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Supports consumer and small business credit risk reporting, data management, portfolio trend analysis, and risk analytics. Develops and maintains data extraction, transformation, validation, dashboards, controls, and reporting processes. Partners with technology and business stakeholders to resolve data quality issues, implement enhancements, perform root cause analysis, and support regulatory, governance, audit, and control activities.

Develops and manages a high-net-worth client book by prospecting, assessing financial needs, recommending suitable investment products, servicing accounts, and building trusted relationships. The role involves client acquisition, portfolio and wealth planning, regulatory compliance, KYC documentation, referrals, business development, and collaboration with Merrill specialists. Advisors complete required training and education while meeting performance goals and maintaining accurate Salesforce records.

Supports credit and operating risk management through complex reporting, data extraction, portfolio and trend analysis, dashboards, data quality controls, and governance activities. Partners with technology teams to develop reporting solutions, investigate data and process issues, perform root cause analysis, and provide actionable insights to business and senior leadership. The role also supports regulatory, audit, and risk control requirements.

Develop and manage a high-net-worth client book by prospecting, assessing financial needs, building relationships, recommending suitable investment products, and servicing accounts. The role involves client profiling, portfolio and wealth planning, referrals, business development, compliance documentation, KYC procedures, Salesforce use, mandated training, and collaboration with Merrill specialists and advisor teams.

Prepares and governs commercial asset quality reporting for internal management, SEC filings, FR Y-9C, and FFIEC Call Reports. Analyzes credit trends, losses, delinquencies, and nonperforming balances; performs variance and ad hoc analysis; supports audits, regulatory examinations, controls, data quality remediation, and reporting automation. Partners with risk, accounting, operations, technology, data management, and audit stakeholders to ensure accurate, complete, timely, and compliant reporting.

Provides personalized financial and investment guidance to clients, develops financial plans, recommends banking and brokerage strategies, manages referrals, identifies prospective clients, and mitigates risk. The role requires Series 7 and Series 66 or equivalent licenses, client relationship skills, regulatory diligence, and completion of required training. Schedule is Monday through Friday with rotating Saturdays, 40 hours per week, in an office-based environment.

Supports Financial Advisor teams by managing and developing client relationships, assisting with client meetings, coordinating investment and service activities, supporting business development or wealth planning, and addressing escalated client issues. The role requires financial industry registrations, including Series 7 and 63/65 or 66, SAFE Act registration, and an approved professional designation. It is an in-office, full-time position with potential mortgage loan origination responsibilities.

Designs and enhances market data and risk-factor frameworks supporting market risk, regulatory capital, and quantitative analytics. Develops historical market data solutions, quantitative models, proxy methodologies, and data transformations across asset classes. Partners with Risk, Front Office, Quantitative, and Technology teams on platform architecture, automation, modernization, model testing, regulatory initiatives, and impact assessments involving VaR, SVaR, FRTB, and stress testing.

Administers, supports, maintains, and improves enterprise infrastructure, with emphasis on Windows Server, Active Directory, VMware, server hardware, and system reliability. Develops technical designs, automation, templates, and playbooks compliant with architecture standards. Provides production support, contributes to technology strategy and projects, and participates in rotational on-call coverage, including nights, weekends, and holidays.

Provides risk reporting, governance, analysis, and portfolio support across credit portfolios. Responsibilities include preparing dashboards and executive materials, coordinating committees, tracking issues, maintaining process inventories, supporting audits and regulatory reviews, improving reporting automation, validating data quality, and monitoring governance indicators. The role partners with risk executives, process owners, and cross-functional stakeholders to strengthen controls, documentation, reporting accuracy, and regulatory adherence.