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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Support Treasury Sales Officers for large global Natural Resources clients across the sales cycle: prospecting, proposals, pricing, pipeline tracking, client meetings, and implementation. Coordinate client management, partner with product specialists, and provide operational and treasury product expertise to drive portfolio growth and ensure delivery of liquidity, payments, FX, card, and supply chain finance solutions.
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ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide personalized financial advice and banking solutions to business and small-business clients. Acquire and deepen client relationships via outreach and meetings, recommend borrowing and banking products, manage pipelines, make referrals, and coach financial center associates to deliver exceptional client experiences while balancing sales, risk, and operations.
Top Skills:
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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Advisor in Merrill's Advisor Development Program, you'll develop client relationships, recommend investment solutions, and manage a book of business to meet financial goals.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft WordSalesforce
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor is responsible for acquiring new clients, enhancing client relationships, and ensuring client retention by providing tailored financial services and guidance.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Manage and expand relationships with high-net-worth clients by advising on financial needs, driving inflows across credit, AUM and deposits, leading complex credit deals, coordinating client teams to deliver a branded experience, and building internal and external referral networks. May originate residential mortgages (SAFE Act requirements).
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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Client-facing role developing and managing custom credit relationships for ultra-high-net-worth clients. Drive funded loan balances and revenue, structure complex loan solutions, partner with underwriting and risk, educate advisors on credit capabilities, and maintain portfolio asset quality within risk appetite.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead and manage a team of employment lawyers and paralegals, provide strategic employment and corporate legal counsel to HR and business leaders, oversee litigation, agency and pre-litigation matters, direct outside counsel, draft and negotiate complex legal documents, and support regulatory responses and compliance initiatives.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Partner with Business Banking relationship managers to identify and close employee benefits sales (Defined Contribution, Defined Benefit, NQDC, Health Benefit Solutions) for accounts under $10M. Coordinate pipeline with RMs, sales teams and advisors; prepare sales materials, pricing, and proposals; manage client interactions through close. Provide guidance to junior staff. Requires deep retirement/benefits knowledge, strong sales skills, and required securities and insurance licenses.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Support credit underwriting and monitoring for mid-complexity Global Markets financing relationships (warehouse facilities, CLOs, secured loans, trading lines). Perform financial and structural credit analysis, prepare underwriting materials and approval memos, assess collateral and covenants, monitor portfolio performance, partner with front-line, legal, and risk teams, and ensure compliance with policy and regulatory requirements.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Principal Engineer will lead the engineering approach and development of the Generative AI platform, improving design, quality, and scalability while collaborating with various teams across the organization.
Top Skills:
AIData AnalyticsGenerative AiMachine LearningPythonRest Api
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