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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.
This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
Attends client review meetings to assist with relationship deepening conversations
Executes on the team service model, including engaging with specialists/partners to address client's needs
Manages aspects of the client relationship process, including client onboarding and resolving escalations
Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations
Role Requirements
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Skills:
High School Diploma / GED / Secondary School or equivalent
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Key job responsibilities- Effectively and efficiently manage the operations budget and expenditures.- Act as an escalation point for all facilities-related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such as: switchgear, generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, building monitoring systems, etc.
- Utilize root cause analysis and troubleshooting/problem solving skills
- Respond to out-of-hours emergency calls.- May assist in the build out of new facilities and assist in projects to increase current facility efficiency
- Utilize Microsoft Excel, Word, Outlook and other basic administrative tools to perform day to day tasksPhysical Requirements:- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protectionA day in the life
You’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance
- High school or equivalent diploma
- 4+ years of experience in a management position with 5 or more direct reports
- 5+ years of relevant work experience in a data center or other mission critical environment with knowledge in UPS, Generators, HVAC, Evaporators and other critical infrastructure OR 7+ years of Technical (Military/Trade School) training and/or experience
- Master's degree or above in Electrical Engineering, Mechanical Engineering, or a related field
- 5+ years of experience in a management position with 5 or more direct reports
- 7+ years of experience working in a data center or other mission critical environment with an emphasis on building and equipment operation
- An excellent understanding of the electrical and mechanical systems involved in critical data center operations including systems such as feeders, transformers, generators, switchgear, UPS systems, ATS units, PDU units, chillers, pumps, air handling units, and CRAHU units
- Strong verbal and written communication skills, technical writing or business justifications (white paper experience)
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Key job responsibilities- Effectively and efficiently manage the operations budget and expenditures.- Act as an escalation point for all facilities-related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such as: switchgear, generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, building monitoring systems, etc.
- Utilize root cause analysis and troubleshooting/problem solving skills
- Respond to out-of-hours emergency calls.- May assist in the build out of new facilities and assist in projects to increase current facility efficiency
- Utilize Microsoft Excel, Word, Outlook and other basic administrative tools to perform day to day tasksPhysical Requirements:- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protectionA day in the lifeYou’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance
- 2+ years of people management and team development experience
- 5+ years of engineering work managing large-scale services experience
- Experience in people management and team development
- Experience in engineering work, managing large-scale services
- Experience maintaining SLAs through the implementation of proactive issue detection and reporting
- Experience operating a mission-critical team or product
- High school or equivalent
- 3+ years of work in a management position with 5 or more direct reports experience
- 5+ years of work in data centers with an emphasis on building and equipment operation experience
- Bachelor's degree in Electrical Engineering, Mechanical Engineering, or a related field
- Knowledge of the electrical and mechanical systems involved in critical data center operations including systems such as feeders, transformers, generators, switchgear, UPS systems, ATS units, PDU units, chillers, pumps, air handling units, and CRAC units
- Experience in a management position with 5 or more direct reports
- Experience working in data centers with an emphasis on building and equipment operation
These jobs might be a good fit

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Key job responsibilities
- Act as the primary escalation point for all facilities-related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such as: switchgear, generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, building monitoring systems, etc.
- Perform root cause analysis of equipment failures, and troubleshooting of facility within internal Service Level Agreements (SLA).
- May assist in the build out of new facilities and assist in projects to increase current facility efficiency
- Working outside of normal business hours for routine maintenance as required, including responding to out-of-hours emergency calls.
- Communicate complex technical information to a non-technical audience.
- Establish building performance benchmarks, conduct analyses, and prepare reports on all aspects of the critical facility operations and maintenance.
- Utilize Microsoft Excel, Word, Outlook and other basic administrative tools to perform day to day tasksPhysical Requirements:- Regularly lift and/or move up to 39 pounds independently
- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protection
A day in the life
You’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance
- Bachelor's degree in Electrical Engineering, Mechanical Engineering, or a related field
- Experience carrying new design concepts through exploration, development, and into deployment or mass production
- Experience in MS Excel, Word, and Windows Operating Systems
- Experience with power management and power monitoring systems
- 5+ years of project management in data centers or comparable critical infrastructure experience
- Knowledge of critical data center equipment
- Knowledge of engineering documentation, electrical diagrams and standard operating procedures
- Knowledge of building codes and regulations including Life Safety, BOCA, NFPA, NEC, or OSHA
- Experience in project management in data centers or comparable critical infrastructure
- Experience in Data Center Engineering Operations, with a deep understanding of electrical and mechanical data center infrastructure
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Key job responsibilities
- Daily building rounds to monitor and record information from electrical, mechanical, and fire/life safety equipment to ensure 24/7 reliability and availability
- Monitor Building Management Systems (BMS) and Electrical Power Management System (EPMS)
- Assist in troubleshooting of facility and rack-level events within internal Service Level Agreements (SLA)
- Perform rack installs and rack decommissioning within internal SLA
- Perform PM, troubleshooting, root cause analysis, and repair of electrical and mechanical equipment
- Technical writing to support change management program
- Monitor daily work requests and manage to resolution, and execute projects from conception to completion
- On-site support of contractors, sub-contractors and vendors, ensuring that all work performed is in accordance with established practices, procedures & local legislationPhysical Requirements:- Regularly lift and/or move up to 39 pounds independently
- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protectionA day in the lifeYou’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance
- Technical (Military/Trade School) training or 2+ years of electrical or mechanical, HVAC, fire system experience in a mission-critical infrastructure or equivalent experience in a relevant industry (for example: electrical or mechanical) 2+ years of electrical or mechanical experience
- 2+ years’ experience with Microsoft Office products (including Excel, Word and PowerPoint)
- High school or equivalent diploma
- 4+ years of Data Center Engineering experience
- Associates or Bachelor’s Degree
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About this role:
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Cascades Overlook - 21361 Empicerie Plaza, Sterling, Va 20164
Leesburg - 30 Catocin Cr Ste A, Leesburg, Va 20175
Prosperity Centre - 701 E Market St Ste A, Leesburg, Va 20175
Village at Leesburg - 1616 Village Market Blvd, Leesburg, Va 20175
** Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting**
18 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit

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These jobs might be a good fit

Share
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.
This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
Attends client review meetings to assist with relationship deepening conversations
Executes on the team service model, including engaging with specialists/partners to address client's needs
Manages aspects of the client relationship process, including client onboarding and resolving escalations
Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations
Role Requirements
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit