Business Support Manager II at Merrill Wealth Management coordinating strategic execution and operational routines across the organization. Engaging with senior management and supporting various departmental functions.
Responsibilities
Supports execution of LSG strategic plan, including development of routines, scorecards, and business metrics
Coordinates and prepares materials for key governance forums
Partners with Finance and Analytics to build and maintain business metric packets and dashboards
Supports development of advisor training and marketing plans, including coordination with internal partners
Helps manage advisor feedback forums and listening sessions
Maintains and tracks SPI/procedure inventory; assist in documentation and governance coordination
Contributes to development of strategic plan including supporting client journey mapping and operational excellence efforts
Requirements
5+ years of experience in strategy, business management, or COO support roles
Strong organizational and project management skills
Excellent written and verbal communication abilities
Proven ability to work across functions and influence without direct authority
Comfort with ambiguity and ability to drive clarity and structure
Bachelor's degree or equivalent, MBA or advanced degree preferred
Familiarity with wealth management, lending, or financial services
Experience supporting senior executives or managing cross-functional initiatives
Proficiency in Microsoft Office Suite, including PowerPoint and Excel; familiarity with project management tools a plus.
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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