Top Tech Jobs & Startup Jobs

Prepare and review commercial loan documentation to ensure compliance with bank policies, manage pre-closing and closing processes, ensure lien perfection, coordinate payments and Loan IQ bookings, and collaborate with legal, credit, client managers, and operational partners to deliver accurate, timely closings.

Provide client service and operational support to financial advisors and clients, promote bank offerings, ensure accurate client materials, follow policies to manage risk, and support team activities including coverage during absences.

Develop relationships with high-net-worth clients, identify needs, recommend suitable investment products, build a book of business, prospect and network, collaborate with Merrill teams, complete training and compliance, and document interactions in Salesforce.

Provide day-to-day client service support for Financial Advisors, serving as primary client contact. Educate clients on banking and investment offerings, ensure accuracy and timeliness of client materials, follow policies to manage risk, deepen client relationships, promote banking integration, and support team operations including coverage during absences.

Provide client service support to Financial Advisors by educating clients on banking and investment offerings, ensuring timely accurate client materials, following bank policies, deepening client relationships, and supporting daily team operations including coverage during absences. Act as frequent point of contact to fulfill client and FA requests and promote integrated banking solutions.

Trainee financial advisor who will study for and obtain securities licenses (SIE, Series 7, Series 66), learn consultative advisory skills, acquire and manage client relationships, deliver Bank of America and Merrill banking and investment solutions, perform client reviews, and collaborate with internal partners while adhering to SAFE Act registration requirements.

Lead a team to drive digital card acquisition through performance analysis, funnel optimization, forecasting, and strategic channel management. Use data-driven insights to improve conversion, ROI, and portfolio performance while partnering with Product, Marketing, Technology, Risk, and Compliance. Coach staff, identify trends, build roadmaps, and champion cross-functional initiatives to optimize customer journeys and profitability.

The Merrill Advisor Development Program - Financial Advisor involves developing client relationships, recommending investment solutions, and collaborating with financial advisor teams to enhance portfolio growth.

Partner with Treasury Sales Officers to develop revenue-driving strategies, support sales through implementation and onboarding, manage client relationships, perform pricing and opportunity analyses, prepare presentations and pitchbooks, conduct industry research, ensure sales data accuracy, and participate in in-person client calling and client-facing activities.

Support US Oil & Gas equity research by generating investment ideas, building financial models and databases, writing industry and company reports, participating in company and client meetings, and communicating research findings to internal and external stakeholders.