to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The... regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report...
, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... with client meetings related to investment strategy, account performance, new products, and market developments to promote growth...