Private Wealth Relationship Manager

The Relationship Manager at Merrill Wealth Management supports the Financial Advisor team by developing client relationships, managing onboarding and offboarding processes, and coordinating sales and service activities within specialized areas like wealth planning or business development. This role serves as a key point of contact for client non-administrative requests while engaging portfolio managers and specialists to ensure seamless service execution for high-net-worth individuals. Candidates must maintain relevant industry licenses and registrations, such as Series 7 and SAFE Act, to provide comprehensive investment advice and product support.