Top Tech Jobs & Startup Jobs in Los Angeles, CA

Facilitates commercial credit underwriting and monitoring by analyzing financial statements, projections, industry data, collateral, covenant compliance, and policy requirements. Performs financial spreading, risk rating, covenant calculations, and periodic risk reviews. Partners with credit and client teams, manages workflow, identifies process issues, and escalates risks appropriately while maintaining accurate documentation and supporting the bank’s risk appetite.

Provides personalized financial guidance by developing plans, recommending brokerage, banking, and investment products, and aligning strategies with client goals. Triages client needs, makes internal referrals, develops prospective clients, manages risk, and supports referral partners. The role requires securities licensing, regulatory compliance, client relationship management, and achievement of sales and performance goals. It is primarily in-office, Monday through Friday, with some Saturday availability.

Complete securities licensing training and develop client advisory skills before serving clients in a financial center. Build and manage client relationships, identify needs, recommend banking and investment solutions, provide comprehensive financial advice, conduct client reviews, manage referrals and pipelines, and collaborate with banking and investment partners. The role requires obtaining the SIE within 30 days and Series 7 and Series 66 within 120 days, with Monday-Friday and rotating Saturday schedules.

Provides phone-based financial advice to affluent and high-net-worth clients, identifies investment and banking solutions, manages client relationships, reviews goals, and recommends strategies. Completes training and obtains SIE, Series 7, and Series 66 licenses within specified deadlines. Collaborates with banking and investment partners, conducts client presentations, follows regulatory requirements, and develops toward a Merrill Financial Advisor role.

Provides personalized banking and borrowing advice to financial center clients, builds new and existing relationships, analyzes financial needs, recommends appropriate products, manages outreach and follow-up pipelines, and makes referrals. The role balances sales performance, operational risk, and client experience while coaching financial center associates during client meetings.

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens relationships, analyzes financial needs, recommends services, manages outreach and pipelines, resolves requests, and makes referrals. Partners with financial center leaders to support client experience and coach associates. Requires Mandarin bilingual fluency, business-to-business sales or small business banking experience, strong communication, customer service, outbound sales, and a proven sales record.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends products and services, manages outreach and follow-up, makes referrals, and supports client requests. The role balances sales performance, operational risk, and relationship care while coaching financial center associates. Bilingual Mandarin proficiency and experience in business-to-business sales or small business banking are required.

Leads Merrill’s market-level client service and wealth management banking strategy. Manages Wealth Management Client Associates, operations staff, and branch operations; drives growth, digital-first service, regulatory compliance, risk management, audits, client account approvals, expenses, referrals, and service excellence. Partners with market leadership, advisors, and home office teams while recruiting, coaching, developing, and supervising staff.

Supports commercial banking teams serving technology companies through market and industry analysis, financial modeling, pitchbooks, relationship reviews, client presentations, credit and treasury processes, transaction coordination, business analytics, and portfolio optimization. Interprets corporate financial statements and cash flows to assess company performance and industry trends, identifies business opportunities, and collaborates with relationship managers, product specialists, investment banking, foreign exchange, and wealth management teams to develop client solutions.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans using brokerage products, refer clients to internal partners, meet sales goals, complete required licenses/training (including SAFE Act), and mitigate risk while delivering strong client relationships and coaching referral partners.