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Business Strategy & Initiatives Manager

Merrill Wealth Management
Jacksonville, Florida
Commensurate with Experience
Closing date
Nov 30, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

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.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

Managing all policies and procedures relating to conducting business in international jurisdictions.  Duties include liaising with outside counsel, handling novel questions arising from the international advisers, working to develop conduct of business memoranda ("CBMs") for new jurisdictions and managing the refresh process for CBMS for existing jurisdictions, liaising with legal and other control partners across the various products areas to coordinate advice.  Position will also be responsible for drafting procedures for Cayman Bank and maintenance of certain Cayman files.   


  • Bachelors degree and JD degree required.
  • The role requires at least 5 years of directly related legal experience.
  • Must have a strong understanding of/experience with international regulation;
  • Demonstrated ability to work with a larger team as well as across various internal groups

Job Band:

1st shift (United States of America)

Hours Per Week:


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