דרושים Client Relationship Manager ב-United States, Oregon, Portland

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.

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Join the fastest growing team where experience meets cutting-edge solutions
• Build and cultivate strong customer relationships, driving business growth within the region
• Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives
• Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement
• Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers
• Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions
• Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients
• Travel domestically as needed to meet with customers and attend key business events

Your Experience

• 5 years of sales experience focusing on key customer accounts and delivering value to Enterprise or Select accounts in the cybersecurity industry
• Extensive platform selling experience in complex sales with multiple buying centers
• Experience selling SIEM, EDR or CNAPP (DevSecOps, CloudOps) solutions is highly preferred
• Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations
• Expertise in applying complex solution sales methodologies to drive results
• Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy
• Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams
• Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred
• Willingness to travel domestically as necessary to meet business needs

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $212800/YR - $292600/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

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.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Must be able to work weekends and/or extended hours

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills​

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

What You Will Accomplish:

• Establish yourself as a leader with vision in the alternative assets space, crafting and advocating for a product strategy that improves investment and collecting experiences, driven by customer needs, business goals, market trends, and competitor insights.

• Collaborate with engineering, develop, research, analytics, marketing, legal, operations, customer support, and business units to successfully deliver on the product roadmap.

• Establish key success metrics, regularly report on product performance, insights, and risks to eBay leadership, ensuring clarity and alignment with business goals.

• Gain the trust of the Collectibles and Goldin engineering teams by deeply understanding backend systems and driving technical decisions that unblock feature development.

• Take ownership of the FinTech and alternative assets ecosystem, ensuring that the voices of collectors and investors are at the forefront of all product decisions across eBay.

What You Will Bring:

• 7 + years experience in product management or strategy consulting, preferably within the fintech, alternative assets, collecting, or investing spaces.

• Confirmed ability to define and complete sophisticated product roadmaps through effective cross-functional collaboration.

• Thrive in an ambiguous environment, influence without authority, and make informed tradeoffs based on incomplete data.

• Demonstrated success in driving innovation and delivering high-quality customer experiences using a structured, customer-centric, and data-driven approach.

The base pay range for this position is expected in the range below:

• Take to market world-class, industry-leading, user-centered designs that solve for customer needs, deliver on business requirements, account for technical feasibility and leverage future trends.

• Contribute to the creative direction of eBay’s suite of seller tools , working with other design leaders to create a compelling and cohesive ecosystem for sellers across the product portfolio.

• Coach and lead product discovery activities and drive the strategic direction of the product experience with partners, including researchers, product managers, engineers and executives.

• Develop frameworks of understanding that codify large-scale, validated solutions and patterns for key customer problems, socialize these across other teams and domains, and help contribute to an overall user-experience framework that empowers eBay sellers.

• Lead as a ‘co-founder’ alongside cross-functional partners

• BS degree in interaction design, HCI, industrial design, graphic design, visual communications or equivalent experience and +10 years of professional experience in Product Design, with +5 years of professional experience leading Product Designers.

• Outstanding portfolio demonstrating a broad range of product design work across web-based applications, consumer experiences, and native mobile applications

• Experience driving product design for end-to-end user-experiences and a strong understanding of user-centered design processes with agile, cross-functional teams

• Hand-on experience in zero-to-one , new product and concept development, including generative research, storyboarding, user-journey mapping, competitive analysis, prototyping, qualitative feedback and quantitative testing.

• Ability to synthesize together industry trends, internal and third-party research, team insights, business priorities, and partner feedback into practical and compelling UX strategy and design priorities.

• Thought leadership in the e-commerce space and hands-on experience creating platforms, tools, and products that enable e-commerce sellers a plus.

The base pay range for this position is expected in the range below:

As a , you’ll not only get to lead one of these critical programs, but you’ll also help establish standard processes for program management and play a key role in shaping important business strategies and decisions. You will join a fast-paced distributed team of technical program managers acting as the central conduit for all execution and operations of the organization.

What you will accomplish:

• You will own and deliver critical, high-impact programs from strategic inception to successful implementation

• You will partner with product and engineering teams to translate roadmaps into actionable plans, setting shared goals and achievements aligned with business priorities

• Coordinate and lead cross-functional teams, encouraging accountability, clear communication, and efficient prioritization

• Identify and resolve potential program risks, challenges, and dependencies early, ensuring smooth execution

• Design, document, and improve efficient execution processes across geographically distributed teams and partners

• Develop and report on key program performance metrics, providing actionable insights to senior leadership

• Partner with senior collaborators across Finance, HR, Operations, and Technology to ensure alignment and drive program execution

What you will bring:

• 6+ years leading complex, high-impact programs in global organizations, driving significant business transformation

• Proficient in syncing program execution with yearly planning, resource capacity modeling, and financial budgets to unveil product roadmaps

• Success collaborating with multi-disciplinary partners (Product, Engineering, Science, Design, Analytics, Finance) in a product environment

• Outstanding ability to lead opposing priorities without compromising efficiency or visibility

• A strong ownership mentality, ensuring meticulous attention to detail and proactive program execution

• Experience in a tech or eCommerce company

The base pay range for this position is expected in the range below: