Assistant Regional Service Manager managing service center operations across California. Driving excellence in customer service and team productivity.
About the role
- 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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