Account Manager

• Leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.
• Partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.
• Driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
• Managing the branch's Wealth Management Client Associates and Service Support Staff.
• Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, policies and procedures.
• Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market.
• Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service.
• Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank’s client service expectations and operational excellence goals.
• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill.
• Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.
• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise.

Market Client Relationship Manager

Client Relationship Manager