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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

Bank of America

Client Outreach VP /Director Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank - Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Written Communications</li> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Management</li> <li>Process Simplification</li> <li>Referral Identification</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Settlement Officer II (SO II), Estate Settlement Services (ESS)

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! Responsibilities <ul> <li>This role reports directly to the Technology Executive for Authentication, Privilege Access Management Service and Cloud IAM. This role is primarily responsible for ensuring that relevant Privileged Access Controls are adequately enforced across platforms and applications to comply with IAM Standard.</li> <li>Partner with PAM Governance leads to ensure that Privileged Access Controls are appropriately measured, reported and governed.</li> <li>Appropriately assess Privileged Access risk when business and technology decisions are made, demonstrating risk management mindset and practices to safeguard BAC’s reputation, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to BAC Policy and Standards.</li> <li>Monitors industry information security and PAM trends and engages peer organizations to refine and enhance BAC’s PAM strategy.</li> <li>Apply industry PAM best practices, templates, and documentation while also proposing improvements based on practical knowledge.</li> <li>Provide extensive Active Directory security best practices and consultation to the cross functional teams, ensuring compliance with IAM standards, and better protect privileged accounts against cyberattacks.</li> <li>Develop new PAM requirements and cloud-based security solutions and govern cloud identities.</li> <li>Establish and maintain strong partnership with other Global Information Security (GIS) functions, Core Technology Infrastructure (CTI), Cyber Security Technology (CST), Third Party management, Global Compliance and Operations Risk (CGOR), internal audit, and regulatory agencies.</li> <li>Influence technology and PAM tools owners to build/implement enhanced PAM solutions that are efficient, effective, and modern and able to result in material risk reduction in sustainable manner.</li> <li>Collaborate with stakeholders to develop PAM requirements that iteratively support long term PAM modernization and transformation (covers Process, Data and Technology aspects).</li> <li>Engage with Product Managers and Senior Architects to comprehend the strategic PAM technology roadmap, which dictates the need for modernized security principles.</li> <li>Consult with the business to identify gaps and governance issues, leveraging own domain expertise to find effective solutions.</li> <li>Clearly articulate reasons and methods behind proposed changes through informative materials for educating others.</li> </ul> <ul> <li>Provide education to team members and technology partners regarding the proposed changes.</li> <li>Partners with the policy governance team for socialization and publication of proposed changes to the PAM Standard</li> <li>Takes accountability for addressing PAM risks. Proactively identify risk and ways to continuously enhance and improve BAC’s PAM controls. Implement and take decisive actions in finding solutions. Drives towards intended outcomes.</li> <li>Engage senior management to provide factual, transparent, and timely reporting on existing and emerging PAM or information security risks.</li> <li>Active participation in GIS IAM/PAM forums including but not limited to Monthly IAM Stakeholder Forum and Control Owner Forum for standard and Single Process Inventory (SPI) enhancements.</li> <li>Supports audit issues for closure and sustainability</li> </ul> Required Qualifications: <ul> <li>Extensive knowledge and understanding of PAM-specific laws, rules, and regulations within the financial services sector.</li> <li>Understanding and interpreting BAC’s established information security Policy, Standards, Procedure and Guides, and applying this knowledge to related PAM decisions and response. Serve as the Subject Matter Experts in advising BAC business and technology counterparts on effective ways to achieve or exceed compliance with applicable Policy, Standards, Procedures and Guides</li> <li>Proficient in implementing and governing Risk and Role based access security controls.</li> <li>Extensive experience in managing Active Directory to enforce privileged access controls.</li> <li>Ability to influence cloud technology owners to build more secure processes.</li> <li>Strong understanding and risk management mindset, proactively mitigating PAM related risks.</li> <li>Familiarity with security standards such as NIST, ISO/EC, FFIEC.</li> <li>Possession of CISSP certification would be an advantage.</li> <li>Expert level knowledge of privileged access management methodologies and techniques for on-prem and Cloud implementation.</li> <li>Expert knowledge of PAM related tools which support session proxy, vaulting, just-in-time provision, integration with service management tool would be an advantage.</li> <li>10 years relevant hands-on experience in PAM with at least of 5 years of management experience</li> <li>Deep security knowledge which covers core technology infrastructure (network, storage, servers, databases, etc.) identity management and application security practice.</li> <li>Deep experience with Linux, Windows, Cloud scale Identity, Access Management (Single Sign-On, Multi Factor Authentication), Authorization services or design and architecture of PAM services</li> <li>Expert level knowledge of authentication platforms such as Active Directory, LDAP, Kerberos, LDAP, Radius.</li> <li>Deep knowledge on Federation platforms or protocols such as Oauth, OpenID, SAML, WS-Fed, etc.</li> </ul> Desired Qualifications <ul> <li>Working level experience with IAM platforms such as Ping Identity, Active Directory OpenLDAP, OpenDJ</li> <li>Experience in consumption of Web Service APIs such as JSON / XML</li> <li>Hand on experience and proficient with AWS, Azure, GCP, and/or Cloud Technologies will be an advantage.</li> <li>Proficient in articulating facts and data-driven plans and to partner with stakeholders to implement intended solutions to drive risk reductions and adherence to PAM standards.</li> <li>Strong attention to detail and advanced analytical skills.</li> <li>Excellent communication and presentation skills.</li> <li>Excellent organizational skills and be able to effectively prioritize multiple tasks</li> <li>Hands on experience and involvement in large and complex projects</li> <li>Proficient in data management which includes strong data analytical capability with advanced understanding of the collection and management of metadata</li> <li>Efficient in motivating, engaging, and leveraging other teams and business partners to efficiently deliver business solutions. Proven track record of influencing and relationship management skills.</li> <li>Proficient in Microsoft Office suite of products with ability to quickly analyze and synthesize large volumes of data</li> <li>Pro-active and able to drive direction of work that needs to be completed, ability to work independently on initiatives with little oversight. Motivated and willing to learn.</li> <li>Confident and effective in delivering messages across a wide spectrum of individuals with varying degrees of technical and business understanding</li> <li>Deep knowledge of bank financial practices and policies and ability to adapt to fast changing environment</li> <li>Knowledge of Compliance Certifications such as SOX, SOC, SOC2.</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

Privileged Access Management (PAM) Sr. Specialist

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: This job is responsible for providing leadership, technical direction and oversight to a team delivering technology solutions. Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards. Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies. Role Overview: We are seeking a Senior Developer to lead the design, development, and deployment of a centralized, intuitive interface that enhances the efficiency of Defender Tools teams. This role requires a strong development lead who can blend enterprise cybersecurity expertise with developer best practices to create a seamless, scalable, and highly effective application. As the feature lead, you will drive the strategic vision for a multi environment platform that integrates security tools, telemetry, automation, and analytics into a unified experience. You will collaborate closely with SOC analysts, threat hunters, incident responders, and security engineers to ensure that the interface meets operational needs while reducing friction and improving response times. Roles &amp; Responsibilities <ul> <li>Define and execute the strategy for a multi environment platform, aligning with enterprise security goals and operational needs.</li> <li>Lead a cross-functional team of contractors, engineers, UX designers, and cybersecurity specialists to deliver a robust, scalable platform.</li> <li>Partner with SOC, incident response, threat intelligence, and vulnerability management teams to ensure the interface enhances security operations workflows.</li> <li>Drive adoption and engagement, ensuring continuous feedback loops from end users to refine and improve functionality.</li> <li>Oversee the design and development of a user-friendly, data-driven interface that consolidates security event data, logs, threat intelligence, and automation tools.</li> <li>Ensure seamless integration with SIEM, SOAR, TIP, EDR, cloud security tools, and other enterprise security platforms.</li> <li>Establish performance metrics, usability testing, and iterative improvement cycles to continuously refine the platform.</li> </ul> Qualifications: <ul> <li>10+ years of experience in software engineering</li> <li>7+ years of experience developing in .Net technologies as Full Stack Developer </li> <li>Experience with UI development with React/Angular or similar framework</li> <li>Experience with data visualization, security analytics, and AI-driven decision support.</li> <li>Experience managing vendor integrations, open-source tooling, and API-based security solutions</li> <li>Design and build horizontally scalable components within the major platform that the team is developing </li> <li>Review and provide code feedback in terms of best practices with keen eye towards performance and stability optimizations </li> <li>Become subject matter expert on code deployed on our platform and mentor other developers </li> <li>Expertise in functional and object-oriented programming </li> <li>Experience in databases (relational/document/etc.) including NoSQL databases </li> </ul> Desired: <ul> <li>5+ Years in cybersecurity desired.</li> <li>Hands-on experience with cloud security architectures (AWS, Azure, GCP) and DevSecOps methodologies.</li> <li>Deep knowledge of enterprise security operations tools (SIEM, SOAR, EDR, threat intelligence, log management, etc.).</li> <li>Strong understanding of SOC workflows, incident response, and security automation best practices.</li> <li>Python development experience</li> </ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Delivery Process</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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

Business Banking Relationship Manager (Small Business)

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! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired Qualifications: • Spanish Bilingual strongly preferred • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Lake Worth/Paul Meador- Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 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! LOB: Document Imaging Indexing Vault Operations (DIIVO) is a dynamic organization committed to delivering accurate and efficient document handling for internal and external customers. We specialize in situations that require a high attention to detail, management of risk, and adjustments for unique products. DIIVO practices process excellence in every facet of our operation and is committed to creating a work environment that drives positive employee engagement and growth. DIIVO is committed to continuous improvement of their processes and skill development for their employees. Job Description: This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems. Responsibilities: • Addresses issues in production proactively and handles complex client escalations • Prioritizes and organizes work to increase effectiveness, efficiency, and productivity • Monitors and reviews documentation requirements • Resolves peer or customer escalations and inquiries • Executes on policies and procedures in connection with firm policies and guidelines regarding document management Minimum Qualifications: •2 years in operations or production environment •Ability to bend and move about the production floor to push carts, move documents or boxes, and lift 25-50 pounds Desired Skills: •Experience with PDIM (Physical Document Inventory Management) application •Ability to leverage data and reporting to manage inventory and service level agreements Skills: • Policies, Procedures, and Guidelines Management • Business Operations Management • Adaptability • Attention to Detail • Customer and Client Focus • Issue Management • Collaboration • Organizational Effectiveness • Prioritization • Problem Solving Shift:1st shift (United States of America) Hours Per Week: 40

Production Specialist II

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 working on the least complex technical designs that enable business strategies in accordance with architectural governance, standards and policies. This job facilitates deployment of technical solution by developing templates, playbooks, and automation used during implementation and consistently looking for opportunities to improve the reliability and efficiency of implementing services. Job expectations include embracing a culture of innovation and continuous improvement. Responsibilities: <ul> <li>Provides subject matter expertise and consulting services on a range of technologies, contributing to the technology strategy for end-to-end engineering solutions and providing feedback to the architecture teams</li> <li>Follows reference models, blueprints and playbooks to ensure the design is compliant</li> <li>Assists in translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies</li> <li>Assists Technical Analysts by ensuring system design technology solutions comply with enterprise system design and engineering standards</li> <li>Develops software solutions to address manual and repeatable work or inefficient processes</li> <li>Supports an inclusive and healthy working environment</li> <li>To design global enterprise solutions that adhere to information security requirements while meeting business needs to establish secure network connectivity leveraging varying proxy, firewall and content inspection systems for malware prevention, data loss prevention, and forensic analysis</li> </ul> Required qualifications: <ul> <li>Mid to senior level expertise in one of the following (in order of desirability):<ul> <li>McAfee Web Gateway,</li> <li>Fortinet and Checkpoint Firewalls,</li> <li>TippingPoint IDS/IPS,</li> <li>FireEye (NX/VX/CM),</li> <li>F5 (SSLO, ASM, ATM),</li> <li>F5 LTM, GTM</li> </ul> </li> <li>Expertise with web proxies for advanced content filtering</li> <li>Expertise in malware prevention and data loss prevention systems, including Day Zero threat prevention</li> <li>MUST have extensive knowledge on fundamental networking concepts of DNS, DHCP, Firewalls. Load balancing, IPS, basic routing/switching; excellent understanding of TCP/IP and packet analysis</li> <li>Expertise in creating Application and network diagrams including all pertinent flows and decisions.</li> <li>Capability to summarize complex issues into executive summaries</li> <li>Basic understanding of Cryptography, SSL certificates, SSL decryption / offload methodologies, HSM/HSMaaS</li> </ul> Desired Qualifications: <ul> <li>Understanding of cloud encryption and tokenization (i.e., Salesforce topology and integration of Salesforce / Servicenow clouds with Cloud encryption gateway)</li> <li>Expertise in Virtualization, ESXi server management, vSphere, vCenter, vSAN, vMotion to transform hardware based infrastructure to virtual platforms</li> <li>Experience in automation scripts (such as Ansible, Terraform)</li> </ul> <ul> <li>Programming expertise; scripting/automation of various security products</li> <li>Understanding of Machine learning, data modeling and perform advanced analytics</li> <li>Expertise in Linux, Python, Apache, HTML + Bootstrap, and SQL.</li> <li>Leveraging APIs to enhance automation routines.</li> <li>5+ years of overall networking experience</li> <li>Familiarity with the following tools and/or platforms helpful:<ul> <li>Zscaler, Radware, FireEye, Websense, Scansafe, Ironport, , Damballa, Vontu, Skyhigh, Palantir, Cloudera platforms</li> <li>CipherCloud or similar cloud encryption technology</li> <li>SEIM tools such as Arcsight, Splunk</li> </ul> </li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Application Development</li> <li>Automation</li> <li>Production Support</li> <li>Risk Management</li> <li>Adaptability</li> <li>Architecture</li> <li>DevOps Practices</li> <li>Solution Delivery Process</li> <li>Solution Design</li> <li>Business Acumen</li> <li>Innovative Thinking</li> <li>Project Management</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Proxy Engineer

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

Merrill Financial Solutions Advisor: Houston Galleria Market

Job TitleSpatial Data ManagerJob Description SummaryThe role of the Spatial Data Manager (SDM) will be responsible for day-to-day functionality of the client’s Space Management tool including data integrity of CAD floor plans, occupant data and reporting (regular or ad hoc) for a client portfolio or set of buildings.Job DescriptionPrinciple Responsibilities• Contribute subject matter expertise in the areas of spatial data management, CAD / CAFM administration, space and occupancy data analytics and space utilization measurement.• Ensure compliance of client space data standards, establish a consistent data governance model.• Provide vital linkage between space management platform and industry best practices; introduce innovation to the account team/client.• Hold expertise in CAD/CAFM and the methodologies and calculations used to generate and analyze allocation deliverables.• Provide support as necessary to peer teams as it relates to space, occupancy and / or utilization data.• Contribute to data governance process - control of input sources and data consistency• Contribute to data confidence - control of data measurement standards and KPI’s• Establish core program standards for global space naming conventions, allocation model application, drawing standards and reporting standards• Establish working relationships and guides the development of roles and responsibilities with partners• Establish governance program/process and data quality assurance reporting for global consistency of portfolio space and occupancy data• Proactively monitor the execution of the client space allocation model and delivery of reporting in accordance with client space allocation process• Serves as SPOC and global system administrator for client space data management system, enforcing user controls and system continuity• Enable all system integration efforts with the CAFM system to further enhance the availability and quality of spatial and occupancy data• Recommend process improvements and performance enhancements in the use of the client space data management system• Provides space data management system training for system users• Responsible for guiding and reviewing recommendations to enhance operational efficiency, service delivery, cost savings, and innovative service advancements for all functional areas• Coach the space team leadership in effective space planning and FF&amp;E solution development, ensuring compliance with established process workflows and consistent service delivery for all project typesRequirements• BA/BS degree or equivalent combination of education, training and experience in Architectural Technology, Space Planning, Space Data Management, Data Analytics or Occupancy Planning• 4 to 8 years experience in a corporate real estate environment• Proficient in MS Office Suite software applications• Proficient with AutoCAD• Experience with CAFM systems preferred• Experience with Serraview preferred• Demonstrates proficiency in architectural and engineering drawings, concepts &amp; design• Excellent customer service and interpersonal relationship skills• Ability to work independently and as part of a team• Able to build strong relationships with internal and external partners to deliver effective services• Strong oral, written and presentation skills• Assumes ownership of requests in order to ensure successful completion• Strong attention to detail and quality with ability to handle concurrent projects with minimal supervision and direction#LI-Remote#Remote Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $81,600.00 - $96,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

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