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Relationship Manager Development Program (For Profit Healthcare Group San Francisco/Palo Alto)

Company: Merrill Lynch
Location: Palo Alto
Posted on: May 3, 2021

Job Description:

Job Description: The Relationship Manager Development Program (RMDP) is a 12 month development program designed to equip candidates with foundational knowledge and commercial bank-specificsales skills. Successful candidates will assume the role of Relationship Manager upon completion of the program. The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a structured rotational program to teach the fundamentals of credit, treasury and other operational services offered by the bank. Upon completion of the program we will be assigning a candidate to join our For Profit Healthcare Group. The For Profit Healthcare team is a specialized team within the Global Commercial Bank which serves public and private healthcare companies, generally with annual revenues of $50 million to $2 billion. The team brings its industry specialization and solutions to support the financial needs of healthcare services, life sciences and medical technology companies.

  • Act as trusted advisor for traditional tax exempt clients; identify opportunities and recommend integrated solutions that encompass multiple products and services as needed; new client acquisition is a critical aspect of the job function.

  • Develop in-depth understanding of clients corporation, organization and the related industry, its strategy and needs; be responsive to changes in the business environment or client needs

  • Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America Merrill Lynch.

  • Effectively manage a book of client relationships and act as relationship conduit accountable for the clients experience

  • Be a strong advocate for your client

  • Leverage Credit and Treasury specialists and other expert resources to ensure the integrated delivery of credit and financial solutions within the Risk & Compliance framework

  • Design and implement marketing strategies that will maximize the profitability of each client

  • Build relationships with internal and external sales referral partners

  • Complete all local and national training programs associated with the Relationship Manager Development Program


  • 10 15+ years of experience in sales, consulting, financial services or business development. Experience in credit/lending and corporate sales a plus.

  • Local market basedbusiness network preferred.

  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

  • Bachelors degree required, MBA or Masters degree a plus.

  • Education or experience in finance and accounting. Commercial Credit experience a plus.

  • Excellent business development and analytical skills.

  • Strong business or corporate financial acumen. Ability to read and interpret both audited and unaudited tax-exempt organization financial statements.

  • Strong interpersonal and influence / partnership skills must excel connecting enterprise resources.

  • Demonstrates personal resilience and a commitment to continuous learning.

  • Conveys confident executive presence.


1st shift (United States of America)

Hours Per Week:


Keywords: Merrill Lynch, Palo Alto , Relationship Manager Development Program (For Profit Healthcare Group San Francisco/Palo Alto), Other , Palo Alto, California

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