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The Senior Investment Manager leads investment strategies for Financial Advisors, ensuring risk assessments align with client goals, and acts as a subject matter expert for investment-related inquiries.

Lead and grow a technology team delivering network automation and infrastructure solutions for a regulated banking environment. Responsibilities include people management, coaching, hiring, setting technical strategy and maturity goals, ensuring production application performance, compliance with security and risk standards, stakeholder and vendor management, and promoting Agile engineering and continuous improvement.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, make referrals, mitigate risk, acquire new clients, and complete required licenses and trainings (including SAFE Act registration if originating mortgages).

Develop and grow a book of high-net-worth clients by sourcing prospects, delivering investment recommendations, managing client relationships, completing KYC and account openings, documenting interactions in Salesforce, and meeting performance goals while receiving training and mentorship.

Develop and grow a book of high-net-worth clients by prospecting and converting leads, delivering investment recommendations, conducting client reviews, and collaborating with Merrill teams. Follow KYC and compliance procedures, document interactions in Salesforce, complete mandated training, and balance business development, client servicing, and administrative duties to meet performance goals.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, document interactions in Salesforce, meet performance targets, complete required training and SAFE Act registration, and collaborate with Merrill and Bank of America specialists to grow a book of business.

Join Merrill's Advisor Development Program to build a book of business, source and service high-net-worth clients, recommend investment solutions, collaborate with specialists and advisor teams, complete required training and compliance (including SAFE Act registration), and document client interactions in Salesforce while pursuing performance-based incentives.

Develop and grow a book of high-net-worth clients by sourcing prospects, delivering goals-based investment recommendations, and collaborating with Merrill teams. Manage client onboarding, KYC, account servicing, and document interactions in Salesforce while meeting performance targets and completing required training and registration.

Develop and grow a book of business by identifying prospects, delivering tailored investment recommendations, servicing client accounts, and collaborating with Merrill teams. Meet performance goals through prospecting, referrals, client reviews, compliance, and ongoing training while documenting interactions in Salesforce.

Join Merrill's Advisor Development Program to build a book of business, source and onboard clients, recommend suitable investment products, collaborate with Merrill teams, complete mandated training, and document client interactions. Role emphasizes prospecting, relationship-building, goal attainment, and adherence to KYC and compliance requirements.