Business Manager
Company: Disability Solutions
Location: San Jose
Posted on: October 23, 2024
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Job Description:
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.Join us!Job Description:The Business Manager
role is a key contributor to a Financial Advisor team in creating
strategy and ensuring execution related to multiple metrics and
priorities across the teams business plan and goal deliverables.
Helps manage the teams business plan and practice financials.
Tracks progress with quantifiable business and activity goals and
ensures team daily activities aligns with practice metrics, goals
and objectives. Coordinates team assignments, projects and key
initiatives, and ensures execution of teams client service
strategy. Requires a thorough knowledge of the Merrill Lynch Wealth
Management business functional area and products. Requires a
working knowledge of general bank policies, programs and procedures
and financial/accounting practices. This position is subject to
SAFE Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and
remain in good standing. Since your position requires SAFE Act
registration, you will be required to register and to submit to the
required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result
in disciplinary action up to and including termination. This role
is an FA Paid Resource.Skills:
Keywords: Disability Solutions, Modesto , Business Manager, Executive , San Jose, California
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