Responsibilities: + Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs + Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration + Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share + Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations + Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience + Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies + Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes . Required Qualifications: + Minimum 3 - 5 years of investment, trading and brokerage experience required + Experience with advanced trading strategies, options, fixed income, and margin required + Series 7 and 66 licensing required + Confident and engaging presence + Sound decision making skills with ability to manage risk and overall client experience + Strong analytical and organizational skills + Strong interpersonal skills and the ability to work in a team environment + Ability to handle multiple tasks in a dynamic environment + For internal employees; participation in a work from home posture does not make you ineligible to post .