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Hr Manager jobs in United States, Florida, Jacksonville

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Company
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Job title (1)
United States
Florida
Jacksonville
99 jobs found
07.12.2025
BOA

Bank Of America Merrill Market Client Relationship Manager United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
Description:

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.

Job Description:


This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

  • Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

  • Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

  • Oversees the client service experience and reviews the approval of new client accounts

  • Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

  • Managing the branch's Wealth Management Client Associates and Service Support Staff

  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience ​

Key Qualifications for the role:

  • Current or previous Merrill Wealth Management experience strongly preferred

  • Self-motivated and client centric

  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

  • Prior trend analysis experience

  • Strong customer service and communication skills

  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

  • Bachelor’s degree or equivalent work experience

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent


Skills:

  • Compensation Analysis

  • Performance Management

  • Process Performance Management

  • Referral Management

  • Workforce Planning

  • Due Diligence

  • Internal Audit Review

  • Leadership Development

  • Recruiting

  • Risk Management

  • Client Management

  • Customer Service Management

  • Employee Counseling

  • Succession Planning

  • Trade Operations Management

1st shift (United States of America)

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17.09.2025
JPM

JPMorgan Consumer Direct - Home Lending Manager Jacksonville FL United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors. Develops secure and high-quality production code, and reviews and debugs code written by...
Description:

Job responsibilities

  • Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
  • Develops secure and high-quality production code, and reviews and debugs code written by others
  • Drives decisions that influence the product design, application functionality, and technical operations and processes
  • Serves as a function-wide subject matter expert in one or more areas of focus
  • Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
  • Influences peers and project decision-makers to consider the use and application of leading-edge technologies
  • Adds to the team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

  • Formal training or certification on software engineering concepts and 5+ years applied experience
  • Advanced in one or more programming language(s) – Python
  • Experience in data manipulation libraries, and related software engineering platforms/frameworks
  • Experience with AWS including EC2, ASG, Lambda, EKS, Code Deploy, & others
  • Experience with different Relational and non-SQL data stores (RDS, Graph, S3, etc.)
  • Experience working with end-to-end, fully automated CI/CD pipelines using frameworks like Jules, Spinnaker, Code Deploy, etc.
  • Experience in data workflow orchestration e.g. Apache Airflow
  • Experience with big data technologies and distributed computing frameworks
  • Experience and proficiency across the data lifecycle including data governance

Preferred qualifications, capabilities, and skills

  • Experience training and deploying Artificial Intelligence and Machine Learning models
  • Knowledge of linear algebra, statistics algorithms
  • Experience in Agentic Frameworks
  • Experience with Databricks
  • Experience in a large banking or financial services environment
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15.09.2025
BOA

Bank Of America Business Banking Relationship Manager - Jacksonville FL United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:


Responsibilities:

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

  • The Business Banking Relationship Manager role is an outside sales role and will require the incumbent to be in the field at least 80% of the time

  • Has proven success in consultative sales in financial services or in business-to-business sales

  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

  • Is passionate about outside sales and enjoys spending time prospecting

  • Wants to enhance existing relationships and exceed sales goals

  • Can analyze financial conditions of clients and industry trends

  • Can understand and interpret financial statements and cash flow analysis

  • Has excellent communication skills and demonstrated leadership ability

  • Enjoys partnering and negotiating with a team of bank employees to solve client issues

  • Demonstrated management of a client portfolio with focus on relationship development and deepening

  • Thorough knowledge of small business financial products and services

  • Familiarity with CRM platforms and other banking systems

:

  • Community leadership

  • Strong computer skills with an ability to multitask in a demanding environment

  • Bachelor’s degree desired but not required

Skills:

  • Client Experience Branding

  • Client Management

  • Client Solutions Advisory

  • Customer and Client Focus

  • Pipeline Management

  • Credit Documentation Requirements

  • Financial Analysis

  • Oral Communications

  • Prioritization

  • Written Communications

  • Coaching

  • Interpret Relevant Laws, Rules, and Regulations

  • Prospecting

  • Risk Management

1st shift (United States of America)

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08.09.2025
JPM

JPMorgan Home Lending Consumer Direct Manager United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities. Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful...
Description:

Job Responsibilities

  • Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities.
  • Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful team who thrive in Chase's business environment. Provide overall sales leadership, model and coach key behaviors, and ensure effective education and employee development.
  • Provide routine feedback and aim to achieve goals, maximizing the sales opportunities presented.
  • Foster a high-morale, hard-working team environment that prioritizes customer satisfaction and a passion for exceeding goals.
  • Lead and support your team in helping customers access their home equity to finance life events, ensuring a customer-first approach in all interactions.
  • Monitor and analyze team performance metrics to identify areas for improvement and implement strategies to enhance productivity and sales results.

Required qualifications, capabilities and skills

  • Proven experience in the home lending industry with a strong understanding of mortgage products and services.
  • Demonstrated ability to lead, inspire, and develop a high-performing sales team.
  • Strong interpersonal and communication skills, with the ability to build relationships and influence others.
  • Ability to execute strategic business plans and achieve sales targets while ensuring compliance with regulatory requirements.
  • Commitment to continuous improvement and professional development.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

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23.08.2025
P

Philips Customer Project Manager - Imaging Systems/Construction United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Lead end-to-end Imaging Systems installation projects, including MRI, CT, X-Ray, and Image-Guided Therapy systems, ensuring projects meet timelines, quality standards, and customer expectations. Serve as the primary liaison between customers...
Description:

Your role:

  • Lead end-to-end Imaging Systems installation projects, including MRI, CT, X-Ray, and Image-Guided Therapy systems, ensuring projects meet timelines, quality standards, and customer expectations.

  • Serve as the primary liaison between customers and Philips teams, coordinating resources, gathering requirements, and providing regular project updates.

  • Collaborate with multidisciplinary teams to manage site readiness, including reviewing technical requirements such as HVAC, electrical, and environmental needs.

  • Ensure successful project execution by monitoring milestones, resolving challenges, forecasting revenue timing, and supporting sales teams during order acquisition.

  • Join a mission-driven, highly collaborative South Zone Project Management team with growth opportunities and exposure to innovative healthcare technologies.

You're the right fit if:

  • You’ve acquired 5+ years of experience managing complex construction or healthcare installation projects, preferably involving imaging equipment in medical environments.

  • Your skills include technical plan review (floor plans, site drawings, specifications), relationship management across all levels, and expertise with MS Office, Adobe Acrobat, Visio, Bluebeam, and CAD.

  • You have a Bachelor’s degree (preferred) or equivalent professional experience, along with strong organizational, problem-solving, and time management abilities.

  • You’re an adaptable, proactive communicator with excellent customer service and conflict resolution skills, willing to travel up to 80% within your assigned territory (North Florida, South/Coastal Georgia) and occasionally beyond.

  • You reside within the territory and can meet all customer-specific requirements, including vaccinations and screenings.

  • You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this .

How we work together

This is a Field role.

We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others.

  • Learn more about .

  • Discover

  • Learn more about

The pay range for this position in AL, CO, FL, GA, HI, IL, IN, MI, MN, NV, NH, NC, ND, OH, OR, PA, TX, VT, VA, WI, or WY is $87,750 to $140,400.

US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future.

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23.08.2025
IE-

Intercontinental Exchange - ICE Manager Client Support United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Works directly with a client to identify and resolve operational issues, to solve problems or make decisions requiring technical expertise or specialized knowledge. Collaborates with the development team to prepare...
Description:

Work hours are 9:00 am to 6:00 pm Eastern time. Some weekend on call hours required.

Job Purpose

Serves as a senior contributor with expertise in particular business processes responsible for formulating systems scope and objectives relative to a client organization's business plan and industry requirements. Acts independently or as a member of a project team responsible for providing technical guidance concerning the business implications of the application of various systems. Provides technical consulting on complex projects.

Responsibilities

  • Works directly with a client to identify and resolve operational issues, to solve problems or make decisions requiring technical expertise or specialized knowledge.
  • Collaborates with the development team to prepare estimates of resources needed to complete activities and projects.
  • Manages projects or project sub-plans by developing, coordinating and controlling the steps necessary to carry out a project within established time frame, quality and requirements.
  • Investigates client needs, regulations, and technology to provide input into the design of a new system, system enhancements, or acquired software or hardware.
  • Elicits and clearly defines client needs by assessing and documenting business opportunities, benefits, risks, and success factors of potential business solutions.
  • Prepares and updates written material and explanations to accompany systems, programs, and program changes.
  • Independently resolves errors and issues as they occur with minimum involvement and guidance from management.
  • Performs other related duties as required.

Knowledge and Experience

  • A bachelor’s degree
  • Four years relevant work experience or the equivalent combination of education, training, or work experience
  • Familiarity with other ICE Servicing applications and integrations

Preferred Knowledge and Experience

  • Strong experience in mortgage servicing and it's functional areas
  • Proven technical aptitude
  • Servicing technology experience
  • In-depth knowledge of mortgage-and home-equity services industry and associated regulatory and compliance requirements
  • Knowledge of the tools, techniques and principles used in application development
  • Proficiency in business modeling and requirements definition disciplines
  • Proficiency in quality management methods, tools and technologies
  • Awareness of system-development protocol
  • Excellent customer service skills that build high levels of customer satisfaction for internal and external clients
  • Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g., executive, management, individual contributors)
  • Willingly shares relevant knowledge and expertise to other resources
  • Excellent analytical, decision-making, problem-solving, interpersonal, team, negotiation, conflict management and time management skills
  • Ability to persuade and influence others on the best approach to take
  • Is resourceful and proactive in gathering information and sharing ideas
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21.08.2025
WF

Wells Fargo Branch Manager - South Jacksonville North Volusia United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand...
Description:

In this role you will:

  • Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
  • Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience

Desired Qualifications:

  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
  • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
  • Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
  • Experience building and maintaining effective relationships with customers, internal partners and within the community
  • Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
  • Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
  • Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
  • Ability to interact with integrity and professionalism with customers and employees
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

24 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Limitless High-tech career opportunities - Expoint
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
Description:

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.

Job Description:


This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

  • Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

  • Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

  • Oversees the client service experience and reviews the approval of new client accounts

  • Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

  • Managing the branch's Wealth Management Client Associates and Service Support Staff

  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience ​

Key Qualifications for the role:

  • Current or previous Merrill Wealth Management experience strongly preferred

  • Self-motivated and client centric

  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

  • Prior trend analysis experience

  • Strong customer service and communication skills

  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

  • Bachelor’s degree or equivalent work experience

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent


Skills:

  • Compensation Analysis

  • Performance Management

  • Process Performance Management

  • Referral Management

  • Workforce Planning

  • Due Diligence

  • Internal Audit Review

  • Leadership Development

  • Recruiting

  • Risk Management

  • Client Management

  • Customer Service Management

  • Employee Counseling

  • Succession Planning

  • Trade Operations Management

1st shift (United States of America)

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Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Hr Manager job opportunities in the United States, Florida, Jacksonville area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.