Private Wealth Relationship Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind globally, specializing in goals-based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned lives through personal relationships with their advisory team, committed to their needs. We believe trust comes from transparency. Our teams are equipped with Merrill's investment insights and the banking convenience of Bank of America. Merrill emphasizes an in-office culture with specific attendance requirements, allowing flexibility based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in thoughts, business, employees, and clients. Our Wealth Management team comprises individuals from diverse backgrounds, contributing unique perspectives, ideas, and experiences, fostering a culture that is driven, resilient, results-focused, and effective. Job Description: FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager supports the Financial Advisor team to develop and enhance existing client relationships. This role involves specialized support as a Specialist/Manager in areas such as Business Development, Wealth Planning, Investment Management, or Business Management, spending over 50% of time on relationship management activities. Responsibilities include attending client meetings to discuss investment strategies, account performance, new products, and market developments to promote growth and acquisition. The role involves engaging portfolio managers, product specialists, and senior team members to coordinate sales and service activities. It also includes working with the team to develop, implement, and monitor the client service model. This position is an FA Paid Resource and is subject to SAFE Act registration requirements, including background checks and registration processes. Failure to maintain registration may lead to disciplinary action. Skills: Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by supported Financial Advisors and Teams SAFE ACT Registration; ADV-2B required Maintain at least one firm-approved designation Strong communication skills Ability to lead through collaboration and influence without direct authority Detail-oriented with strong organizational skills to manage multiple tasks Thorough knowledge of Wealth Management products and services Ability to manage risk and support sound decisions Research escalated client issues for response/resolution Minimum Education:

High School Diploma / GED / Secondary School or equivalent Shift:

1st shift (United States of America) Hours Per Week:

40 Pay Transparency: Location: US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay range: $72,000 - $100,000 annually, based on experience, education, and skills. Incentives may be included as per the specific incentive plan. This role is benefits-eligible, offering industry-leading benefits, paid time off, and resources to support employee well-being and contribution to community growth.

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