Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (New York, Melville)
Merrill · Melville, NY · Senior Level · Banking and wealth advisory · posted yesterday
Merrill · San Francisco, CA · posted 2 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Merrill |
|---|---|
| Location | San Francisco, California |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Mid Level |
| Source category | Management |
| Posted | 2026-11-06 (2 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Merrill Jobs in California Jobs in San Francisco, CA San Francisco city guide California state guide San Francisco County economy
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This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Merrill. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
This is editorial guidance, not information from the employer.
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The job is in San Francisco, CA. Below is what the official statistics say about living and working there.
How San Francisco compares. Among the 145 largest places in California, San Francisco is #4 by population, #139 for homeownership (#1 = highest), #20 for remote work (#1 = most), #25 for college degrees (#1 = most). Its county, San Francisco County, is #3 of 58 counties for average pay ($174,103).
San Francisco has 830,235 residents (ACS 2020–2024), about 2.1% of the population of California. It covers 47 square miles of land, which works out to roughly 17,784 people per square mile. The median age is 40.0, 6% older than the state median (40.0 against 37.9).
The median gross rent is $2,476 a month (rent plus utilities), 22% above the state median ($2,476 against $2,036). Over a year that is 21.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $1,394,500, which is 9.9 times the median household income ($140,970); a ratio above 5 usually means buying is out of reach without savings or a second income. 38.2% of households own their home, 32% below the state average (38.2% against 55.9%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The San Francisco-Oakland-Fremont, CA metropolitan area has 2,373,920 jobs in the BLS wage survey, and the median pay across all occupations is $74,260 a year, 46% above the national median ($74,260 against $50,980). The biggest occupation groups are office and administrative support (226,320 jobs, median $62,120); management (223,100 jobs, median $176,340); business and financial operations (207,030 jobs, median $112,960). The area is most specialised in computer and mathematical (1.9 times) and life, physical, and social science (1.8 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($176,340) and computer and mathematical ($167,770). In 2026M09 the unemployment rate of San Francisco County was 4.0%. 69.6% of residents aged 16 and over are in the labour force. The city lies in San Francisco County; its jobs, pay by industry and GDP are on the county page.
Among workers, 28.6% drive alone, 18.7% use public transit, 9.3% walk, 31.0% work from home. 21.6% of workers commute 45 minutes or more, 11% above the state average (21.6% against 19.4%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.
60.3% of adults aged 25 and over hold a bachelor's degree or higher, 63% above the state share (60.3% against 37.1%). 34.0% of residents were born outside the United States, 26% above the state share (34.0% against 27.0%). The poverty rate is 11.2%, 7% below the state rate (11.2% against 12.0%).
The warmest month is Sep, averaging 59°F (14.9°C), and the coolest is Apr at 53°F (11.6°C). About 515 mm (20 inches) of precipitation falls in a year; Dec is the wettest month (112 mm) and Jul the driest (2 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Daly City (31 miles, rent 3% higher); Pacifica (31 miles, rent 25% higher); San Bruno (34 miles, rent 12% higher); Millbrae (36 miles, rent 32% higher). Rent differences are against San Francisco; use the Compare tab to put any two cities side by side.
Full guide to San Francisco →California guideAll jobs in San Francisco
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of San Francisco, CA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| San Francisco, CA | 0 mi | $2,476 | $1,394,500 | $140,970 | 21.6% | n/a | Jobs |
| Daly City, CA | 31 mi | $2,551 | $1,115,000 | $123,547 | 19.6% | n/a | — |
| Pacifica, CA | 31 mi | $3,098 | $1,249,800 | $160,523 | 15.5% | n/a | — |
| San Bruno, CA | 34 mi | $2,773 | $1,207,500 | $141,272 | 12.2% | n/a | — |
| Millbrae, CA | 36 mi | $3,272 | $1,934,900 | $163,476 | 21.8% | n/a | — |
| Brisbane, CA | 36 mi | $2,574 | $1,232,200 | $156,169 | 29.8% | n/a | — |
| South San Francisco, CA | 36 mi | $2,802 | $1,188,800 | $136,578 | 15.2% | n/a | — |
| Half Moon Bay, CA | 37 mi | $2,433 | $1,549,500 | $157,884 | 26.7% | n/a | — |
| Burlingame, CA | 38 mi | $2,785 | $2,000,001 | $174,000 | 23.1% | n/a | — |
| Richmond, CA | 40 mi | $1,960 | $668,200 | $95,391 | 28.8% | n/a | — |
| San Mateo, CA | 41 mi | $3,077 | $1,618,700 | $153,504 | 15.8% | n/a | — |
| Berkeley, CA | 41 mi | $2,133 | $1,413,900 | $108,092 | 20.8% | n/a | Jobs |
| Alameda, CA | 42 mi | $2,474 | $1,235,700 | $137,697 | 27.3% | n/a | Jobs |
| Belmont, CA | 43 mi | $2,875 | $2,000,001 | $205,297 | 18.6% | n/a | Jobs |
| Oakland, CA | 44 mi | $1,979 | $929,900 | $101,600 | 21.9% | n/a | Jobs |
| Foster City, CA | 44 mi | $3,501 | $1,838,200 | $199,143 | 20.6% | n/a | Jobs |
| San Carlos, CA | 45 mi | $2,854 | $2,000,001 | $237,470 | 14.9% | n/a | — |
| Redwood City, CA | 47 mi | $2,968 | $1,801,700 | $157,814 | 10.2% | n/a | Jobs |
| San Leandro, CA | 48 mi | $2,186 | $844,200 | $101,420 | 23.7% | n/a | — |
| Atherton, CA | 49 mi | $3,501 | $2,000,001 | $250,001 | 7.0% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:
Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)
How far San Francisco, CA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| San Francisco, CA | 0 mi | 830,235 |
| San Jose, CA | 73 mi | 990,138 |
| Los Angeles, CA | 364 mi | 3,857,263 |
| San Diego, CA | 475 mi | 1,389,526 |
| Phoenix, AZ | 678 mi | 1,642,323 |
| Seattle, WA | 684 mi | 754,195 |
| Denver, CO | 986 mi | 718,877 |
| Oklahoma City, OK | 1,420 mi | 697,125 |
| Fort Worth, TX | 1,484 mi | 963,194 |
| Dallas, TX | 1,515 mi | 1,307,930 |
| San Antonio, TX | 1,516 mi | 1,479,835 |
| Austin, TX | 1,530 mi | 979,539 |
| Houston, TX | 1,673 mi | 2,328,253 |
| Chicago, IL | 1,885 mi | 2,711,226 |
| Indianapolis, IN | 1,979 mi | 885,860 |
| Columbus, OH | 2,142 mi | 914,802 |
| Charlotte, NC | 2,332 mi | 903,844 |
| Jacksonville, FL | 2,403 mi | 977,670 |
| Philadelphia, PA | 2,550 mi | 1,579,706 |
| New York, NY | 2,602 mi | 8,483,844 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Alameda, CA | 42 mi | 15 |
| Belmont, CA | 43 mi | 2 |
| Redwood City, CA | 47 mi | 27 |
| Palo Alto, CA | 54 mi | 24 |
| Sunnyvale, CA | 60 mi | 12 |
| Fremont, CA | 62 mi | 2 |
| Pleasanton, CA | 63 mi | 1 |
| Milpitas, CA | 66 mi | 2 |
| Campbell, CA | 67 mi | 7 |
| San Jose, CA | 73 mi | 661 |
| Capitola, CA | 79 mi | 1 |
| Sacramento, CA | 103 mi | 38 |
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A mid level role in finance and insurance (banking and wealth advisory) listed 2 days ago. The full description is on this page and on The Muse.
San Francisco, CA.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in San Francisco is $2,476 a month and median household income $140,970 (ACS 2020–2024).
It was posted on 2026-11-06 (2 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in California.
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