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Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, supporting policy compliance and risk management, maintaining client relationships, identifying banking and referral opportunities, and assisting with daily team operations. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Provides client service support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include handling service requests, preparing accurate client materials, supporting policy compliance and risk management, maintaining client relationships, promoting banking offerings, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.

Leads enterprise Agentic AI strategy, architecture, and delivery across the software development lifecycle. Designs AI agent workflows, RAG and knowledge-graph retrieval systems, Copilot integrations, LLMOps practices, evaluation frameworks, governance controls, and responsible-AI patterns. Partners with product, platform, risk, security, and delivery teams to automate development workflows, improve engineering outcomes, manage adoption, and communicate progress to executives.

Supports credit underwriting and monitoring for infrastructure finance transactions. Analyzes financial statements, projections, industry data, collateral, covenants, transaction structures, and stress scenarios; evaluates risks and creditworthiness; prepares approval documentation; monitors portfolios; reviews compliance with policies and regulations; and collaborates with credit, risk, legal, and market partners.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate client materials, following policies and procedures, supporting risk management, educating clients on banking offerings, deepening relationships, identifying referrals, and assisting with daily team activities. The role requires strong communication, organization, technology adaptability, discretion, and a client-focused approach.

Performs advanced analysis of financial, market, and portfolio data to improve risk, profitability, forecasting, and operational performance. Develops scalable reporting and analytics solutions, identifies trends, translates complex data into strategic recommendations, and leads performance reporting for senior management. Partners with Risk, Product, Operations, and other cross-functional teams on strategic initiatives. The role also evaluates fraud risk and develops mitigation strategies.

Processes and reconciles collateral and brokerage transactions involving significant monetary impact. Reviews transaction requests, confirms collateral availability, resolves exceptions, responds to client inquiries, escalates risks, performs quality reviews, and identifies process improvements. Supports high-volume workflows, collaborates with cross-functional teams, and helps coach less experienced team members while ensuring accuracy, compliance, and effective operational controls.

Provides client service and administrative support to Merrill wealth management teams. Educates clients about banking and investment offerings, maintains accurate client materials, fulfills client and advisor requests, supports policy compliance and risk management, and deepens client relationships through banking solutions and referrals. The role also supports daily team operations, requires strong communication and organization, and may involve FINRA securities licensing.

Provides client service, business development, investment, banking, and administrative support to multiple Financial Advisors. The role includes obtaining securities licenses, addressing client needs, maintaining accurate materials, supporting risk and compliance procedures, identifying relationship-deepening opportunities, and promoting banking solutions. Successful employees progress through the Advisor Development Program toward becoming Financial Advisor trainees and ultimately full-scale Merrill Financial Advisors.

Provides confidential administrative support to multiple executives, including proactive calendar management, phone coverage, travel arrangements, expense processing, meeting coordination, minutes, correspondence, reports, and research. Resolves scheduling conflicts, gathers and communicates information, handles incoming inquiries, and supports meetings and off-sites. The role requires strong organization, prioritization, communication, attention to detail, adaptability, and professional judgment.