Merrill
Finance
SeniorInvestmentManager
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“Senior Investment Manager at Merrill. Skills: Investment Management, Portfolio Management, Financial Analysis. Defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process.. Act as team CIO, leading the investment committee for large teams, and working in close partnership with internal specialists to deliver holistic investment solutions by identifying”
What You'll Achieve.
increase growth and mitigate risk; measure progress to goals
Industry & Context.
analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
SAFE Act registration requirements, must register with the federal registry system and remain in good standing, required to register and to submit to the required SAFE Act background check, Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination
What They're Looking For.
Must Have
Series 7, 63/65 or 66 or must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support, SAFE Act ADV-2B Required, Possess and demonstrate communication skills, analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk, Ability to make sound decisions through a deep understanding of investment management best practices and policies/procedures with a risk mindset, Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way, Minimum of 10 years of experience performing specialist level responsibilities or equivalent industry experience
Nice to Have
CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
What You'll Do.
Defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy
and leading a sound investment management process.
leading the investment committee for large teams
and working in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies.
objectives and asset allocations are aligned and reflected properly for each client.
Oversee preparation and present client performance review reports to measure progress to goals.
Serves as subject matter expert for all investment-related questions that come in from clients.
Ability to make sound decisions through a deep understanding of investment management best practices and policies/procedures with a risk mindset
Attend client review meeting to assist in re-discovery conversations
capture notes in Salesforce
and track all actions/activities to ensure highest level of client service
objectives and asset allocations are aligned and reflected properly for each client
Ability to identify client needs and concerns
and articulate appropriate approach to align solutions to goals in a suitable and controlled way
How You'll Work.
Team & Collaboration
working in close partnership with internal specialists to deliver holistic investment solutions; Superior relationship management skills to partner effectively across the entire Wealth Management space
Communication Scope
ability to connect with clients and communicate CIO research in a concise and compelling manner; Possess and demonstrate communication skills
Full 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. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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:** The Senior Investment Manager is responsible for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process. Would act as team CIO, leading the investment committee for large teams, and working in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Strong ability to connect with clients and communicate CIO res
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