Top Tech Jobs & Startup Jobs in Chicago, IL

Provide client service support to Financial Advisors by educating clients on banking and investment offerings, ensuring timely and accurate client materials, maintaining compliance with policies, deepening client relationships, and supporting day-to-day team activities and coverage needs with a client-first mindset.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, refer to internal partners, build financial plans, recommend brokerage products, meet sales goals, mitigate risk, complete required licenses/trainings, and may originate residential mortgages subject to SAFE Act 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.

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 high-net-worth clients by identifying needs, delivering comprehensive investment recommendations, prospecting and networking, collaborating with specialists and Merrill teams, completing mandated training, and documenting client interactions and opportunities in Salesforce to meet performance goals.

Lead feature design and delivery for Android applications within a large payments program. Provide technical direction, ensure architecture and coding standards, collaborate with Product Owner, mentor engineers, guide planning and execution, and ensure solutions meet acceptance criteria with minimal technical debt. Work with CI/CD, REST APIs, and payment/point-of-sale integrations.

Two-year rotational program for veterans supporting a Line of Business by executing tactical plans, project and data management, statistical analysis, reporting, and relationship-building. Participants leverage military experience, attend program events, collaborate with partners, and contribute to high-visibility projects impacting clients and associates.

Lead the design and implementation of DLP security measures in cloud environments, manage team activities, and ensure compliance with regulations.

This role involves providing personalized financial advice to high-net-worth clients, developing relationships, assessing financial goals, and recommending investment strategies to help clients succeed financially.

As a Financial Solutions Advisor Stage I, you will obtain licenses, build client relationships, and provide financial solutions while completing training programs.