Top Tech Jobs & Startup Jobs

Underwrite and analyze corporate, project finance and tax equity transactions. Perform qualitative and quantitative due diligence, stress testing and financial modeling; prepare credit approval documentation; review counterparty credit profiles; and collaborate with credit, risk, and market partners.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage products, meet new-client and sales objectives, comply with regulatory requirements, and complete required licenses and trainings.

Originate residential mortgage loans by developing and managing a self-sourced referral network, advising clients on lending solutions, managing pipelines, ensuring compliance with lending regulations and SAFE Act registration, engaging in community and external networking, and collaborating with loan fulfillment partners to deliver timely, compliant closings.

Lead architecture and modernization of Channels Data Platforms, migrating legacy on‑prem and mainframe systems to cloud native stacks (Azure, Databricks, Snowflake, Kafka). Define target architecture, roadmaps, operating models, NFRs, CI/CD, IaC, observability, and governance. Provide technical oversight for Payment Tracker, mentor engineers, run R&D/POCs, and deliver enterprise alignment in a regulated environment.

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, supporting day-to-day team activities, and promoting banking integration into client practices.

Advise clients on short- and long-term financial goals by building financial plans and recommending brokerage, banking, and managed solutions. Triage client leads, refer to internal partners, identify new clients, mitigate risk in daily activities, and complete required licenses and trainings (including SAFE Act registration).

Develop and manage a book of business by sourcing prospects, engaging high-net-worth clients, recommending suitable investment products, and collaborating with Merrill teams. Handle inbound leads, complete KYC and account openings, document interactions in Salesforce, meet performance targets, and complete required training and SAFE Act registration.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development for $3M+ investable assets, deliver integrated private banking solutions, ensure client retention, coordinate across specialists, and comply with SAFE Act mortgage origination registration when applicable.

Lead and build an SRE team to ensure reliability, scalability, and performance of infrastructure automation platforms. Define SRE frameworks (SLIs/SLOs/SLAs), drive observability and automation, manage incident response and RCAs, implement capacity planning, integrate tooling with CI/CD and ITSM, mentor engineers, and partner with stakeholders for operational excellence.

Support Financial Advisors by executing portfolio analysis, monitoring and managing client portfolios, preparing Investment Committee materials, processing trades, leveraging proprietary planning tools, and delivering investment recommendations aligned to client goals and risk tolerance.