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Provides client service and operational support to multiple Financial Advisors in a Merrill Wealth Management practice. Responsibilities include addressing client requests, preparing accurate materials, supporting policy compliance and risk management, maintaining client relationships, identifying banking opportunities, and coordinating daily team activities. The role requires strong communication, organization, discretion, adaptability, and client-service skills.

Develops and validates financial risk and capital models, conducts market-risk stress testing, performs statistical analysis on large datasets, and implements modeling solutions in Python. The role supports loss forecasting, regulatory models, model risk management, technical documentation, stakeholder communication, and continuous process improvement across banking risk domains.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens relationships through client meetings, outreach, pipeline management, referrals, and customized financial solutions. Analyzes client needs, recommends appropriate banking services, manages follow-up, handles requests, and partners with financial center leaders to coach associates and support exceptional client experiences. The role requires business-to-business sales or small business banking experience, strong communication, customer service, relationship-building, and outbound sales skills.

Provides personalized banking and borrowing guidance to financial center clients. Builds new and existing relationships, analyzes financial needs, recommends products and services, manages outreach and follow-up pipelines, handles client requests, and makes referrals. Partners with financial center leaders to support client experience and coach associates. The role requires strong sales, communication, customer service, relationship-building, and small-business banking or business-to-business sales experience.

Provides personalized banking and borrowing advice to financial center clients, acquires and deepens relationships, analyzes financial needs, recommends services, manages outreach pipelines, resolves client requests, and partners with financial center leaders to support client experience and sales performance.

Provides personalized financial guidance to financial center clients, recommending borrowing and banking solutions aligned with their goals. Builds and deepens client relationships through meetings, outreach, prospecting, pipeline management, referrals, and follow-up. Balances sales performance, operational risk, and client service while supporting financial center associates with specialized coaching and guidance.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens client relationships, analyzes financial needs, recommends banking solutions, conducts outreach, manages pipelines, follows up with prospects, and makes referrals. The role balances sales performance, operational risk, and client care while supporting financial center associates through specialized guidance and coaching.

Oversees financial crimes investigations involving fraud, money laundering, and terrorist financing. Reviews and approves cases, ensures accurate and timely Suspicious Activity Reports, manages law enforcement interactions, evaluates internal controls, escalates risks, and leads quality control, training, monitoring, and investigative support activities. The role may also manage investigators and is responsible for coaching, talent development, operational excellence, and regulatory compliance.

Lead the development and launch of digital asset products within Global Payments. Translate client needs and strategic priorities into product requirements, solution designs, business cases, and implementation roadmaps. Collaborate with technology, operations, risk, legal, compliance, and external partners to manage architecture, integrations, milestones, dependencies, scalability, operational readiness, and commercialization. Monitor digital asset and payments developments to inform product strategy and ongoing enhancements.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include addressing service needs, preparing accurate client materials, supporting policies and risk controls, educating clients on banking offerings, strengthening relationships, identifying referrals, and assisting with daily team activities. The role requires strong communication, organization, adaptability, discretion, and client-focused judgment.