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Provides comprehensive financial advice and customized investment solutions to clients. Builds financial plans, recommends brokerage and banking products, triages client needs, makes referrals, develops new client relationships, manages risk, and supports referral partners. The role requires securities licensing, financial services or investment experience, regulatory compliance, and achievement of client and sales goals.

Leads check-operations process implementation, documentation, monitoring, reporting, exception resolution, risk identification, and continuous improvement. Develops and delivers staff training, coordinates procedure reviews with subject matter experts and leaders, analyzes operational trends, and communicates process changes. The role requires check-processing knowledge, regulatory awareness, strong Microsoft 365 skills, attention to detail, and the ability to manage small-scale projects independently.

Designs, implements, tests, and supports enterprise network security systems and web proxy capabilities. Defines security requirements, develops test plans, analyzes network traffic, manages engineering milestones, identifies vulnerabilities, and resolves complex technical issues. Requires expertise in networking, TLS, firewalls, proxies, advanced content filtering, and at least one specialized security technology such as F5 load balancers, malware scanning, NSX Defender, or cloud security solutions.

Analyzes and improves business processes, develops solution roadmaps and operational requirements, and leads transformation initiatives for outbound correspondence. Partners with business, technology, architecture, product, and delivery teams to define solutions, manage change, improve controls and efficiency, and implement strategic capabilities. Creates process maps, business cases, risk assessments, control plans, and other change-management deliverables while providing operational expertise during production incidents.

Leads end-to-end quality assurance for Trade Finance initiatives, including test strategy, case development, execution, defect management, traceability, release validation, and production verification. Analyzes requirements, process flows, APIs, and data mappings to ensure coverage. Supports audit and regulatory documentation, coordinates UAT and onshore/offshore testing, mentors junior QA staff, and participates in Agile ceremonies and process improvement.

Processes moderately complex investment transactions, reconciliations, settlements, account openings, and asset transfers. Supports Merrill branch offices and clients through onboarding, transition tracking, issue resolution, and compliance with operational procedures. Facilitates client and advisor meetings, trains team members, manages documentation, identifies risks and process improvements, and handles transactions with medium to high monetary impact. The role requires extensive travel to branch offices and flexibility in work hours.

Entry-level Financial Solutions Advisor candidate who will complete securities licensing and structured training before advising banking and investment clients. Responsibilities include cultivating client relationships, assessing financial needs, recommending solutions, conducting client reviews, managing referrals and pipelines, and collaborating with banking and investment partners. The role requires obtaining the SIE within 30 days and Series 7 and Series 66 within 120 days, working 40 hours weekly with rotating Saturdays.

Trains to become a licensed Financial Solutions Advisor by completing SIE, Series 7, and Series 66 exams. Builds client relationships, assesses financial needs, recommends banking and investment solutions, conducts reviews, manages referrals, and collaborates with banking and investment partners. The role includes structured coaching, financial-center customer interactions, and progression toward managing a client portfolio.

Investigates complex and escalated suspected fraud involving banking products and customer accounts. Reviews high-risk activity, approves legitimate transactions, restricts fraudulent activity, tests customer-facing capabilities for vulnerabilities, supports fraud strategy simulations, and participates in incident response. The role also handles inbound client interactions, documents investigations, follows regulatory procedures, and restores client confidence while protecting the bank from losses.

Provides personalized financial planning and investment recommendations to clients, including brokerage, banking, and money-management solutions. Identifies client needs, triages requests, makes referrals based on asset thresholds, develops new client relationships, manages risk, and completes required licensing and training, including SAFE Act registration where applicable.