Merrill Lending Solutions Advisor II
Core
Drive adoption of lending solutions across Merrill Wealth Management by leading business development with Private Wealth Advisors and serving as the first point of contact for early-stage lending conversations for Ultra High Net Worth (UHNW) clients.
Role type
Senior IC lending solutions advisor (business development & client engagement)
Builds
Custom lending opportunities and deal structures for UHNW clients
Domain
Wealth Management / Commercial Lending
Deliverable
client delivery
Required skills
Business Development, Loan Structuring, Credit Analysis, Relationship Building, Client Management, Presentation Skills, Pipeline Management, Strategic Thinking, Problem Solving, Sales Strategy
Preferred skills
Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral
Technologies
None stated
Responsibilities
Drive growth by increasing advisor engagement and UHNW household penetration through education and opportunity identification; Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities; Lead initial client/prospect calls to discuss lending capabilities and gather financial information; Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy; Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors; Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events; Identify incremental lending opportunities through renewals and loan modifications; Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements
Seniority
Senior, hands-on IC