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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. 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: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Merrill Financial Solutions Advisor - Nevada Market

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. 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: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Minnesota Market

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. 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. Role Specifics: This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Responsibilities: <ul> <li>Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies</li> <li>Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy</li> <li>Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor</li> <li>Builds relationships with internal service providers based on client needs and asset thresholds</li> <li>Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business.</li> <li>Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions.</li> <li>Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.</li> <li>Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds FINRA Securities Industry Essentials (SIE)</li> <li>4+ years of progressive professional and/or military experience</li> <li>2+ years of experience in the investments industry</li> <li>Ability to obtain Series 7 and 66 licenses within allotted program time</li> <li>Is a self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever one sets their mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>​Experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's Degree, preferably in business-related field</li> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities and new client development</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor (Partially Licensed)- Palo Alto Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> <li>Bilingual Spanish</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor - Merced Financial Center - Bilingual Spanish Required

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to<a href="https://customers.twilio.com/" target="_blank"> hundreds of thousands of businesses </a>and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to <a href="https://www.twilio.com/en-us/blog/open-work" target="_blank">remote-first work</a>, and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. See yourself at Twilio Join the team as Twilio’s next Finance Manager, GTM - Segment. Who we are &amp; why we’re hiring Twilio powers real-time business communications and data solutions that help <a href="https://customers.twilio.com/" target="_blank">companies and developers worldwide</a> build better applications and customer experiences. Although we're headquartered in San Francisco, we have presence throughout South America, Europe, Asia and Australia. We're on a journey to becoming a global company that actively opposes racism and all forms of oppression and bias. At Twilio, we support <a href="https://www.twilio.com/company/diversity" target="_blank">diversity, equity &amp; inclusion</a> wherever we do business. About the job This position will report to a Director, Finance and will support GTM consolidated reporting, partner with leaders of the Segment GTM teams, conduct financial modeling for investment opportunities, and ad-hoc analysis to support GTM initiatives. This role will work cross-functionally with GTM business partners and central Finance teams. Responsibilities In this role, you’ll: <ul> <li>Partner with Sales Leaders across the Segment business to drive efficient growth</li> <li>Utilize solid financial skills and business knowledge to build ad-hoc financial models</li> <li>Deep dive into our customer renewal metrics to improve customer retention</li> <li>Collaborate with peer finance teams and work cross-functionally within GTM to identify business growth and cost optimization opportunities </li> <li>Be flexible in a dynamic work environment and support the wider GTM FP&amp;A team in achieving organizational objectives</li> </ul> Qualifications Not all applicants will have skills that match a job description exactly. Twilio values diverse experiences in other industries, and we encourage everyone who meets the required qualifications to apply. While having “desired” qualifications make for a strong candidate, we encourage applicants with alternative experiences to also apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table! Required: <ul> <li>5+ years of FP&amp;A experience in a progressive financial role</li> <li>Strong financial analysis and modeling skills, and experience in forecasting, budgeting, reporting, and variance analysis</li> <li>Comfortable working with ambiguity in a dynamic, fast-paced environment</li> <li>Ability to work independently and think strategically</li> <li>Intense curiosity about understanding key drivers of a multi-faceted business.</li> <li>Strong communication and interpersonal skills - numbers are key, but a business is built with people. Cross-functional relationships and effective communication to non-financial audiences are critical to make an impact</li> <li>Highly proficient with Google Sheets or Excel</li> </ul> Desired: <ul> <li>Bachelor’s degree in Finance, Business, Economics or related field, or equivalent experience</li> <li>Experience working cross functionally with partners on GTM and GTM Operations</li> <li>Familiarity with Anaplan, Tableau, Looker, and Oracle a plus</li> </ul> Location This role will be remote,but is not eligible to be hired in CA, CT, NJ, NY, PA, WA. Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location. Compensation *Please note this role is open to candidates outside of California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington D.C., and Washington State. The information below is provided for candidates hired in those locations only. The estimated pay ranges for this role are as follows: <ul> <li>Based in Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Vermont or Washington D.C. : $114,600.00-$143,300.00.</li> <li>Based in New York, New Jersey, Washington State, or California (outside of the San Francisco Bay area): $121,400.00-$151,700.00.</li> <li>Based in the San Francisco Bay area, California: $134,800.00- $168,500.00.</li> <li>This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan. All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.</li> </ul> The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Application deadline information Applications for this role are intended to be accepted until June 20, 2025 but may change based on business needs. Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values — something we call <a href="https://www.twilio.com/company/values" target="_blank">Twilio Magic</a>. Additionally, we empower employees to build <a href="https://twilio.org/support-and-resources/impact-fund" target="_blank">positive change in their communities</a> by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now! If this role isn't what you're looking for, <a href="https://www.twilio.com/company/jobs#open-positions" target="_blank">please consider other open positions</a>. Twilio is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law.

Twilio

Finance Manager, GTM - Segment

About FlightSafety International FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world’s largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom. <h2>Purpose of Position</h2> Coordinates activities involved with procuring goods and services such as aircraft parts, licenses/agreements, hardware, electronics, and raw material for the organization. <h2>Tasks and Responsibilities</h2> <ul> <li>Ensures that the inventory of materials is up to date and sufficient for current and upcoming jobs without building up excessive overstock</li> <li>Manages inventory levels, coordinating with buyers and materials forecasting and scheduling responsibilities.</li> <li>Runs open purchase order reports daily and revises expediting reports as needed.</li> <li>Contacts vendors to ensure that they are meeting their committed delivery dates.</li> <li>Communicates with the transportation company to preclude delays in transit.</li> <li>Develop metrics for managing delivery need dates.</li> <li>Work with program management and manufacturing departments and provide weekly updates.</li> <li>Update purchase order information to ensure data accuracy.</li> <li>Follow up with buyer/manager to ensure that the required information is clearly shared.</li> <li>Reviews and analyzes purchase requisitions to ensure clarity and completeness in description of materials, quantity and quality requirements, delivery requirements, mode of transportation and proper support documentation.</li> <li>Investigates and develops sources of supplies, prepares bid specifications, issues bid requests and reviews quotations.</li> <li>Analyze bid quotations for responsiveness to RFQ, evaluating factors such as price, delivery, financial status, technical capability, quality control and geographical location of shipping point</li> <li>Develop competitive sources of supply in accordance with best practices, company policies, procedures and government regulations.</li> <li>Make comparative analysis of price and delivery conditions, availability and quality of material and new sources of supply.</li> <li>Ensure selected vendors comply with purchasing standards, schedules and other requirements.</li> <li>Prepares and completes purchase orders.</li> <li>Resolve purchasing issues, including supplier progress and/or problems.</li> <li>Discusses defective or unacceptable goods or services with inspection or quality control personnel, users, vendors and others to determine source of issue and take corrective action.</li> <li>Works with accounting regarding invoice payments or questions.</li> <li>Knowledge of domestic and international standard procurement practices and procedures.</li> <li>Experience in export/import regulations, ITAR and knowledge of current incoterms.</li> <li>Some travel may be necessary.</li> </ul> <h2>Minimum Education</h2> Bachelor’s Degree from college or university in a supply chain discipline; <h2>Minimum Experience</h2> Six years’ experience <h2>Knowledge, Skills, Abilities</h2> <ul> <li>Microsoft Windows, Word and Excel.</li> <li>Purchasing software, a plus Fluency in English, through both verbal and written communications</li> <li>Able to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume</li> <li>Able to apply concepts of basic algebra.</li> <li>Able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form</li> <li>Able to deal with problems involving several concrete variables in standardized situations.</li> </ul> <h2>Physical Demands and Work Environment</h2> While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The noise level in the work environment is usually moderate. FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

FlightSafety International

Buyer II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Responsible for the day-to-day execution of field examinations. Generally responsible for completing the most complex tasks and analysis. Identifies and resolves problems in a timely fashion according to established guidelines. May refer the most complex issues to the manager for resolution. Position may be flexible on location. Responsibilities: <ul> <li>This position requires travel by car and/or plane to client locations for exams.</li> <li>Review schedule for assignments.</li> <li>Conduct pre-exam meetings with internal contact. </li> <li>Advises contact and exam management of critical issues while in the field.</li> <li>Conducts exit meetings and reviews all significant findings with borrower. </li> <li>Provides copies of availability calculation and related footnotes, as needed, for client's reference. </li> <li>Creates reports and submits for review. </li> <li>Takes personal ownership of managing risk and proactively identifies issues and concerns.</li> <li>Work under tight deadlines in a fast-paced environment while producing results. </li> <li>Help create an inclusive workplace where every employee feels respected and valued.</li> </ul> Required Qualifications: <ul> <li>2+ years of experience in financial services within an accounting or auditing role.</li> <li>Strong understanding of accounting principles. </li> </ul> Desired Qualifications: <ul> <li>2+ years work experience as a field examiner in Asset Based Finance.</li> <li>5+ years work experience in an accounting or audit field. </li> <li>Bachelor’s degree in accounting</li> </ul> Skills: <ul> <li>Collateral Management</li> <li>Due Diligence</li> <li>Financial Analysis</li> <li>Issue Management</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Mining</li> <li>Monitoring, Surveillance, and Testing</li> <li>Written Communications</li> <li>Active Listening</li> <li>Audit Planning, Organization</li> <li>Collaboration</li> <li>Oral Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Field Examiner - Asset Based Finance

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Riverhead Financial Center *Bilingual Spanish Required

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us Job Description: This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Responsibilities: <ul> <li>Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers</li> <li>Supports the planning related to setting quantitative work priorities in line with the bank’s overall strategy and prioritization</li> <li>Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation</li> <li>Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite</li> <li>Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk</li> <li>Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes</li> <li>Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Quantitative Development</li> <li>Risk Analytics</li> <li>Risk Modeling</li> <li>Technical Documentation</li> <li>Adaptability</li> <li>Collaboration</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Test Engineering</li> <li>Data Modeling</li> <li>Data and Trend Analysis</li> <li>Process Performance Measurement</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Required Education, Skills, and Experience: <ul> <li>Bachelor’s degree or equivalent with a quantitative emphasis in areas such as mathematics, engineering, or computer science</li> <li>Proven programming skills (Python, C++, SQL, or equivalent object-oriented programming), with relevant industry experience</li> <li>Ability to work well within a team based development environment</li> <li>Can effectively use modern software development and lifecycle tools enabling strong source control and code review</li> <li>Strong problem solving skills with the ability to tackle issues independently</li> <li>Ability to get to grips with a large and complicated systems</li> <li>Great communication skills, including the ability to write clear and concise documentation</li> <li>A team player who can work in well with existing systems while still finding a way to impart a personal style </li> </ul> Desired Skills and Experience: <ul><li>Process automation experience a plus</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Quantitative Finance Analyst

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. 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: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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