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Institutional Relationship Manager Analyst

Bank of America | Spokane WA 99201 USA | Full Time | Posted: 10/18/2019

Job Descriptiontop

Job Description:

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 Lynch’s 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.

 

Institutional Relationship Manager:
•    Series 7, 66 (or equiv)
•    5 yrs min experience working with institutional clients (401k, DB, nonprofit, other committee related work)
•    Client facing role.  Must be able to gain confidence of both non sophisticated as well as sophisticated investment committees

•    Deliver the value proposition

o    Develop and execute a governance plan
o    Consult on plan design
o    Committee training and education
o    Employee education plan (design and execute)

•    Business development
o    Build relationships with internal referral sources
o    Attend and contribute to sales presentations
o    Surface new opportunities
o    Manage RFP process

•    Strong work ethic and team orientated is a must

•    Minimal overnight travel

o    Approx. 5 days per yr (includes conferences and client visits)

Requirements:

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

• All state licenses in support of FA or FA Team’s client base

• All product licenses in support of FA or FA Team’s client base

• Obtain and/or maintain at least one firm approved designation

• Safe Act Registered

Shift:

1st shift (United States of America)

Hours Per Week:

40

Job Detailstop

Location Spokane, WA, 99201, United States
Categories Marketing/PR

Location Maptop

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Job Code 19057987
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