Interested in finding more jobs in New York, NY? Click Here to create a Climber profile today!
Forward Think Group/Merrill Lynch Wealth Management Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
Daily Duties at Forward Think Group/Merrill Lynch Wealth Management:
Deployed to this key client and tasked with reviewing current practices and enhance product offerings. Placed to roll out a successful composite performance reporting initiative. Liaised with Merrill’s legal/compliance department to review disclosures and SEC “no action” letter and reach compliance with Investment Advisers Act. Produced and modified a full range of critical financial documents per performance standards. • Ranked as subject matter expert with the $105B Personal Investment Advisory group on expanding the investment reporting function that facilitated sustainable growth. • Key participant in helping this client earn recognition as “Advisory Solutions Firm of the Year” in 2013 from the Money Management Institute. • Reviewed and developed various methodologies to scale the performance reporting program from 20 to 2,500 advisors; achieved industry best-in-class status for this methodology. • Conducted dispersion analysis to compare composite outliers against third-party composite outlier review for Merrill to always comply with FINRA Rule 2111 (Suitability) for over 5,000 discretionary accounts.
What they like about Forward Think Group/Merrill Lynch Wealth Management:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Skills
Information about Forward Think Group/Merrill Lynch Wealth Management
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $152,500
These are some of the questions we asked our climbers about their experiences with Forward Think Group/Merrill Lynch Wealth Management:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
|
| Were you recognized for meeting or exceeding expectations? | 0.0 |
|
| Did you feel like your personal contribution was important? | 0.0 |
|
| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Forward Think Group/Merrill Lynch Wealth Management had these interests:
| Websites | |
|---|---|
| Bryan Ray LinkedIn http://www.linkedin.com/in/bryray |
LinkedIn profile |
