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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 - NY Capital/Central NY 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! Responsibilities: <ul> <li>Distribute debt/equity products to assigned account base with limited direction from more senior associates.</li> <li>Develop and maintain client relationships and determine which products best meet clients' investment needs.</li> <li>Study market relationships and current market conditions to increase account/market penetration.</li> <li>Educate clients on various hedging products that can mitigate potential exposures and assist in the execution of hedging strategies.</li> <li>Evaluate clients' business to identify potential exposures.</li> <li>Assist clients in implementing required ISDA and Dodd Frank documentation to execute hedging transaction.</li> <li>Facilitate desk-client interaction, generating innovative trade ideas and assessing the credit and macroeconomic environment.</li> <li>Work on pitches and live transactions, including modeling, portfolio analysis, investor analysis, as well as prepare presentations and review legal documentation.</li> <li>Interact with rating agencies, investors, asset managers, and lawyers.</li> <li>Identify revenue opportunities for equity and fixed income financial derivatives.</li> <li>Analyze financial instruments including equities, bonds, futures, swaps to advise clients on the best implementation route for their investments.</li> <li>Evaluate the market environment to structure and distribute financial derivatives for clients to gain market access and/or hedge their portfolios efficiently.</li> <li>Assess regulatory impact on balance sheet and/or capital metrics and proposing relevant structures to clients.</li> <li>Provide in-depth market insight and elaborate investment ideas based on client’s portfolios.</li> </ul> Required Skills &amp; Experience: <ul> <li>Bachelor's degree or equivalent in Business Administration, Finance, Management, or related: and</li> <li>5 years of progressively responsible experience in the job offered or a related Finance occupation.</li> <li>Must include 5 years of experience in each of the following:</li> <li>Identify revenue opportunities for equity and fixed income financial derivatives;</li> <li>Analyze financial instruments including equities, bonds, futures, swaps to advise clients on the best implementation route for their investments;</li> <li>Evaluate the market environment to structure and distribute financial derivatives for clients to gain market access and/or hedge their portfolios efficiently;</li> <li>Assess regulatory impact on balance sheet and/or capital metrics and proposing relevant structures to clients; and,</li> <li>Provide in-depth market insight and elaborate investment ideas based on client’s portfolios.</li> <li>15% international travel, as necessary.</li> </ul> If interested apply online at <a href="http://www.bankofamerica.com/careers" target="_blank">www.bankofamerica.com/careers</a> or email your resume to <a href="#">bofajobs@bofa.com</a> and reference the job title of the role and requisition number. Employer: BofA Securities, Inc. Shift:1st shift (United States of America) Hours Per Week: 40

Vice President; Securities/Product Salesperson

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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 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: • 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • 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. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage- Consumer Investments- Seattle North

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: Red Team Operator will analyze, improve, and execute against security controls proactively to prevent external threat actors from exploiting company information, systems, or critical resources. Required to research threat actor’s capabilities, motives, and then develop similar capabilities to perform threat simulation campaigns against current security posture. Job Description: The Cyber Security Defense (CSD) function within Global Information Security is responsible for all aspects of threat intelligence, monitoring, application, network, and insider threat security programs. Within CSD, our Emerging Threat Defense team works to continuously strengthen the bank’s cyber security posture through research, threat simulations, threat hunting, and offensive security engagements. This team works with partners throughout the bank to both discover and develop mitigations from threats to help secure a critical infrastructure around the world that interacts with millions of customers. Role Responsibilities: The Adaptive Threat Simulation (ATS) - Red Team Operator position is responsible for performing global threat simulations for Bank of America. This role will require thorough knowledge of Red Team Infrastructure, networking concepts, infrastructure automation, and network troubleshooting. Additionally, the Red Team Operator will understand analysis and development of threat actor’s capabilities, motives, and other related offensive security research. Through conducting these threat simulations, security controls will be evaluated and improved to proactively prevent real threat actors from leveraging researched TTPs. A Red Team Operator will also be tasked with collaborating with key stakeholders, cyber threat intelligence teams, and other cyber defense control teams to identify opportunities to mature controls against emerging threats. Required Qualifications <ul> <li>Must have 3-5 years of relevant experience as a Red Teamer.</li> <li>Must have knowledge of the common tools associated with red teaming (Cobalt Strike, Empire, Mythic, Sliver, etc.).</li> <li>Must have knowledge of Red Team Infrastructure and its Operational Security Implications.</li> <li>Must have deep understanding of networking concepts</li> <li>Must demonstrate knowledge of tactics, techniques, and procedures associated with malicious insider activity, organized crime/fraud groups and both state and non-state sponsored threat actors.</li> <li>Must be willing to learn how examine an organization and system through the perspective of a threat actor and articulate risk in clear, precise terms.</li> <li>Must have general understanding of networks, major operating systems, active directory, and their associated peripherals, along with MITRE ATT&amp;CK TTPs.</li> <li>Must be able to both work independently as well as effectively work in teams with individuals with a variety of skills and backgrounds.</li> <li>Must be a team-oriented individual with excellent communication skills at explaining the so what? of a vulnerability issue to a non-technical audience.</li> <li>Ability to work with scripting language (Python, PowerShell, etc.). </li> </ul> Desired Qualifications <ul> <li>Red team or Malware oriented certifications.</li> <li>Previous experience working in the financial industry a plus</li> </ul> Skills: <ul> <li>Advisory</li> <li>Innovative Thinking</li> <li>Technical Documentation</li> <li>Technology System Assessment</li> <li>Threat Analysis</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Red Team Operator

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: <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> 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: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker- South Austin 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. 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 overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations. This role will be responsible for monitoring the completeness and accuracy associated with the firms Deposit Insurance determination and associated compliance to FDIC 370. Bank of America, NA holds over $2 trillion of deposits spanning across 60 million customers holding 95 million accounts. This person will serve as an escalation point to resolve broad and complex operational issues, develops and implements procedures to enhance unit productivity and efficiency, and manage business change. Requires broad business knowledge, thorough knowledge of operations support management and expertise in functional product area(s) gained through increasingly more responsible management positions in operations. This person will be responsible in building relationships with multiple lines of business (Consumer, GWIM, Private Bank) along with multiple technology teams all with an effort to keep the firm compliant to FDIC Regulatory requirements. Employees at this level are often required to interact with senior management within Operations and across the firm as part of the annual certification activities, in addition the associate will be responsible for leading US and India based resources to complete all activities. Decisions made will have significant impact to the firms Regulatory, Financial, Reputational and Operational risk to the Bank. On a tri-annual basis this associate will be responsible for leading regulatory exam preparatory activities while also leading the FDIC examiner through our compliance activities associated with FDIC 370. This role will be responsible for the analysis and resolution of highly complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. They may manage projects and/or the introduction of new initiatives, systems, products/services and processes and coordinate necessary expertise across multiple operations functions and/or products. • Ensure delivery of complete, accurate and timely regulatory reports to regulatory agencies. • Executes control practices, including compliance with all regulatory/policy requirements and data quality standards • Document key risks, performance indicators, desktop procedures including controls and metrics related to reporting. Execute QA/QC and report production tasks for regulatory reports. • Respond to regulatory agencies and internal control partners on inquiries and reporting breaches • Participate and represent the reporting function to control partners (e.g., Audit and Compliance) • Identify, track, and remediate errors/breaches, data issues and control enhancements that impact the respective reports • Partner with upstream process owners and data providers to improve data quality of regulatory reports • Partner with NFRR Regulatory Interpretation and Technology teams to review and maintain data dictionaries for completeness of business requirements and ensure completeness of all operational and reporting requirements. • Assist with NFRR report centralization which includes performing current state assessments, understanding the effectiveness of controls, determining process risks, and executing plans to incorporate the reporting process into the NTCO organization; Ensure smooth transition and cut over of NFRR reports in target state including appropriate hand over and staff transfer. • Partner with technology team and business analysts in providing requirements and user acceptance testing (UAT). Responsibilities: <ul> <li>Develops and implements procedures to enhance productivity and efficiency and manage business change</li> <li>Serves as an escalation point to resolve broad and complex operational issues</li> <li>Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&amp;I goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Required Skills: • Experience working in the consumer space with detailed knowledge of entity structure (Sole Prop, Estates, Trusts) • Experience in any of the following areas: Operations/Finance/Risk/Compliance • Strong technical and data analytical skills (i.e., Excel, and other similar applications) with experience in analyzing, managing and reporting from large sets of structured data (e.g., books and records data). • Communicates effectively in both oral and written formats and tailors message appropriately to audience • Demonstrated intellectual curiosity and operational excellence experience • Able to think critically to quickly analyze and resolve issues • Influences and delivers results through collaborative relationship with key partners and stakeholders • Works independently to prioritize work and deliver against regulatory deadlines and a dynamic environment Desired Skills: • Audit experience • Experience interacting with regulatory agencies and /or reg exams. • Regulatory reporting experience and/or experience in a global markets regulatory reporting environment or exposure to position/transaction processes/life cycle • Regulatory reporting experience and/or experience in global banking regulatory reporting environment or exposure to deposit/ liability balance reports, payment transactions and anti-money laundering • Experience in technology implementation projects including involvement in building new systems to meet complex reporting requirements • Professional Qualifications (Accountancy Qualifications) Skills: <ul> <li>Business Operations Management</li> <li>Drives Engagement</li> <li>Process Management</li> <li>Process Performance Measurement</li> <li>Result Orientation</li> <li>Customer and Client Focus</li> <li>Planning</li> <li>Reporting</li> <li>Risk Management</li> <li>Talent Development</li> <li>Adaptability</li> <li>Data Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Operations Lead

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! As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). The Hedge Fund Origination &amp; Product Management team is responsible for originating, structuring, positioning and ongoing product management of hedge fund investments for Merrill and Private Bank clients. Job Responsibilities <ul> <li>Responsible for originating best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.</li> <li>Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers.</li> <li>Support strategy lead through the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.</li> <li>Secondary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.</li> <li>Secondary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.</li> <li>Assist in ad hoc projects related to fund launch, fund pipeline and current fund offerings.</li> <li>The successful candidate will be a well-rounded individual who possesses strong interpersonal and communication skills.</li> </ul> Qualifications: <ul> <li>2-5+ years in financial services industry; direct experience in alternative investments industry preferred</li> <li>Highly organized and detail oriented with the ability to think and act strategically.</li> <li>Excellent communication, interpersonal, and presentation skills</li> <li>Ability to work independently and collaboratively at all levels within the organization.</li> <li>Strong project and time management skills</li> <li>Ability to identify, prioritize and execute timely business priorities.</li> <li>Enthusiastic about learning</li> <li>Bachelor’s degree preferred.</li> <li>SIE, Series 7 &amp; 66 or 63 &amp; 65 preferred at time of hire or must be able to obtain within 120 days of start date.</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Customer and Client Focus</li> <li>Financial Forecasting and Modeling</li> <li>Financial Management</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Data Management</li> <li>Project Management</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Hedge Fund Origination & Product Management

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 defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap. Responsibilities: <ul> <li>Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services</li> <li>Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates</li> <li>Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments</li> <li>Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable</li> <li>Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions</li> <li>Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products</li> <li>Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)</li> </ul> We're seeking a Software Architect, with 10+ years professional experience to join our software development team focusing on network automation. Duties include: <ul> <li>Provide subject matter expertise as team member and individual contributor.</li> <li>Develop enterprise-level applications and custom integration solutions including major enhancements and interfaces, functions and features.</li> </ul> <ul> <li>Provide expertise regarding the integration of new and existing customized applications across the business.</li> <li>Determine specifications, plan, design, and develop software solutions, utilizing appropriate software engineering processes in concert with team.</li> <li>Develop programming standards and procedures as well as architectures for code reuse.</li> <li>Recommend modifications to application development, database design, networking, or infrastructure architecture to comply with internal information security policies and standards.</li> </ul> Required Qualifications: <ul> <li>10+ years professional software development experience</li> <li>10+ years professional Network experience</li> <li>3+ years leading technical teams (team lead, principal engineer, manager, etc.)</li> <li>Able to effectively communicate and influence technical concepts to non-technical people, stakeholders, and technical teams</li> <li>Experience with designing, developing, and supporting various software architectures</li> <li>Understanding of data and software design patterns, best practices, emerging technologies, and how to apply them within a large enterprise</li> <li>Excellent problem solving, process management, and collaborative skills</li> </ul> Desired Qualifications: <ul> <li>MS in Computer Science, Engineering, Management Information Systems, or related field (or equivalent work experience)</li> <li>BS in Computer Science, Engineering, Management Information Systems, or related field (or equivalent work experience)</li> <li>5+ years systems modeling and design experience</li> <li>Strong understanding of networking concepts (OSI levels 1-3) and controller-based network architectures.</li> <li>Experience with YAML, YANG, JINJA, or other network modeling standards</li> <li>Experience designing, developing, and supporting large-enterprise scale network automation </li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Agile Practices</li> <li>Automation</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Network and Software Senior Architect

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. 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>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 - Sacramento Market

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. An L3 Analyst specializing in Regulatory Complaints will play a pivotal role in resolving escalated customer issues from multiple regulators Globally, supporting legal and regulatory processes, and driving improvements across customer experience workflows. Their expertise will help bridge the gap between operational teams and the legal framework, ensuring compliance and outstanding customer support. What you’ll be doing (ie. job duties): <ul> <li>Swiftly gather, analyze, and document customer issues and resolutions with efficiency and precision</li> <li>Lead comprehensive investigations for regulatory complaints, consumer arbitrations and litigation cases, collaborating closely with internal legal and compliance teams</li> <li>Resolve advanced escalations independently by leveraging available tools and resources</li> <li>Address persistent customer issues by enhancing CX processes and ensuring compliance with legal standards</li> <li>Assist the legal team in researching complex customer-related issues and analyzing evidence to support cases</li> <li>Maintain and manage organized documentation for legal and regulatory purposes, demonstrating expert-level data handling skills</li> <li>Use data to uncover trends, compile visual reports, and provide actionable insights on complaints and customer demographics</li> <li>Provide feedback to internal teams to drive policy changes and workflow improvements based on investigative findings</li> <li>Perform advanced data querying and analysis to ensure data accuracy and support decision-making processes</li> <li>Effectively communicate and build relationships with stakeholders at all organizational levels and external audiences</li> <li>Represent the organization in small claims court, providing witness testimony and declarations based on investigative data</li> <li>Adapt to a fast-paced, ever-evolving work environment, showing flexibility and a commitment to continuous learning</li> <li>Actively contribute to team projects, process improvement initiatives, and operational changes to improve overall team performance</li> </ul> What we look for in you (ie. job requirements): <ul> <li>A passion for our mission and a drive to deliver seamless support experiences globally.</li> <li>Experience in complaints management, compliance, regulatory, legal, or fraud/disputes resolution.</li> <li>Familiarity with various support channels, including voice, email, and chat.</li> <li>Strong investigative mindset, able to trace problems to their root causes and dive into complex or unusual issues.</li> <li>Exceptional adaptability in meeting the demands of a high-growth, fast-paced organization.</li> <li>Outstanding communication skills, capable of presenting information effectively across multiple departments and stakeholders.</li> <li>Proven ability to perform under pressure, managing tight timelines and juggling multiple priorities.</li> <li>Meticulous attention to detail, with excellent proofreading and accuracy.</li> <li>Proficiency in reading, writing, and speaking English.</li> </ul> Nice to haves: <ul> <li>Experience in project management, analytics, or vendor management</li> <li>Advanced degree in business, finance, or CX</li> <li>Proficiency in tools such as Google Apps, JIRA, and Salesforce Service Cloud</li> <li>Experience collaborating with external outsourcing partners</li> </ul> Position ID: G2620 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $41.27—$48.56 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

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