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: 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
Proactively leverage ideas, insight and relationships to
generate new and incremental business for Bank of America Merrill
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
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
Strong interpersonal and influence / partnership skills must
excel connecting enterprise resources.
Demonstrates personal resilience and a commitment to continuous
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
Didn't find what you're looking for? Search again!