Zach Welsh Email & Phone Number

Pennington, New Jersey, United States

• Solely Managed a team of 15 retirement associates servicing Client Associates and Financial Advisors on retirement inquires via the Merrill Lynch Service Network
• Worked to integrate the Bank of America Academy to all new hire onboarding and training, collaborated directly with Academy management to introduce and continually improve the training program
• Conducted approximate 5-7 hours of associate coaching per week focusing on improving my direct reports performance and working on developing their career progression within Merrill Lynch Bank of America
• Reviewed and updated internal procedures in a changing regulatory environment, ensuring Merrill’s retirement procedures are compliant with both IRS and FINRA rules and regulations
• Continually escalated risk concerns and worked with risk management partners
• Worked with other leaders as an employee satisfaction advocate developing activities, communications, and events to ensure Wealth Management Field Support is the best place to work

Pennington, New Jersey, United States

• Co-Managed a team of up to 10 Retirement Operations Processors
• Updated internal procedures and established new forms and processes to resolve efficiency and risk issues
• Established ways to motivate and achieve the highest level of efficiency and risk mitigation from ROP associates
• Onboarded and was lead Trainer for multiple new teammates on ROP Processes
• Worked directly with Branch Partners (CRM, MSM and other Branch Managers) to ensure a fair and efficient escalation channel

Pennington, New Jersey, United States

• Conducted account maintenance resolution on Merrill Wealth Management retirement accounts
• Demonstrated exceptional knowledge of retirement product offerings and Merrill internal procedures regarding account maintenance processing
• Mentored/trained multiple colleagues on Merrill policy regarding retirement processing
• Lead associate on opening all international retirement accounts across the Merrill Wealth Management business
• Worked directly with Merrill Wealth Management leadership on resolving escalated retirement processing inquiries

Pennington, New Jersey, United States

• Worked collaboratively with Client Associates and Financial Advisors to provide excellence customer service on retirement accounts
• Became a key subject matter expert regarding: IRA, IRRA, Roth, SEP IRA, Simple IRA, Basic, 403B, 529 Plans
• Mentored new associates coaching them on retirement products and internal procedures

Washington D.C. Metro Area

Washington D.C. Metro Area

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Political Science And Government And History