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Bank Of America Merrill Private Wealth Supervision Manager 
United States, New York, New York 
183799163

19.07.2024


"" have these skills to be minimally qualified

  • The ideal candidate is a self-motivated, client centric individual who has:
  • Series 7, 66, 9, 10 (or equivalent) Licenses required
  • Series 3, 31 licenses, if warranted
  • Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products
  • Ability to speak in terms of client needs and concerns, and coach Private Wealth Advisors on aligning solutions to goals in a suitable and controlled way
  • A deep appreciation and understanding of our client centric strategy
  • Strong interpersonal skills to provide coaching to Private Wealth Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation
  • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk
  • Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction
  • Strong time management and organization skills with the ability to prioritize appropriately
  • If currently an internal associate, completion of Associate Office Management Team Development program and/or currently a Merrill Lynch Market Supervision Manager strongly preferred

Desired Skills:

  • Bachelor’s degree or equivalent work experience

Skills:

  • Decision Making
  • Influence
  • Negotiation
  • Problem Solving
  • Risk Management
  • Adaptability
  • Business Acumen
  • Collaboration
  • Oral Communications
  • Relationship Building
  • Business Operations Management
  • Client Solutions Advisory
  • Planning
  • Talent Development
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)