Strategist jobs in United States, California, San Diego

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.

Core responsibilities

• Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals).

• Design, create and effectively deliver presentation pieces for client meetings and national events

• Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.

• Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.

• May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.

• Assist with the retention of UHNW relationships.

Skills:

• Business Development

• Critical Thinking

• Oral Communications

• Presentation Skills

• Wealth Planning

• Active Listening

• Collaboration

• Customer and Client Focus

• Pipeline Management

• Written Communications

• Adaptability

• Attention to Detail

• Issue Management

Desired Skills:

• 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals

• Strong Tax, legal research and writing skills

• Series 7 & 66 or the ability to obtain these within 120 days

• Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)

Minimum Education Requirement:Law degree required

• Bachelor's degree or equivalent practical experience.
• 2 years of experience in advertising, sales, marketing, consulting, or media.
• Ability to travel up to 20 % of the time.

• Experience in launching and managing paid digital advertising campaigns, particularly in Google Ads and other digital marketing platforms.
• Experience in assessing and achieving client success via sales techniques, including effective questioning, objection handling, and selling.
• Experience working with channel sales, advertisers, agencies, or clients.
• Ability to manage and prioritize a portfolio in an advertising or media sales context, and achieve goals to drive growth.
• Ability to build compelling narratives and utilize storytelling as a client engagement strategy.

• Bachelor's degree or equivalent practical experience.
• 2 years of experience in a quota-carrying sales role.
• Experience in online sales, acquisition, business development or cold-calling.
• Experience in a customer-facing role working with digital advertising products.

• Experience in managing and customizing for a customer base.
• Experience in media account management or advertising industry.
• Ability to multi-task and manage multiple projects while maintaining attention to detail.
• Ability to proactively engage customers and deliver value-added business solutions.
• Excellent problem-solving skills.

• Bachelor's degree or equivalent practical experience.
• 8 years of experience in software development.
• 7 years of experience building and developing large-scale infrastructure, distributed systems or networks or experience with compute technologies, storage or hardware architecture.
• 5 years of experience with design and architecture; and testing/launching software products.

• PhD in computer science, AI, distributed systems, machine learning, or a related field.
• 5 years of experience with state of the art GenAI techniques (e.g., LLMs, Multi-Modal, Large Vision Models) or with GenAI-related concepts (language modeling, computer vision).

• Bachelor's degree or equivalent practical experience.
  
• 2 years of experience in advertising, sales, marketing, consulting, or media.
  
• Ability to travel up to 20% of the time as required.
  

• Experience assessing and achieving client success via sales techniques, including effective questioning, objection handling, and engaged promotions.
  
• Experience in launching and managing paid digital advertising campaigns such as Google Ads and other digital marketing platforms.
  
• Experience working with channel sales, advertisers, agencies, or clients.
• Ability to manage and prioritize a portfolio in an advertising or media sales context, and achieve goals to drive growth.
  
• Ability to build compelling narratives and utilize storytelling as a client engagement strategy.
  

• Bachelor's degree or equivalent practical experience.
• 2 years of experience in a quota-carrying sales role.
• Experience in online sales, acquisition, business development or cold-calling.
• Experience in a customer-facing role working with digital advertising products.

• Experience in managing and customizing for a customer base.
• Experience in media account management or advertising industry.
• Ability to multi-task and manage multiple projects while maintaining attention to detail.
• Ability to proactively engage customers and deliver value-added business solutions.
• Excellent problem-solving skills.

• Bachelor's degree or equivalent practical experience.
• 6 years of experience with cloud native architecture in a customer-facing or support role in the Life Sciences.
• Experience with "Big Data" technologies or concepts, such as analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, NoSQL, performance or scalability optimizations, or batch versus streaming.
• Experience engaging with, and presenting to, technical stakeholders and executive leaders.

• Experience in technical sales or consulting in cloud computing, data analytics, or Big Data.
• Experience with developing data warehousing, data lakes, batch/real-time event processing, streaming, data processing (ETL/ELT), data migrations, data visualization tools and data governance on cloud native architectures.
• Experience with architecture design, implementing, tuning, schema design and query optimization of scalable and distributed systems.
• Experience with aspects of cloud computing (e.g., infrastructure, storage, platforms and data), as well as the cloud market, dynamics and customer buying behavior.
• Experience in understanding customer requirements with the ability to break down requirements and design technical architectures.