VP, Consumer Finance Specialist
Department Description: Merrill Lynch is one of the world’s leading financial management and advisory companies, with offices in 36 countries and total client assets of approximately $1.6 trillion. As an investment bank, it is a leading global underwriter of debt and equity securities and strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, the company is one of the world’s largest managers of financial assets. Firm wide, assets under management total $479 billion.Brief Description: Global Private Client (GPC) is the world's premier provider of wealth management services — with more than $1 trillion in client assets. Unmatched advice and guidance are hallmarks of our private client franchise and remain a substantial competitive advantage. Merrill Lynch's 16,000 Financial Advisors — the best trained force of its kind in the industry — offer a comprehensive range of products and services to meet clients' unique needs. Our philosophy, Total MerrillSM, symbolizes all that is possible in a relationship with Merrill Lynch: from credit and lending to investments; from estate planning to philanthropic strategies; from retirement to small business services. With Total MerrillSM, we believe it is no longer necessary for our clients to maintain a relationship with any other financial institution.Job Responsibilities: · Responsible for the distribution of the Firm’s Liability Management and Banking Services platforms (Mortgages, Securities Based Lending/LMA, CMA+/Beyond Banking, Credit Cards and ML CD products) in a defined territory within the Firm’s retail distribution channel.· Partner with Directors, Sales Mangers, Financial Advisors to achieve territory sales targets. · Train Financial Advisors on Liability Management and Banking Services platforms.· Assist the Financial Advisors in implementing the liability management discipline into their business plans. · Conduct office presentations, training sessions, one on ones with FAs, and public speaking events for management and clients regarding Liability Management and Banking Services.Qualifications: · 4-6 years sales related experience in a mortgage and/or banking environment required.· 5+ years experience in the financial services industry (retail/commercial banking a plus).· Proven presentation skills.· Strong communication and interpersonal skills, including oral, written and listening skills.· Exceptional organization skills with the ability to handle multiple tasks.· Maturity, sound judgment, integrity, tact, teamwork oriented and sensitivity to confidential business, human resources and client related issues.· Analytical ability with a good sense of business priorities.· Extensive knowledge of PC applications. (PowerPoint, Word, Excel, and Outlook) · Demonstrate ML principles.· Series 7 and 63/66 licenses are required. Merrill Lynch is an Equal Opportunity Employer. The Firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Please register and apply using this link : Merrill Lynch Careers Company Description: Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 38 countries and territories and total client assets of almost $2.0 trillion.Merrill Lynch offers a broad range of services to private clients, small businesses, and institutions and corporations, organizing its activities into two interrelated business segments - Global Markets & Investment Banking and Global Wealth Management, which is comprised of Global Private Client and Global Investment Management. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide.Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.We're growing our business by helping clients grow theirs.Our client relationships are among our greatest competitive assets. We deepen and enrich these relationships through disciplined growth, innovation, and seamless execution.
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