Top Tech Jobs & Startup Jobs

Provide client service support to Financial Advisors by addressing client needs, preparing accurate materials, promoting banking and investment offerings, ensuring policy compliance, and supporting daily team activities to deepen client relationships.

Lead design and delivery of complex data solutions for global markets risk. Create data models, dictionaries, pipelines and ETL, integrate/clean/transform data, document requirements, lead testing and triage, mentor engineers, and support strategic and regulatory projects (e.g., SRPL, FRTB) with stakeholders and DBAs.

Support Financial Advisor team by managing client relationships, serving as client contact for non-administrative requests, assisting in client meetings on investments and account performance, executing the team service model, managing onboarding and escalations, monitoring client satisfaction, and ensuring regulatory registrations (Series licenses, SAFE Act) and firm-required disclosures/designations are maintained.

Develop, enhance, and support Python-based enterprise applications and automation on the Quartz platform. Build APIs, data-processing solutions, scheduled workflows, and automated test suites. Collaborate with business, architects, and operations to deliver scalable, resilient, and maintainable solutions, mentor engineers, automate releases, and contribute to platform modernization and cloud-native adoption.

Trainee financial advisor role that provides structured licensing (SIE, Series 7, Series 66) and coaching. Responsibilities include building client relationships, assessing needs, recommending Bank of America and Merrill solutions, collaborating with partners, delivering client presentations, and progressing through staged career development. SAFE Act registration and background checks required.

Support Restaurants equity research by building complex financial and valuation models, analyzing industry/company data, writing reports and initiations, responding to clients, cultivating industry contacts, and contributing to thematic research.

Develop and grow a book of business by sourcing prospects, recommending suitable investment products, conducting KYC and account openings, servicing client accounts, documenting interactions in Salesforce, and completing mandated training while collaborating with Merrill teams to meet performance goals.

Build and grow a book of business serving high-net-worth clients by sourcing prospects, delivering investment recommendations, conducting KYC and account openings, documenting interactions in Salesforce, collaborating with Merrill/BofA specialists, completing mandated training, and meeting performance goals. Role requires client-facing relationship building, prospecting, and adherence to SAFE Act registration for mortgage origination activities.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client onboarding and accounts, document interactions in Salesforce, meet performance hurdles, complete mandated training, and work collaboratively with Merrill advisory teams to grow a book of business.

Provide client service support to Financial Advisors by handling client requests, ensuring accurate client materials, promoting banking and investment solutions, maintaining compliance with policies, and supporting day-to-day team activities to deepen client relationships.