Program Associate jobs in United States, California, Sacramento

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

• Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
• Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Displays confidence working as a self-starter in a sales role
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven growth mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of and recommend appropriatesolutions
• Proven ability to work both collaboratively on a team with key partners and independently
• Proven ability to listen and probe for clarity and understanding
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of work experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Job Responsibilities:

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Trade Operations Management
• Administrative Services
• Client Investments Management
• Emotional Intelligence
• Referral Identification
• Written Communications

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 your immediate termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Job Description:

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.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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 your immediate termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs,solutions, and building/managing client relationships.

About the job:

The program manager will be responsible for executing the tooling strategy and management system for the Red Hat Tech Sales Practices team. This role will align very closely to the regional and global Red Hat tech sales functions, as well as APM and Operations team. You will be responsible for leading the adoption management system: Defining metrics, target methodology, and reporting process. This includes developing reports and analyzing data sets to provide guidance to our APM and Operations team. You will be responsible for leading the strategy definition and facilitating execution around tooling to make the Tech Sales team more productive, with a focus on Red Hat Sales Cloud.. This includes preparing briefings to senior leadership, aligning stakeholders, facilitating decision-making, tracking and reporting progress, and identifying and mitigating risks. Being highly organized is a must as you will be managing multiple initiatives at a time. You’ll need to have clear written and verbal communication and documented planning skills to succeed in this role.

This position has a direct reporting structure to the Global Sr Director, Tech Sales Practices.

What you will do:

• Execute the Productivity and Tooling strategy to ensure SA&A associates and leaders are able to efficiently execute their role.

• Use of Red Hat Sales Cloud, analytics tools and AI to solve tech sales challenges.

• Ensure the defined management system and metrics are consistently executed across all regions, focusing on product adoption

• Provide data analytics and insights to leadership

• Identify and execute task automation to make the tech sales more efficient

SUCCESS MEASURES AND KPIs

• Increased product consumption and adoption maturity

• Account Revenue Growth

What you will bring:

• Analytical and process-oriented mindset; ability to mine data to make data-driven decisions

• Experience with account management tooling, eg Red Hat Sales Cloud

• Experience with reporting and analytics tooling, eg, Snowflake, Tableau, Smartsheet

• Experience and tenacity to drive transformational change through a large, worldwide organization

• Demonstrated ability to work in a distributed, multicultural organization in a global and geo matrix.

• Very organized with strong project management skills; ability to implement structure (processes, frameworks) into daily functions

• Comfortable managing and solving complex business problems with no clear solution

• Strong communication skills, both oral and written and presentation skills

• Customer service focus, including the ability to deliver multiple priority projects with high customer satisfaction in a rapidly changing environment.

The salary range for this position is $86,770.00 - $138,850.00. Actual offer will be based on your qualifications.

Pay Transparency

● Comprehensive medical, dental, and vision coverage

● Flexible Spending Account - healthcare and dependent care

● Health Savings Account - high deductible medical plan

● Retirement 401(k) with employer match

● Paid time off and holidays

● Paid parental leave plans for all new parents

● Leave benefits including disability, paid family medical leave, and paid military leave

Information about benefits can be found .

Sacramento, California

Starting Pay Rate:

Part Time – 20-38 hours per week, including nights and weekends

Be Rewarded for a Job Well Done

• Discounts for you and your family from Nike, Converse and Jordan up to 50% off

• Accrued Paid Time Off and Holiday Pay
• All full-time and part-time employees working 20 hours or more per week are eligible for 401(k) Plan, CERA, Employee Assistance Program, Mental and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're hired
• Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
• The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
• Access to support through Optum Employee Assistance Program at no cost for you and your family
• Tuition Reimbursement up to $5,250 per calendar year for full-time Retail Associates

• Information about benefits can be found

Putting Your Best Foot Forward

• Must be at least 18(U.S)
• Flexibility to work nights, weekends and holidays based on store needs
• Use customer service authentically to ensure customers feel seen and understood in our stores
• Ability to learn and train on the latest products andtechnologies
• Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time with or without reasonableaccommodations.

What You're Responsible For

• Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
• Bringing your positive attitude and passion to your teammates and customers every day
• Making customers feel welcome, that you care about their fitness wants and needs, and exceed their expectations at every step of their journey
• Playing by the rules and being professional, demonstrating integrity, reliability, and kindness
• Operating a cash register, shipping, and receiving duties, stocking products, cleaning and building visual displays with or withoutaccommodations
• Showing up for your teammates by attending store events

For more information, please refer to