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Develop and manage a client base of high-net-worth individuals by identifying financial needs, recommending suitable investment products, building relationships, prospecting, and delivering customized wealth-management solutions. The role includes servicing accounts, documenting interactions in Salesforce, collaborating with internal specialists, meeting performance goals, completing required training, and maintaining applicable securities and SAFE Act registrations.

Leads process analysis, redesign, optimization, and strategic change initiatives within treasury and merchant operations. Develops business cases, gathers requirements, integrates workstreams, manages risks, and coordinates implementation across Operations, Product, Technology, and Risk. Creates executive presentations and governance updates while driving stakeholder alignment, change adoption, quality assurance, and delivery against competing priorities.

Provides client service, investment, banking, and business development support to multiple Financial Advisors. Responsibilities include managing client requests, preparing accurate materials, supporting compliance and risk processes, identifying client needs, recommending appropriate solutions, deepening relationships, prospecting, and referring clients to specialists. The role includes obtaining securities licenses and progressing through training toward becoming a Merrill Financial Advisor.

Leads quantitative analytics for consumer and small business products by sourcing and transforming data, developing metrics, evaluating customer and product performance, and generating actionable recommendations. Partners with product, marketing, technology, governance, and data teams to define analytical frameworks, monitor KPIs, validate outputs, and communicate insights through visualizations and data storytelling. Supports complex initiatives, prioritization, documentation, and team capability development.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include responding to service requests, preparing accurate client materials, following bank policies, supporting risk management, promoting banking offerings, identifying relationship opportunities, and assisting with daily team activities. The role requires strong communication, organization, client focus, adaptability, and discretion, with preferred knowledge of investment products, FINRA securities licenses, Microsoft Office, and Salesforce.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include handling service requests, preparing accurate client materials, supporting banking and investment offerings, maintaining client relationships, following policies and risk controls, and assisting with daily team activities. The role requires strong communication, organization, judgment, client focus, and proficiency with Microsoft Office and Salesforce.

Owns the vision, strategy, roadmap, backlog, and delivery of financial crimes technology products. Translates stakeholder needs into requirements, user stories, acceptance criteria, and test plans; coordinates Agile delivery, UAT, production support, risk management, and platform enhancements. Analyzes data and application metrics to improve processes and outcomes while aligning business, operations, technology, and leadership stakeholders. Supports applications used for financial crimes investigations and operations.

Provide client service support to Financial Advisors by managing client requests, educating clients on banking and investment offerings, ensuring accuracy and compliance, deepening client relationships, and supporting day-to-day team activities with a client-first mindset.

Entry-level financial advisor candidate role with structured training toward SIE, Series 7, and Series 66 licensing. Advises banking and investment clients, builds and manages relationships, assesses financial needs, recommends solutions, conducts client reviews, and collaborates with banking and Merrill partners. Requires strong communication, relationship-building, organization, adaptability, and a results-driven client focus. The role is based in financial centers with Monday–Friday hours and rotating Saturdays.

Provides personalized banking and borrowing advice to financial center clients, builds and deepens relationships, identifies financial needs, recommends appropriate products, manages outreach and follow-up, and makes referrals. The role balances sales performance, operational risk, and client care while supporting financial center associates with specialized guidance and coaching.