Senior Territory Manager
Berkshire Hathaway GUARD Insurance Companies
Division Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Orlando • Florida, North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide client service and business management expertise to the MLWM Division Client Relationship Executive
- Manage a wide range of complex administrative functions across the division
- Lead and execute key line of business initiatives while collaborating with various business and HR partners
- Provide solutions including developing strategy, measurements, reporting, and administration across the Client Relationship Manager, Client Associate, Operations, and EGP roles
Requirements
- Candidates are required to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum 5+ years professional experience required
- Current or previous Merrill Wealth Management experience strongly preferred
- Self-motivated and client centric
- Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Prior trend analysis experience
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trend analysisinvestment product knowledge401KOptionsAnnuitiesTaxRetirement PlansMoney FundsMutual FundsLiabilities
Soft skills
client servicebusiness managementself-motivatedclient centriccollaborationleadershipadministrative functionsstrategic developmentreportingexecution
Certifications
SIESeries 7Series 66Series 63Series 65Series 9Series 10Series 8Series 3Series 31