Sr. Wealth Management Banking Specialist
$100,000–$125,000 year
On-site · New Canaan, Connecticut, United States or Fairfield, Connecticut, United States
Job Summary
Sr. Wealth Management Banking Specialist partners with Merrill Financial Advisors to deliver banking and borrowing solutions to clients, educating FAs on banking products, linking clients to consumer banking solutions, and supporting referral opportunities. Key duties include delivering high-quality client experiences across wealth management clients, supporting operational execution, mentoring peers within a geography, participating in pilot programs, and serving as a subject matter expert during development phases. Skills emphasized include relationship building, advisory client experience, account management, cross-selling banking products, leadership, and strong organizational and presentation abilities. Required experience includes 5+ years in sales, 2-3 years as WMBS or related advisory roles, and demonstrated ability to coach teams and manage client relationships. Education preferred is an undergraduate college degree; location is CT-based with on-site requirements per the role description. Salary range is $100,000-$125,000 annually with standard BoA pay practices and benefits.
Required Qualifications
- Undergraduate college degree
- 5+ years of a successful sales experience
- 2-3 years of current and successful experience as a WMBS associate
- Strong interpersonal skills
- Proficiency in Microsoft Office
- Experience coaching sales teams
- Ability to establish and grow relationships with financial advisors and key business partners
- Experience in advisory/client experience processes
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.