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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.

Responsible for acquiring new clients, managing relationships, and leading the client management process to achieve business development goals in private banking.

The Wealth Strategist develops wealth transfer strategies for UHNW clients, partners with advisors, and assists in implementing customized planning strategies while focusing on client retention and relationship building.

The candidate will support the equity research team by writing reports, developing surveys, building financial models, and analyzing market dynamics in the biotech sector.

This role involves advising clients on financial goals, triaging leads, making referrals, and ensuring compliance with SAFE Act registration.