
+ Builds a culture of excellence and engagement.
+ Acquires talent through hiring experienced Financial Advisors and trainees.
**Key Qualifications for the role:**
+ **Series 7 (requires successful completion of Securities Industry Essentials Exam (SIE) and Series 7 Topper), Series 66, 9, 10, or their equivalents**
+ **If a candidate has not passed the SIE or does not have the Series 7 registration, he/she must Pass the AP Reasoning Assessment.**
+ **Strongly desired Series 3, Series 31 which may later be required**
+ Experience running a large scale, high performing sales organization with strong understanding of Advisory business
+ Sales leadership and Advisory business acumen
+ Knowledge of the Wealth Management business, sales and marketing, regulatory and supervisory requirements, corporate policies and procedures; including firm-wide initiatives
+ Ability to puts clients first, optimizing and aligning resources to meet clients individual goals and priorities
+ Aligns and mobilizes resources across an organization in order to deliver sustainable results
+ Demonstrates a bias for action and commitment to achieving sustainable results; builds business plans that drive financial results, compel the right behavior, and capitalize on the unique opportunities of a market
+ Create business strategy, set clear objectives and measure progress
+ Takes appropriate risks while ensuring that optimal value and outcomes are achieved
+ Demonstrates sound judgment by acting decisively while using objectivity and facts
+ Influences others, inspiring them to follow his/her lead
+ Builds a diverse, inclusive, and high-performing team; attracts, develops, and retains top talent
+ Coaches others to succeed and grow
+ Polished executive communication skills and presence
+ Leads with courage and conviction
+ Demonstrates personal resilience and an ability to lead through change
+ Demonstrates a mature, poised, credible and confident demeanor that reassures others and commands respect
+ Holds him/herself to the highest standards of professional conduct in both words and actions
+ Minimum 8 years financial services experience
*****THIS POSITION CAN BE FILLED THROUGHOUT THE UNITED STATES BASED ON AVAILABILITY WITHIN THE MERRILL LYNCH LOCATIONS.**
This position is posted as a more senior position but is flexible to be filled as a lower level position if the posted qualifications are met by a strong lower level applicant
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22051710
Band: H3
Manages People: No
Travel: Yes, 25% of the time
Manager:
Talent Acquisition Contact:
Tanya Scavuzzo
Referral Bonus:
0
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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