Transaction Management Operations Analyst- Transition Management Team

Company: Disability Solutions
Location: Jacksonville
Posted on: November 14, 2024

Job Description:

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.Job Description:Transition Management Team Operations Analyst (TMT Ops Analyst) is part of the Merrill Lynch Wealth Management team and will be assisting our frontline personnel move a Financial Advisor recruits' book of business from contra firms to Merrill. This position is a non-travel role; however, occasional travel may be required from time to time. The candidate will primarily focus on operational support across various tasks, including document processing requests, interactions with Merrill branch personnel, business partners, Broker/Dealers, technology teams and handling any incoming requests from across the organization, including senior leadership.Key Responsibilities include but are not limited to:

• Responsible for providing daily support of one or more processes covering various product types and ensures the timely, accurate processing and daily reporting requirements within the line of business.
• Working with multiple operational lines of businesses and/or product specialists to resolve branch request issues.
• May participate in projects and/or introduction of new initiatives and supports the testing team on the business operational systems in gaining an understanding of changes being executed. Writing and executing scripts, completing data preparation, and conditioning and triggering events.
• Learn and facilitate discovery calls with branch management team along with Financial Advisor (FA) recruit in assessing/discovering book of business.
• Compile and analytically prepare data metric reporting to market leaders regarding FA and Client Attrition.
• Act as a subject matter expert (SME) and point person on transition related questions and Reverse TMT matters.
• May travel 30-50% to branch offices when needed.Required Skills:
  • Strong Wealth Management Product knowledge is a must.
  • Strong organizational and communication proficiencies with keen problem-solving, decision-making expertise and the ability to multitask.
  • Proficient in Microsoft Office suite: PowerPoint, Excel, Word, OneNote.
  • Effective verbal, written communication skills and detail oriented.
  • Maintain an elevated level of personal integrity and comply with the enterprise policy and procedures.Desired Skills:
    • Undergraduate degree preferred or Industry service experience equivalents.
    • Flexibility to perform well in a changing environment as job duties and expectations evolve.
    • Ability to think analytically while effectively managing and finding resolutions to complex situations independently.
    • Ability to prioritize and manage multiple job-related duties including day to day tasks and project work.Shift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Ocala , Transaction Management Operations Analyst- Transition Management Team, Executive , Jacksonville, Florida