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The Enterprise Implementation Services team plays a pivotal role in ensuring our client’s sustained success by owning the setup, configuration, training, and testing of the ServiceTitan platform for the largest and most influential businesses across the Home Services industry. Our team's success directly correlates with our clients' success, as we are responsible for guiding them through the entire implementation process, from initial setup to full-scale utilization of our platform's capabilities. By meticulously understanding their unique business needs and objectives, we tailor our implementation strategies to optimize efficiency, enhance productivity, and drive measurable outcomes. What you’ll do:<ul> <li>Closely manage multiple and concurrent implementation projects from initiation through project close, acting as the primary point of contact for your clients and assuming full accountability for a high-quality client experience. </li> <li>Partner with your Delivery Manager to ensure that each phase of a client’s implementation is delivered on time while ensuring long-term client success and positive sentiment.</li> <li>Lead scoping and discovery sessions to understand and document business requirements.</li> <li>Deliver the client a ServiceTitan environment configured to meet their needs and align with ServiceTitan best practices.</li> <li>Conduct training with clients to enable them on the different functions within the software and create customized training resources for client-specific workflows as needed, while ensuring the client follows ServiceTitan standards and recommendations.</li> <li>Proactively identify and escalate client implementation risks, and collaborate with product, leadership, and/or your Delivery Manager to develop and communicate potential solutions.</li> <li>Collaborate with cross-functional data, training, and product teams to deliver against defined project timelines.</li> <li>Stay up-to-date and enabled on all new and in-development ServiceTitan functionality to ensure clients utilize the most current features.</li> <li>Travel for client on-site 20-30% of the time.</li> </ul> What you’ll bring:<ul> <li>Five or more years of relevant work experience that may include a combination of client-facing, project management, technology/SaaS implementation, and/or home services industry.</li> <li>Bachelor's Degree or equivalent professional work experience.</li> <li>Exceptionally detail-oriented while being able to manage multiple tasks to successful completion and document thoroughly .</li> <li>Ability to think several steps ahead and take proactive steps to address roadblocks and issues.</li> <li>Exceptional client relationship skills and a clear view of what constitutes an excellent client experience and partnership.</li> <li>Collaborative team player always looking to help and enable others in the organization.</li> <li>Problem-solver and demonstrate the ability to overcome challenges with creative solutions. Take ownership of any tasks within the project plan to help support and deliver value to our clients.</li> <li>Knowledge and previous experience with Excel and SmartSheet a plus (not required).</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.</li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $93,800 USD - $125,400 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Enterprise Implementation Consultant

Outlier

Coding Expertise for AI Training

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! 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 Schedule: Monday - Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage II - Union Square-14th St Financial Center

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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. An excellent opportunity to join the AMRS FX Operations priority Client Service Team based in Charlotte. The roles primary focus is to develop relationships with our highest tiered Institutional and Corporate clients. With a focus on developing market leading client service, balanced with an optimal, highly automated, post trade experience across settlement and Post settlement processes, including trade confirmation matching and settlement. Responsibilities: <ul> <li>Deliver market leading client service to our high priority clients, whilst supporting our internal business partners.</li> <li>Deliver right first time settlement across FX products. Minimizing the impact of settlement breaks through swift resolution and mitigating actions. </li> <li>Reporting on and clearing cash breaks. Analyzing and resolving a wide variety of operations challenges.</li> <li>Point of contact for key internal stakeholders including Sales, Trade Support &amp; Client Service teams (OCRM).</li> <li>Adding value though implementation of improvements to client experience, system infrastructure and control environment by playing a key role in delivery of the client service strategy.</li> <li>Performing root cause analysis to deliver incremental efficiency and capacity realization.</li> </ul> <ul> <li>Maintains accuracy of client portfolio using internal and external comparison tools</li> <li>Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling</li> <li>Explores methods to enhance processes, further reduce risks, and boost client experience</li> <li>Partners with colleagues on the trade and sales support teams, as well as external agents</li> <li>Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting</li> <li>Escalates potential risks and exposures to manager in a timely manner</li> <li>Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions</li> </ul> Required Skills: <ul> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Research</li> </ul> Additional Skills <ul> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Priority Client Services Associate - Global Markets Operations - Global Operations

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to<a href="https://customers.twilio.com/" target="_blank"> hundreds of thousands of businesses </a>and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to <a href="https://www.twilio.com/en-us/blog/open-work" target="_blank">remote-first work</a>, and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. See yourself at Twilio Join the team as Twilio’s next Director, Product Management - Efficiency Operations About the job This position is needed to lead the next generation of internal AI products that elevate every customer interaction. You will own and expand our flagship initiatives, the Customer Help Center Assistant plus our Sales, Ops, and Support Copilots, transforming advanced language models, predictive analytics, and automation into intuitive tools that boost user productivity, shorten resolution times, and delight both employees and customers. In this role you will set the vision, strategy, and delivery plan for the entire portfolio while scouting future AI opportunities that streamline workflows and surface insights. You will balance big‑picture thinking with hands‑on execution, partnering closely with Engineering, IT, and operational leaders to convert cutting‑edge technologies into measurable business impact. Responsibilities In this role, you’ll: <ul> <li> Product Vision &amp; Roadmap: Develop and own the product vision, strategy, and multi-year roadmap for internal Sales, Ops, Support and customer service AI solutions, aligning with company goals and stakeholder needs.</li> <li> Requirements Elicitation: Lead discovery sessions, analyze data, and map user journeys to capture needs, then produce complete, prioritized BRDs and user stories so Engineering can build the right solution on the first try.</li> <li> Team Leadership: Manage a team of passionate product managers. Foster professional growth and a collaborative, high-performance culture.</li> <li> Cross-Functional Collaboration: Partner closely with efficiency engineering, IT, support operations, R&amp;D, and business leaders to define requirements, set priorities, and deliver excellent internal user experiences.</li> <li> Internal Customer Advocacy: Gather feedback from internal customers (e.g., support reps, implementation teams) to identify pain points and opportunities for improvement.</li> <li> Outcome-Based Measurement: Define product success using internal metrics such as engagement, productivity, process efficiency, CSAT, and adoption, not revenue.</li> <li> Project &amp; Program Management: Leverage experience running a PMO to foster best practices in project delivery, change management, and stakeholder communication. Shepherd standard joint‑SDLC practices to keep Engineering and Product in lockstep</li> <li> Continuous Improvement: Foster a culture of data-driven decision-making, proactively identifying opportunities to automate, streamline, and scale internal support operations.</li> </ul> Qualifications Twilio values diverse experiences from all kinds of industries, and we encourage everyone who meets the required qualifications to apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table! *Required: <ul> <li>12+ years in technical product management</li> <li>5+ years in management, with 3+ years’ experience of leading a management team with subordinate direct reports</li> <li>Prior hands-on leadership of a project management office (PMO) or a comparable project/program leadership role.</li> <li>Commensurate Bachelor’s or Master’s degree in business administration, information technology, engineering, computer science or a related field</li> <li>Demonstrated expertise applying AI/ML or LLM technologies to business‑process automation</li> <li>Fluency with modern cloud architectures, APIs, and workflow automation tools.</li> <li>Experience with customer service technologies such as CRM, helpdesk, knowledge management, or internal collaboration platforms.</li> <li>Track record of delivering cross-functional projects in matrixed organizations.</li> <li>Exceptional communication skills, both written and verbal.</li> <li>Empathy for internal users, strong sense of ownership, and a passion for process improvement and enablement.</li> <li>Demonstrated ability to measure and communicate success using non-monetary KPIs.</li> </ul> Desired: <ul> <li>Experience working in the SaaS or enterprise software industry.</li> <li>Experience with agile software development and release processes.</li> </ul> Location This role will be remote and based in the USA. Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings. What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location. Compensation *Please note this role is open to candidates outside of California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington D.C., and Washington State. The information below is provided for candidates hired in those locations only. The estimated pay ranges for this role are as follows: <ul> <li>Based in Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Vermont or Washington D.C. : $167,800.00 - $209,700.00.</li> <li>Based in New York, New Jersey, Washington State, or California (outside of the San Francisco Bay area): $177,700.00 - $222,100.00.</li> <li>Based in the San Francisco Bay area, California: $197,400.00 - $246,700.00.</li> <li>This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan. All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.</li> </ul> The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Application deadline information Applications for this role are intended to be accepted until July 30, 2025, but may change based on business needs. Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values — something we call <a href="https://www.twilio.com/company/values" target="_blank">Twilio Magic</a>. Additionally, we empower employees to build <a href="https://twilio.org/support-and-resources/impact-fund" target="_blank">positive change in their communities</a> by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now! If this role isn't what you're looking for, <a href="https://www.twilio.com/company/jobs#open-positions" target="_blank">please consider other open positions</a>. Twilio is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law.

Twilio

Director, Product Management - Efficiency Operations

Ready to be a Titan?ServiceTitan is a leading software platform for the home service industry, empowering businesses to deliver exceptional service while driving operational efficiency. We care deeply about our customers and are committed to innovation and growth. The Chief Business Officer is looking for a dedicated Director, Strategic Projects &amp; Operations to support key objectives specifically focusing on our largest customers. This role will play a pivotal role ensuring seamless execution of initiatives, monitoring progress on key accounts, and enhancing our enterprise sales strategies. This individual will be responsible for managing high-priority projects, optimizing sales processes, and aligning team efforts with organizational goals focused on our largest customers and their owners (primarily private equity firms). The successful candidate will come with experience operating in a fast paced environment and will be expected to maintain a flexible schedule to meet the demands of the business needs.Key Responsibilities:<ul> <li>Prepare and coordinate all mega demos and sales presentations to ensure impactful delivery.</li> <li>Monitor mega account pursuits, ensuring compliance with established protocols and timely completion.</li> <li>Partner and manage relationships with emerging private equity firms </li> <li>Drive cross-functional collaboration across a variety of teams internally, from Sales, Post Sales to Revenue Operations and Product. </li> <li>Oversee the rollout of the mega enterprise package, ensuring all stakeholders are informed and aligned.</li> <li>Gather and provide weekly updates on the status of new logo acquisitions and renewal efforts.</li> <li>Organize and plan city visits to strengthen client relationships and explore new opportunities.</li> <li>Plan and execute the PE Symposium and one-off field marketing events (e.g., sports boxes) to enhance brand visibility and engagement.</li> <li>Align demonstration practices with our Sales Engineering (SE) standards to ensure consistency and effectiveness.</li> <li>Coordinate Executive Business Reviews (EBRs) with targeted Private Equity firms for strategic alignment.</li> <li>Confirm and maintain alignment among sales representatives and managers regarding enterprise expectations and norms.</li> <li>Own and maintain a comprehensive understanding of account assignments and top account lists categorized by city and sector.</li> </ul>Desired Outcomes:<ul> <li>Increase the percentage attainment of enterprise new logo bookings.</li> <li>Enhance net revenue take rates from existing customers</li> <li>Improve penetration of upsell opportunities within our existing customer base.</li> <li>Boost the close rate for enterprise new logos.</li> <li>Reduce the sales cycle duration for the mega enterprise segment.</li> <li>Achieve a twofold increase in the pipeline for the Mega Enterprise segment.</li> </ul>Qualifications:<ul> <li>Bachelor’s degree in Business Administration, Marketing, or a related field; MBA preferred.</li> <li>6+ years experience in a professional job (consulting, banking, investing, accounting) </li> <li>Availability to travel </li> <li>Proven experience in a strategic operations role, preferably in a fast-paced technology or SaaS environment.</li> <li>Strong project management skills with the ability to prioritize and manage multiple initiatives.</li> <li>Exceptional communication and presentation skills, with the ability to influence stakeholders at all levels.</li> <li>Analytical mindset with a focus on data-driven decision-making.</li> <li>Ability to work collaboratively in a dynamic team environment.</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.</li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $183,400 USD - $245,400 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

Director, Strategic Projects & Operations

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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; FINRA. 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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****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- Fairfield/Concord Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Cyber Incident Response and Management (CIRM) is part of the Global Information Security (GIS) Response and Recovery (R&amp;R) Global Team. The role of the Incident Manager is to coordinate the response and recovery activities from information security incidents. This includes collaboration with appropriate response partners, assisting with determining the root cause of incidents and working with stakeholders and responsible parties to contain the incident and remediate any identified control gaps or failures. An Incident Manager should escalate issues to management in a timely manner with appropriate information regarding severity, exposure, and action items. This role requires critical thinking and investigative mindset, coupled with effective written and verbal communication skills. Responsibilities: <ul> <li>Establish oversight of information security events and incidents and communicate analysis, containment and remediation efforts to all business partners.</li> <li>Incident response and recovery plans will be available to use and should be maintained by the team. Any issues that require management escalation will be expected to be completed in a timely manner including all appropriate information in relation to risk and action times.</li> <li>The Incident Manager will be expected to provide status updates and post-incident reports for executives and stakeholders in non-technical terms encompassing risk, impact, likelihood, containment and remediation activities and threat actors.</li> <li>Risk management including briefing and recommending actions to executive leadership within Global Information Security and other business partners on events and incidents</li> <li>The incident manager will be part of a global 24/7 rotation and there is a requirement to work 8-10 weekends per year on an on-call basis as a primary contact and 8-10 weekends as a secondary contact. There will also be a requirement to cover the majority of US holidays.</li> </ul> Required Skills: <ul> <li>2 + years of experience in an operations-focused Information Security role.</li> <li>Experienced in conducting analysis, investigation and containment of potential data breaches or cybersecurity incidents.</li> <li>Possess strong analytical, tactical and critical thinking ability, alongside investigative mindset.</li> <li>Ability to lead technical bridge lines to determine the root cause and execute effective containment solutions to cybersecurity incidents.</li> <li>Excellent verbal and written communication skills to effectively convey technical information to both technical and non-technical stakeholders, across all levels of a global Financial Institution.</li> <li>Proficient in writing detailed incident reports/summaries, response procedures, and post-incident analysis for reporting and improvement purposes.</li> <li>Ability to handle multiple competing priorities in a fast-paced environment.</li> <li>Familiarity with security vulnerabilities, exploits, malware and digital forensics as they relate to Incident Response.</li> <li>Demonstrated ability to identify and implement process improvements within the Incident Response framework to enhance efficiency and effectiveness.</li> <li>Security+ or equivalent certification required within 6 months of employment.</li> <li>Working Hours: 8:30 AM to 4:30 PM SGT (during Daylight Savings Time) or 9:00 AM to 5 PM SGT (during non-Daylight Savings Time); on-call rotation required (for certain weekends and other region’s public holidays)</li> </ul> Desired Skills: <ul> <li>Familiarity with NIST CSF, NIST IR Lifecycle, and NIST NICE.</li> <li>Familiarity with MITRE ATT&amp;CK and Cyber Kill Chain.</li> <li>Prior experience in technical roles tangentially related to Incident Response, such as Malware Analysis and Digital Forensics, is desirable.</li> <li>Advanced certifications related to Incident Response, such as Certified Information Systems Security Professional (CISSP), Certified Incident Handler (GCIH), or Certified Information Security Manager (CISM), are desirable.</li> <li>College Degree - (B.S, M.S.) in Digital Forensics, Computer Science, Information Security or a related field.</li> </ul>

Assistant Vice President / Vice President, Info Security Incident Mgmt Specialist, Global Information Security

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

Merrill Financial Solutions Advisor - Alaska 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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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