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Provide goals-based financial guidance to Merrill 401(k) and equity plan participants via contact center. Build financial plans, recommend brokerage and banking products, triage requests, refer to partners, and complete required licenses and SAFE Act registration while mitigating risk.

The Financial Solutions Advisor provides customized advice to clients, builds financial plans, recommends products, and ensures compliance with the SAFE Act.

The Private Client Advisor II role involves acquiring and managing clients, developing relationships, and leveraging financial services to meet client needs while ensuring retention and business growth.

Lead architecture and engineering for an enterprise GenAI platform: design reference architectures, define standards (identity, data boundaries, guardrails, observability, resiliency), enable CI/CD and scaling, deliver end-to-end solutions and automation, evaluate tooling, and partner with security, platform engineering, and use-case owners to ensure production-grade, compliant GenAI deployments.

Support Financial Advisor team to deepen client relationships, manage onboarding and escalations, assist in client meetings on investments and performance, execute service model, and drive measurable business results. May originate residential mortgages requiring SAFE Act registration and handle client segmentation, referral identification, and risk management.

Lead and manage a team of employment lawyers and paralegals, provide strategic employment and corporate legal counsel to HR and business leaders, oversee litigation, agency and pre-litigation matters, direct outside counsel, draft and negotiate complex legal documents, and support regulatory responses and compliance initiatives.

The Financial Solutions Advisor provides education and guidance to participants on financial goals, investment strategies, and manages comprehensive service experiences through a contact center environment.

Develop quantitative models for risk management, focusing on volume forecasting and capacity planning, while adhering to Model Risk Management standards.

The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and driving business development within the Private Bank, ensuring a branded client experience and client retention.

Manage the North America Trade Product portfolio, focusing on commercialization, lifecycle, and risk management, while collaborating cross-functionally to meet client needs.