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Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include addressing client service needs, preparing accurate materials, supporting policy and risk procedures, educating clients about banking offerings, deepening relationships, identifying referrals, and coordinating daily team activities. The role requires strong communication, organization, discretion, technology adaptability, and client-focused judgment. FINRA SIE, Series 7, or Series 66 credentials and investment product knowledge are preferred.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include responding to service requests, preparing accurate client materials, supporting policy compliance and risk management, maintaining client relationships, identifying banking and investment needs, and assisting with daily team operations. The role requires strong communication, organization, adaptability, judgment, and client focus, with securities licensing and investment industry knowledge preferred.

Provides client service and operational support to multiple Financial Advisors in Merrill Wealth Management. Responsibilities include responding to client and advisor requests, preparing accurate materials, supporting policy compliance and risk management, deepening client relationships, promoting banking offerings, and coordinating daily team activities. The role requires strong communication, organization, client focus, adaptability, and attention to detail, with preferred FINRA securities licenses and proficiency in Microsoft Office and Salesforce.

Provides personalized financial guidance by developing client financial plans, recommending banking and investment strategies, triaging needs, making referrals, managing risk, and identifying prospective clients. The role requires obtaining industry licenses, completing training, maintaining SAFE Act registration, and building strong client relationships through effective communication and solution-oriented advice.

Leads the Enterprise Transaction Services Business Support Manager team, developing managers and improving organizational effectiveness. Partners with executives to align strategic priorities, lead leadership routines, coordinate cross-functional initiatives, manage communications, and resolve organizational issues. Oversees talent development, succession planning, process improvement, risk discipline, budgets, and executive-ready presentations while serving as a trusted advisor to senior leadership.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, responding to requests, maintaining policy compliance, supporting daily team activities, identifying relationship-deepening opportunities, and communicating client needs to advisors. The role requires strong communication, organization, judgment, technology adaptability, and a client-focused approach.

Provides client service, investment support, relationship management, and business development assistance to multiple Financial Advisors. The role requires obtaining SIE, Series 7, and Series 66 licenses within 120 days, supporting client needs, ensuring accurate documentation and policy compliance, identifying banking and investment opportunities, and building trust through proactive communication. Successful employees progress through Merrill’s Advisor Development Program toward becoming Financial Advisors responsible for developing and managing a book of business.

Leads enterprise context engineering and LLM optimization across software delivery platforms. Designs prompt architectures, retrieval orchestration, context compression, grounding, memory, tool use, and evaluation frameworks for production LLM and RAG systems. Establishes reusable standards, architecture guardrails, and governance while improving answer quality, token efficiency, security, and reliability. Provides technical authority across multiple teams, mentors engineers, evaluates AI technologies, and communicates strategy to engineering, product, risk, security, and executive stakeholders.

Define and lead AI security strategies and standards across data, models, APIs, integrations, and third-party use. Identify AI-specific risks, establish security requirements, and operationalize governance through threat modeling, control validation, monitoring, and regulatory alignment. Partner with senior engineering, risk, business, and technology stakeholders to secure cloud-based AI workloads, assess controls, communicate security trends, and drive consensus on complex issues.

Performs manual application security assessments, penetration tests, threat analysis, code reviews, and vulnerability validation across enterprise technologies. Identifies misconfigurations and security weaknesses, develops proofs of concept, advises on remediation, documents findings, and presents technical risk information. The role also incorporates threat actor techniques into offensive security testing, partners with security and business teams, supports incident triage, and mentors junior assessors.