Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage and grow treasury revenue for a portfolio of large corporate clients by developing customized cash management, payments, trade, FX and card solutions. Drive client acquisition and expansion, lead pricing and negotiations, support client planning and portfolio development, foster digital adoption, and partner with bankers and product specialists to deliver profitable, client-focused treasury strategies.

Build and manage a book of business serving high-net-worth clients by sourcing prospects, delivering investment recommendations, conducting KYC and account openings, partnering with specialists, documenting interactions in Salesforce, meeting performance goals, and completing mandated training and SAFE Act registration requirements.

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.

Join Merrill's Advisor Development Program to build a book of business and advise high-net-worth clients. Responsibilities include prospecting, client needs assessment, recommending suitable investments, managing client accounts, collaborating with specialists and documenting interactions in Salesforce. The role requires completing mandated training, meeting performance goals, and growing client relationships through referrals and networking.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development, deliver holistic Private Bank solutions (wealth structuring, credit, banking, asset management), promote digital adoption, ensure client retention, collaborate with internal partners, and comply with SAFE Act requirements when originating residential mortgage loans.

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Serve as primary planning lead for senior executives in a corporate-sponsored wealth program. Provide holistic wealth, tax, estate, retirement, and executive compensation planning; coordinate specialists across investment, credit, banking, and trust; build trusted executive relationships; educate clients; and ensure compliant, personalized solutions to maximize value of company-sponsored compensation and benefits.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, meet performance targets, collaborate with Merrill advisor teams, complete training and compliance (KYC/SAFE Act), and document interactions in Salesforce.