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Senior product representative responsible for sourcing, structuring, negotiating and launching private markets offerings (private equity, real assets, credit, real estate, infrastructure). Manage fund onboarding, feeder fund structuring, pricing and legal/operational processes; coordinate due diligence, internal reviews, and advisor/client communications while maintaining external fund relationships and platform collateral.

Lead engineering strategy and execution for global payments data and analytics at the program/portfolio level. Design complex, scalable data platforms, oversee architecture and engineering practices, drive cloud modernization, ensure data governance and regulatory compliance, and lead cross-functional teams to deliver AI-enabled analytics and business intelligence solutions.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage and banking products, refer to internal partners, manage risk and compliance (including SAFE Act registration when applicable), and pursue new client opportunities. Complete required licenses and trainings and meet sales goals while delivering client-focused service.

Provide daily client service support to Financial Advisors by responding to client needs, preparing accurate materials, promoting banking and investment offerings, ensuring compliance with policies, and supporting team activities to deepen client relationships and operational excellence.

Acquire and deepen relationships with high-net-worth clients, lead client management process, cross-sell Private Bank services (wealth structuring, credit, banking, asset management), source new clients, ensure retention, and coordinate team specialists while adhering to SAFE Act registration for residential mortgage origination.

Acquire and deepen high-net-worth client relationships, lead client management process, source new business, deliver integrated private banking solutions (wealth structuring, credit, banking, asset management), ensure client retention, coordinate with internal partners, and support mortgage origination compliance (SAFE Act) when applicable.

Phone-based trainee role providing client service and referrals, deepening Merrill relationships, managing self-directed accounts, supporting trading, and preparing for SIE/Series 7 and 66 licensing to build a financial services career.

The Private Client Advisor II acquires new clients, enhances relationships, leads client management processes, and ensures client retention, focusing on delivering personalized financial solutions.

The advisor is responsible for acquiring new clients, deepening relationships, and leading the client management process to meet business goals while providing a branded client experience and ensuring client retention.

The Investment Management Specialist is responsible for defining investment management philosophies, managing client portfolios, delivering tailored investment solutions, and preparing performance review reports for clients.