Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

The Division Business Analyst is responsible for providing business metric and program analysis, report management, and project support at several different levels. A strong candidate will possess a diverse skill set including advanced and confidential administrative support functions. This role is responsible for overseeing various policies, programs, and initiatives, thinking strategically, and performing in a proactive manner with limited supervision. The position often relieves management of administrative details; gathers, compiles, and reports information relevant to the department; and requires strong analytical skills and the ability to interpret multiple sets of data from various sources. Exceptional verbal and written communication skills are required, along with the ability to manage multiple and sometimes competing priorities.

The role communicates with executives and line management to gather or convey relevant information. It may involve high‑level client contact and exposure to sensitive information, requiring considerable tact, diplomacy, and judgment. Advanced administrative and analytical skills are essential, along with thorough knowledge of a variety of software programs including, but not limited to, advanced Excel and PowerPoint. The position also requires the individual to build and maintain relationships with field management and work closely with other organizations within the LOB.

Responsibilities:

• Supports Division leadership through comprehensive operational management, reporting, real estate coordination, and presentation development.
• Plays an important part in supporting the execution of key Divisional priorities. This includes coordinating across leadership teams, synthesizing data and insights, and helping translate strategic objectives into actionable work.
• Partners closely with Division leaders on priority initiatives, providing follow‑up, tracking progress, and supporting the operational components needed to ensure milestones and deliverables are met.
• Provides broader business support through analytics, planning, and day‑to‑day management of processes critical to the Division’s ongoing strategy and execution.

Required Qualifications:

• 3+ years professional or relevant experience
• Strong client service & technical skills (Excel, PowerPoint, OneDrive, OneNote)
• Ability to manipulate large data sets to tell a story
• Detail oriented and able to work in a team environment
• Strong communication, time management, and organizational skills

Desired Qualifications:

• Undergraduate degree or equivalent experience
• Prior knowledge of financial products, policies, and procedures
• Experience supporting a senior‑level manager within the financial services field
• Knowledge of wealth management tools

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.