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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 managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results. Responsibilities: • Champions organizational vision and values executing consistently to drive business results • Manages the financial planning and asset-based relationship sales process • Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development • Manages sales using growth plans in Sales Force • Manages effective Financial Center Advisor recruiting strategies • Administers superior sales supervision and practices in the market Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement • Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions • Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues • Provides inspection, coaching and feedback to motivate, differentiate and improve performance • Actively manages expenses and budgets in alignment with objectives, making sound financial decisions • Assesses talent and builds bench strength for roles across the organization • Delivers results by effectively prioritizing, inspecting and appropriately delegating team work Skills: • Risk Management • Leadership Development • Coaching • Customer and Client Focus • Talent Development • Sales Performance Management • Business Operations Management • Customer Service Management • Decision Making • Executive Presence • Performance Management • Recruiting • Process Performance Management • Critical Thinking • Result Orientation Required Qualifications: <ul> <li>Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time</li> <li>Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time</li> <li>5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team​</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Ability to learn and adapt to new information and technology platforms</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Can attract, recruit and retain an effective sales and operations team</li> <li>Efficiently manages your time and capacity</li> <li>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Travel required: Will vary depending on geography</li> <li>Is proficient in computer skills and professional programs (example: Microsoft Office)</li> <li>Has the ability to pass compliance requirements</li> </ul> <ul> <li>Desired Qualifications:</li> <li>Prefer fully licensed candidates</li> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience in mortgage, retail or hospitality</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> <li>Undergraduate college degree</li> <li>Prior management experience</li> <li>Bilingual skills​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Consumer Investments Market Leader - Expansion Region

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! Responsibilities: The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. Initiatives specifically include: •Sourcing managers/funds •Onboarding managers and launching funds, including: •Determining offering and pricing structures •Negotiating terms •Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients •Managing existing products &amp; external fund relationships Specific responsibilities for Origination efforts include: • Developing fund marketing collateral and coordinating internal reviews • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence • Developing an appropriate legal structure and operational process for each product • Negotiating business and operating terms with fund managers • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials • Coordinating investment and business due diligence efforts • Ensuring proper internal and external legal review • Creating offering documents, contractual agreements, and business proposals • Analyzing private equity organization and offering documents to determine business, legal, and headline risk • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends • Running product based analyses and comparisons to determine the competitive landscape Specific responsibilities for the management of existing products and external fund relationship efforts include: • Maintaining fund marketing collateral • Ongoing maintenance of platform offering documents • Ongoing relationship management with fund managers • Coordinating appropriate actions to address issues with existing private equity funds • Drafting formal communications for Merrill Lynch Financial Advisors and clients Qualifications: • 2-5+ years of relative experience • SIE, Series 7, 63/65 or Series 66 or must be willing to obtain within 120 days of start date • Proficiency in Excel and PowerPoint • Knowledge of financial markets • Ability to simultaneously manage and execute multiple projects • Ability to coordinate with other areas of the GWIM organization • Bachelor’s degree (concentrated in Finance or Business preferred) or equivalent work experience • Experience as a Paralegal is a plus Skills: <ul> <li>Analytical Thinking</li> <li>Financial Forecasting and Modeling</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Monitoring, Surveillance, and Testing</li> <li>Product Marketing and Branding</li> <li>Business Analytics</li> <li>Data Visualization</li> <li>Networking</li> <li>Product Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Equity Product Origination Analyst

Macy's

Warehouse Associate, Tulsa - Flex 3x12 (2041)

Job TitleProject CoordinatorJob Description SummaryJob DescriptionJob DescriptionJob Description ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • Review requisitions, change orders and invoices associated with the project in multiple platforms. • Maintaining, updating, and reporting all financial data relative to all projects and program development. Obtaining all required financial documentation from project vendors. Ownership of purchase order requisitions, invoice processing and ongoing communication/interaction with various finance teams • Support the project/facility manager teams and other stakeholders as needed working in a collaborative manner. Ensure completion of all initiated projects and those belonging to assigned sub regions. Maintaining overarching awareness of the projects to help identify potential risks and engaging problem-solving techniques as needed . • Issue regular status reports to personnel regarding work in progress. • Get buy in and obtain appropriate approval for organizational changes, project plans and expenditures in excess of approved budget. • Perform related assignments, as required, in the daily operation of the group. • Support and assistance throughout the pre-audit exercises (internal or external) carried out by the client. Review PO, budget, and financial closure documentation to ensure we are operating under compliance guidelines . • Review of the data quality input in clients and CW's systems and ensure accuracy. • Participate in weekly sub region/area meetings, to ensure alignment with client objectives • Identification and escalation of risks to management • Closure of projects in a timely manner per client KPI. KEY COMPETENCIES 1. Client Focus 2. Multi-Tasking 3. Organizational Skills 4. Time Management 5. Communication Proficiency (oral and written) 6. Team Orientation, can foster an environment of collaboration and Teamwork by introducing best practices and encouraging others to do so 7. Proficient user of Microsoft office , adobe acrobat and TEAMS 8. A plus but not a must: Power BI, SharePoint, OneDrive and accounting basic knowledge. IMPORTANT EDUCATION • A high school diploma is required. • A Bachelors degree with a major in architecture, engineering, building construction or other related technical area is preferred but not required. IMPORTANT EXPERIENCE • A minimum of 2 years of prior work experience in architecture, construction or project management field is preferred but not required Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Project Coordinator

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 Partner Program Manager! About the job We’re looking for a Partner Program Manager - Enablement Lead to accelerate the success of Twilio’s global partner ecosystem. This role sits at the intersection of partner programs, strategy, sales enablement, and operations — ensuring our internal teams and partners have the tools, knowledge, and content they need to deliver results. As the face of partner enablement, you’ll work cross-functionally with Partner Account Managers (PAMs), Account Executives (AEs), Sales Enablement, Marketing, and the broader Global Alliances team to build and manage repeatable, scalable enablement programs for Systems Integrators (SIs), Consulting Partners, and Independent Software Vendors (ISVs). Whether it’s building toolkits for the field, driving awareness of partner assets, or executing global enablement campaigns — you will be the driving force behind how we educate, activate, and empower our partners and internal stakeholders. Responsibilities In this role, you’ll: <ul> <li> Design and Own the Partner Enablement Strategy: Lead the strategy, development, and execution of Twilio’s global partner enablement programs. Build scalable, role-based onboarding and training paths by partner type and region, and expand the certification roadmap in collaboration with cross-functional stakeholders.</li> <li> Develop and Deliver Enablement Content: Create and maintain high-impact learning content including onboarding journeys, AE-facing playbooks, pitch decks, solution positioning, and joint GTM toolkits. Deliver a blend of live, on-demand, and self-serve learning experiences, using tools like MindTickle and Highspot. Localize and refresh resources to meet regional and partner-specific needs.</li> <li> Drive Program Execution &amp; Adoption: Lead partner-facing programs, ensuring strong collaboration with PAMs and AEs to manage logistics, track deliverables, and drive engagement. Launch internal training to align teams on partner strategy and value.</li> <li> Manage Enablement Systems &amp; Governance: Oversee enablement content on platforms including Highspot, Impartner, Slack and MindTickle — ensuring content is current, discoverable, and aligned to field and partner needs. Conduct regular audits and drive adoption of tools across teams.</li> <li> Enable Stakeholder Alignment &amp; Partner Communications: Act as the face of partner enablement, working closely with Sales Enablement, GTM, and the Partner org to align priorities, share best practices, and ensure consistent messaging across internal and external audiences. Monitor partner engagement, certification progress, and enablement impact, adapting programs as needed.</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>Bachelor’s degree in Business, Marketing, Communications, or a related field; relevant experience may be considered.</li> <li>5-8 years of experience in sales enablement, project or program management, customer success, or a similar role focused on partner engagement and program operations.</li> <li>Strong project management skills, with the ability to develop and execute project plans, track milestones, and work cross-functionally.</li> <li>Excellent communication skills for delivering complex information clearly across various partner communications, including newsletters, webinars, and surveys.</li> <li>Experience with documentation management and content creation for program guides and enablement resources.</li> <li>Demonstrated ability to drive process improvements and contribute to strategic initiatives within partner or program environments.</li> </ul> Desired: <ul> <li>MBA </li> <li>Background in adult learning or instructional design.</li> <li>Experience in SaaS or cloud-based technology environments.</li> <li>Familiarity with partner GTM motions (SI/ISV enablement, marketplace, joint selling motions).</li> <li>Experience managing enablement platforms or portal ecosystems (MindTickle, Impartner, Highspot).</li> <li>Proven expertise in partner onboarding, support management, and developing partner-focused workflows.</li> </ul> Location <ul> <li>This role will be remote, but is not eligible to be hired in CA, CT, IL, MA, MD, NJ, NY, OR, PA, RI, TX, VA, WA, or Washington DC.</li> </ul> Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, approximately 25% travel is anticipated to help you connect in-person in a meaningful way. 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, Minnesota or Vermont : $114,600.00 - $143,300.00.</li> <li>Based in Washington D.C., Illinois, Maryland, Massachusetts or California (outside of the San Francisco Bay Area): $121,400.00 - $151,700.00.</li> <li>Based in New York, New Jersey, Washington State, or the San Francisco Bay area, California: $134,800.00 - $168,500.00.</li> <li>This role may be eligible to participate in Twilio’s equity plan. 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> <li>This role is eligible to earn commissions. </li> </ul> The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Applications for this role are intended to be accepted until June 16, 2025, but may change based on business needs. #LI-Remote 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 is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please contact us at <a href="#">accommodations@twilio.com</a>.

Twilio

Partner Program Manager - Enablement

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker - Washington & 12th 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. 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! 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor- Consumer Investments-, Douglasville, GA 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. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Southern Virginia Market

Job Description: Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work. Required Skills: <ul> <li>One or more years of previous commercial construction real estate loan administration experience or construction real estate paralegal experience </li> <li>Finance or Accounting experience </li> <li>Understanding of regulatory requirements and credit and operational risk management </li> <li>Excellent written and verbal communication skills </li> <li>Strong ability to influence, effectively collaborate and coordinate closing activities with a variety of business partners and external partners </li> <li>Excellent organizational and time management skills with ability to simultaneously manage multiple loan closings and competing priorities </li> <li>Technically proficient, including Windows, Excel, Word and Outlook </li> <li>Solution oriented problem solving skills </li> </ul> Desired Skills: <ul> <li>Bachelor degree or equivalent preferred</li> <li>Syndications experience a plus </li> <li>Loan IQ knowledge a plus</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Document Administrator II/Syndicated Closer

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. 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>Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction</li> <li>Attends client review meetings to assist with relationship deepening conversations</li> <li>Executes on the team service model, including engaging with specialists/partners to address client's needs</li> <li>Manages aspects of the client relationship process, including client onboarding and resolving escalations</li> <li>Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Acumen</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Portfolio Management</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Administrative Services</li> <li>Client Investments Management</li> <li>Customer Service Management</li> <li>Process Simplification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>Maintain at least one firm approved designation</li> <li>Possess and demonstrate strong communication skills</li> <li>Ability to lead through collaboration and influence without direct authority</li> <li>Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Proven ability to manage risk and support sound decisions</li> <li>Ability to research escalated client issues for response/resolution​</li> </ul> **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

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