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About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. Compensation RangeAnnual Salary: $70,500.00 - $121,000.00 (Amount based on relevant experience, skills, and competencies.)About This JobThe main purpose of this job is to sell card payment services to “C” level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.Essential Functions<ul> <li>Conduct sales calls using consultative business process reviews and move prospective client through the sales cycle from the first appointment to contract signing</li> <li>Set appointments with prospects through the telephone, email, and marketing campaigns</li> <li>Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives</li> <li>Provide value-added services including technical support, Product Development and Relationship Management</li> <li>Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce</li> <li>Prepare customized request for information, request for proposal, file spend analysis, proposals and sales presentations</li> <li>Perform other duties as assigned</li> </ul>Knowledge, Skills &amp; Abilities Required<ul> <li>Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements</li> <li>Strong understanding of business concepts including account payable, purchasing and accounting systems</li> <li>Strong knowledge of consultative sales process</li> <li>Strong data analysis skills</li> <li>Skilled at interacting with senior managers and able to develop a business case</li> <li>Able to work independently but with some oversight from direct supervisor</li> <li>Capable of managing relationships independently and in negotiating sales and contracts</li> <li>Superior presentation skills</li> <li>Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li> <li>Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li> <li>Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li> <li>Advanced level proficiency with Microsoft Word, Excel and Outlook</li> </ul>Education &amp; Experience<ul> <li>Bachelor’s degree in Business Administration or equivalent combination of education and experience required</li> <li>7+ years new customer acquisition sales experience required, preferably within the banking/financial services field</li> <li>Proven track record within the team selling and lead sharing environment required</li> </ul>For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.**Level of role is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive I, II, III, and Senior – Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $121,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.#LI-RemoteThe candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click <a href="https://careers.commercebank.com/us/en/benefits" target="_blank">here</a> to learn more.Location: Remote, Boston, Massachusetts 02151Time Type:Full time

Commerce Bank

Account Executive - Commercial Card

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> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA

<h2>About the team</h2>The Capacity Planning Forecast analyst is part of the Contact Center Operations team at Zillow. We support multiple lines of business with planning and setting strategic direction, identifying and influencing how strategy is implemented, and ensuring accountability for the outcomes. We are heavy hitters who think big, adapt quickly, and team up to deliver results!<h2>About the role</h2>The Capacity Planning Forecast Analyst is a key contributor to and leader of planning and strategy for Zillow. The analyst showcases their expertise in forecasting and long-term planning, being able to shift between traditional workforce planning frameworks and new and innovative models to meet the evolving needs of the programs we support. The analyst collaborates with partners across Zillow to improve planning models, optimize staffing strategies, and deliver agile resource allocation. The analyst will be proficient in seeing opportunities in data, producing stories that present those insights, and influencing leaders to adjust or adopt new changes to their strategic plans.<h2>You Will Get To:</h2><ul> <li>Build capacity planning and forecast models from the ground up</li> <li>Innovate on existing workforce planning concepts and create new models which address fast paced operations in a licensed or deferred/funnel sales and support workflow</li> <li>Improve the accuracy of forecasts and provide analysis to identify, assess and mitigate risks associated with changes to key business drivers</li> <li>Influence planning strategies for Operations teams by optimizing staffing inputs and finding opportunities to improve delivery of work hours</li> <li>Partner with Finance, Product, Business Analytics and Operations teams to align on contact center costs for both internal and vendor organizations</li> <li>Drive cost savings initiatives around FTE capacity planning through occupancy and schedule efficiency, queue design, and workload simplification</li> <li>Provide solutions and recommendations to improve operational efficiency, including the optimization of performance and cost per contact metrics</li> <li>Report out on interval, daily, weekly and monthly performance against plan</li> <li>Other duties and responsibilities as assigned</li> </ul>This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>Bachelor's degree or equivalent experience, preferably in Operations, Finance, Business Administration, or other quantitative field preferred</li> <li>3-5 years of forecasting and capacity planning experience in a multi-channel contact center environment</li> <li>Experience using workforce management applications to assist with planning processes (preferably using Aspect)</li> <li>Experience using administrative and reporting functions in interaction (ACD, CRM) platforms such as Genesys or Salesforce</li> <li>Sophisticated user of Microsoft Excel / Google Sheets. Ability to create pivot table, nested formulas, visualizations and build queries to import/export data from multiple sources</li> <li>Strong financial and business sense, and ability to demonstrate analytical capability</li> <li>Proficiency in planning using productive hours models to optimize workforce efficiency</li> <li>Experience collaborating with outsourced vendors to enhance operational performance</li> <li>Able to work independently and creatively in ambiguous environments</li> <li>Excellent verbal and written skills</li> <li>High accuracy of work; champions open two-way communication; be a problem solver; Ask the right questions</li> </ul><h2>Transferable Skills</h2>Here at Zillow - we value the experience and perspective of candidates with non-traditional backgrounds. Do you have transferable skills or related experiences? We encourage you to apply!<h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Senior Capacity Planning Analyst

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 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 - Consumer Investments - Eastern Long Island Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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

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. Responsible Growth is how we run our company and how we deliver 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: • 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 - Consumer Investments - South Shore Market

Financial Solutions Advisor - Consumer Investments- Boston North 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! Job Description: Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects. The ideal candidate will possess: <ul> <li>Strong General Partner (GP) network to source high quality fund investments.</li> <li>Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. </li> <li>Company specific modelling and valuation skills necessary to assess underlying private company investments.</li> <li>Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.</li> <li>Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.</li> <li>Strong presentation skills are a plus.</li> <li>Must be comfortable dealing with senior executives at private market firms.</li> <li>Team player comfortable working across Investment Solutions Group (ISG) and Business lines</li> <li>Travel (approximately 25%is involved to meet fund managers and attend annual meetings.</li> </ul> Qualifications/Desired Skills: <ul> <li>Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.</li> <li>Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. </li> <li>Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.</li> <li>Series 7 and 66 licenses or ability to obtain within 120 days of hire required</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Causation Analysis</li> <li>Presentation Skills</li> <li>Research</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Active Listening</li> <li>Data Quality Management</li> <li>Trading and Investment Analysis</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Markets Due Diligence Analyst

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: Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships. The Charitable Gift Fund, Bank of America’s donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and to recommend grants to public charities over time. In 2024 the CGF took in $1.4B in charitable contributions from clients and facilitated approximately $1B in grants to approved charities. The CGF has grown 20% per year (AUM) over the last five years, outpacing growth in the Donor-Advised Fund industry nationwide. With ongoing investment in technology and its team, the CGF is preparing for projected further growth. This is an opportunity to join a tight-knit team in a growing line of business and to make positive impacts for clients and their charities. As a member of the Client Services team, this individual will provide high quality communications and service for CGF clients and their financial advisors. This position will report to the Service Team Lead and work closely with peer team members, the CGF Operations team, and the CGF's outside processing partner. Responsibilities include but are not limited to: <ul> <li>Answering incoming calls, emails and voice messages to address questions and resolve client issues</li> <li>Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed</li> <li>Learning routines and developing knowledge to review and approve grant recommendations</li> <li>Communicating with clients, ML FAs and PB client teams, and charities to verify IRS-eligibility for charities and grant purposes</li> <li>Accurately handling and processing a significant volume of work under daily/weekly deadlines</li> <li>Meeting expectations in line with experience for productivity levels</li> <li>Helping with project-based work as needed</li> <li>Limited time off during year-end (due to giving season)</li> </ul> Desired skills and attributes: <ul> <li>Able to work and adapt in a fast-paced, collaborative, team environment</li> <li>Able to develop trust, rapport and respect with CGF team members and vendor partners</li> <li>Able to multi-task effectively and work independently (and with the team)</li> <li>Able to prioritize, manage details and follow through 100% of the time</li> <li>Able to listen actively and correctly identify issues/concerns</li> <li>Able to exercise good judgment leading towards resolutions or escalations</li> <li>Able to communicate clearly, professionally and efficiently on phone and via email</li> <li>Able to use Microsoft Office and learn additional systems</li> <li>Able to work in-office minimum of 3 days per week</li> <li>Able to work extended hours/overtime, especially during year-end</li> <li>Customer service and financial services or non-profit/philanthropic experience preferred</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Client Management</li> <li>Collaboration</li> <li>Relationship Building</li> <li>Active Listening</li> <li>Business Case Review</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Account Management</li> <li>Strategy Planning and Development</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability Shift:1st shift (United States of America) Hours Per Week: 40

103 Jobs in Boston, MA, USA