Investment Management Specialist
Overview
Merrill Wealth Management seeks an Investment Management Specialist to lead portfolio analysis and investment philosophy execution. This role drives holistic investment solutions aligning with client goals while supporting the Financial Advisors team through operational excellence and strategic partnership.
What You'll Do11
- 1Maintain understanding of Chief Investment Office philosophy and proprietary tools
- 2Monitor market environment and research recommendations
- 3Analyze client portfolios to match goals risk tolerance and time horizons
- 4Create analytical reports for advisors on portfolio performance
- 5Assess pricing findings and convey value of advice to clients
- 6Navigate proprietary planning tools and manage investment committee processes
- 7Process trade variations enrollments and terminations
- 8Serve as primary member for PIA trade processing
- 9Propose client recommendations based on objectives and market conditions
- 10Prepare materials and coordinate weekly investment committee meetings
- 11Identify client needs and articulate tailored investment solutions
Requirements9
- 1Series 7 and 66 licenses or Series 7 63 and 65 licenses
- 2State financial advisor registrations
- 3SAFE Act registration compliance
- 4Form ADV-2B documentation
- 5Strong communication skills
- 6Knowledge of Wealth Management products and services
- 7Analytical and portfolio management expertise
- 8Decision-making abilities grounded in investment best practices
- 9Ability to address client concerns and propose appropriate solutions
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedInvestment Management Specialist Role at Merrill Wealth Management
Lead the definition of investment management philosophy for Financial Advisor teams delivering goal-based wealth management. Align risk profiles and asset allocations across diverse client bases. Drive holistic investment solutions through strategic partnerships and specialized tools. This role combines analytical rigor with client-focused execution to achieve long-term financial success.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedInvestment Consultant II - Series 7 & 66
You will own client investment guidance for self-directed investors at Merrill Lynch, managing inbound and outbound calls to execute trades and resolve issues. You will educate clients on Merrill products, services, and trading strategies, while achieving high satisfaction and deepening relationships. You will work with financial markets data and trading platforms daily, with a focus on first-call resolution. This role requires Series 7 and Series 66 (or obtain within 90 days), with a passion for client success.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedWealth Management Client Associate
Merrill Wealth Management seeks a client service professional to drive service excellence across multiple Financial Advisors. This role focuses on supporting strategic objectives and client advocacy while customizing solutions. It emphasizes being the primary client contact and aligning practices with bank policies.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRelationship Manager at Merrill Wealth Management
We seek a Relationship Manager to drive client success within a collaborative office setting. The ideal candidate will own client relationships and deliver measurable growth while fostering trust through transparent advisory practices. This role emphasizes teamwork and career development in a dynamic financial services environment.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Private Wealth Client Associate at Merrill Lynch
Merrill Wealth Management seeks a Registered Private Wealth Client Associate to lead client service support for multiple Financial Advisors. The role focuses on client advocacy and delivering customized solutions while aligning with bank policies. Candidates will act as the primary point of contact for client needs and ensure operational excellence.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedRegistered Wealth Management Client Associate
Merrill Wealth Management seeks Registered Wealth Management Client Associate to deliver operational support across multiple financial advisors. This role emphasizes client service excellence and aligns with bank policies to ensure risk management and practice alignment. The position offers a collaborative environment fostering career development and work-life balance.