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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 a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key responsibilities include supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. Job expectations include working independently or with minimal guidance, while keeping the ME and Division Supervision Executive informed on significant matters. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. What you’ll accomplish <ul> <li>Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices</li> <li>This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved</li> <li>Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk</li> <li>Coach advisors in supporting the company strategy and continuing to grow their businesses.</li> </ul> Responsibilities: <ul> <li>Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel</li> <li>Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures</li> <li>Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct</li> <li>Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite</li> </ul> Required Qualifications: <ul> <li>Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses</li> <li>Series 3, 31 licenses, if warranted</li> <li>Minimum of 5+ years professional experience</li> <li>Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products</li> </ul> Key Qualifications for the role: <ul> <li>Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way</li> <li>A deep appreciation and understanding of our client centric strategy</li> <li>Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation</li> <li>Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk</li> <li>Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction</li> <li>Strong time management and organization skills with the ability to prioritize appropriately</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​</li> </ul> Skills: <ul> <li>Decision Making</li> <li>Influence</li> <li>Negotiation</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Relationship Building</li> <li>Business Operations Management</li> <li>Client Solutions Advisory</li> <li>Planning</li> <li>Talent Development</li> <li>Written Communications</li> </ul> This role is a unique opportunity to support four thriving markets in the heart of New York City. Depending on the needs of the business, this Market Supervision Manager role will perform supervisory responsibilities in the Rockefeller Center, 5th Avenue , Park, and SD Financial Markets. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Merrill Market Supervision Manager

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. A CashPro Specialist is responsible for fostering a strong partnership with coverage teams across all LOBs, to ensure our prospects and clients optimize their digital experience across all four channels of the CashPro platform. A Specialist drives relationship deepening, client satisfaction, and treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client engagements. The Specialists support the complete treasury and technology journey for our clients: 1) Pre-sale support through CashPro Demos and Bid Support. 2) Post-sales support through CashPro Optimizations and Integration Discovery calls. The Specialists collaborate with the CashPro Product team, by gathering and sharing VOC feedback to support CashPro's client-centric approach to product development. Specialists collaborate with Sales, Product Managers and GTMO partners to drive process improvement. Specialists are responsible for support continued learning and Sales readiness for the coverage teams they support. Integration support is a key part of this role. A Specialist is engaged to scope/whiteboard new integration set ups (Connect, API, Direct Transmission) or advise on modification of an existing integration set up. Required Skills: Good understanding of GPS, Treasury and CashPro Strong understanding and experience in Integration technology and trends Proactive and motivated to drive growth Ability to manage client engagements and special projects BA/BS degree required Desired Skills: Advisory and Consultative Client Management Client Solutions Advisory Learning Delivery Customer and Client Focus Oral Communications Presentation Skills Prioritization Problem Solving Active Listening Change Management Process Simplification Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

CashPro Specialist

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.About the TeamJoin our team and experience Workday! It's fun to work in a company where people truly believe in what they're doing. At Workday, we're committed to bringing passion and customer focus to the business of enterprise applications. We work hard, and we're serious about what we do. But we like to have a good time, too. In fact, we run our company with that principle in mind every day: One of our core values is fun.About the Role​We are looking for a seasoned HR expert who will fill the role of a HCM Consultant on US Federal Government implementations. Preferred experience and ability to implement these functional areas: Core HR, Compensation, Benefits, RecruitingThe HCM Consultant will be responsible for ensuring the successful implementation of Workday's Human Capital Management solution. The HCM Consultant will provide Workday product and implementation expertise to their engagements. They will work with their clients to understand their business requirements and help configure and test the Workday solution. They will also work with Workday Deployment Partners in an Advisory capacity on Partner led deployments. The Consultant will take direction from and provide status to the Engagement Manager assigned to their project while working collaboratively with their project teammates.Key Areas of Responsibility:<ul> <li>Become an expert in the Workday HCM product suite, focusing on the Core HR, Compensation, Benefits, Recruiting</li> <li>Become an expert on the US Federal specific Workday functionality and configuration best practices for functionality within the HCM product suite</li> <li>Understand Workday's Implementation Methodology and use it on all engagements</li> <li> Perform the following on a customer engagement: <ul> <li>Elicit and document customer business requirements</li> <li>Configure the Workday solution to meet requirements</li> <li>Document solutions for the client to reference in the future</li> <li>Support the client and data conversion teams in converting legacy data into Workday</li> <li>Support the integration teams in helping to configure and test integrations between Workday and third party/custom solutions</li> <li>Assist the client in testing the Workday solution</li> <li>Transfer Workday system knowledge to the customer to ensure customer satisfaction in their production environment.</li> <li>Communicate regularly with the project engagement manager regarding forecasting hours, time reporting, projects risks, and mitigations.</li> <li>Liaison support for key functional discussions with Workday’s Product and Enablement teams</li> <li>Provide guidance on complex and/or cross-functional workstream solutions in collaboration with Partner functional consultants</li> </ul> </li> </ul><ul> <li>Participate in update training and other events that help share one's product skills with other consultants.</li> <li>Engage with other members of the US Federal consulting team and Workday Solutions Enablement to identify areas for improvement and lead internal initiatives.</li> </ul>About YouBasic Qualifications: Sr Functional Consultant (P4)<ul> <li>Previous experience with the operations and culture of US Federal entities</li> <li>6+ years of deployment consulting experience in SAP, Oracle, CGI Momentum, Infor or similar Cloud SaaS/ERP (HCM) product areas</li> <li>Multiple years of HR experience (employee relations, personnel/human resources, talent management, recruiting, etc.) </li> <li> Experience with at least one of the following human resources areas: <ul> <li>Talent development</li> <li>Workforce Management</li> <li>Employee or Performance management</li> <li>Career or Succession planning</li> <li>Recruiting</li> <li>Benefits systems or administration</li> </ul> </li> </ul>Basic Qualifications: Principal Functional Consultant (P5)<ul> <li>Previous experience with the operations and culture of US Federal entities</li> <li>8+ years of deployment consulting experience in SAP, Oracle, CGI Momentum, Infor or similar Cloud SaaS/ERP (HCM) product areas</li> <li>Multiple years of HR experience (employee relations, personnel/human resources, talent management, recruiting, etc.) </li> <li> Experience with at least one of the following human resources areas: <ul> <li>Talent development</li> <li>Workforce Management</li> <li>Employee or Performance management</li> <li>Career or Succession planning</li> <li>Recruiting</li> <li>Benefits systems or administration</li> </ul> </li> </ul>Other Qualifications:<ul> <li>Self-motivator who does not hesitate to take initiative.</li> <li>Ability and comfort with managing multiple projects simultaneously</li> <li>Comfort with working on long term projects, lasting over 12 months.</li> <li>Experience in working with diverse communities, worker populations and businesses to understand common business practices, challenges and change impacts to proposed approaches.</li> <li>Proven track record of accomplishments in identifying efficiencies and opportunities</li> <li>Successes in completion of projects, activities and/or initiatives</li> <li>Demonstrated project management experience</li> <li>Comfortable in a lead role and talking to all levels of management.</li> <li>Open-minded and willingness to consider multiple thoughts that differ from their own.</li> <li>Excellent verbal, written, and interpersonal communication skills are a must, including active listening and the ability to tailor communication style to diverse audiences</li> <li>Exceptional relationship management skills are crucial, with a focus on building and maintaining strong relationships with clients, partners, and colleagues to foster collaboration, loyalty, and a positive work environment</li> <li>Strong industry knowledge is essential, including staying abreast of current trends, competitive landscapes, and regulatory environments to contribute to strategic planning, risk management, and identifying new opportunities</li> <li>Comprehensive product knowledge, including a thorough understanding of product features, benefits, applications, and market positioning</li> <li>Business analysis and requirements gathering abilities</li> <li>Passion for customer service</li> <li>Functional and technical experience</li> <li>Ability to learn technology quickly through instruction and self-training</li> <li>Experience with multiple HCM applications a plus</li> <li>Bachelor’s Degree or equivalent work experience</li> <li>Ability to travel 50% or more of the time</li> <li>Would be proud to represent Workday!</li> </ul>Posting End Date: 06/30/25The application deadline for this role is the same as the posting end date stated. Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="https://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.VA.McLean (Tyson's Corner) Primary Location Base Pay Range: $122,800 USD - $184,200 USD Additional US Location(s) Base Pay Range: $111,100 USD - $197,300 USDIf performed in Colorado, the pay range for this job is $116,900 - $175,400 USD based on min and max pay range for that role if performed in CO.The application deadline for this role is the same as the posting end date stated as below: 06/30/2025 Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

HCM Consultant - Federal

Job Description: The position is for an analyst/associate in the Networking and Cybersecurity Equity Research team. The ideal candidate possesses 2-4 years of experience in sell-side Technology research. The candidate should possess some familiarity with financial statements and have a passion for following the stock market. The candidate will work alongside Senior Analysts and Associates in all aspects of the research process, from idea generation to corporate and client communication, including but not limited to the following: <ul> <li>Write industry and company reports and company stock coverage initiations</li> <li>Build financial models including income statements, balance sheets and cash flow statements to provide a quantitative basis for analyzing stock valuations</li> <li>Demonstrate industry knowledge</li> <li>Build relationships and facilitate information flow with contacts at covered companies</li> <li>Seek out new, value-added and/or unusual sources of information</li> <li>Have ability to monitor news flow, analyze data and highlight stock-impacting updates when Senior Analyst is traveling</li> <li>Develop surveys and conduct interviews to understand new product/service potential, market dynamics, and current and future product/service demand</li> <li>Interact regularly with sales, trading and external clients</li> </ul> Qualification: <ul> <li>Bachelor’s Degree (advanced degree or industry is a plus but not required)</li> <li>Ideal candidate would have min years of experience in equity research, buy side experience, investment banking or industry/consulting experience, perferred</li> <li>Strong writing and financial modeling skills</li> <li>Must enjoy following the stock market and doing desktop and field research</li> <li>Academic background in a specific field requirement (e.g., Healthcare, Technology, Consumer, Financials, Industrials)</li> <li>Excellent communications skills, written and verbal</li> <li>Strong attention to detail, ability to multi-task</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Analyst/Associate, Networking and Cybersecurity Equity Research

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>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</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships.</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.</li> <li>Is confident in identifying solutions for new and existing clients based on their needs.</li> <li>Communicates effectively and confidently, and is comfortable engaging all clients.</li> <li>Has the ability to learn and adapt to new information and technology platforms.</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).</li> <li>Applies strong critical thinking and problem-solving skills to meet clients’ needs.</li> <li>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.</li> <li>Efficiently manages time and capacity.</li> <li>Focuses on results, while acting in the best interest of the client.</li> <li>Can be flexible to work weekends and/or extended hours as needed.</li> <li>*** Bilingual Spanish Required ***</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions.</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.</li> <li>Six months of cash handling experience.</li> </ul> <ul><li>Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.</li></ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: Null Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Arlington Market - 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: The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. 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 your position requires SAFE Act registration, you will be 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. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Consumer Investments -Clinton/ Waldorf Area

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: The Global Regulatory Reporting (GRR) function, a part of the Global Financial Control organization within the CFO Group, is responsible for accurate filing of non-liquidity related financial regulatory reports. The primary responsibility of this role is to perform Observation Management for issues impacting GRR which includes root cause analysis, thematic review of findings, and partner with key stakeholders across the organization (2nd Line, Data, Capital etc.) to design and deliver sustainable remediation solutions. Responsibilities: <ul> <li>When the third-party vendor identifies issues, this individual will conduct observation management, including root cause analysis, thematic review of findings, partner with key stakeholders to design and deliver sustainable solutions.</li> <li>Assist in the coordination of ongoing conformance and transaction testing</li> <li>Adequately document and retain test results, evidence of observations, and ensure that observed points of weakness in controls and non-conformance are documented in a clear, concise, and actionable manner</li> <li>Support the Observation Management Lead in identification of and working with key stakeholders to review and validate observations</li> <li>Continuously apply lessons learned to recommend opportunities for increased effectiveness and efficiency of our observation management approach</li> </ul> Required Qualifications: <ul> <li>3-5 years experience regulatory reporting in the financial industry</li> <li>Prior consulting and/or issues validation experience</li> <li>Demonstrates a healthy skepticism and ability to partner with a third-party vendor to understand findings for root cause analysis</li> <li>Controls mindset with ability to perform root cause analysis and design sustainable solutions</li> <li>Strong written and verbal communication</li> <li>Committed to continuous improvement of processes to maximize effectiveness and improve efficiency</li> <li>Proven ability to work in a collaborative environment to achieve stated objectives</li> </ul> Desired Qualifications: <ul> <li>Understanding of our regulatory environment </li> <li>Bachelor’s degree</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Decision Making</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Analytical Thinking</li> <li>Change Management</li> <li>Presentation Skills</li> <li>Regulatory Compliance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Regulatory Reporting Observation Management Sr. Specialist

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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. 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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</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>Efficiently manages your time and capacity.</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>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - North Brooklyn 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 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! Overview This role is part of the Global Markets Change Management (GM CM) team. The Global Markets Change Management (GM CM) team is responsible for the business planning and delivery of complex, front-to-back change for Global Markets. We are a diverse, high-performing team that partners with Trading, Sales, Operations, Technology, Legal, and Compliance to implement sustainable solutions across the Global Markets organization. We manage global programs with multi-jurisdictional impacts, ensuring alignment with regulatory requirements and strategic business goals. The team also supports the strategic business planning process for Global Markets where careful preparation and planning are required to ensure the department and business priorities are aligned and funded appropriately for the continued success of the business. Team members act as thought leaders, business analysts, project managers, and change agents who thrive in fast-paced, dynamic environments. The ideal candidate will have experience leading large, complex business initiatives and an understanding of Global Markets products/functions. The ability to partner and effectively communicate across the organization is an important factor in successfully delivering projects. Key Responsibilities As a Change Manager/Project Lead within GMCM, you will: <ul> <li>Manage and deliver regulatory and strategic change initiatives from inception to implementation.</li> <li>Support the Business Planning process through coordinating the submissions, reviews and communication throughout the process.</li> <li>Develop and execute program/project roadmaps, including discrete workstreams and dependencies.</li> <li>Collaborate with Business, Legal, Compliance, Operations, and Technology to develop project objectives, risks, and execution strategies.</li> <li>Review legal and regulatory requirements to assess business impact, and formulate appropriate action plans in response.</li> <li>Facilitate governance routines and steering committees to ensure project transparency and issue escalation.</li> <li>Coordinate cross-border and cross-legal-entity implementation efforts to maintain alignment and consistency.</li> <li>Lead or support the development of training materials and communications to support regulatory readiness.</li> <li>Document project decisions, deliverables, and process walkthroughs to ensure a robust audit trail.</li> <li>Drive clear and effective communication across workstreams and produce high-quality documentation, including project plans, project decisions, business requirements, and training materials.</li> <li>Proactively escalate issues and facilitate senior management decision-making as needed.</li> <li>Identify, track and resolve issues and risks related to the initiative.</li> <li>Review and track financial costs related to the Global Markets initiatives.</li> <li>Utilize data analytics to drive business insights, inform decisions, and report on program progress and impact.</li> </ul> Preferred Qualifications <ul> <li>Strong comfort and familiarity with GM businesses (FICC, Equities, PB, F&amp;O, etc.)</li> <li>Strong understanding of AMRS Regulations, such as CFTC, SEC and FINRA rules</li> <li>Program/project management experience with demonstrated ability to build project roadmaps, manage several key stakeholders and take ownership for delivery.</li> <li>Excellent verbal and written communication skills with ability to simplify complex information into messages targeted to various levels of leadership. Speaks clearly, concisely, and knows the audience. Can recognize when less is more, and when more is needed and adjust real-time.</li> <li>Excellent critical thinking/problem solving skills with the ability to analyze complex data from multiple sources and objectively make reasoned judgment. Additionally, able to present outcome or results of the analysis in a clear and understandable manner.</li> <li>Takes initiative and demonstrates a focused desire to understand responsibilities and drive/implement improvements.</li> <li>Strong attention to detail</li> <li>Able to adapt to changing business/regulatory environments.</li> <li>Experience working with technical teams and translating technical concepts to business audiences.</li> <li>Must be able to work well in collaborative team environment, but also independently run initiatives.</li> <li>Excellent time management skills. Understands dependencies and the difference between critical path deliverables and those that are not. Understands the impacts of schedule delays on financials, risk, and strategy and can balance the need for escalation with non-impacting schedule misses and escalate appropriately when necessary or manage it independently when escalation is not needed.</li> <li>Proficiency in Excel, Word, and Power Point</li> <li>Proficient in data aggregation, integration, and analysis </li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets, Business Support Manager

Req ID: 76654 Location: Tulsa -TUL Areas of Interest: Software Development; Business/Technical Analysis; Commercial Banking; Digital Technology; Information Technology; New Graduate Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Our technology and operations teams at BOK Financial provide strategic and comprehensive services across the enterprise. We offer a dynamic role for tech enthusiasts seeking career growth and a collaborative environment. Join us to showcase your talents, achieve high standards, and work on top-tier projects. <h2>Job Description</h2> The Quality Engineer II works with and contributes to a set of methodologies, processes, and principles that help a product team establish, maintain, improve and achieve a high level of quality for its product. The Quality Engineer II is responsible for testing portal-based applications, with a focus on authentication and identity management tools such as Okta, SSO, and MFA, is highly desired due to their relevance in modern security practices. Starting with the initial product concept through the development stages, a quality engineer is involved; ensuring the product created has the highest level of quality without defects. At BOKF, we strive for the highest level of quality for every product we offer making the Quality Engineer a valued business partner. <h2>Team Culture</h2> Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units. <h2>How You'll Spend Your Time</h2> • You will participating in scrum ceremonies to understand user stories contributing to a high-quality user experience. • You will be planning, developing, and documenting new test cases or updating regression tests based on provided user stories. • You will be maintaining traceability between tests and associated user stories. • You will be executing test cases for new functionality and regression on banking and financial software products across various environments and platforms, including mobile devices (iPhone/iPad, Android) and web browsers (Safari, Chrome, Edge). • You will be scripting and executing API service endpoint validation. • You will be querying databases using SQL to perform data validations, conduct services testing and triage defects. • You will be troubleshooting, documenting, and effectively communicating issues/defects with specific information to facilitate incident replication for line of business and development partners. • You will be performing routine updates in incident and test case tracking systems like Jira and Zephyr Scale. • You will be assisting in maintaining up-to-date test procedures, cases, schedules, reports, and environments for the QE lead. • You will be collaborating with the scrum development team to ensure code releases deliver maximum business value and minimize operational interruptions while adhering to the targeted release cadence. • You will be seamlessly collaborating with offshore teams through meetings, tools, and formal communication channels. • You will be assisting with urgent deliverables, critical production deployment validation, hotfix testing, and offshore meetings, even outside normal business hours when requested. <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor Degree in Computer Science/Information Science/Information Technology or related field of study and/or 4-6 years of directly related experience in Quality Engineering and/or Quality Assurance or equivalent combination of education and experience. SKILLS: Mind-set: • Proactive in identification of items that need to be completed including proposing a solution and being willing to implement it • Flexible and willing to assist others with a variety of tasks as needed • Conscious of deadlines and able to prioritize multiple tasks to meet those deadlines • Team player mentality focused on achieving a common goal • Able to work independently and as part of a collaborative team • Willing to clarify expectations when they are unclear or conflicting objectives arise • Able to handle some level of ambiguity inherent in high functioning environments • A self-starter who sees tasks through to completion Soft Skills: • Highly collaborative among onshore, offshore, Line of Business team members as well as vendors • Exhibits attention to detail • Good time management skills • Capable of understanding new concepts and a drive to learn • Good interpersonal skills when interacting with team members from individual contributors to senior executives • Able to conduct yourself in a professional, appropriate manner • Demonstrated oral and written communication skills • Strong analytical and problem-solving skills • Takes initiative in investigating how and why an incident occurred Hard Skills: Required: • Proficient in multiple Windows, Mac and mobile device operating systems • Basic knowledge of MS SQL • Proficient in API testing • Knowledge of development branching strategies • Basic knowledge of Jira and Confluence • Experience with JavaScript / TypeScript • Knowledge of BDD Gherkin • Basic IDE experience Preferred: • Knowledge and experience with Agile methodology • Experience using LLMs such as Microsoft Copilot or ChatGPT • Basic knowledge of Launch Darkly • Experience with executing scripts and directory navigation using terminal commands • Experience with Zephyr • Experience with Gitlab • Any basic coding language experience Highly Desired: • General knowledge of Accounting, Financial or Banking concepts • Mobile technology experience • Basic knowledge of CICD, AWS, Dev-Ops BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

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