The Sharpe Group – Marketing Director
Position Open for Marketing Director in Houston, Texas
The Sharpe Group, Bank of America Merrill Lynch, Global Wealth Management
DESCRIPTION
The Sharpe Group helps families, executives, and business owners handle the opportunities and challenges that come with preserving and growing wealth. Whether wealth creation, preservation, or transfer, the Sharpe Group offers strategies to help fulfill clients’ objectives. Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
We’ll also draw on our industry knowledge and experience to make recommendations for strategies around the following:
- Credit and banking needs through Bank of America
- Risk management
- Trust and estate planning services
- Investment management
We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
We’ll also draw on our industry knowledge and experience to make recommendations for strategies around the following:
- Credit and banking needs through Bank of America
- Risk management
- Trust and estate planning services
- Investment management
We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
We’ll also draw on our industry knowledge and experience to make recommendations for strategies around the following:
- Credit and banking needs through Bank of America
- Risk management
- Trust and estate planning services
- Investment management
We specialize in a breadth of strategies, premier customer service, and financial tools. We draw our industry knowledge and experience to create strategies about the following:
- Investment planning and management
- Trust and estate planning services
- Risk management
- Credit and banking needs through Bank of America
To learn about the Sharpe Group and team bios, visit this link.
QUALIFICATIONS
- Undergraduate degree preferred, minimum of 1+ years professional or relevant internship experience required.
- Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.
- Knowledge of investment and banking products, policies, & procedures is required.
- Strong client service & technical skills (MS Word & Excel).
- Strong communication, time management, and organizational skills are required.
HOURS
- Part-time at 19 hours per week or
- Full-time at 37.5 hours per week
Email your resume to Gorana Komazec-Tosic at gorana.tosic@ml.com, and apply online at Career Site – Bank of America Merrill Lynch under Requisition # 17050602 Client Associate – Houston (Part-time).