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Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer clients to internal partners based on needs and assets, meet to review goals, recommend products, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration for mortgage origination).

Serve as primary planning lead for senior executives in a corporate-sponsored wealth program. Provide holistic wealth, tax, estate, retirement, and executive compensation planning; coordinate specialists across investment, credit, banking, and trust; build trusted executive relationships; educate clients; and ensure compliant, personalized solutions to maximize value of company-sponsored compensation and benefits.

Lead middleware remediation, platform modernization, and security hardening across MuleSoft and TIBCO. Design and operate scalable, secure API platforms, support global onboarding and CI/CD enablement, drive operational excellence for a 24x7 mission-critical environment, and participate in on-call rotations including occasional weekend work.

Lead development and validation of market risk and stress-testing models (VaR, Stressed VaR, FRTB, CCAR). Perform end-to-end stress testing, scenario design, statistical analysis on large datasets, model performance monitoring, documentation, and collaborate with trading desks, technology, and model risk teams to support regulatory and internal capital requirements.

Provide client service support to Financial Advisors and clients, act as primary contact for service needs, ensure timely and accurate client materials, promote banking offerings, follow policies to manage risk, and support day-to-day team activities and coverage.

Lead product management for equity compensation financial reporting, serving as ASC 718 subject matter expert. Define roadmap, translate accounting rules into product capabilities, partner with engineering and cross-functional teams to deliver validated features, and support client engagements, onboarding, and go-to-market activities.

Lead product lifecycle and roadmap for enterprise secrets management and vaulting platforms (CyberArk, HashiCorp Vault, cloud vaults). Prioritize features, manage releases, vendor/licensing relationships, and align platforms with IAM/PAM, Zero Trust, compliance, resiliency, and enterprise architecture. Act as executive point of contact and measure product KPIs.

Manage and deepen relationships with high-net-worth clients by advising on financial needs, driving inflows across products, leading complex credit deals, coordinating client teams, mentoring colleagues, and partnering across the bank to deliver a branded client experience.

Provide goals-based investment and banking guidance to Merrill 401(k) and equity plan participants via a contact center. Build financial plans, recommend brokerage products, triage client requests, make referrals to internal partners, mitigate risk, and complete required licenses and SAFE Act registration. Participate in incentive plans and collaborate with business partners to support participant transitions and long-term financial goals.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to partners, build financial plans, recommend brokerage products, meet sales goals, mitigate risk, and complete required licenses and SAFE Act registration. Engage new clients and collaborate with internal teams to deliver client-centered solutions.