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Develop and grow a book of high-net-worth clients by prospecting, qualifying leads, recommending suitable investment products, servicing accounts, collaborating with specialists and advisor teams, completing required training and compliance, and documenting client interactions in Salesforce.

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 feature design and delivery for Android applications within a large payments program. Provide technical direction, ensure architecture and coding standards, collaborate with Product Owner, mentor engineers, guide planning and execution, and ensure solutions meet acceptance criteria with minimal technical debt. Work with CI/CD, REST APIs, and payment/point-of-sale integrations.

Provide client service support to Financial Advisors and their clients: act as primary client contact, educate clients on bank and investment offerings, ensure accurate and timely client materials, support operational excellence and risk-compliance, deepen client relationships, promote banking integration, and assist with team coverage and administrative tasks.

Provide independent liquidity risk oversight for Equity and Financing businesses, including setting limits and early-warning indicators, stress-testing assumptions and models, challenging line-of-business liquidity practices, monitoring breaches, performing independent analyses and deep dives, and supporting recovery and resolution planning. Liaise with Treasury, LOB risk, and front-line units to ensure adherence to policies and drive remediation when needed. Produce reports, governance materials, and subject-matter expertise on liquidity topics.

Serve as a specialized wealth planning resource for advisor teams, leading client engagements, performing technical estate and financial analyses, developing integrated planning strategies, expanding client relationships, and coordinating implementation with advisors. Maintain advanced knowledge of trust, estate/transfer tax, retirement, investment, business transition, and philanthropic planning. Travel up to 10%.

Provide prospects and self-directed investors with investment guidance, execute and confirm trade orders, resolve client issues, and deepen relationships by uncovering needs and referring to counterparts. Maintain product, policy, and market knowledge while delivering high client satisfaction via inbound/outbound phone interactions and digital support.

Lead architect for HPS/MBSS initiatives focused on Active/Active cloud and gateway modernization. Design end-to-end infrastructure and integration solutions across on‑prem and AWS/Azure, ensure network, application, and data security, document architectures, and drive API/service integration and delivery for payments networks.

Provide inbound/outbound financial guidance to prospects and self-directed investors, educate on Merrill investment products and trading, execute and confirm trades, resolve client requests, assist with brokerage website navigation, and deepen client relationships while maintaining product, policy and market knowledge. May require SAFE Act registration for residential mortgage origination.

Manage corporate credit relationships for Technology, Media, Telecom & Gaming clients: underwrite, structure, negotiate and monitor loans; lead credit approvals and portfolio oversight; mentor junior staff; collaborate with relationship managers, risk, treasury and legal to grow loans while mitigating risk and ensuring regulatory compliance.