Bank Of America Merrill Private Wealth Supervision Manager 

United States, California, San Francisco 

75864367

"" 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)