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The Merrill Financial Solutions Advisor will provide personalized financial advice to clients, develop relationships, and guide them toward achieving their financial goals. Responsibilities include managing client interactions, delivering presentations, and participating in marketing strategies to enhance client acquisition.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include addressing service needs, preparing accurate client materials, following policies and risk controls, maintaining client relationships, promoting banking offerings, and supporting daily team activities. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Lead feature delivery for Oracle-centric data pipelines and analytics platforms. Design, implement, and optimize PL/SQL packages, procedures, and ETL; automate jobs with Autosys and Unix shell scripting; perform data modeling, profiling, and performance tuning; mentor developers, support testing/UAT, and collaborate with stakeholders to ensure compliant, stable, high-quality database solutions.

Provides client service support to multiple Financial Advisors and serves as a primary contact for Merrill clients. Responsibilities include educating clients on banking and investment offerings, preparing accurate materials, responding to requests, following policies, managing risk, maintaining relationships, identifying referrals, and supporting daily team operations. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Leads enterprise IAM strategy for public cloud, SaaS, generative AI, machine learning, and agentic AI environments. Defines governance, standards, controls, roadmaps, and identity-security patterns; assesses cloud and vendor solutions; evaluates human and non-human identity risks; and advises on least privilege, authorization, secrets, and entitlement governance. Partners with technology, risk, compliance, audit, and executive stakeholders to identify gaps, guide modernization, and communicate strategic recommendations.

Acquires and retains high-net-worth private banking clients, deepens relationships, and leads client teams in delivering integrated wealth, credit, banking, and asset management solutions. Builds internal and external referral networks, identifies business opportunities, advises clients on wealth strategies, promotes digital capabilities, and collaborates with specialists. The role may include residential mortgage loan origination and requires SAFE Act registration and applicable securities licenses.

Provides personalized borrowing and banking guidance to financial center clients. Builds and deepens relationships, analyzes financial needs and credit data, recommends lending solutions, originates mortgage applications, gathers documentation, manages pipelines, and follows up throughout the loan process. Conducts outreach, makes referrals, resolves client requests, and coaches financial center associates while balancing sales performance, risk management, regulatory compliance, and client experience.

Design, develop, and deliver real-time data replication solutions using IBM IIDR across mainframe and midrange platforms. Lead end-to-end IIDR pipelines, optimize performance, troubleshoot complex replication issues, automate releases and tests, mentor engineers, and ensure production stability and CI/CD readiness.

Lead design and delivery of AI-enabled engineering capabilities across the SDLC to improve developer productivity, code and test generation, CI/CD integration, and secure, governed automation. Define portfolio-level technical strategy, implement reusable automation patterns, and partner with architects, security, and platform teams to scale AI-assisted workflows from pilot to enterprise adoption.

Lead design and governance of enterprise Retrieval-Augmented Generation data stores and retrieval architecture. Define embedding strategies, vectorization workflows, indexing, metadata models, hybrid retrieval, relevance tuning, and observability. Evaluate vector DB platforms, set standards and guardrails, partner with pipeline and context engineers, mentor teams, and balance innovation with security, scalability, and operational reliability.