Top Tech Jobs & Startup Jobs in Austin, TX

Manages customized discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include asset allocation, portfolio construction, security and manager selection, trade execution, risk management, compliance, performance reviews, market analysis, and proactive client communication. The role also supports client retention, business development, integrated wealth-management solutions, and mentoring associates.

Responsible for acquiring new clients, managing client relationships, and promoting the bank's private banking services while ensuring compliance with SAFE Act requirements.

The Merrill Lending Solutions Advisor II drives adoption of lending solutions, manages credit activities, and engages with UHNW clients while ensuring risk management and profitability goals are met.

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.

The Merrill Lending Solutions Advisor drives adoption of lending solutions among UHNW clients, manages credit activities, and oversees underwriting and risk analysis. They collaborate with advisors and clients, educate on lending capabilities, and contribute to strategy for product innovation in lending practices.