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International Business Manager

Merrill Wealth Management
Miami, Florida
Commensurate with Experience
Closing date
Mar 5, 2024

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

Job Details

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. 

Business Managers are key contributors in creating strategy and ensuring execution related to multiple metrics and priorities across the team's business plan 
and goal deliverables. They help manage the team's business plan and practice financials. They track progress with quantifiable business and activity goals 
and ensure team daily activities align with practice metrics, goals and objectives. They coordinate team assignments, projects and key initiatives, and ensure 
execution of team's client service strategy. They must have a thorough knowledge of the Merrill Lynch Wealth Management business functional areas and 
products. They must have a working knowledge of general bank policies, programs and procedures, and financial/accounting practices.

Role Responsibilities

• Create and manage team routines (e.g. regular team meetings, communications, team calendars)
• Conduct team meetings to drive business plan execution
• Establish an agreed upon team scorecard and revisit regularly to ensure accountability
• Create scale and capacity through operational efficiencies and available technology
• Coordinate and help prioritize work assignments across team to ensure completion
• Oversee execution of client service strategy and client review processes
• Track team performance against goals and prior year performance, including identifying key opportunities and success on key programs
• Establish budget and manage expenses regularly, including Business Development Account(BDA)
• Assist with the sourcing, assessing, and onboarding of new talent; and the off boarding of transitioning talent

Role Requirements
• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they 
• SAFE ACT Registration
• Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along 
with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
• MBA preferred or obtain and/or maintain at least one firm approved designation
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and 
• Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound 
decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

Job Band:

1st shift (United States of America)

Hours Per Week:


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