Division Business Support Manager

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management 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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce  and positively impact the communities we serve.

Job Description:
The Division Business Support Manager (DBSM) will have a broad range of responsibilities to support the division leadership team. He/she will work closely with the Division COO to help lead major projects, program or processes with significant business impact. This will include helping to drive strategic business initiatives, the division financial and operating plans and the day-to-day running of the division and market related initiatives. The position requires the individual to build, collaborate and maintain relationships with the market leadership team and work closely with partners across MLWM and GWIM. The DBSM will report jointly to the Division Executive and COO.

The DBSM supports the Division COO (DCOO) in executing on strategic Business Initiatives, Division Financial and Operating Plans, and day-to-day running of the Division in support of the Division Executive (DE) and in partnership with the entire Division leadership team. This role provides advice and support to the Division Executive and supports efforts to drive Division growth, cost-efficiency, and profitability, as well as client experience and advisor productivity, while also appropriately balancing risk and service issues. This role also supports business management reviews and operational excellence for Merrill’s Mountain Pacific Division, which consists of over 800 experienced Financial Advisors, across 11 markets and 66 branch offices.

Responsibilities:

• Coordinates with Market Executives, Resident Directors and Office Management Teams (OMT) to execute strategic priorities, support revenue growth and achievement of financial plans demonstrating sound judgment and decision making
• Supports the end-to-end coordination for management level governance routines including preparation and review of materials, meeting logistics, talking points for meetings with key stakeholders, and execution of key priorities
• Proactively engages others on operational efficiencies across lines of businesses and teams
• Executes Operational Excellence work for the Division
• Represents LOB to coordinate Real Estate projects, including relocations, co-locations, expansions and reductions.

Key Stakeholders

• Division Executive
• Division COO
• Field Operations Executive
• Market Executives
• Division OMT
• MWM Home Office
• Control Function Partners (Legal, Risk, etc.)
• HR / LD
• Finance

Leadership Competencies:

• Strong presentation skills: ability to present key messages, recommendations and information in a clear, concise and insightful way
• Strong relationship-building skills: ability to effectively lead across the organization, build effective relationships and influence at all levels to achieve change and implement goals
• Comfortable taking initiative and being resourceful/entrepreneurial
• Deep understanding of the composition and structure of the BAC franchise and key priorities and able to navigate the organization

Shift:

Hours Per Week: