Posted:
5/5/2024, 5:00:00 PM
Location(s):
Phoenix, Arizona, United States ⋅ Oregon, United States ⋅ California, United States ⋅ San Diego, California, United States ⋅ Chicago, Illinois, United States ⋅ Denver, Colorado, United States ⋅ Des Moines, Iowa, United States ⋅ Arizona, United States ⋅ Washington, United States ⋅ Los Angeles, California, United States ⋅ San Francisco, California, United States ⋅ Illinois, United States ⋅ Boulder, Colorado, United States ⋅ Colorado, United States ⋅ Iowa, United States ⋅ Seattle, Washington, United States ⋅ Bend, Oregon, United States
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Finance & Banking ⋅ Sales & Account Management
Job Description:
This role is primarily responsible for leading initiatives designed to help families navigate the complexities of wealth by applying advanced methodologies in support of family wealth dynamics and governance. This requires extensive experience in multiparty facilitation, which may be applied to high-tension scenarios, as well as a proven track record in training and experiential learning, to share insights and develop constituents on the topics and disciplines associated with this field of work. Developing and publishing thought leadership is an important component of this role as well as creating initiatives that will have strategic impact for advisors and clients. Ideally, the candidate can demonstrate a research-oriented approach to thought-provoking and practical content development with exceptional written and oral communication skills.
The role supports the Financial Advisor/Client relationship, requiring the candidate to have strong relationship management skills, a track record of team-based engagement, and a collaborative, client service-oriented mindset. Experience in developing and delivering educational offerings and coaching to Advisors is key. The Merrill Center for Family Wealth (The Center) operates as a cohesive team with a common vision, placing a premium on collaboration, accountability and integrity. Projects and initiatives may require coordination with colleagues from across the firm. Thus an enterprise orientation is essential.
Core Responsibilities:
Work Experience:
Desired Skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Website: https://bankofamerica.com/
Headquarter Location: Charlotte, North Carolina, United States
Employee Count: 10001+
Year Founded: 2007
Last Funding Type: Seed
Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech