Analyst – CRM, Fintech AI Team

Overview

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

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.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description: The CRM, Fintech, and AI Team is seeking a highly motivated and intellectually curious Analyst. This role supports strategic initiatives across advisor and client experience, fintech integration, and platform development. The ideal candidate will bring strong analytical skills, a passion for emerging technologies (including Artificial Intelligence), and a collaborative mindset.

• Conducts research and analysis on emerging technologies, competitor trends, and platform capabilities.
• Supports development and execution of strategic initiatives across advisor tools and digital infrastructure.
• Collaborates cross-functionally with product, technology, and field teams to drive innovation and adoption.
• Prepares executive-level presentations, dashboards, and reporting materials.
• Assists in managing vendor relationships and evaluating fintech partnerships.
• Monitors KPIs and provide insights to improve advisor and client experience.

• 1–4 years of experience in financial services, consulting, or technology strategy.
• Strong proficiency in Excel and PowerPoint.
• Familiarity with Artificial Intelligence, machine learning, and digital platforms.
• Excellent communication, problem-solving, and project management skills.
• Ability to work independently and thrive in a fast-paced, matrixed environment.

• Bachelor’s degree in Business, Finance, Computer Science, or related field. MBA is a plus.
• Experience supporting wealth management platforms or advisor tools.
• Exposure to agile methodologies and innovation frameworks.
• Intellectual curiosity and a proactive approach to learning.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range $80,000.00 - $ annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan.

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.