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Designs and oversees reusable, scalable software components supporting Global Risk Management data and analytics. Responsibilities include building performant big data pipelines, applying quantitative and modeling methods, developing models and tests, documenting technical processes, improving automation, collaborating with risk, technology, audit, compliance, and regulatory stakeholders, and providing leadership to junior team members.

Works with Financial Advisor teams to deliver comprehensive wealth planning solutions. Analyzes client data, develops and maintains financial plans, identifies investment and planning opportunities, prepares and attends client meetings, and coordinates with specialists to address client needs. Requires expertise in estate and gift taxes, philanthropy, trusts, insurance, income tax planning, investment management, wealth management products, client relationship management, and regulatory requirements including SAFE Act registration.

This role focuses on acquiring new clients, deepening relationships, and ensuring client retention while managing a client team and providing comprehensive financial solutions.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage products, meet new-client and sales objectives, comply with regulatory requirements, and complete required licenses and trainings.

Underwrite and analyze corporate, project finance and tax equity transactions. Perform qualitative and quantitative due diligence, stress testing and financial modeling; prepare credit approval documentation; review counterparty credit profiles; and collaborate with credit, risk, and market partners.

Join Merrill's Advisor Development Program to build a book of business and provide comprehensive investment recommendations to high-net-worth clients. Responsibilities include prospecting, client relationship management, KYC/account opening, delivering tailored investment solutions, collaborating with specialists, documenting interactions in Salesforce, completing training, and meeting performance and incentive targets.

Lead and execute Generative AI strategy for Global Markets Regulatory Reporting. Define engineering approach, design scalable GenAI solutions, set technology stack, oversee cross-team design and testing, integrate GenAI tools, and drive implementation for multi-tier, microservices-based platforms to deliver business outcomes.

Develop client relationships and build a book of business by sourcing prospects, recommending suitable investment products, and delivering comprehensive wealth-management advice. Document client interactions in Salesforce, follow KYC/account-opening procedures, collaborate with specialists, complete required training, and pursue business growth through prospecting, referrals, and client service.

Join as a licensed-track Financial Solutions Advisor Stage I: obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, collaborate with partners, and progress to Stage II while working primarily in financial centers and phone-based client service.

Provide personalized mortgage and banking advice to clients, acquire and deepen relationships, present home lending solutions, submit mortgage applications, manage documentation and client communications, refer to internal partners, and coach financial center associates while balancing sales, risk, and compliance.