Bank of America MLWM Market Executive - Tulsa, OK in Tulsa, Oklahoma
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world.
Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment and wealth management. We help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs — an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.
Merrill Lynch Wealth Management is part of Bank of America Corporation.
The successful candidate will be an experienced, dynamic leader, with strong coaching and mentoring abilities and a strong commitment to the client experience. S/he will be a proven recruiter and committed to promoting Financial Advisor business growth/development by demonstrating the ability to connect with Financial Advisors in implementing firm-wide initiatives such as the Client Experience Standard (CES), Optimal Practice Model (OPM), Goals Based Wealth Management (GBWM), Values-Based Advisor Model (VBAM) and Banking Services. Courageous leadership skills coupled with disciplined process management and strong collaboration across the enterprise is critical.
Leads the market (typically consisting of a parent and associate offices) to achieve the business goals, leveraging the team consisting of an Administrative Manager, Client Relationship Manager, Resident Directors, Financial Advisors, Client Associates and Operations staff
Drives market performance results through planning, leading, and executing strong sales and service behaviors across the 3 core client segments served (Affluent, Ultra High Net Worth, and Institutional)
Manages the market financials, including profit and loss management, customer and revenue growth, and loss prevention
Acquires talent through hiring experienced Financial Advisors and trainees
Develops a productive management, sales and support team through mentoring, coaching and practice management consulting
Partners with the Banking & Investment product specialists to ensure full capabilities of the firm are packaged for the client
Interacts with clients on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products
Manages risk and ensures all team members are protecting the interests of the firm while enhancing the client experience
Promotes and recognizes performance; adheres to the performance management process, policies and tools
Participates in community affairs to increase visibility of the “brand” and enhance new and existing business opportunities
Knowledge of the Wealth Management business, sales and marketing, regulatory and supervisory requirements, corporate policies and procedures; including firm-wide initiatives
Strong probing, communication, analytical, problem solving and decision making skills
Demonstrated leadership proficiency in people, risk, financial and practice management
Ability to define business strategy, set clear objectives and measure progress
Ability to lead through collaboration to maximize organizational capability. Can bridge cultural gaps and command respect from people with a diversity of backgrounds
Ability to attract develop and retain top talent
Goal and results oriented, setting stretch objectives to bring out the best in people
Excellent interpersonal and communication skills through written and formal/informal verbal presentations
Teamwork orientation and enterprise mindset demonstrating strong business acumen
Strong candidates are client-centric, lead with courage and conviction, know and deliver the enterprise, establish and drive operating discipline, communicate effectively, learn/adapt to/lead change, build adiverse/inclusive/high-performingteam, optimize the balance between risk and reward, demonstrate sound judgment, coach others to succeed and grow, influence others, and demonstrate executive leadership
Must currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses.
Series 3 licenses, if applicable.
Posting Date : 08/08/2017
Tulsa, OK, ONE WARREN PLACE, 6100 S YALE AVE,
- United States
Travel : Yes, 25% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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