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Merrill Wealth Management

Merrill Wealth Management business provides investment and wealth management strategies to individuals and businesses in more than 100 U.S. markets and 600+ offices across the United States. Our advisors work closely with clients to identify their goals and design a personalized approach to managing their wealth. Leveraging Merrill’s investment platform and thought leadership from the bank's top-ranked Global Research team as well as Merrill’s Chief Investment Office, we offer clients actionable advice that helps guide their financial decisions.

Our business is comprised of the Investment Solutions Group and Chief Investment Office, which deliver world-class investment strategies, products, portfolio offerings and platforms, and the Home Office team, which provides critical field operations support through integrated tools, strategies and processes.

Whether it’s self-directed investing, personal advisor investing relationships or tailored investment solutions, we serve clients at every stage of their financial lives, helping them build comprehensive financial strategies and achieve their long-term financial goals.

Our Wealth Management Analyst program allows candidates to work alongside top industry advisors and leaders to learn key aspects of wealth management, including investment and banking products and solutions, digital capabilities, investment strategy and portfolio management, business and field operations support, client engagement and more. In addition to formal training at the start of the program, participants have access to valuable on-the-job support, educational speaker events and meaningful mentorship opportunities throughout their summer experience.

Program roles include Client Associate supporting one of Merrill’s advisory teams as well as a variety of analyst roles across key areas within our Investment Solutions Group, Chief Investment Office and Merrill Home Office team, including:

  • Thought Leadership

  • Portfolio Management & Investment Strategy

  • Investment Products & Platforms

  • National Business Development

  • Merrill Supervision and Controls

We’re looking for motivated individuals with a team-first attitude, a strong desire to deliver exceptional experiences and a passion for delivering new ideas to better serve the next generation of Merrill Wealth Management clients.

 

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Corporate functions

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Technology & operations