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Join Merrill's Advisor Development Program to build a book of high-net-worth clients, deliver investment recommendations, source prospects, perform KYC and account openings, document interactions in Salesforce, meet performance targets, and complete required training and SAFE Act registration. Collaborate with Merrill teams and leverage Bank of America solutions to grow client relationships and portfolios.

Develop client relationships with high-net-worth individuals, source prospects, recommend suitable investment products, manage accounts, document interactions in Salesforce, meet performance goals, and complete mandated training and continuing education while collaborating with Merrill teams and specialists.

Develop and grow a book of high-net-worth clients by sourcing prospects, delivering goals-based investment advice, recommending suitable products, managing client accounts, documenting interactions in Salesforce, collaborating with specialists, and completing training and performance requirements.

Develop and manage a book of business for high-net-worth clients by sourcing prospects, delivering customized investment recommendations, conducting KYC and account openings, documenting interactions in Salesforce, collaborating with specialists, and meeting performance and training requirements within Merrill's Advisor Development Program.

Support administration and review of trust accounts, ensure compliance with fiduciary laws and internal policies, help mitigate fiduciary risk, address client issues, and drive consistency in processes and controls.

Join Merrill's Advisor Development Program to build a financial advisory practice: source and manage clients, recommend suitable investment solutions, collaborate with specialists, document interactions in Salesforce, meet performance targets, and complete required training and compliance (including SAFE Act registration).

Develop and grow a book of business by prospecting, building client relationships, recommending suitable investment products, servicing accounts, documenting interactions in Salesforce, and completing mandated training and performance goals while collaborating with Merrill and Bank of America specialists.

Provide legal counsel on Corporate M&A and Global Strategic and Sustainable Investments transactions, draft and negotiate complex documents, interpret laws and regulations, advise senior stakeholders, coordinate outside counsel and internal subject-matter experts, support regulatory examinations and litigation responses, and mentor legal staff.

Lead architecture and delivery of complex POS and payments features. Define tool stack and CI/CD pipelines, drive automation, mentor teams on design and performance, evaluate new tools, and collaborate with stakeholders and architects for end-to-end solutions.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, meet performance goals, complete required training, and document interactions in Salesforce while collaborating with Merrill and Bank of America specialists.