1+ months

Resident Director

New York, NY 10176
**Job Description:**



Business Overview



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 Lynchs 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.



**Brooklyn,** **NY**



There is an immediate opening for a producing Resident Director in the new Brooklyn (NY) office. This Co-Location will also house Home Loans and Consumer and Business Banking. The office is a part of the SD Financial Market lead by Market Executive, Paul Sullivan and is part of the Northeast Division.



The Resident Director performs a dual role, serving as both a Financial Advisor and a Leader. The ideal candidate should be a successful producer with leadership qualities based on personal relationships and a passion for developing and coaching Financial Advisors and Client Associates. He or she should be motivated to grow the office by leading our firm strategy through the Client Experience Standard, Optimal Practice Model, and Goals Based Wealth Management. The series 9/10 are not a prerequisite but must be achieved within 90 days of being placed in the role.



Interested candidates should have their Director/Managing Director contact Paul Sullivan at 21 236 1381.



**Building the Office and Culture**



Achievingresponsible growthofthe office including revenue and net new strategic flowsSourcing and hiring FA recruitsHiring and developingPMDsDevelopingstaff including FAs,CAs, and other personnelConducting business reviews with FAs in partnership with Market ExecutiveExecuting, implementing and achieving market CFOsasthey relate to individual producers and leaders of theofficeProviding a positive role model for office; building and fostering an inclusive and supportiveenvironmentfor all

Leading the Client Experience Standard



Settinga client-centric tone and vision for the officeLeading by example in strategic initiative adoption; encouraging others to followCoaching FAs on opportunities for teaming and accreditationCoaching FAs on opportunities for partnering across lines of business to deliver for our clientsUpholding company vision, values, operating principles, and strategy as both a manager and individual contributorEnsuring all clients arereceiving a minimum standard of service according to the Client Experience StandardLeading Risk & Compliance Activities and MindsetLeading riskand compliance mindsetfor yourself andeveryone in yourofficeEncouraging openand honestdialogue and activity around employeerelationsMaintaining a positive and proactive compliance posture forthe officein partnershipwith theMarket ExecutiveManaging supervisory tasks (e.g. office business plan review, account approvals, seminar and supply requests, etc.)Ensuringcommunication and delineation ofresponsibilities with localOffice Management Team (OMT) partnersEnsuringattention and follow up to written client concernsEnsuringmandates and required training/certification iscompletedby you and everyone in yourofficeManaging horizontal responsibilities as determined by the Market Executive



**Posting Date** : 06/14/2019



**Location** :

New York, NY, 225 LIBERTY ST (NY3002),

- United States



**Travel** : No



**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**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-06-17 Expires: 2019-09-28

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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Resident Director

Bank of America
New York, NY 10176

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