Top Tech Jobs & Startup Jobs

Owns territory growth for investment advisory assets by partnering with Financial Advisors and Market Executives. The role drives brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion. Responsibilities include leading pipeline reviews, coaching advisors, supporting client and prospect meetings, presenting advisory solutions, coordinating events, tracking performance, and executing growth strategies. Requires financial services experience, investment product knowledge, strong consultative sales and presentation skills, CRM proficiency, regular territory travel, and securities licenses.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include educating clients on banking and investment offerings, preparing accurate materials, fulfilling client and advisor requests, maintaining policy compliance, managing risk, strengthening client relationships, identifying banking opportunities, and supporting daily team activities. The role requires strong communication, organization, judgment, technology adaptability, and a client-focused approach.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for client needs. Ensures accurate and timely materials, follows policies, manages risk, supports daily team activities, maintains client relationships, educates clients on banking offerings, identifies referrals, and communicates solutions to advisors. Requires strong communication, organization, technology adaptability, discretion, and a client-focused mindset.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for Merrill clients. Responsibilities include educating clients on banking offerings, handling requests, maintaining accurate materials, supporting policy compliance and risk management, strengthening client relationships, identifying referrals, and assisting with daily team activities.

Performs document retrieval, indexing, production, and administrative support across multiple workstreams and systems. Reviews documentation requirements, follows document-management policies, prioritizes high-volume work, and maintains accuracy and productivity. The role requires physical handling of documents and boxes, inventory and service-level awareness, adaptability, and reliable teamwork in a fully in-office production environment.

Supports Financial Advisors by delivering client service, resolving complex inquiries, analyzing data and risk trends, documenting client interactions in Salesforce, tracking follow-up actions, and assisting with team training. The role requires expertise across at least two wealth management functions, such as wealth planning, investment management, business development, business management, or relationship management. It may also involve residential mortgage activity requiring SAFE Act registration.

Conduct complex financial modeling and valuation, write industry and company reports and initiations, support IPO vettings and analyst days, develop research databases, build industry contacts, attend client meetings and events, follow market and company activity, and collaborate with senior analysts to develop key industry themes.

Develop and support scalable software and AI-powered applications for Bank of America’s conversational AI, search, and virtual assistant platforms. Responsibilities include designing architecture, coding, testing, building RESTful APIs and microservices, implementing Generative AI and RAG solutions, automating CI/CD and releases, troubleshooting production issues, and supporting deployment and monitoring. The engineer will collaborate in Agile teams, contribute to technical decisions, conduct code reviews, and mentor other engineers.

Train to become a licensed Financial Solutions Advisor by earning SIE, Series 7, and Series 66 licenses. Build and manage client relationships, assess financial needs, provide comprehensive advice, recommend banking and investment solutions, conduct client reviews, and collaborate with banking and investment partners. The role includes structured training, coaching, business development, SAFE Act registration, and work in a financial center with some Saturday shifts.

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens relationships, conducts client meetings, recommends tailored solutions, manages outreach and sales pipelines, handles client requests, and makes referrals. Partners with financial center leadership to support associates and deliver strong client experiences while balancing sales performance, operational risk, and relationship care.