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Provides client service and business development support to multiple Financial Advisors while completing securities licensing and progressive training toward becoming a Merrill Financial Advisor. Responsibilities include managing client requests, recommending appropriate banking and investment solutions, developing relationships, prospecting, supporting compliance and risk controls, coordinating with internal specialists, and maintaining accurate client materials.

Provides client service and business development support to multiple Financial Advisors while completing securities licensing and progressing through Merrill’s Advisor Development Program. Responsibilities include servicing clients, identifying needs, recommending appropriate banking and investment solutions, maintaining client materials, supporting compliance and risk processes, managing referrals, and building prospective client relationships. Successful candidates may advance to Financial Advisor trainee and ultimately Financial Advisor roles.

Provides client service and business growth support to multiple Financial Advisors, managing client requests, materials, banking and investment solutions, referrals, compliance, and operational needs. The role includes obtaining SIE, Series 7, and Series 66 licenses within 120 days, followed by progressive training toward becoming a Financial Advisor. Responsibilities eventually include prospecting, building client relationships, recommending suitable investment products, and managing a book of business.

Provides client service and business development support to multiple Financial Advisors. Responsibilities include managing client requests, preparing accurate materials, supporting investment and banking solutions, maintaining relationships, identifying referrals, ensuring compliance, and assisting with operational excellence. The role includes obtaining SIE, Series 7, and Series 66 licenses within 120 days and progressing through training toward becoming a Merrill Financial Advisor.

Provides client service and business development support to multiple Financial Advisors while progressing through a structured path toward becoming a Merrill Financial Advisor. Responsibilities include managing client requests, supporting investments and banking solutions, maintaining accurate documentation, ensuring policy compliance, identifying relationship-deepening opportunities, prospecting, networking, and completing required securities licensing, training, and performance milestones.

Drives acquisition of complex merchant-services business in partnership with treasury sales officers and relationship managers. Consults with clients and C-level executives on commerce ecosystems, payment solutions, POS systems, tokenization, equipment, transaction routing, and broader banking products. Develops tailored value propositions, manages sales pipelines, advises on pricing and credit reviews, supports implementation, and collaborates with VARs, integrators, and payment gateways to close new business.

Supports Financial Advisor teams by managing and expanding private wealth client relationships. Assists with client meetings, investment strategy discussions, account performance reviews, product and market updates, referrals, and coordinated sales and service activities. Provides specialized support in business development, wealth planning, investment management, or business management; helps implement client service models, manage risk, resolve escalated issues, and meet regulatory requirements including SAFE Act registration.

Originates and structures customized OTC derivatives and Market-Linked Investments for retail and UHNW clients. Develops investment, hedging, and portfolio strategies; prepares term sheets and client materials; prices and executes transactions; and coordinates with sales, trading, operations, risk, legal, compliance, and technology teams. Leads platform modernization, workflow automation, business requirements, system integration, roadmap development, and transformation initiatives supporting advisor adoption, scalability, and client outcomes.

Conduct quantitative risk and capital modeling for banking portfolios, including market stress testing, model development, validation, monitoring, and governance. Analyze large datasets using statistical and machine learning techniques, build and improve model systems, support regulatory requirements such as CCAR and CECL, and communicate findings to technical stakeholders, business units, and senior management. The role also involves technical documentation, model performance evaluation, process improvement, and collaboration with Technology and Model Risk Management teams.

Phone-based role handling inbound client service calls, identifying needs, referring sales opportunities to specialists, managing self-directed account trading, supporting client relationships, and preparing to obtain SIE, Series 7 and 66 licenses.