Assistant Vice President; Gwim Operations Team Manager Retirement Plan Services
Current• 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 • Resolved Wealth Management escalations on retirement accounts with a book of business of billions of dollars certifying excellent client services was provided within Wealth Management Field Support at Merrill Lynch Bank of America Bank of America Merrill Lynch, GWIM Operations Team Manager
