Top Tech Jobs & Startup Jobs

Complete structured training and obtain SIE, Series 7, and Series 66 licenses before advising clients. Build and manage client relationships, assess financial needs, recommend banking and investment solutions, conduct client reviews, grow a client portfolio, and collaborate with banking and investment partners. The role requires SAFE Act registration, strong communication, time management, adaptability, and a results-driven approach.

Develop and manage a wealth-management book of business for high-net-worth clients. Identify prospects, build relationships, assess financial goals, recommend suitable investment products, service accounts, and meet performance goals. The role requires client prospecting, networking, compliance documentation, collaboration with specialists, ongoing training, and accurate Salesforce usage. Employees receive Merrill training and coaching while working in an in-office environment.

Acquires and retains high-net-worth clients, deepens relationships, and leads client teams in delivering integrated wealth, banking, lending, credit, and asset-management solutions. Sources new business, develops client strategies, advocates for clients, builds referral networks, promotes digital capabilities, and collaborates with specialists. The role may include residential mortgage origination and requires SAFE Act registration and securities licensing.

Leads a contact center operations team of 11 or more employees, managing staffing, coaching, performance metrics, compliance, budgets, forecasting, reporting, and process improvements. The role analyzes operational trends, identifies risks and efficiency opportunities, implements strategic improvements, supports employee development, and ensures high-quality client service while maintaining adherence to banking policies and regulations.

Supports Financial Advisors through client service, wealth management operations, relationship management, and business development. Resolves complex client issues, analyzes risks and trends, documents client interactions in Salesforce, attends review meetings, tracks follow-up activities, and assists with team training. The role requires securities registrations, SAFE Act registration, wealth management expertise, strong communication, analytical ability, and relationship-building skills.

Provides operational support for securities, loans, and derivatives throughout the trade lifecycle. Processes proxy voting and class action events, validates and reconciles data, processes client instructions, maintains audit trails, responds to queries, coordinates with internal teams, custodians, and vendors, manages exceptions, and supports regulatory compliance, risk controls, process improvements, and operational deadlines.

Leads a contact center operations team of 11 or more employees, managing staffing, coaching, performance metrics, compliance, budgets, forecasting, and process improvement. Analyzes operational trends, identifies risks and efficiency opportunities, develops employees, and executes strategic plans to improve client care, employee engagement, and business outcomes.

Performs advanced risk analytics, reporting, data management, visualization, and modeling to identify portfolio trends, risks, control gaps, and business opportunities. Develops SQL-based datasets, dashboards, and executive reporting; investigates data quality and control issues; supports regulatory requirements; and partners with senior stakeholders on strategic initiatives. Uses automation and approved AI tools to improve analytical efficiency, process effectiveness, and risk-management outcomes.

Leads a team delivering risk analytics, reporting, dashboards, data models, and insights for enterprise risk management. Oversees portfolio and loss trend analysis, SQL-based data solutions, Tableau reporting, data governance, controls, quality remediation, and executive communications. Partners with technology, business, and risk stakeholders to deliver scalable analytical solutions, improve processes, automate work, and responsibly use AI capabilities. Provides coaching, workload management, and strategic oversight for Risk Analysis Specialists.

Leads AI security, platform modernization, and developer productivity initiatives. Designs enterprise solutions, manages AI vulnerability remediation, develops CI/CD and DevSecOps automation, modernizes Java platforms, enables rapid security releases, and establishes secure AI development standards. Partners with architecture, security, infrastructure, and engineering teams to deliver secure, scalable platforms and improve software delivery efficiency.