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Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, refer clients to partners based on needs and assets, build financial plans, recommend brokerage products, meet sales goals, mitigate risk, and complete required licenses and SAFE Act registration.

Protect senior executives from cyber-enabled and reputation threats by reducing digital exposure, removing sensitive data, detecting/remediating impersonation and fraud, advising executives, coordinating with internal and external teams, and contributing to program strategy and operations.

Develop and grow a book of high-net-worth clients by sourcing prospects, delivering goals-based investment recommendations, and collaborating with Merrill teams. Manage client onboarding, KYC, account servicing, and document interactions in Salesforce while meeting performance targets and completing required training and registration.

Develop and grow a book of high-net-worth clients by prospecting, building relationships, recommending suitable investment solutions, collaborating with Merrill teams, completing training and compliance, and documenting client interactions.

Lead and grow a platform engineering team to deliver VM and container image pipeline capabilities, design control plane architecture, implement state-machine lifecycle workflows, enable hybrid cloud identity and Zero Trust, integrate infrastructure/network/cloud engineering, embed security and compliance, leverage AI to reduce operational toil, and manage stakeholder relationships and delivery quality.

Develop and manage a book of business for high-net-worth clients by sourcing prospects, delivering investment recommendations, conducting client reviews, and collaborating with Merrill teams. Complete required training, document client interactions in Salesforce, follow KYC procedures, and meet performance and compliance goals while growing client relationships.

Develop and grow a book of high-net-worth clients by prospecting, building relationships, assessing financial goals, recommending investment solutions, and collaborating with Merrill teams. Handle inbound leads, complete KYC and account openings, document client interactions in Salesforce, meet performance targets, and complete required training and SAFE Act registration.

Join Merrill's Advisor Development Program to build a book of business, prospect and service high-net-worth clients, recommend suitable investment solutions, collaborate with specialists and mentor teams, complete training and compliance requirements, and document client interactions in Salesforce.

Develop client relationships with high-net-worth individuals, identify financial goals, recommend suitable investment products, build a book of business, prospect and network, collaborate with Merrill teams, complete training and compliance requirements, and document client interactions in Salesforce while meeting performance targets.

Originates residential mortgage loans and delivers HELOC, auto, credit card and core banking products in a financial center. Advises clients, analyzes financial and credit data, manages mortgage application process and documentation, conducts outreach and pipeline management, and partners with internal teams to coach associates and ensure regulatory compliance (SAFE Act).