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Transaction Management Operations Analyst- Transition Management Team

Jacksonville, Florida;Chandler, Arizona

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 comesfrom 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.