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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 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 Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. Job Description: This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales &amp; Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues. Responsibilities: <ul> <li>Implements standard and common Treasury product packages for clients</li> <li>Monitors progress of implementation and end to end resolution as applicable</li> <li>Responds to implementation requests received by email and phone, and questions from internal partners or clients</li> <li>Conducts research using various bank systems to enable response to client questions and inquiries</li> <li>Responsible for creation and maintenance of accounts for Financial Institute Accounts on the Whole Banking System (WBS) </li> <li>Maintain the Database on our Wire Transfer System by keeping the Fed Broadcast, Swift Broadcast, Correspondent Bank Updates up to date</li> <li>Setup for Domestic accounts, New Accounts or Maintenance such as Debit Authorization, Repetitive, Standing Orders </li> <li>Research and resolution for various issues identified within the business unit</li> </ul> Required Qualifications: <ul> <li> Minimum of 6 months of experience with Wires and/or banking knowledge</li> <li> Excellent verbal and written communications skills</li> <li> Excellent time management and prioritizations skills, with ability to meet tight deadlines while ensuring data accuracy and integrity</li> <li> Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Must be comfortable with navigating multiple systems simultaneously</li> <li> Proficient with MS Office Suite (Excel/Word/Outlook/Access)</li> <li> Work in a team environment and execute with minimal supervision</li> <li> Organize work, prioritize tasks and handle multiple assignments simultaneously </li> <li>Ability to adapt to change</li> <li> Overtime as required to support business needs</li> </ul> Desired Qualifications: <ul> <li> Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.</li> <li> Excels in working among diverse viewpoints to determine the best path forward.</li> <li> Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner</li> <li> Commitment to challenging the status quo and promoting positive change.</li> <li> Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li> Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world </li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Account Management</li> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Critical Thinking</li> <li>Active Listening</li> <li>Collaboration</li> <li>Problem Solving</li> <li>Stakeholder Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Senior Fulfillment Specialist - Global Payment Operations

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • 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. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Warrington Financial Center - Spanish Required

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h1>Aptitude in obtaining required industry licenses.</h1></li> <li><h1>Must be self-disciplined in managing time and capacity.</h1></li> <li><h1>Experience in cultivating client relationships, accessing needs and recommending solutions.</h1></li> <li><h1>Success creating strong peer relationships through effective communication and collaboration.</h1></li> <li><h1>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h1></li> <li><h1>Executes multiple tasks simultaneously.</h1></li> <li><h1>Learns and adapts to new technology or applications.</h1></li> </ul> Desired Qualifications: <ul><li><h1>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</h1></li></ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday, some Saturdays required. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Journal Square Financial Center

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: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: <ul> <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> <li>Bilingual Spanish </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> 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 your immediate termination. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish

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: The Global Financial Crime (“GFC”) Lead contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations, and regulatory guidance. The GFC Lead serves as a trusted advisor to the Compliance and Operational Risk (“C&amp;OR”) Officers of the Front Line Units (“FLU”) and Control Functions (“CF”) for the company and to the leaders of the FLUs and CFs directly. This role is responsible for executing the Company's Global Financial Crimes Program related to Correspondent Banking Program Management and requires a strong risk management discipline and experience with operational risk processes. This role will lead a team responsible for identifying and assessing inherent financial crimes risk and controls associated with correspondent banking, new product initiatives and program management. This role is responsible for advising the front line units (FLUs) on Bank Secrecy Act/Anti-Money Laundering laws, rules and regulations and the Global Financial Crimes Policy and Standards. This individual will be responsible for leading a team accountable for identifying, escalating and mitigating financial crimes compliance and operational risk. This individual will be responsible for evaluating and communicating the effectiveness of FLU controls and be able to drive the consistent improvement and strengthening of these controls to improve upon the Company's ability to detect and prevent unusual or suspicious activity. The selected candidate will be or will have: <ul> <li>A self-motivated worker who is comfortable and effective providing guidance to junior teammates </li> <li>Strong personal drive, attention to detail, individual initiative, a sense of urgency and responsiveness, with a desire to grow, learn, and take on increasing levels of responsibility </li> <li>Ability to successfully communicate to influence management and lead change on both strategic and tactical initiatives. </li> </ul> This position additionally entails: <ul> <li>Leading discussions with the Global Payments Services Front Line Unit (FLU), Global Banking FLUs, Global Compliance &amp; Operational Risk (GCOR) and Global Financial Crimes (GFC) partners to analyze business processes, internal controls, client behavior and transaction trends </li> <li>Contributing to the creation and implementation of GFC Coverage Plan which defines the scope of coverage for Global Payments Services and Global Banking FLUs – U.S and International </li> <li>Establishing the strategic direction for monitoring and reporting on GFC, FLU and Enterprise risk tolerance metrics that are reflective of key risks within the areas of coverage and escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees </li> <li>Engaging with the Financial Crimes Analytics Team the Financial Intelligence Unit to drive thematic reviews of key risks associated with high risk products, payment channels, and clients and to ensure effective GFC automated detection monitoring </li> <li>Directing the completion compliance activities such as: designing monitoring and testing routines and reporting to identify potential AML risks and/or control weaknesses; conducting targeted risk assessments, threat assessments and process understandings to identify new or emerging financial crimes risks; and identifying, aggregating, reporting, escalating, inspecting and challenging the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes </li> <li>Guiding FLUs on potential financial crimes impacts in the client selection and product expansion processes </li> <li>Participating in Regulatory Meetings and Exams to provide Risk Manager perspective on critical issues and engaging directly with Audit to provide advice and guidance on FLU Audits and respond to all Audit requests and inquiries</li> <li>Participating in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Coaching</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Strategy Planning and Development</li> <li>Written Communications</li> <li>External Resource Management</li> <li>Reporting</li> <li>Talent Development</li> </ul> Required Qualifications: <ul> <li>Minimum of 7 years of relevant experience in financial services industry, financial crimes, risk management, AML compliance, regulatory compliance, investigations, operational risk management, business controls, or experience in related field</li> <li>Knowledge of anti-money laundering (AML) and related AML legislation</li> <li>Experience with compliance reporting, regulatory reporting, SARs reports</li> <li>Experience reconciling, analyzing, and manipulating large data</li> <li>Proficiency in compliance technology, case management systems, and data analytics tools is a plus </li> <li>Strong experience and understanding of Transaction Monitoring/CDD Models and Systems</li> <li>Experience in automating manual processes and good understanding of technologies that are designed for specific AML use cases</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s Degree in related field</li> <li>Experience in financial services and/or a related government entity</li> <li>Certified Anti-Money Laundering Specialist (CAMS)</li> <li>Experience and strong ability to work in a fast-paced, high-pressure environment and manage multiple priorities effectively</li> <li>Strong leadership and decision-making capabilities</li> <li>Ability to influence and drive change across the organization</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Banking Lead

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Southern Philly Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! About the Role The ideal candidate is a data-driven product manager with solid grounding in UX principles and hands-on experience with Generative AI tools and technologies. The role requires a roll-up-your-sleeves attitude, comfort operating in a matrix organization, the ability to lead by influence, and a strong focus on value delivery. You must be comfortable communicating with diverse stakeholders, from senior management to engineers to legal and compliance teams, across multiple regions and time zones. Key Responsibilities <ul> <li>Own the full product lifecycle for GenAI and data-driven solutions—from concept development to delivery and continuous iteration</li> <li>Translate complex workflows into clear requirements, prototypes, and strategic roadmaps while shaping product strategies grounded in user needs, ROI, and platform scalability</li> <li>Collaborate cross-functionally with engineers, quants, and business users to deliver integrated tools that drive value across front-to-back workflows and foster adoption across global markets functions</li> <li>Effectively communicate product vision, roadmap, and value proposition to all stakeholders, securing buy-in and resources to ensure successful execution</li> <li>Partner with businesses across various geographic regions to understand local requirements while maintaining a cohesive global product strategy</li> </ul> Requirements <ul> <li>2-5 years of product management experience, including successful delivery of internal digital tools or platforms</li> <li>Strong end-to-end product management skills: gathering user requirements, defining MVPs, setting priorities, and delivering production-ready solutions with a focus on measurable outcomes</li> <li>Understanding of GenAI capabilities and concepts with demonstrated experience in the Generative AI application landscape</li> <li>Excellent communication and stakeholder management skills, with proven ability to effectively engage senior management, engineering teams, and legal/compliance stakeholders</li> <li>Experience working across global teams and adapting to regional variations in business needs and workflows</li> </ul> Preferred <ul> <li>Experience with GenAI products and capital markets or financial services knowledge</li> <li>Technical background with SQL/Python working knowledge and prompt engineering expertise</li> <li>Comfort operating in an Agile framework using JIRA and Wiki tools for product documentation and project management</li> <li>Experience driving technology adoption across geographically dispersed teams</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate/Vice President, Digital Product Manager - GenAI Solutions

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position Summary We are looking for a Principal Data Scientist to join our Government Consumer Analytics team at CVS Health. This high-level individual contributor will partner closely with the AVP of Government Consumer Analytics to drive hands on technical excellence across the most complex projects across the portfolio, lead a culture of technical rigor and excellence, and define key standards across an organization of ~80 data scientists and engineers.Description / Fundamental Components:Hands-On Data Science Excellence for Highly Complex Projects (60%)<ul> <li>Anticipates and solves strategic and high-risk business problems with broad impact on the business area by applying leading-edge theories and techniques to investigate problems, detect patterns and recommend solutions</li> <li>Leads development and execution of new and/or highly complex algorithms and statistical predictive models and determines analytical approaches and modeling techniques to evaluate scenarios and potential future outcomes</li> <li>Establishes analytical rigor and statistical methods to analyze large amounts of data, using advanced statistical techniques and mathematical analyses</li> <li>Evaluate advanced industry-leading approaches and determine which to incorporate into CVSH technical approach</li> <li>Work across 2-3 highly complex projects at a time (50/30/20), with a combination of hands-on, problem solving, and coaching</li> </ul>Technical Development &amp; Mentorship (25%)<ul> <li>Hold team-wide office hours regarding technical challenges and problem solving</li> <li>1:1 technical coaching with 10-20 individual contributor teammates</li> </ul>Define Data Science Standards &amp; Best Practices (15%)<ul> <li>Identify opportunities to implement improved best practices</li> <li>Provides guidance to develop enterprise-wide analytics strategy and roadmap</li> </ul>Required Qualifications<ul> <li>10+ years of progressively complex related analytics experience</li> <li>8+ years' experience leading analytics project from concept to delivery, coordinating across a diverse group of stakeholders, anticipating and preventing roadblock and driving business impact</li> <li>8+ years' experience with advanced analytics tools and languages, analyzing large data sets from multiple data sources</li> <li>8+ years' experience solving analytics problems using advanced statistics, machine learning, mathematical algorithms and predictive modeling</li> <li> 8+ years' experience with: Python, SQL, Cloud applications (GCP, AWS, Azure), machine learning, casual inference and experimental design </li> <li>5+ years' industry experience demonstrating strong written and verbal communication skills, including the ability to present complex ideas to various audiences</li> </ul>Preferred Qualifications<ul> <li>Excellent analytical and problem-solving skills</li> <li>Strong organizational, management and leadership skills</li> <li>Knowledge of the health care industry, products, systems, business strategies and products</li> </ul>Education<ul> <li>Bachelor’s degree in Mathematics, Statistics, Computer Science, Economics, Physics, Operations Research, Engineering, or related discipline</li> <li>Master's degree or PhD preferred</li> </ul>Pay RangeThe typical pay range for this role is:$144,200.00 - $288,400.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/21/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Principal Data Scientist - Government Consumer Analytics

Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions.</li> <li>Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars.</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> 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. Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses.</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Self-starter who efficiently manages time and capacity.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively, confidently, and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation.</li> <li>Experience balancing investment management, sales activities, and new client development.</li> <li>Strong computer skills and the ability to multitask in a demanding environment.</li> <li>Bachelor's degree is a plus, preferably in business-related field.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.</li> <li>Obtained insurance licenses is preferred. ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Morristown Market

Job Description: About us: 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 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 leading the most complex technical designs that enable business strategies in accordance with architectural governance, standards and policies. Key responsibilities include facilitating deployment of the most complex technical solutions by developing templates, playbooks and automation used during implementation. Job expectations include consistently looking for opportunities to improve the reliability and efficiency of implementing the services, and influencing a culture of innovation and continuous improvement. Overview: The Senior Cloud Engineer will be responsible for leading design, implementation, and maintenance of critical Cloud provided Identity systems . This role involves leading work efforts from inception to lifecycle management i.e. identity creation, root accounts analysis following all the best practices. Ability to develop detailed architectural diagrams to meet complex business/technical requirements. Candidate should have in depth knowledge about AWS, Azure Cloud environment. With specific knowledge about Identity Services. Responsibilities: <ul> <li>Serves as a consultant on a broad range of technologies, platforms, and vendor offerings to drive targeted business outcomes</li> <li>Develops software solutions to address manual and repeatable work or inefficient processes and contributes to the technology strategy for end-to-end engineering solutions and provides feedback to the architecture teams</li> <li>Translates business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies</li> <li>Participates in various steering committees for technical and infrastructure service domains</li> <li>Leads the evaluation of reference models, blueprints and playbooks to ensure they are fit for purpose</li> <li>Mentors and guides team members to ensure system design technology solutions comply with enterprise system design and engineering standards</li> <li>Creates an inclusive and healthy working environment and help to resolve organizational impediments/blockers</li> </ul> Required Qualifications: <ul> <li>7+ years of Cloud Engineer with architecture experience that includes designing, implementing and maintaining complex enterprise scale solutions security systems</li> <li>Overarching broad and deep technical knowledge of various Cloud related Identity systems</li> <li>Hands-on experience and advanced knowledge of implementing and supporting Entra ID</li> <li>Hands-on experience and advanced knowledge of implementing and supporting AWS Identity Center and AWS IAM</li> <li>Hands-on experience implementing security services on AWS and Azure</li> <li>Extensive knowledge of Identity best-practices, latest security threats/trends and mitigation thereof</li> <li>Advanced scripting experience and capabilities using python PowerShell, and/or similar technologies</li> <li>Deep, in-depth working knowledge MFA, SSO and federation technologies​</li> <li>Experience and confidence to be the subject matter expert (SME) in an environment of this size and scale in order to coordinate technical efforts and resolve issues across multiple teams</li> <li>Excellent communication skills, including proven experience effectively communicating technical challenges and solutions to peers, customers and senior management</li> <li>General understanding of Certificate Authorities and PKI</li> <li>Advanced knowledge of authentication tools and services</li> <li>Extensive experience using various technologies such as REST, WebApi, SQL, ORM, IoC, Unit Testing, Integration Testing, CI/CD, Terraform Enterprise</li> <li>Ability to write intermediate to advanced LDAP queries</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree in Computer Science, Information Security, or relevant experience</li> <li>Certifications of Microsoft Azure Security Engineer (AZ-500) or AWS Certified Security Specialty</li> <li>Encryption and key management tools, processes and procedures</li> <li>Secrets management tools, processes and procedures</li> <li>Strong scripting experience</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Production Support</li> <li>Solution Design</li> <li>Stakeholder Management</li> <li>Automation</li> <li>Influence</li> <li>Innovative Thinking</li> <li>Solution Delivery Process</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Architecture</li> <li>Collaboration</li> <li>Project Management</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

351 Jobs in Conshohocken, PA 19428, USA