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Develop and grow a book of high-net-worth clients through prospecting, referrals, and relationship management. Recommend suitable investment products, perform KYC and account openings, document client interactions in Salesforce, meet performance goals, complete training, and collaborate with Merrill teams to deliver comprehensive wealth management advice.

The role provides client service support to Financial Advisors, focusing on client advocacy, operational excellence, and tailored solutions for clients' needs.

Provide expert-level credit advisory and underwriting for healthcare and not-for-profit commercial clients. Structure loans and tax-exempt financings, manage portfolio credit processes, negotiate documentation, lead credit/risk approvals, build client relationships, and mentor associates while collaborating with relationship managers and product teams.

Lead strategy, delivery, and governance for enterprise AI and generative AI platforms. Build and manage teams, drive platform adoption, implement Power Platform governance, ensure secure-by-design engineering and compliance, partner with Risk/Security/Compliance, and measure business value from AI initiatives.

Provide personalized banking and borrowing advice to small business and financial center clients. Acquire and deepen client relationships through outreach, meetings, and pipeline management; recommend tailored financial solutions, make referrals, and partner with center leaders to coach associates and ensure excellent client experience while balancing sales performance and operational risk.

Provide personalized financial advice to acquire and deepen client relationships across banking and borrowing products. Conduct client meetings, recommend solutions, manage pipelines, make decisions or referrals, and coach financial center associates to deliver exceptional client experiences while balancing sales performance and operational risk.

Provide personalized financial advice and banking/borrowing solutions to acquire and deepen client relationships, manage outreach and pipelines, refer complex needs internally, and coach financial center associates to deliver strong client experiences while balancing sales performance and operational risk.

Provide personalized financial advice to business and small-business clients, acquire and deepen client relationships, recommend banking and borrowing solutions, manage outreach and pipelines, make referrals, and coach financial center associates to deliver exceptional client experiences.

Provide personalized banking and lending advice to business and consumer clients, acquire and deepen relationships, analyze financial needs, recommend products, manage outreach and pipeline, refer complex requests, and coach financial center associates to deliver strong client experiences while balancing sales and risk.

Advise and guide business and financial center clients across borrowing and banking products, acquire and deepen client relationships, present customized solutions, manage outreach and pipeline, make client decisions and referrals, and coach financial center associates to deliver exceptional client experiences.