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Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. Coinbase is looking for a creative and analytical Senior Analyst of Technology Risk. You will serve as a member of the Coinbase Technology Risk &amp; Controls team and support the implementation and maturity of our technology and security risk management program. Your risk team will define, quantify, manage, and communicate risks, and use outcomes to inform business decisions. You will serve as the subject matter expert in technology risk management operations, and will make these applicable and usable for fast-moving technical teams located across global time zones. What you’ll be doing (ie. job duties): <ul> <li>Analysis of multiple variables, including but not limited to, threat intelligence and risks, to inform threat models/risk scoring methodologies. </li> <li>Enable risk informed business outcomes: Enable teams and leadership to make risk-based decisions by clearly communicating quantitative and qualitative tradeoffs. </li> <li>Manage risks throughout the risk lifecycle: Intake, triage, analyze, and calculate (inherent/residual) risk in collaboration with subject matter experts and risk owners. Facilitate agreement and documentation of risk treatment decisions; pressure testing treatment decisions and validating execution of mitigation plans across stakeholders as required. Participate in continuous monitoring or risk treatment. </li> <li>Reporting on risk posture: Support synchronous and asynchronous reporting on findings, metrics, and recommend mitigations to business leadership. This includes ad hoc and scheduled meetings with leadership and business risk owners. </li> <li>Maintain source of truth risk register: Quality control of data, tooling support, and implementing automation/process improvements to establish a baseline and iteratively improve risk management data and tooling. </li> <li>Communications and training: Support develop, execution, and maintenance of communication and training plans to roll out the technology risk program across the organization. Maintain team runbooks, team intra-web pages, and risk register metrics dashboards. </li> <li>Enterprise risk alignment: Work in lockstep with Enterprise Risk Management to escalate risks through the enterprise risk register and report relevant metrics to senior leadership as determined necessary. </li> <li>Global Engagement: Collaborate with stakeholders to help scale the program’s risk framework across Coinbase entities, products, and geographies/markets. Regularly collaborate with GRC teams, Legal and Compliance for risks, assessments, and reporting to meet regulatory requirements. </li> <li>Support audit and regulatory inspections: Support data compilation to respond to US and international audit/regulator inquiries. </li> <li>Maintain an industry pulse: Maintain awareness of international regulation, emerging threats, forecasts, policies, and benchmarks</li> <li>Execute risk assessments: Execute technical risk assessments across our production and corporate environments, enabling the team to communicate risk in both qualitative and quantitative terms. </li> </ul> What we look for in you (ie. job requirements): <ul> <li>5+ years of experience working in a 1 or 2 LoD risk management function and/or Governance, Risk, and Compliance organization. </li> <li>Risk domain knowledge and best practices: Familiarity with standards and frameworks e.g. ISO 27001/5, NIST CSF, COBIT, ITIL, DORA, FAIR risk quant methodology to measure controls/risks, monitor controls/risks, and validating/racking/evidencing remediation. </li> <li>Technology risk domain knowledge: Ability to dig into technical risk solutions and to work on technical quantitative risk assessments across information technology domains such as asset management, resilience, systems development lifecycle, and infrastructure. </li> <li>Comfortable working with project management tooling (e.g. Jira, Archer) and quant and qualitative data analytics tooling. </li> <li>Clear/concise communicator and writer; experience drafting/operationalizing project plans across stakeholders, holding teams accountable, and documenting deliverables to varying levels of junior and senior stakeholder audiences. Ability to translate controls/risk standards out of compliance speak and into functional requirements and across varying levels of technical stakeholders. </li> <li>Regulatory familiarity: Working knowledge of major regulatory/legal frameworks (US/international) driving requirements across technology organizations. </li> <li>Navigating ambiguity and complexity: Ability to manage a queue against strategic priorities and shows expertise in being able to handle multiple assessments at a time. You are comfortable operating on an unpaved road and dealing with ambiguity. </li> <li>Drive for continuous learning: You are willing to learn and apply processes unique to the challenges at Coinbase. You have a willingness to embrace a steep learning curve and stretch opportunities to learn new skills. </li> <li>Excellent organization and project management skills in a fast-moving and demanding environment </li> </ul> Nice to haves: <ul> <li>FinTech, TradFi, consulting, business operations technical program management or other customer-facing disciplines.</li> <li>Strong knowledge of risk/control issues in relation to evolving technology (e.g., crypto, mobile, cloud, data lakes, machine learning).</li> <li>Certification is a plus, but not a requirement: information security risk management qualifications like CRISC, CISA, CISSP, CISM, and FAIR. </li> <li>Coding knowledge a plus, but not a requirement (e.g. learn to build data joins, integrations with GRC and data visualization tools)</li> <li>Demonstrated beginner/intermediate knowledge of crypto/blockchain/web3 </li> </ul> Position ID: P69475 #LI-Remote Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $167,280—$196,800 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Senior Analyst, Technology Risk

Job Description: 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! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions (GPS) organization which provides our clients with best-in-class innovative cash management and payments solutions. The Specialized Product Advisory team is accountable to deliver complimentary treasury operational consultancy services to the Bank’s corporate, commercial, and business banking clients, as well as financial institutions, non-bank financial institutions and public sector entities. Reporting to the Global Head of Advisory in Global Payments Solutions (GPS), the selected candidate will work in close partnership with the sales, coverage and product teams. The role is expected to develop and drive deeper relationships with clients, and consequently derive revenue opportunities. Our Treasury Advisors work with clients to provide insights, ideas and best practices, in a consultative manner, that will help clients address specific operational and strategic objectives that arise in Corporate Treasury in areas such as: • international growth and overseas expansion • the use of shared services centers • the overall maturity of the treasury function • operating tactics and liquidity structures • business resilience, compliance, and governance • treasury technology impacts and working relationships with internal and external partners Specific use cases could include: • mergers, acquisitions, and divestitures: impacts, synergies, and benefits realization strategies • risk management methodologies • order-to-cash and procure-to-pay strategies • cash management structures and cash forecasting methods • organizational restructuring and treasury centralization Additionally, the role will be expected to contribute to the brand and reputation of the bank, increasing or preserving the competitive advantage over time and therefore identifying revenue opportunities for GPS. The core deliverables for this are to: • identify future client requirements relevant to GPS business positioning • develop and deliver content that positions the bank as a thought leader and core partner Required Skills • 7-10 years’ experience in corporate treasury and/or finance, ideally within a global, multinational organization (corporate treasury experience strongly preferred) or related consultancy experience • Understanding of transactional and corporate treasury products, processes and services, with an ability to translate that knowledge and experience into relevant insights and advice. • Knowledge of the regulatory environment as it pertains to treasury activities <ul><li> Operational process mapping and reengineering experience</li></ul> <ul> <li> Exceptional financial and business acumen</li> <li> Suitable project management, problem solving, strong analytical and strategic thinking skills</li> <li> Advanced communication, leadership, partnership, consulting, influence, and negotiation skills, combined with an intense focus on driving client-centric solutions</li> <li> Strong presentation &amp; public speaking experience; able to represent BofA at industry conferences, roundtables and other thought leadership opportunities</li> <li> Bachelor’s degree preferred in business or similar undergraduate degree (w/curriculum covering management, international business and/or finance) or appropriate industry qualifications</li> </ul> • Travel required – approximately 30% Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Treasury Advisory Executive - Global Payments Solutions

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! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Line of Business Job Description: The Order Management analyst provides back-up post-secondary Fixed Income, Equity &amp; Option trade support for Wealth Management, Edge and Investment Solutions Group, along with supporting the 99-Markets call center line, email and order entry inquiries for Fixed Income, Equities and Options, managerial reporting, processing Non-market Trade Corrections, Trading Rejects &amp; Exceptions each day. Lastly, the role includes some reporting to other areas and cross training on order status queries of Fixed Income, equities and options orders. Required Skills: <ul> <li>A minimum of 1 year related experience in financial services.</li> <li>Experience supporting a financial product sales or marketing desk.</li> <li>Experience resolving trade breaks.</li> <li>Knowledge of Fixed Income products and the trading lifecycle</li> <li>Strong Microsoft Excel skills</li> <li>Proven ability to multi-task in a fast-paced trading environment</li> <li>Detail oriented with strong communication and interpersonal skills.</li> <li>Experience reconciling trading ledgers.​</li> </ul> Desired Skills: <ul> <li>An aptitude for problem solving.</li> <li>Experience with Bloomberg terminal</li> <li>Fixed Income trade booking experience​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst - Order Management

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 defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap. Responsibilities: <ul> <li>Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services</li> <li>Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates</li> <li>Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments</li> <li>Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable</li> <li>Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions</li> <li>Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products</li> <li>Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)</li> <li>Mainframe Storage Architect (Individual Contributor)</li> <li>Duties to include collaborating with others, designing, developing, and setting strategy for mainframe storage architecture in a large, diverse, dynamic, and exciting storage environment. Responsibilities will span mainframe storage disk, engineering, and virtual tape.</li> </ul> REQUIRED QUALIFICATIONS: <ul> <li>10 + Years experience leading and managing multiple competing and dynamic deliverables</li> <li>10 + Years experience and skills to include:<ul> <li>Storage Architecture<ul> <li>Encryption</li> <li>Fiber protocols and configuration</li> <li>FICON</li> <li>HCD/IOCP</li> <li>I/O Performance (DASD, Switches, Virtual Tape)</li> <li>Refreshes/upgrades (inclusive of Brocade directors/switches, Hitachi DASD, and IBM Virtual Tape (TS7700s))</li> <li>Storage Area Network (SAN) replication design and configuration</li> </ul> </li> <li>Capacity (inclusive of network/switches)</li> <li>Cost benefit analysis/consolidation/reduction</li> <li>Design and Planning of Data Center Moves<ul> <li>Inclusive of data center role swaps (prod to contingency/disaster recovery and back)</li> <li>Disaster Recovery Exercises</li> </ul> </li> </ul> </li> <li>Ability to lead and set direction under minimal supervision</li> <li>Ability to exercise judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criterion for obtaining results</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Agile Practices</li> <li>Automation</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Mainframe Storage Architect

Job Description: 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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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​ *Bilingual in Spanish or Mandarin desired 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Los Angeles Downtown area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: An opportunity for a highly motivated, industry established and mid-level professional to join the Futures and Options and OTC Clearing Operations team. Candidate will be looking to pursue a successful career in the field of Futures &amp; Options and OTC Clearing. The department has a Market Operation which comprises of Clearing, Deliveries (manages Life Cycle events), Reconciliation, Regulatory / Exchange and Process Control, Data Control, Static Data, Clearing Infrastructure Solution and Strategy. This structure is replicated globally in AMRS and EMEA, processing trading activity over 60+ global exchanges either through direct clearing memberships or third party brokers. The candidate will be the joining the Reconciliation team. Candidate must possess strong risk and control mindset, and issue management skills. Role Description • Responsible for reconciliation activities across APAC exchanges supported from Singapore, which include: o Oversight of reconciliation activities o Manage sub-ledger corrections o Act as escalation point for issues raised by the L1 reconciliation team o Client money break reporting o MIS reporting o Break management and escalation o Investigate breaks and issues raised • Continuous Improvement of the Operating Environment with regards to Straight-Through-Processing, Risk and Control • Partner with key internal stakeholders to support strategy and policies, including new business initiatives, development and implementation of new processes and controls • Ensure compliance of reconciliation operations to internal policies and relevant rules and regulations • Engage with Operation and Technology teams, including Global Business Services (GBS), to ensure smooth reconciliation operations • Owning risk agenda for ETD, including governance, control and process reviews • Ability to connect with other regions within Global Market Operations and Compliance to ensure consistent awareness of changing regulatory environment Required &amp; Preferred Skills • Excellent communication, effective with peers and senior management • Strength in identifying and implementing solutions for process improvement • Attention to details and strong analytical abilities to interpret and resolve complex issues and queries • Promote collaboration within Global Market Operations to achieve desired results as a group • Proficient in exchange traded derivatives and related client money regulations • Futures industry experience working for a FCM, Exchange, Clearing House or Regulator • Experience using SunGard GMI system is preferred, as well as experience with reconciliation systems Other Qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions ∙ Excels in working among diverse viewpoints to determine the best path forward ∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner ∙ Commitment to challenging the status quo and promoting positive change. ∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base ∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Officer, APAC ETD Reconciliation Ops, Global Markets 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. 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 - Ocala Market

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

Financial Solutions Advisor - Consumer Investments - MATLOCK

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 managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: • Manages client traffic, engaging and appropriately routing clients, and fosters client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiatives prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Required Qualifications: <ul> <li>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</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Bilingual Spanish preferred</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience in mortgage, retail and/or hospitality</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> </ul> Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Assistant Manager - Slatten Ranch Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 reviewing and interpretating large datasets to uncover revenue generation opportunities and ensuring the development of effective risk management strategies. Key responsibilities include working with lines of business to comprehend problems, utilizing sophisticated analytics and deploying advanced techniques to devise solutions, and presenting recommendations based on findings. Job expectations include demonstrating leadership, resilience, accountability, a disciplined approach, and a commitment to fostering responsible growth for the enterprise. The Data and AI team within Global Payment Solutions (GPS) at Bank of America is looking for a Data Scientist that is a self-starter who can translate complex concepts and generate actionable insights. Who we are: Using cutting edge Generative AI and Machine Learning techniques, the GPS Data and AI team drives and powers innovation within one of the largest payment businesses in the world. We are the engine that fuels our business partners and clients across the organization globally, building revolutionary end-to-end production level solutions at scale. At our core, we are a team that is a collection of individuals who welcome challenging problems, because that is where the learning begins – and we are at the front line of the long-term transformation of how AI is applied at one of the largest banking institutions in the world. For many of our projects, we begin by hosting “think tank” sessions with business teams to brainstorm and pinpoint opportunities where we can create traceable value through data, AI and Generative AI. Once a problem is sculpted and the solution framework is developed, we get together as a team and build. What we’re building: The data science team (within GPS) is working on multiple projects that are driving/will drive significant impact across the GPS business. Some examples include: • A Generative AI powered search platform that enables sales and product teams to quickly find high quality answers to product, servicing, and client related questions that will ultimately unite all of our structured and unstructured data • A comprehensive machine learning model that helps to move foreign currency conversion “up the payment stream” • A revolutionary approach leveraging advanced statistical methods to identify the best interest-rate or product price to provide to clients • Applying advanced NLP techniques to generate near real-time insights into what clients are reaching out to servicing teams about, providing servicing teams with constant information on how they can better serve clients Who we’re looking for: If you are passionate about working in cross-functional teams and utilizing your skills for technical product management, statistical analytics, predictive modeling, and generating revenue, consider applying to this role. You will be responsible for a variety of challenging projects that require constant communication and collaboration with data engineers, data scientists and other internal teams. Utilizing extensive business and programming knowledge, you will help to tackle a variety of machine learning problems ranging from recommendation systems, stochastic optimization, and time series forecasting. You will also implement A/B testing and research emerging technologies, among other day-to-day duties. Responsibilities: <ul> <li>Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions</li> <li>Impact how teams strategically collaborate to drive the company forward and help create the future of data science within GPS</li> <li>Responsible for the success and improvement of the applications that support development, research, and data science in GPS (the "products"), help set long-term vision and strategy for selective products, and collaborate with Data Scientists to meet the needs of the "users"</li> <li>Work closely with other Data Scientists to set technical strategy and prioritize development work</li> </ul> Required Qualifications: <ul> <li>Bachelor’s degree in a quantitative field such as: computer science, math, and physics</li> <li>Minimum of 3 to 5 years of hands-on data science experience working in a highly technical environment</li> <li>Extensive experience with Natural Language Processing techniques and Generative AI frameworks such as RAG, text embedding, finetuning, etc.</li> <li>Strong understanding of data structures and algorithms with substantial Python experience</li> <li>Understanding of how to frame a data science problem and a deep understanding of key machine learning algorithms (KMeans, boosting / bagging models, etc.)</li> <li>Critical thinking skills; able to take feedback and transform it into strategic action</li> <li>Strong verbal, communication, technical design, and documentation skills</li> </ul> Desired Qualifications: <ul> <li>Graduate level degree in a quantitative field such as, computer science, math, and physics or equivalent work experience</li> <li>Experience with data visualization tools, such as D3.js, GGplot, and Matplotlib</li> </ul> Skills: <ul> <li>Agile Practices</li> <li>Application Development</li> <li>DevOps Practices</li> <li>Technical Documentation</li> <li>Written Communications</li> <li>Artificial Intelligence/Machine Learning</li> <li>Business Analytics</li> <li>Data Visualization</li> <li>Presentation Skills</li> <li>Risk Management</li> <li>Adaptability</li> <li>Collaboration</li> <li>Consulting</li> <li>Networking</li> <li>Policies, Procedures, and Guidelines Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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