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Build and manage a book of business by sourcing prospects, delivering investment recommendations, servicing client accounts, and collaborating with Merrill teams. Complete KYC, document interactions in Salesforce, meet performance goals, and complete mandated training while balancing prospecting, referrals, client follow-up, and compliance.

Join Merrill's Advisor Development Program to build a book of high-net-worth clients, deliver investment recommendations, source prospects, perform KYC and account openings, document interactions in Salesforce, meet performance targets, and complete required training and SAFE Act registration. Collaborate with Merrill teams and leverage Bank of America solutions to grow client relationships and portfolios.

Develop client relationships with high-net-worth individuals, source prospects, recommend suitable investment products, manage accounts, document interactions in Salesforce, meet performance goals, and complete mandated training and continuing education while collaborating with Merrill teams and specialists.

Develop and manage a book of business for high-net-worth clients by sourcing prospects, delivering customized investment recommendations, conducting KYC and account openings, documenting interactions in Salesforce, collaborating with specialists, and meeting performance and training requirements within Merrill's Advisor Development Program.

Support administration and review of trust accounts, ensure compliance with fiduciary laws and internal policies, help mitigate fiduciary risk, address client issues, and drive consistency in processes and controls.

Develop and grow a book of business by prospecting, building client relationships, recommending suitable investment products, servicing accounts, documenting interactions in Salesforce, and completing mandated training and performance goals while collaborating with Merrill and Bank of America specialists.

Provide legal counsel on Corporate M&A and Global Strategic and Sustainable Investments transactions, draft and negotiate complex documents, interpret laws and regulations, advise senior stakeholders, coordinate outside counsel and internal subject-matter experts, support regulatory examinations and litigation responses, and mentor legal staff.

Lead architecture and delivery of complex POS and payments features. Define tool stack and CI/CD pipelines, drive automation, mentor teams on design and performance, evaluate new tools, and collaborate with stakeholders and architects for end-to-end solutions.

Support M&A deal teams by building complex financial and valuation models, performing company and industry research, preparing client presentations and sell-side materials, participating in due diligence, supporting origination and execution, and coordinating with domestic and international deal team members.

Build and manage a book of business serving high-net-worth clients by sourcing prospects, delivering investment recommendations, conducting KYC and account openings, partnering with specialists, documenting interactions in Salesforce, meeting performance goals, and completing mandated training and SAFE Act registration requirements.