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PWM Market Executive

AT Merrill
Merrill

PWM Market Executive

Chicago, IL

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

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Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
The Market Executive is the singular market leader accountable for driving growth, productivity, and an integrated business across all client solutions. The Market Executive will focus on growing the market through four key areas of responsibility: working with teams to deliver solutions to clients and grow new relationships and deepen existing ones, driving market integration across lines of business, recruiting talent to the platform, and driving a culture and strategy of growth and client engagement across all roles. Through the leverage created by a strong market support team, the Market Executive will focus their time going deeper with teams, clients, prospects, and COIs to drive growth. As the leader of the market, this individual will be accountable for delivering against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance standards. The Market Executive is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger hub market. In this scenario, the Market Executive would also be supported by a local Business Support Manager. Series 7, 63, 65 or 66, and 24 required.

Required Skills:

  • FINRA Licenses Required: S7, S66 OR S63 & S65, S24.
  • Strong business judgment and decision making, particularly on issues relating to business selection, risk management, talent and performance management, enterprise partnerships, financial management and problem resolution
  • Demonstrated track record of delivering business results & driving responsible growth
  • Ability to attract, select, develop, and retain top talent across job families
  • Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)
  • Strong foundational end to end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends.
  • Bachelor's Degree preferred. Advanced certifications a plus.

Additional Skills:

  • Business Acumen
  • Client Management
  • Customer and Client Focus
  • Leadership Development
  • Talent Development
  • Decision Making
  • Inclusive Leadership
  • Problem Solving
  • Sales Strategy
  • Strategy Planning and Development
  • Budgeting
  • Conflict Management
  • Relationship Building
  • Strategic Thinking
  • Workforce Planning

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Chicago, IL, USA
Job ID: Merrill-JR-24032907
Employment Type: Full Time