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TA of America3 weeks ago

Business Manager - EGP

$60,008–$93,600 year

Hybrid · Chicago, Illinois, United States or Northbrook, Illinois, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise

Job Summary

EGP Trainee / Business Manager role within Merrill Wealth Management focused on developing and servicing FA teams and their client base through the Elite Growth Practice. The role integrates marketing and sales development, portfolio analysis support, and product knowledge across wealth management offerings (investments, banking, lending, mortgage). You will work toward licensing and designations required for the EGP Specialist path, with SAFE Act registration requirements for mortgage-related activities, and must obtain relevant licenses within a defined timeframe. Responsibilities include business strategy execution, client experience management, financial oversight, analytics, cross-functional collaboration, and risk/compliance adherence. Internal employees working from home may be required to work onsite per policy; role may be filled at Trainee, Specialist, or Senior level depending on experience. Minimum education is a high school diploma or equivalent; compensation ranges from $28.85 to $45.00 per hour, with opportunity for incentives and benefits. Location options include Chicago, IL and Northbrook, IL with hybrid in-office/remote work arrangements.

Required Qualifications

  • High School Diploma / GED / Secondary School or equivalent
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$60k – $94k / yr

Business Manager - EGP · TA of America

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