Top Tech Jobs & Startup Jobs

Manage a portfolio of middle-market clients to retain and grow treasury revenue, deepen product penetration, coordinate RFPs and fulfillment, deliver integrated cash management solutions, produce data-driven client insights, handle pricing/billing, and resolve escalations while partnering with internal teams to drive profitability.

Build and manage a book of high-net-worth clients by sourcing prospects, delivering investment recommendations, completing KYC and account openings, documenting interactions in Salesforce, and meeting performance and training requirements while collaborating with Merrill teams.

Develop and grow a book of business by sourcing prospects, advising high-net-worth clients on investment strategies, delivering comprehensive financial recommendations, documenting client interactions in Salesforce, and meeting performance and compliance requirements while collaborating with Merrill teams and specialists.

Provide client service support to Financial Advisors by handling client requests, ensuring accurate client materials, promoting banking and investment offerings, maintaining compliance with policies, and supporting daily team operations to deepen client relationships.

Provide client service support to Financial Advisors and their clients, handle client requests, promote banking and investment offerings, ensure accuracy and compliance with policies, support team activities and cover during absences, and maintain strong client relationships to drive operational excellence.

Perform independent market risk oversight for Global Mortgages & Securitized Products: analyze portfolio exposures, run scenario analysis and stress tests, review structured finance transactions, monitor limits, prepare risk reporting, and partner with trading, quant, and support teams to manage and mitigate market risks.

Senior Python engineer responsible for designing, building, and operating high-performance, scalable distributed services for Quantitative Investment Strategies. Work includes architecture, coding, testing, CI/CD, performance optimization, incident analysis, and close collaboration with front office, quants, trading, and risk. Mentor junior engineers and lead platform modernization efforts.

Design, build, and operate end-to-end, production-grade data pipelines and lakehouse architecture using Python, Spark, and SQL. Enable AI/GenAI products by delivering AI-ready data products, defining platform standards, ensuring data governance and quality, and driving solutions from concept to production while partnering with product, data science, and enterprise IT teams.

Handle inbound/outbound beneficiary calls and documentation to guide estate account transitions. Triage requests, process documents, prepare accounts for distribution, refer complex issues to specialists, and provide empathetic, timely client service while identifying opportunities for deeper financial conversations.

Provide frontline support for consumer investment and banking clients by resolving complex inquiries, educating clients on financial products and value-added opportunities, triaging requests, and referring clients to internal specialists while following procedures and delivering timely, client-focused service.