דרושים Client Advisor ב-United States, Virginia, Fredericksburg

Job responsibilities

• Partnership Roadmap Management: Develop and manage the strategic product roadmap for partner benefits, managing the prioritization of new partnership integrations, partner value capabilities, and enhancements to existing partnership delivery models
• Go To Market Strategy: Work cross-functionally to determine integration models for partnership prospects, lead the technical launch of new partnerships, and implement improvements to existing partnership integrations
• Partner Experience Strategy: Analyze partner experiences to identify best practices and develop strategies for more seamless engagement with partner benefits and attribution in partner channels
• Stakeholder Engagement: Engage with internal and external stakeholders to communicate product strategies, timelines, and deliverables
• Performance Metrics: Establish and monitor key performance metrics to evaluate the success of partnership initiatives and make data-driven decisions.

Required qualifications, capabilities, and skills

• Bachelor's degree in business management or related field; MBA preferred.
• Proven experience in product management and strategic partnerships.
• Strong analytical skills with the ability to interpret data and make informed decisions.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively across teams and manage multiple projects simultaneously.
• Experience in the financial services industry is a plus.

Preferred qualifications, capabilities and skills

• Have outstanding relationship management skills with the ability to thrive in a highly matrixed company structure
• Effectively manage multiple complex initiatives and deliverables at the same time in an ever-changing environment with competing priorities
• Have excellent written and verbal communication skills across varying seniority levels internally and externally
• Be intellectually curious with a customer-first mindset

Job Description:

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.

Required Qualifications:

• Displays confidence working 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 mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

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

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.