Merrill Lending Solutions Advisor II
Core
Client- and advisor-facing role driving adoption of lending solutions for Ultra High Net Worth (UHNW) clients within Merrill Wealth Management, serving as the first point of contact for early-stage lending conversations and partnering with Credit Advisors on deal structuring.
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, Strategic Thinking, Pipeline Management, Problem Solving, Presentation Skills, Sales Strategy
Preferred skills
Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, or non-traditional collateral
Technologies
N/A
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; Lead initial client/prospect calls to discuss lending capabilities; Pre-screen custom lending opportunities for alignment with guidelines; Prepare high-level deal memos; Partner on deal structure, terms, and pricing with Credit Advisors; Identify incremental lending opportunities through renewals and loan modifications; Contribute to lending practice improvements.
Seniority
Senior, hands-on IC