Top Tech Jobs & Startup Jobs

Serve as a Treasury implementation consultant defining end-to-end technical requirements and functional designs, working with business partners, developers, and testers to deliver complex enterprise treasury applications and ensure timely project delivery and client satisfaction.

Ensure privileged access controls meet IAM standards across platforms; partner with governance to measure and report controls; define PAM requirements for technology partners; apply PAM best practices and modernization efforts; identify and remediate PAM risks; educate stakeholders; support audits and provide senior management reporting to reduce sustained risk.

Lead modernization of enterprise access controls and cloud entitlement management across AWS, Azure, GCP and SaaS. Drive RBAC/ABAC/PBAC/JIT adoption, entitlement analytics, SOD controls, automation/AI-enabled workflows, role engineering, and cross-functional stakeholder engagement to reduce access risk and improve access lifecycle efficiency.

Build and manage a book of high-net-worth clients by sourcing prospects, delivering investment recommendations, completing KYC and account openings, documenting interactions in Salesforce, and meeting performance and training requirements while collaborating with Merrill teams.

Develop and grow a book of business by sourcing prospects, advising high-net-worth clients on investment strategies, delivering comprehensive financial recommendations, documenting client interactions in Salesforce, and meeting performance and compliance requirements while collaborating with Merrill teams and specialists.

The Private Client Advisor II is responsible for acquiring new clients, enhancing client relationships, and managing client interactions while ensuring service delivery and client retention. The role requires extensive financial services experience and aims at providing tailored financial solutions to high-net-worth clients.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans with brokerage products, recommend banking and investment strategies, make referrals to internal partners, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration when applicable).

Provide client service support to Financial Advisors by managing client requests, delivering accurate client materials, promoting banking and investment offerings, ensuring compliance with policies, and supporting day-to-day team activities to deepen client relationships and operational excellence.

The Financial Solutions Advisor provides customized financial advice and solutions, manages client relationships, and recommends investment strategies to meet financial goals.

Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.