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Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor- Consumer Investments - East Dallas

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Provides general legal counsel on employment and benefits related matters in Brazil and across LATAM, as well as providing specific advice on contentious and non-contentious HR related queries and actions. Reviews legal contracts and documents. Individuals in this position typically have a minimum of six years of experience post qualification. The role is located in our Bank of America offices in Sao Paolo. Responsibilities: The primary responsibility of this role is to provide first class, commercial and risk-appropriate legal advice to HR in Brazil and across the LATAM region. This lawyer will have day to day interaction with the HR generalists and country HR partners in the different LATAM jurisdictions. The role requires close liaison with other control functions as well as internal and external lawyers. The role will build a strong relationship with HR and LOB clients and must have the ability to identify practical legal solutions and make recommendations. It will involve: <ul> <li>Managing and advising on the legal/reputational and regulatory risks arising at all stages of the employment cycle in accordance with the bank's risk framework and culture. </li> <li>Acting as strategic partner to the business, assisting the business to weigh the risk/reward balance whilst acting responsibly;</li> <li>Managing queries from HR and the business, including Compliance, Risk and Audit on a range of issues; </li> <li>Working closely with the HR legal team, together with other lawyers;</li> <li>Providing regular training to HR on employment law matters, frequently asked questions and HR legal documents;</li> <li>Engaging and managing outside counsel in a cost-efficient manner;</li> <li>Providing advice in respect of the HR aspects of data privacy issues;</li> <li>Advising on the HR elements of M&amp;A activity, out­sourcing and other transactional projects;</li> <li>Working closely with Brazil Bank Associations on regulatory matters as required.</li> </ul> Experience and Skills: <ul> <li>In-house employment lawyer with experience of employment laws and regulations in Brazil and across the LATAM region</li> <li>Law degree required (must have passed Brazilian bar exam and must have valid BAR license</li> <li>Strong post qualification experience</li> <li>Fluent spoken and written Spanish and English required</li> <li>Large law firm training and/or in-house Legal department experience in the area of employment law in Brazil and LATAM region, preferably in financial services (or with clients in that area)</li> <li>Experience in advising on HR regulatory issues</li> <li>Ability to manage responsibilities across multiple jurisdictions and time zones and manage a high volume of work and clients in a fast-paced environment</li> <li>Ability to communicate clearly and persuasively, both verbally and in writing, and to adapt to a variety of audiences</li> <li>Ability to be successful in a global, matrixed organisation</li> <li>Well-grounded in principles of common law, employment law and contract law</li> <li>Proficient in Word, Excel and PowerPoint</li> </ul>

Attorney - Employment & Benefits

McElroy Manufacturing

Master Scheduler

At Webflow, our mission is to bring development superpowers to everyone. As the pioneer of the Website Experience Platform (WXP), we’re redefining how teams Build, Manage, and Optimize for the web — combining visual development, powerful content management systems, AI-driven personalization, seamless hosting, and end-to-end analytics in a single, unified platform. With AI at the core, Webflow helps teams move faster, create more performant digital experiences, and scale without heavy engineering support. From independent designers and creative agencies to global enterprises, hundreds of thousands of organizations use Webflow to turn ideas into reality — and to power what’s possible on the web. We’re looking for a seasoned Senior Backed Engineer to help us build and scale our payments and subscriptions services. This role is pivotal in leading and executing strategic projects aimed at augmenting and scaling our backend services. The immediate challenges ahead include laying the groundwork for Subscriptions and Plan Management, as well as optimizing and expanding our dynamic integration with Stripe. You will be working on systems like low latency API for entitlement services used by all teams, payment APIs, taxation/compliance systems, expanding payment offerings and pricing experimentation. The focus is to build strong pricing and packaging foundations for Webflow as we scale up product led growth (PLG) while growing enterprise business. The Subscriptions &amp; Payments team works at the intersection of several key, company-wide initiatives, collaborating extensively across functions to enhance payment systems for enterprise-level and self-serve products. Our mission is to develop and expand billing infrastructures with speed and precision, crafting solutions that are not only robust and scalable but also tailored to facilitate Webflow's growth while anticipating and meeting the evolving needs of our customers. <h1>About the role:</h1> <ul> <li>Location: Remote-first (United States; BC &amp; ON, Canada)</li> <li>Full-time</li> <li>Permanent</li> <li>Exempt</li> <li>The cash compensation for this role is tailored to align with the cost of labor in different geographic markets. We've structured the base pay ranges for this role into zones for our geographic markets, and the specific base pay within the range will be determined by the candidate’s geographic location, job-related experience, knowledge, qualifications, and skills.</li> <ul> <li>United States (all figures cited below are in USD and pertain to workers in the United States)</li> <ul> <li>Zone A: $150,100 - $207,100</li> <li>Zone B: $141,600 - $194,800</li> <li>Zone C: $132,100 - $182,400</li> </ul> <li>Canada (figures cited below are in CAD and pertain to workers in ON &amp; BC, Canada)</li> <ul> <li>CAD 171,000 - CAD 235,600</li> </ul> </ul> </ul> This role is also eligible to participate in Webflow's company-wide bonus program. Target amounts are a percentage of base salary and vary by career level. Payouts are based on company performance against established financial and operational goals. <ul> <li>Reporting to the Senior Engineering Manager</li> </ul> As a Senior Backend Engineer, you’ll … <ul> <li>Architect, design, and implement scalable backend services</li> <li>Design and build high-volume APIs to support internal and external developers </li> <li>Improve integrations with partners like Stripe, where we process millions of transactions every year</li> <li>Develop a comprehensive knowledge of how areas of business, such as architecture and infrastructure, integrate to accomplish our business goals</li> <li>Cross-collaborate with software engineers, product managers, designers, and QA analysts in an autonomous, supportive team environment</li> <li>Build and maintain unit and integration tests</li> <li>Mentor other engineers on best practices, code design considerations, and quality</li> </ul> In addition to the responsibilities outlined above, at Webflow we will support you in identifying where your interests and development opportunities lie and we'll help you incorporate them into your role. <h1>About you:</h1> You’ll thrive as a Senior Backend Engineer if you: <ul> <li>Have 5+ years of experience in scalable, multi-tenant environments.</li> <li>Have 2+ years experience leading projects, including helping scope and breakdown work.</li> <li>Are comfortable working on Javascript/Typescript, MongoDB and Node. </li> <li>Value testing and documentation equally as much as your code</li> <li>Are comfortable with ambiguity and scoping solutions with your teammates</li> <li>Have consistently communicated trade offs throughout a project to meet both technical and business requirements</li> <li>Get excited about encouraging and developing other engineers</li> <li>Stay curious and open to growth — actively building fluency in emerging technologies like AI to unlock creativity, accelerate progress, and amplify impact.</li> </ul> <h3>Our Core Behaviors:</h3> <ul> <li> Obsess over customer experience. We deeply understand what we’re building and who we’re building for and serving. We define the leading edge of what’s possible in our industry and deliver the future for our customers</li> <li> Move with heartfelt urgency. We have a healthy relationship with impatience, channeling it thoughtfully to show up better and faster for our customers and for each other. Time is the most limited thing we have, and we make the most of every moment</li> <li> Say the hard thing with care. Our best work often comes from intelligent debate, critique, and even difficult conversations. We speak our minds and don’t sugarcoat things — and we do so with respect, maturity, and care</li> <li> Make your mark. We seek out new and unique ways to create meaningful impact, and we champion the same from our colleagues. We work as a team to get the job done, and we go out of our way to celebrate and reward those going above and beyond for our customers and our teammates</li> </ul> <h3>Benefits &amp; wellness</h3> <ul> <li>Equity ownership (RSUs) in a growing, privately-owned company</li> <li>100% employer-paid healthcare, vision, and dental insurance coverage for full-time employees (working 30+ hours per week) and their dependents. Full-time employees may also be eligible for voluntary insurance options where applicable in the respective country of employment</li> <li>12 weeks of paid parental leave for both birthing and non-birthing caregivers, as well as an additional 6-8 weeks of pregnancy disability leave for birthing parents to be used before child bonding leave (note: where local requirements are more generous, employees receive the greater benefit); full-time employees also have access to family planning care and reimbursement</li> <li>Flexible PTO for all locations and sabbatical program</li> <li>Access to mental wellness and professional coaching, therapy, and Employee Assistance Program</li> <li>Monthly stipends to support work and wellness</li> <li>401k plan or pension schemes (in countries where statutorily required), and other financial wellness benefits, like CPA and financial advisor coverage</li> </ul> Temporary employees may be eligible for paid holiday and time off, statutory leaves of absence, and company-sponsored medical benefits depending on their Fixed Term Contract and their country/state of employment. <h3>Remote, together</h3> At Webflow, equality is a core tenet of our culture. We are an Equal Opportunity (EEO)/Veterans/Disabled Employer and are <a href="https://webflow.com/diversity-equity-inclusion" target="_blank">committed</a> to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law. Pursuant to the San Francisco Fair Chance Ordinance, Webflow will consider for employment qualified applicants with arrest and conviction records. <h3>Stay connected</h3> Not ready to apply, but want to be part of the Webflow community? Consider following our story on our <a href="https://webflow.com/blog" target="_blank">Webflow Blog</a>, <a href="https://www.linkedin.com/company/webflow-inc-/" target="_blank">LinkedIn</a>, <a href="https://twitter.com/webflow" target="_blank">X (Twitter)</a>, and/or <a href="https://www.glassdoor.com/Reviews/Webflow-Reviews-E890506.htm" target="_blank">Glassdoor</a>. <h3>Please note:</h3> We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Upon interview scheduling, instructions for confidential accommodation requests will be administered. To join Webflow, you'll need a valid right to work authorization depending on the country of employment. If you are extended an offer, that offer may be contingent upon your successful completion of a background check, which will be conducted in accordance with applicable laws. We may obtain one or more background screening reports about you, solely for employment purposes. For information about how Webflow processes your personal information, please review <a href="https://webflow.com/legal/applicant-privacy-notice" target="_blank">Webflow’s Applicant Privacy Notice</a>.

Webflow

Senior Backend Engineer, Subscriptions and Payments

Job Description: The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Assign Outreach contacts and serve as the key point of contact for relevant Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Partners with KYC support to review, challenge and communicate the KYC refresh forecast including any considerations as it relates to internal capacity as well as client population considerations</li> <li>Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps, if any</li> <li>Establishing and owning team/stakeholder routines to maintain transparency of progress, expectations, and provide a forum for escalations across industry coverage</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Own any requirements as it relates to client-related discussions in internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Consolidate client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes across lines of business and regions</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales,, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Own the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Own the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Own timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Consider, propose or feedback on potential client portals or improved methods of interaction</li> <li>Own performance metrics, and ensure any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Represent Outreach on exam/audit/regulatory management from a FLU perspective, where needed</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Ensure hiring and mobility adhere to the KYC FLU location strategy</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>10+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Demonstrable ability to work across lines of business, regions and global client groups</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Understand big picture and ability to work well independently</li> <li>Ability to initiate and build strong relationships with all levels of the organization</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Client Outreach VP/Director Manager

Job Description: Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Required Qualifications: <ul> <li>Demonstrates willingness to complete required industry licensing</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Northeast Houston 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: This job is responsible for working in a national inbound contact center and providing comprehensive home equity lending guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include connecting with clients to execute consistent follow-up routines and partnering with key functions to proactively manage priority milestones. 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: • Provides end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives • Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution • Works with clients and business partners throughout the loan process to ensure consistent client communication and follow ups are conducted • Partners with key functions across home lending to proactively manage priority milestones within the loan process • Maintains and applies knowledge of home equity lending policies, procedures and regulatory requirements, changing market conditions, and business trends to prospective and existing bank clients when providing sales and service solutions • Recommends additional bank products based on client’s needs through partner referrals • Demonstrates a commitment to professional ethics, conforms to all Federal and State compliance policies, and adheres to Home Mortgage Disclosure Act (HMDA) requirements Required Qualifications: <ul> <li>1+ year of customer facing and/or customer contact center experience</li> <li>Has a strong relationship-deepening and client care mentality</li> <li>Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively</li> <li>Has an ability to assess client needs and recommend products or services</li> <li>Has an ability to learn all platform systems utilized within the environment and/or aptitude in system technologies</li> <li>Has an ability to work under pressure during high volume periods</li> <li>Has an ability to build and maintain positive rapport with service partners</li> <li>Can prioritize competing tasks</li> <li>Has adaptability and is flexible to change</li> <li>Is a strong communicator, written, oral and non-verbal</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Communicates professionally, effectively and confidently and is comfortable engaging clients over the phone</li> <li>Has an ability to handle multiple business models to support changing business needs</li> <li>Works effectively with business partners to expedite post-sale issues or problem resolution</li> <li>Has the ability to effectively balance performance, operational risk, and client relationship care</li> <li>Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies</li> </ul> Desired Qualifications: <ul> <li>1+ years of sales experience</li> <li>Thorough knowledge of mortgage products and programs</li> <li>Experience analyzing complex financial and credit data used to advise clients of product/pricing policies and guidelines, as well as gathering any required information or documentation</li> <li>Knowledge of processing, underwriting, and closing procedures, and federal lending regulations governing real estate lending</li> <li>Strong consultative skills including the ability to ask critical questions to identify opportunities We’re a culture that</li> <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> Skills: <ul> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Client Management</li> <li>Loan Structuring</li> <li>Pipeline Management</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Credit Documentation Requirements</li> <li>Critical Thinking</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

Home Equity Lending Specialist - Chandler, AZ

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. As a Product Manager on the Coinbase Trading team, you will play a pivotal role in enhancing the trading experience for users on our flagship application. Buying, selling, and converting crypto are most commonly used actions in the Coinbase app and drive a large percentage of user activity. As both crypto and the personal investing landscape continue to rapidly evolve, there is a huge amount of potential to capture. You will lead the ideation, development, and execution of features aimed at improving critical user journeys and driving trading efficiency. Additionally, you will leverage your understanding of retail traders to identify new trading and investing opportunities for our user base. What You Will Be Doing: <ul> <li>Lead the development of features aimed at improving critical user journeys for traders. Identify pain points and user motivations to make trading, which some think is complex and scary, into an easy and delightful product</li> <li>Conceptualize and implement a roadmap that enables derivatives traders to unlock new strategies on web, mobile (iOS/Android), and through API</li> <li>Define metrics and run experiments to evaluate CUJ efficiency and trading execution. Leverage data to continuously optimize product features</li> <li>Own product development from conception to launch, iterating along the way until you create the world’s best products for leverage and hedging</li> <li>Scale and grow usage, ensuring users have access to the products when needed</li> <li>Collaborate cross-functionally with engineering, design, data, marketing, and cross-functional teams to develop and steer product roadmap</li> <li>Define and analyze metrics to guide product development</li> <li>Align teams on a shared vision and steer execution on that vision</li> </ul> What we look for in you: <ul> <li>2+ years of experience designing and launching products as a Product Manager and/or founder, including experience working on consumer products</li> <li>Expertise in trading and a strong grasp of financial concepts (i.e. markets, derivative instruments, trading strategies)</li> <li>Experience building 0 to 1 products with high ambiguity and creatively solving problems given any constraint without giving up</li> <li>Strong design sense about product decisions and an understanding of how to create delightful experiences</li> <li>Ability to influence and shape strategic decisions/discussions</li> <li>Experience working with and balancing the needs of a wide variety of stakeholders including users, design, and UXR using both qualitative and quantitative data</li> <li>An entrepreneurial mindset with the ability to succeed in a fast-paced environment</li> <li>Demonstrated passion for cryptocurrency, financial markets, and the Coinbase mission</li> </ul> Nice to Haves: <ul> <li>Experience in brokerage, market-making, institutional trading, or derivatives products (options, futures, perps, event contracts)</li> <li>Crypto-forward experience, including familiarity with onchain activity such as interacting with Ethereum addresses, using ENS, and engaging with dApps or blockchain-based services</li> </ul> JobID#GCPM04US #LI-Remote For select roles, Coinbase is piloting an AI toolased on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. Your interview responses, in the form of a voice recording and/or transcript will be assessed in terms of the job qualifications and characteristics listed in the position description above by a human recruiter. For other select roles, Coinbase is piloting BrightHire, an AI interview intelligence platform, to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. Depending on your role and stage in the application process, you will be informed of more specifics regarding which tool(s) will be used as part of the interview process. These interview tools enable us to give a greater number of candidates an initial interview who meet our mandatory hiring criteria. The above pilots are for testing purposes and Coinbase will not use AI to make an employment decision. To request a reasonable accommodation due to disability, please contact <a href="#">accommodations@coinbase.com</a>. Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $144,500—$170,000 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Product Manager I - Consumer Trading

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 establishing the price testing methodology for complex portfolios of instruments and risks. Key responsibilities include ensuring execution of price testing is consistent with methodologies and market conditions in partnership with the Product Finance control team, determining uncertainty reporting and metrics, monitoring pricing and liquidity risk, and escalating issues. Job expectations include partnering with model developers and validation teams, implementing new models, challenging price testing methodologies, and driving the development of new methodologies. Responsibilities: <ul> <li>Develops and enhances technical valuation policies and standards, improving methodology, documentation, and Valuation Controls (VCs)</li> <li>Conducts technical analysis of existing methodology development, VC execution, reporting, and governance processes, identifying areas of improvement for VC areas in scope including Independent Price Verification (IPV), IPV &amp; Fair Value Hierarchy Classification, Fair Value Adjustments, Valuation Uncertainty metrics and Prudent Valuation Adjustments</li> <li>Drives improved controls over proxy data, overrides, calibration error, model risk, and untested parameters/risks while improving valuation uncertainty metrics, market data back testing, and governance</li> <li>Collaborates with Traders, Market Risk, Model Risk Management, Front Office Quants, Product Controllers, and senior managers on valuation related matters while communicating complex valuation matters to senior management, Auditors, and Regulators</li> <li>Defines Fair Value Hierarchy classification and substantiation approaches, such as creating the framework for products risks, and portfolios</li> <li>Performs data analytics to better understand valuation uncertainty, independent data quality, liquidity, observability, and trends</li> <li>Leads strategic projects supporting valuation analytics and architecture</li> </ul> LOB Responsibilities: <ul> <li>Develop and enhance Valuation Control Methodology for Derivatives, including IPV, Valuation Adjustment, Valuation Uncertainty and Fair Value Hierarchy</li> <li>Deep dive IPV result and address valuation issues with Trading Desk and Product Controller</li> <li>Work with Quant and Model Validation to improve model governance, identify model limitation and initiate/validate Valuation Adjustment methodology</li> <li>Leverage expert knowledge of financial markets, products and consensus data to understand valuation trending, liquidity and uncertainty</li> <li>Collaborate with Market Risk to develop and upgrade methodology for Liquidity Reserve, Close-out-Cost and Concentration Reserve</li> <li>Drive Operational Excellence by automating the workflows with an End-to-End solution</li> <li>Coordinate with global Valuation teams to drive global consistency in Valuation Control execution, reporting and governance</li> <li>Communicate complex valuation findings and challenges to Senior Management, Auditors and Regulators</li> <li>Work as mentor to junior teammates and build up technical talents</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&amp;I goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Data Modeling</li> <li>Risk Analytics</li> <li>Risk Modeling</li> <li>Financial Forecasting and Modeling</li> <li>Price Verification and Valuation</li> <li>Problem Solving</li> <li>Scenario Planning and Analysis</li> <li>Business Acumen</li> <li>Business Analytics</li> <li>Consulting</li> <li>Influence</li> <li>Reporting</li> </ul> Required Qualifications: <ul><li>Minimum of 6 years' experience in a large, complex financial services organization performing valuation control, and/ or risk management and/ or model development.</li></ul> ​ Desired Qualifications: <ul> <li>Expertise on Interest Rate Market, Vanilla and Exotics Derivatives and their Pricing Models, knowledge of other financial products is a plus</li> <li>Strong leadership skills with a track record of collaborating with and influencing others</li> <li>Professional communication skills with ability to communicate complex issues in a simple manner</li> <li>Programming skills with ability to develop valuation model and automate workflows</li> <li>Experience of regulatory and senior management interaction</li> <li>Master’s degree in Quantitative Finance, Financial Engineering, Physics, Math, Computer Science or related field</li> </ul> Minimum Education Requirement: Bachelor’s degree in Quantitative Finance, Financial Engineering, Physics, Math, Computer Science or related field Shift:1st shift (United States of America) Hours Per Week: 40

CFO Valuation Specialist - Global Markets and International Finance

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: As the Data Loss Protection Cloud Lead, you will be responsible for designing, implementing, and maintaining DLP security measures within cloud and on-premise environments to protect Bank of America’s digital assets and data. This role involves managing a team to collaborate with cross-functional teams to develop and enforce security policies, identify vulnerabilities, and create robust security solutions for cloud-based systems. Key Responsibilities: <ul> <li>Develop and implement a comprehensive Data in Motion security strategy that aligns with the organization's goals and compliance requirements.</li> <li>Design solutions, considering aspects such as network security, identity, and access management (IAM), encryption, and data protection.</li> <li>Guide implementation of proactive measures to address security concerns effectively.</li> <li>Ensure that cloud security practices adhere to industry standards and regulatory compliance, such as GDPR, HIPAA, or SOC 2.</li> <li>Establish and lead reporting routines that provide visibility to effective execution of long-term maturity/strategic plans.</li> <li>Consult with Data in Motion control owners and others on developing complete and repeatable control processes including control documentation such as procedures, control evidence, narratives, control matrices, metrics etc.</li> <li>Develop high-level presentations tailored for executives and stakeholders.</li> <li>Build strong relationships both internally and externally, driving initiatives that promote cybersecurity awareness and best practices.</li> </ul> Manages a team or teams accountable for providing cybersecurity defense across multiple disciplines. Leads the analysis, implementation, execution and ongoing improvement of proactive security controls to prevent external threat actors from infiltrating company information or systems. Utilizes experience and deep knowledge of IT platforms, tools, and concepts to ensure cybersecurity protection is integrated at all layers of defense. Leads alert responses and problem solving workgroups across multiple functions with a focus on the enterprise risk framework. Typically has over 10 years of relevant experience including managing teams. Required Skills: <ul> <li>Minimum of 10 years of experience in information security, with at least 5 years focused on cloud security. Prior experience as a Security Architect or similar role is highly desirable.</li> <li>Proven leadership experience in managing individuals within a fast-paced environment.</li> <li>Experience with developing performance baselines for DLP tools.</li> <li>Proficiency in cloud platforms such as AWS, Azure, or Google Cloud, including knowledge of their security services and best practices.</li> <li>Strong understanding of security principles, protocols, and technologies, with expertise in areas like network security, DLP, and encryption.</li> <li>Exceptional analytical and problem-solving abilities, along with the ability to assess complex security risks and devise effective solutions (e.g., you should be comfortable working on problems that have a fair amount of ambiguity at the onset).</li> <li>Experience in administration of a DLP tool which includes configuring policies, upgrading and disaster recovery of DLP operations planning.</li> <li>Understanding of technical and organizational security vulnerabilities, threats, and risks</li> <li>Exceptional communication skills and the ability to explain yourself concisely and accurately.</li> <li>Ability to troubleshoot and solve complex problems rapidly.</li> <li>Certified Cloud Security Professional (CCSP) preferred or ability to obtain within 3 months.</li> </ul> Desired Skills: <ul> <li>Experience operating and tuning DLP technologies.</li> <li>Experience with CASB solutions, Microsoft Purview, Proofpoint, M365</li> <li>Cloud platform familiarity as it relates to DLP solutions (AWS, Azure)</li> <li>Operating Systems (Windows/Mac/Linux)</li> <li>Basic Networking - VPN, TCP/UDP protocols </li> <li>Basic Encryption - SSL, AES, IPsec, Key Management, Certificates</li> <li>Ancillary Services - DNS, Web Server, LDAP/AD, Database technologies</li> <li>Intermediate Level Scripting - e.g., Python, PowerShell</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

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