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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.

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 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.

Provide goals-based education and customized brokerage and banking solutions to Merrill 401(k) and Equity Plan participants via a contact center. Triage participant requests, build financial plans, recommend investments, refer to internal partners, and manage risk while completing required licenses and registrations.

Manage and lead a quantitative team to develop, validate, and govern market risk models (VaR, IMM, CCP, FRTB). Oversee model development, performance monitoring, backtesting, documentation, regulatory submissions, and stakeholder engagement. Provide methodological guidance, remediate model issues, and support audits/regulatory exams while coordinating across Capital, Risk, Technology, and Model Risk Management.

Provide comprehensive financial advice and customized investment solutions to clients, triage leads, refer to internal partners, build financial plans, recommend brokerage products, and meet sales and regulatory requirements including SAFE Act registration.

Provide client service support to Financial Advisors, serve as frequent client contact, prepare accurate client materials, ensure compliance with bank policies, deepen client relationships by promoting banking and investment offerings, and support day-to-day team operations including coverage during absences.

Serve as a specialist for advisor teams providing wealth planning for high and ultra-high net worth clients. Lead planning engagements end-to-end, analyze estate and financial data, develop integrated strategies (trusts, tax planning, cash flow, business transitions, philanthropy), support implementation with advisors, build referral networks, and stay current on tax and trust developments. Up to 10% travel.

Provide client service support to Financial Advisors, act as primary client contact, ensure timely and accurate client deliverables, promote banking and investment offerings, maintain compliance with policies, and support team activities including coverage during absences while prioritizing client experience.

Build and deploy machine learning solutions (recommendation systems, NLP, time series, optimization), collaborate with stakeholders and engineers, set technical strategy for data-science products, run A/B tests, and communicate results to drive business impact.