Top Tech Jobs & Startup Jobs

Provides confidential administrative support to multiple executives, including calendar management, travel coordination, expense processing, meeting organization, correspondence, reporting, phone coverage, and meeting minutes. The role requires prioritizing competing initiatives, tracking dependencies, synthesizing information, resolving scheduling conflicts, communicating with stakeholders, and handling sensitive information professionally.

Provides specialized support across Financial Advisor teams, including client service, operations support, relationship management, wealth planning, and business development. Resolves complex client inquiries, analyzes data and risk trends, documents interactions in Salesforce, tracks follow-up actions, attends client review meetings, and supports team training. The role may involve residential mortgage loan activities requiring SAFE Act registration and background screening.

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

Provides personalized banking and borrowing guidance to financial center clients, builds and deepens relationships, conducts outreach, manages pipelines, recommends financial solutions, handles referrals and client requests, and supports associates with specialized coaching. The role requires B2B sales or small business banking experience, strong communication and customer service skills, outbound sales experience, and a proven sales record.

Provides client service and operational support to multiple Financial Advisors in a Merrill wealth management practice. Responsibilities include handling client requests, preparing accurate materials, educating clients on banking offerings, maintaining relationships, supporting policies and risk controls, identifying business opportunities, and assisting with daily team activities. The role requires strong communication, organization, discretion, adaptability, and a client-first mindset.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and money-management solutions aligned with their goals. The advisor triages requests, refers clients to internal partners, develops relationships, identifies prospective clients, manages risk, and supports referral partners. The role requires securities licenses, investment and financial-services experience, regulatory compliance, and strong communication, sales, and client-management skills.

Acquires and retains high-net-worth clients, deepens relationships, leads client management processes, and delivers integrated wealth, credit, banking, and investment solutions. Builds internal and external referral networks, identifies business opportunities, advises clients on wealth strategies, promotes digital capabilities, and collaborates with specialists. The role may originate residential mortgages and requires SAFE Act registration, while securities licenses are required or must be obtained shortly after hiring.

Manages credit administration, monitoring, underwriting, risk reviews, and portfolio analysis for tax equity, debt project finance, and structured infrastructure transactions. Reviews project and financial performance, prepares status reviews and risk ratings, evaluates amendments and waivers, supports funding execution, and coordinates with relationship management, risk, legal, engineering, and modeling teams. The role also engages clients and counterparties on transaction performance, documentation, and credit issues.

The Feature Lead will oversee the design, implementation, and maintenance of the GenAI platform, guiding the team in coding practices and ensuring project delivery while collaborating with stakeholders.

Conduct enhanced due diligence reviews for high-risk clients, products, entities, and transactions. Analyze client data, ownership structures, screening results, transactional activity, and risk indicators to identify and mitigate AML, sanctions, reputational, and regulatory risks. Coordinate with KYC, Compliance, Client Teams, and AML Operations, document findings, support audits and regulatory examinations, address control gaps, and contribute to remediation and process improvement initiatives.