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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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: Global Information Security helps to assess threats and provide scalable and flexible solutions to actively manage these threats and specific risks to the Bank. The Business Support Manager will be part of the APAC GIS COO team providing operational and delivery expertise with a focus on strategy, financials, driving information security awareness and rigor to meet business requirements and goals, while addressing the agreed risk tolerances of the business environment. The successful candidate will be able to work both individually and as part of a team, bringing an organized and disciplined, but creative and energetic enthusiasm to building a best-in–class organization. Responsibilities <ul> <li>Execute responsibilities covering Business Management, Resource &amp; Finance Management and Process Improvements</li> <li>Act as Operational Excellence champion in the region and work closely with the Process Excellence team and senior GIS leaders to facilitate the execution of the Enterprise Process Management Policy</li> <li>Support global and regional ad-hoc/project-based initiatives in execution</li> <li>Analyze and identify gaps for in-region execution of processes and controls with GIS functional teams; ensure remediation of any controls gaps linked to in-region execution</li> <li>Facilitate strategic level discussions under the guidance of the Regional Information Security Office (RISO) leadership team to achieve organizational outcomes</li> <li>Provide regular management business updates on actions plans aligned to strategic goals</li> <li>Be flexible, demonstrate desire to learn and to be able deal with ambiguity and uncertainty.</li> <li>Build effective, capable teams through continuous technical training, coaching and leadership development</li> </ul> Required Skills <ul> <li>A seasoned business manager with exceptional communication skills, attention to detail, and a drive to make time, information, and decision-making more effective.</li> <li>Comfortable in translating complex technical details into simplified presentation proposals to communicate and gain approvals from senior leadership or business representatives;</li> <li>You have experience with a wide range of business management activities and initiatives including but not limited to finance/budgets, key MI metrics and status reporting, stakeholder and internal/external presentations and reporting</li> <li>Ability to work with stakeholders in business and technology groups who are based in various locations as required by the projects;</li> <li>Be assertive, inquisitive, and creative to assure timely outcomes whilst maintaining humility, maturity, and situational sensitivity.</li> <li>You are able to work independently and as part of a team to tight deadlines and changing priorities</li> <li>You will have had exposure to regulatory frameworks and risk management concepts and have ideally supported business continuity management in a technology environment</li> <li>Strong project management, multitasking and organizational skills with enhanced knowledge on productivity suites (e.g. MS Office tools, Confluence, JIRA etc)</li> <li>Applicable knowledge of enterprise cybersecurity policies, regulations and security frameworks.</li> <li>Certifications in Project Management and/or information security highly desirable</li> </ul>

Bank of America

Vice President, Business Support Manager, Chief Operating Office, APAC Global Information Security

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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Job Description: The Quantitative Strategies Group at Bank of America is seeking Associate or VP for open positions of Quantitative Strategist to be based in New York, covering the Equity Derivatives trading desks. As part of this role you will work in an exciting, fast-paced environment, working closely with traders and others to improve the performance of existing models and to develop new ones. Our goal is to develop and deliver the best-in-class analytical abilities so that our business partners can better serve client needs and improve profitability. This role is very technical in nature and requires in-depth knowledge of mathematical modeling, programming languages, and understanding of finance and derivatives. In this role you will <ul> <li>Develop expert-level knowledge of Equity Derivatives business and product suites</li> <li>Gain experience working directly with different traders and solving their daily needs.</li> <li>Enhance existing models and help develop new ones. Work through the entire lifecycle of model and product development and software releases.</li> <li>Develop analytical tools and reports when such needs arise.</li> </ul> There will be opportunities of daily interaction with the trading desks as well as working closely with our Risk, Finance, Middle Office, and Technology partners. Candidate Requirements: <ul> <li>Quantitative capabilities and background in Mathematics/Physics/Computer Science/Engineering (up to MSc/PhD level)</li> <li>Strong knowledge and interests in finance. Experience working with different financial products and derivatives modeling preferred.</li> <li>Strong programming and technical skills. Proficiency of at least one programming language required, with experience in C/C++ and/or python preferred.</li> <li>Excellent verbal and written communication skills, as well as the ability to explain complex ideas in a simple and accessible manner.</li> <li>Curiosity to research different methodologies and explore new territories.</li> <li>Ability to multitask and work under pressure. Ability to work with different people and groups.</li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

VP, Quant Strategist - Equity Derivatives

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! The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond. Job Responsibilities: <ul> <li>Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.</li> <li>Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients. </li> <li>Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.</li> <li>Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.</li> <li>Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.</li> <li>Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.</li> <li>Partner with local Merrill Market Executives to deliver value add content to advisors.</li> </ul> Qualifications: <ul> <li>8+ years’ experience in financial services industry</li> <li>5+ years sales experience</li> <li>Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors</li> <li>Self-motivated, adaptive, positive attitude and high energy are a must.</li> <li>Bachelor’s degree or equivalent experience.</li> <li>Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)</li> <li>Series 7 and 66 licenses</li> </ul> Skills: <ul> <li>Market Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Analytical Thinking</li> <li>Client Investments Management</li> <li>Client Solutions Advisory</li> <li>Networking</li> <li>Strategic Thinking</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Oral Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Ultra High Net Worth Portfolio Strategist

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 advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Project Management</li> <li>Referral Identification</li> <li>Sales Performance Management</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Continuous Improvement</li> <li>Data and Trend Analysis</li> <li>Pipeline Management</li> <li>Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable</li> </ul> Required Skills <ul> <li>Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.</li> <li>Demonstrates ability to successfully manage an extensive portfolio of clients.</li> <li>Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.</li> <li>Professional proven sales skills and experience, including planning, execution and follow up of client meetings.</li> <li>Strong corporate finance, capital markets and accounting acumen.</li> <li>Financial modeling experience and the completion of a formal credit training is required.</li> <li>Outstanding oral and written communication skills.</li> <li>Demonstrated leadership ability.</li> <li>Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.</li> <li>Securities Industry Essentials (SIE), Series 7 &amp; 63 (Must obtain SIE, series 7 &amp; 63 license within 180 days of start date)</li> </ul> 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

Sr. Relationship Manager (Middle Market) - Austin, TX

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

Relationship Banker - Brooklyn NY Area *Bilingual Mandarin required

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! Position Summary: Application Production Support for the Bank of America’s Global Banking Applications, primary responsibilities are identification and resolution of production incidents. Problem Management post incident resolution to determine root cause, mitigating actions, drive and track permanent resolution. Management of incident and problem tickets through the enterprise ITSM tool. The role also includes: <ul> <li>Capacity and Performance Management</li> <li>Working with development teams for take-on and training of new services or significant upgrades</li> <li>Providing support for Audits (internal and external)</li> <li>Stakeholder management, working closely with Business and Operations partners to understand KPI metrics to measure service stability to prioritize defect fixes and enhancements</li> </ul> Required Qualifications: <ul> <li>Bachelor’s Degree in Computer Science or related field</li> <li>5+ years of relevant IT experience i.e. Production or Release Support, ITIL, Technical Implementations, or equivalent</li> <li>Demonstrate flexibility, navigate ambiguity, and quickly establish credibility among technical peers</li> <li>Excellent written and verbal communication skills (English)</li> <li>Proven knowledge in some/all of the following: Java/J2EE – Core Java, JDBC, EJB, &amp; Java Web Services &amp; Experience in Server-side technologies - SOAP/Restful services, XML/XSLT, XML, JDBC, AOP, MQ Micro Services &amp; MuleSoft</li> <li>Good knowledge of Middleware components; Message Broker, IBM Websphere MQ, JBoss application server, MuleSoft</li> <li>Strong operating system knowledge in Unix and Windows including strong scripting skills</li> <li>Experience with Database technologies (examples Oracle, DB2 and PL/SQL ) queries to support incident resolution</li> <li>Knowledge of event driven and schedule driven batch processes</li> <li>Experience of handling various production support roles (technical – L1/L2/L3) and hands-on experience in using at least 2-3 widely used monitoring / scheduling tools</li> <li>Ability to be part of IT production support team providing front-line technical support to end users responding to issues related to Incident / Problem Management, Release/Deployment, Operational Readiness, Application Monitoring &amp; Production Governance</li> <li>Experience with: troubleshooting, analysis, research, and resolution using advanced query, programming skills, conduct root cause analysis, and identify mitigations/risk, real-time restoration, triaging of issues impacting technical services (application/infrastructure) to bank customers and partners in a timely manner while keeping partners advised of significant progress or challenges during the restoration period</li> <li>Ability to work closely with Technology Infrastructure, Development &amp; Testing Teams in supporting Integrated / Independent releases, software/hardware upgrades, server upgrades, etc.</li> <li>Ability to assess initial severity, gather impacts, engage necessary supporting teams, and escalate as necessary to ensure timely restoration</li> <li>Experience with on call support for triaging problems, coordinating with various support teams across the organization and carryout activities related to incident and problem management</li> <li>Ability to communicate with all lines of business and management the overall status and health of the application, contribute to automation, causal analysis, develop shared/common solutions, and proactively identify cross-functional or technical issues</li> <li>Working on some weekends and bank holidays as part of a 5 day week shift pattern</li> </ul> Desired Qualifications: <ul> <li>Leads End-to-End maintenance responsibility of all production services related to technology. Work activities specific to Production Shared Services include: Problem/Incident Management, Release/Deployment, Operational Readiness, Capacity/Availability Management, Application Monitoring, Service Analytics and Reporting, Production Governance, Triage, Associate Support, Change/Configuration Management</li> <li>Actively engage and lead production support issues/incidents. Takes ownership of escalations and perform trouble shooting, analysis, research and resolution</li> <li>Ensure production and performance SLAs are met and escalate issues which needs attention</li> <li>Performs analytical, technical, and administrative work in planning, installing, and supporting new and existing equipment and software under moderate supervision</li> <li>Identifies vulnerabilities and opportunities for improvement, as well as maintain metrics to help develop analysis that will drive improvement in all areas of Production Shared Services. Creates and enhances administrative, operational and technical policies and procedures, adopting best practice guidelines, process improvements, standards and procedures</li> <li>Exercises judgment within defined procedures and practices to determine appropriate action</li> <li>Serves as an escalation point between the client/business area and internal management for the resolution of moderately complex unresolved problems, complaints and service requests</li> <li>Should have increased awareness and exposure to basic technical principles, concepts and techniques</li> <li>Resolves complex issues. Works on problems of minimal-moderate scope where analysis of situation or data requires a review of identifiable factors</li> <li>Support of on-call rotation for off-hours and weekend support as needed</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Influence</li> <li>Production Support</li> <li>Risk Management</li> <li>Automation</li> <li>Collaboration</li> <li>Innovative Thinking</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Business Acumen</li> <li>DevOps Practices</li> <li>Project Management</li> <li>Solution Delivery Process</li> <li>Stakeholder Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Production Services 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: Our product organization is growing, and we are seeking a product manager to join our hardware merchant solutions team. The Payment Terminal Product Manager will play a key role in defining and executing the product strategy and roadmap for payment terminal solutions across our multiple platforms. In this role you will be responsible for the end-to-end delivery of POS Terminal software and POS terminal solutions. This may extend to other manufacturers in the future. You will work closely with cross-functional teams, including software development, design, commercialization, sales, and operations, to deliver innovative and customer-centric payment solutions. Responsibilities: <ul> <li>Develop business cases for new products and features</li> <li>Engage with our client facing teams to fully understand the needs of current and prospective clients</li> <li>Define the roadmap, product requirements, create user stories and define acceptance criteria</li> <li>Own and maintain the terminal product roadmap including ongoing prioritization/backlog</li> <li>Partner with cross functional commercialization team to develop go-to-market plans, product messaging, and sales enablement materials.</li> <li>Collaborate with the merchant operations team to ensure optimal client experience related to client terminal activation and support</li> <li>Serve as escalation point and SME to production support team for issues/incident resolution management</li> </ul> Required Qualifications: <ul> <li>Think strategically and critically while also being able to execute at a tactical level</li> <li>Executive level presentations</li> <li>Payment terminal ecosystem including working with terminal manufacturers knowledge</li> <li>Multi year experience with semi integrated model, android OS, UI/UX</li> <li>Technical knowledge and experience with EMV, contactless, encryption and tokenization</li> <li>Leading cross functional teams with success experience</li> <li>Engage directly with software developers with experience in Agile and Scrum methodologies</li> <li>Understand how to navigate challenges and make recommendations/decisions around tradeoffs to continue achieving goals</li> </ul> Desired Qualifications: <ul> <li>Technical Writing</li> <li>Supporting enterprise clients experience</li> </ul> Minimum Educational Requirements: BA degree with equivalent work experience Skills: <ul> <li>Critical Thinking</li> <li>Troubleshooting</li> <li>Written, and Verbal Communication Skills</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Payments Terminals Product Manager

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

Merrill Financial Solutions Advisor - Baltimore & Associates Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7 &amp; 66 required (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift:1st shift (United States of America) Hours Per Week: 40

Investment Consultant II - Merrill Premium

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 Summary: This job is responsible for standard transaction processing, reconciliation, data management and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient administration and operations support for internal business partners and/or external clients. Job expectations include operating with maturity and independence and referring more complex issues and escalations to the team lead or manager. Responsibilities: <ul> <li>Performs transaction processing and reconciliation according to the established guidelines and procedures</li> <li>Responds to client inquiries through numerous channels to support administrational and operational efficiency and quality client service</li> <li>Performs research, follow-ups, data collection and resolution of routine research requests</li> <li>Monitors, manages and track client transactions and related responsibilities according to guidelines and procedures </li> <li>Monitors, manages and track vendor bills</li> <li>Identifies potential issues in daily administrational and operational tasks and escalates risk concerns, as appropriate</li> <li>Provides general administrational and operational support including handling inbound calls, mail sorting, mail distribution</li> </ul> Skills: <ul> <li>Proactive and attention to details</li> <li>Problem-solving Skills</li> <li>Analyze data from trackers and make informed decisions </li> <li>Knowledge of Cayman Islands Banking and AML Regulations and Compliance</li> <li>Proficiency in relevant software and financial tools</li> <li>Business Operations Management</li> <li>Customer Service Management</li> <li>Prioritization</li> <li>Reporting</li> <li>Data Collection and Entry</li> <li>Data and Trend Analysis</li> <li>Organizational Effectiveness</li> <li>Process Management</li> <li>Quality Assurance</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Research Analysis</li> <li>Strong Written Communications and interpersonal skills</li> </ul> Shift: Hours Per Week: 37.5

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