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Provide comprehensive investment advice and customized financial solutions to clients, triage leads and refer to internal partners, build financial plans using brokerage products, recommend banking and investment strategies, identify and engage new clients, and comply with regulatory and SAFE Act requirements where applicable.

Provide financial advice via a contact center using Bank of America and Merrill solutions (investment, banking, lending). Build and manage client relationships, identify client needs, recommend appropriate solutions, collaborate with partners, follow regulatory due diligence, meet performance metrics, and grow a client portfolio with training and coaching support.

Lead design, operations, and standards for global data center and critical facilities to ensure continuous availability. Oversee capacity management, DCIM/monitoring adoption, vendor and construction coordination, and drive reliability, automation, and energy-efficiency improvements across Tier 2 and 3 environments.

Provide personalized investment and banking advice, build financial plans using brokerage products, triage client leads and referrals, meet client goals, recommend solutions, mitigate risk, and complete required licenses and trainings (including SAFE Act registration if originating mortgages).

Provide financial advice via a contact center using Bank of America and Merrill solutions (investments, banking, lending). Build and manage client relationships, identify needs, recommend solutions, collaborate with partners, and deliver client reviews. Participate in onboarding, training, and incentive programs; follow regulatory due diligence and prioritize tasks in a fast-paced environment.

Provide comprehensive investment advice and customized financial plans to clients; triage leads and refer to internal partners; recommend brokerage, banking, and managed solutions; identify new clients; mitigate risk and comply with regulations; maintain required licenses and complete trainings.

Manage customized discretionary investment strategies for complex, high‑net‑worth clients including asset allocation, portfolio construction, security selection, trade execution, risk management, compliance, performance reviews, client communication, and mentoring associates while supporting client retention and business development.

Lead production services for Global Markets equities trading applications, providing front-line technical support, incident and problem management, platform monitoring, SRE-driven stability improvements, stakeholder communication, and team leadership for on-call, release, and compliance activities.

Provide client service support to Financial Advisors by managing client requests, educating clients on banking and investment offerings, ensuring operational accuracy and compliance, deepening client relationships, and supporting day-to-day team activities to deliver excellent client experiences.

Provide inbound/outbound investment guidance and client service for self-directed investors. Execute and confirm trades, resolve client issues, educate clients on Merrill products and trading strategies, and deepen relationships while meeting performance goals and maintaining required registrations.