17 days old

Client Relationship Manager - Equity

Pennington, NJ 08534
**Job Description:**



**Business Overview:**



Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their clients live better financial lives.



**Job Description:**



The Client Relationship Manager (CRM), a Vice President level position, is responsible for the overall relationship across our Institutional Plans Client base within the Merrill Lynch Retirement Group. The CRM is the strategic lead who is responsible for the satisfaction, retention, and profitability of our Equity Award Plan Client base. These clients have retained us to administer their equity award administration, executive services, 10b5-1 plans, and financial reporting services.

The CRM will interface frequently with senior members of internal leadership team as well as our clients' Human Resources, Benefits, and Finance Departments so a successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of equity award plans, and an appreciation for the challenges that face today's plan sponsors.



Primary Responsibilities:

Formulating Client Centric Business Plans

Creating and maintaining a high level of personal contact with your clients

Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks

Effectively managing P&L's for their book of business

Consultatively cross-selling additional products and services to support Client needs

Coordinate and deliver quarterly Service and Product Reviews with the team

Manage the various Service Support organizations to ensure a high level of service

Identify and leverage the multiple and broad resources Merrill Lynch has to most effectively serve each of your client's unique needs



**Required Qualification:**



The ideal candidate will possess:

10-15 years of industry experience

Bachelors degree

FINRA SIE, Series 7 Top Off and Series 66 (or ability to obtain within compliance deadline)

Thorough understanding of the DC industry, as well as the competitive landscape that shape them

Excellent interpersonal and communication skills

Ability to travel up to 25% of the time

Ability to manage complex projects and work with a cross-functional team

Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done.

Ability to be conceptual, able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations.

Additional benefit product knowledge and/or experience is a strong plus (Defined Contribution, Non Qualified Deferred Compensation, Defined Benefit or Health Benefits)



**Posting Date** : 03/01/2019



**Location** :

Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,

Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,

- United States



**Travel** : Yes, 25% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



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Industry

  • Banking / Finance
Posted: 2019-03-04 Expires: 2019-04-06

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Client Relationship Manager - Equity

Bank of America
Pennington, NJ 08534

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