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Forward Think Group/Merrill Lynch Wealth Management Work Values
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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 for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.
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 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| 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 |
