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Relationship Manager - EGP
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Full-time
- This role will support the Irick Group- Merrill Private Wealth Management.
- The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships.
- He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities.
- Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the teams client service model.
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