Top Tech Jobs & Startup Jobs in Boston, MA

Provide personalized banking and borrowing advice to acquire and deepen client relationships. Conduct client meetings, analyze financial needs, recommend solutions, manage outreach and pipelines, make referrals, and coach financial center associates to deliver excellent client experiences while balancing sales performance and operational risk.

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).

Support Credit Officers with underwriting, monitoring, and portfolio management for commercial lending. Coordinate pre- and post-closing activities, perform due diligence and document verification, create and clear monitoring ticklers, resolve data quality issues, and liaise with credit teams, operations, and partners. Ensure policy compliance and identify operational efficiency improvements.

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.

The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and driving business development within the Private Bank, ensuring a branded client experience and client retention.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, make referrals to internal partners, review client goals, recommend products, and complete required licenses and trainings. May originate residential mortgage loans and must comply with SAFE Act registration and background checks.

Provide personalized financial advice and solutions to clients, triage leads, refer to internal specialists, recommend banking and investment products, assist with mortgage originations (SAFE Act registration required), and complete required licenses and trainings while managing risk and building client relationships.

Underwrite and analyze corporate, project finance and tax equity transactions. Perform qualitative and quantitative due diligence, stress testing and financial modeling; prepare credit approval documentation; review counterparty credit profiles; and collaborate with credit, risk, and market partners.

Originate residential mortgage loans by developing and managing a self-sourced referral network, advising clients on lending solutions, managing pipelines, ensuring compliance with lending regulations and SAFE Act registration, engaging in community and external networking, and collaborating with loan fulfillment partners to deliver timely, compliant closings.