UHNW Lending Solutions Advisor – Growth & Deal Strategy

Bank of America; Austin (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a Merrill Lending Solutions Advisor in Austin, Texas. This client-facing role focuses on driving the adoption of lending solutions for UHNW clients within Merrill Wealth Management. The ideal candidate has over 12 years of experience in wealth management or lending, possesses strong interpersonal skills, and is adept at managing complex financial conversations. Responsibilities include managing credit activities and collaborating closely with advisors to deliver exceptional client service.

Qualifications

• 12+ years of experience in wealth management, commercial lending, or credit advisory roles.
• Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership.
• Proven ability to educate and influence financial advisors on complex lending solutions.

Responsibilities

• Drive growth by increasing advisor engagement and UHNW household penetration through education.
• Conduct book reviews and one‑on‑one advisor education sessions to uncover lending opportunities.
• Lead initial client/prospect calls to discuss lending capabilities.

Skills

Business Development

Client Management

Loan Structuring

Relationship Building

Active Listening

Credit Analysis

Presentation Skills

Collaboration

Strategic Thinking

Pipeline Management

Problem Solving

Sales Strategy

Education

Bachelor's degree preferred

Job description

A leading financial institution is seeking a Merrill Lending Solutions Advisor in Austin, Texas. This client-facing role focuses on driving the adoption of lending solutions for UHNW clients within Merrill Wealth Management. The ideal candidate has over 12 years of experience in wealth management or lending, possesses strong interpersonal skills, and is adept at managing complex financial conversations. Responsibilities include managing credit activities and collaborating closely with advisors to deliver exceptional client service.