Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth m

anagement and investment products and services for individuals, companies, and institutions. Merrill 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Join us!

Job Description:
The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.

Skills:

Administrative ServicesCustomer Experience ImprovementProject ManagementSales Performance ManagementStrategy Planning and DevelopmentBusiness AcumenBusiness AnalyticsCandidate ScreeningCoachingContinuous ImprovementAccount ManagementProcess SimplificationReporting

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they supportSAFE Act Registration; ADV-2B RequiredObtain and/or maintain at least one firm approved designationStrong leadership abilities, communication and delegation skillsUnderstanding of how to deliver a strong overall client experienceThorough knowledge and understanding of the suite of Wealth Management products and servicesProven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/proceduresStrong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate riskAbility to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805)

Pay and benefits information

Pay range

$53,500.00 - $105,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.