Top Tech Jobs & Startup Jobs

Originates residential mortgage and HELOC loans while advising clients on borrowing and banking products. Builds client relationships, analyzes financial needs and credit data, presents lending solutions, manages mortgage applications and documentation, and conducts pipeline outreach and follow-up. Provides referrals and coaching to financial center associates while balancing sales performance, client experience, operational risk, and regulatory compliance, including SAFE Act registration.

Provides client service and business development support to multiple Financial Advisors, addressing client needs, preparing materials, managing follow-up, supporting investment and banking solutions, and maintaining policy compliance. The role includes dedicated study time to obtain SIE, Series 7, and Series 66 licenses within 120 days, followed by progressive training toward becoming a Financial Advisor responsible for building and managing a client book of business.

Provides personalized financial guidance to banking clients, recommending borrowing and banking solutions aligned with their goals. Builds and deepens client relationships through meetings, outreach, pipeline management, referrals, and follow-up. Balances sales performance, operational risk, and client care while supporting financial center associates with specialized coaching and guidance.

Provides production support for live testing environments by resolving incidents, monitoring system health, managing passwords, and conducting root cause analysis. Develops models, analytical tools, testing scripts, and monitoring capabilities using programming and data technologies. Partners with process and data owners to identify risks, improve processes, assess controls, and produce testing reports and actionable insights for stakeholders, auditors, and regulators.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends banking solutions, manages outreach and sales pipelines, follows up with clients, handles requests and referrals, and supports financial center associates with specialized coaching. The role requires business-to-business sales or small business banking experience, strong communication, customer service, relationship-building, outbound sales, and a proven sales record.

Processes and settles ADR/ORD conversions across multiple markets and platforms. Resolves complex client issues, manages approvals and settlement risk, communicates with clients and internal teams, performs quality reviews and reconciliations, updates procedures, supports audits and projects, and prepares executive reports. The role also identifies opportunities to streamline repetitive work through automation or AI while meeting high-volume settlement requirements.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends products and services, manages outreach and pipelines, follows up with clients, handles requests, and makes referrals. Partners with financial center leaders to support associate coaching and exceptional client experiences while balancing sales performance, operational risk, and relationship care.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling requests, maintaining policy compliance, identifying relationship-deepening opportunities, and supporting daily team operations. The role requires strong communication, organization, client focus, adaptability, and technology skills, with securities licensing and investment-product knowledge preferred.

Provides client service and business development support to multiple Financial Advisors while completing securities licensing and advisor training. Responsibilities include managing client requests, preparing accurate materials, supporting investment and banking solutions, maintaining compliance, identifying referrals, prospecting, building relationships, and recommending suitable solutions. Successful candidates may progress to Financial Advisor trainee and ultimately manage their own client book of business.

Provides client service and business development support to multiple Financial Advisors, managing client requests, materials, referrals, banking and investment solutions, compliance, and operational processes. The role includes obtaining SIE, Series 7, and Series 66 licenses within 120 days, completing advisor training, prospecting, building client relationships, and progressing toward becoming a Merrill Financial Advisor.