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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. The FCM Operations team supports the Coinbase Financial Markets, Inc US Futures business by managing back office operations including: futures trade flow management, position management, margin monitoring, internal and regulatory reporting, and business analytics. We are also key operators in new product launches, feature enhancements, and vendor management. What you’ll be doing (ie. job duties): <ul> <li>Perform reconciliation functions of the firm's cash, positions, and trade records versus external counterparties</li> <li>Create and manage reporting for both internal and external stakeholders</li> <li>Monitor trade, position, and margin management functions for customer accounts</li> <li>Cross functional collaboration with Risk, Accounting, Compliance, Product, and Engineering teams, amongst others</li> <li>Build automation to streamline operational processes and reduce friction</li> <li>Draft documentation for internal controls, policies, and procedures</li> <li>Support ad hoc requests for customizable reporting and analyses of large data sets</li> </ul> What we look for in you (ie. job requirements): <ul> <li>Possess excellent analytical skills, business partnering, problem solving and prioritization skills</li> <li>Project management experience</li> <li>Able to work well in a dynamic environment </li> <li>Excellent communication skills, both written and verbal</li> <li>Strong work ethic and team player</li> <li>Knowledgeable about investments with an interest in blockchain technology and cryptocurrency</li> <li>Basic understanding of listed derivatives and their unique characteristics</li> <li>Minimum of 3 years experience in financial or tech industry and a combination of FCM and broker-dealer experience with an emphasis on Operations, Accounting, or Project Management</li> </ul> Nice to haves: <ul> <li>BA/BS degree in Economics, Finance, Business, Accounting or related field</li> <li>Basic knowledge of digital assets and the crypto economy, or a desire to learn</li> <li>Experience working at a publicly traded company</li> <li>Familiarity with XTP system</li> </ul> Job #: P70572 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: $95,030—$111,800 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

Specialist, FCM

City of Tulsa

REAL TIME INFORMATION CENTER  INTELLIGENCE SPECIALIST

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 role is responsible for defining an architectural vision and architecture for large, complex DMZs, which align with the enterprise architecture strategy, technology, and platform choices for the defined technology. Key responsibilities include describing the DMZ intent/associated operating environment, evaluating system impacts and determining the primary systems/subsystems and their interfaces, assisting with end-to-end solution design where needed, defining nonfunctional requirements/architectural runway to support new epics/features and expand into new opportunities. This role ensures the solution is fit for purpose and use by working with stakeholders, vendors/service providers, and evaluating the impact of strategic design decisions. They also contribute to best practices, standard templates, and the architecture roadmap for defined domains. 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> </ul> Position Summary: Technical DMZ network architect responsible for DMZ network project designs with focus on SASE and Cloud designs. Also provide DMZ/Remote Access/SDWAN/Hosting/B2B/VPN Infrastructure Architecture for various LOB and B2B customers across various DMZ Zones including creation of network level HLD and LLD designs and solution delivery. Assess design submissions for security compliance against baselines. Shepard requestors through technical challenges until designs are complete. Act in a liaison role between Global Information Security and as an escalation point for engineering / operations. Self-starter who can lead projects. Must be able to troubleshoot multivendor solutions in lab or POC environments. Manage assigned networking projects, program components and deployments to deliver services in accordance with established company objectives. Maintain a thorough understanding of Network Infrastructure, IPv4/v6, IP Routing, DNS, Security, HTTP(S), VPN, and Network Monitoring tools. Required Qualifications: 10 years industry experience with technology domain experience • Experience integrating solutions with Cloud provider environments such as MS Azure, AWS, Google, IBM • Must have solid routing, switching, Arista, Cisco Nexus, Firepower/ASA, Fortinet router and DMZ/ISP experience. • Solid understanding of TCP/IP concepts, SDN, OSPF, BGP, VLAN, IPSEC, ISAKMP, PKI, QOS, Multicast, trunking/port-channeling, VRRP, FHRP protocols, enterprise level MPLS, VDC, flavors of VPC, SDN. • Ability to utilize DDoS tools like Arbor and Prolexic/Akamai &amp; F5/Silverline for mitigations to include Application layer, TCP state table and Bandwidth DDoS threats. • Experience with large scale, complex network/DMZ environments and Authentication mechanisms (e.g. Active Directory, Ping federate) • Contribute to the creation of the architecture roadmap of defined technology domains in support of the product roadmap. • Work across business and technology to create the solution intent and architectural vision for large complex solutions and evolve it based on an emerging requirements. • Lead rapid shaping of a high-level architecture with details filled in with emerging business requirements; ensure architecture is flexible, modular, and designed to adapt easily. • Facilitate solution driven discussions, lead the design of complex architectures, and find creative solutions through their knowledge of the domain, practical experiments, and Proof of Concepts (POCs). • Clarify the architecture and assist with system design (where needed) for the development teams to support implementation and provide solution options to resolve any architectural impediments. • Perform design and code reviews to ensure all nonfunctional requirements for a solution are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability). Desired Qualifications • Familiar with best practices to install and deploy various Arista &amp; Cisco routing and switching platforms such as ISR, ASR, Catalyst and Nexus. • Technology degree or substantial equivalent experience • Experience with scripting languages • Support the Principal Engineer as needed to select the technology stack required for solutions and help select preferred technology products. • Contribute to the development of best practices including standardized templates. 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

Bank of America

Technical DMZ Architect

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 The candidate will build strategic partnerships with CEOs, CFOs, board members and other key decision-makers to be a client facing originator of equity derivative transactions as well as potentially equity linked capital raising transactions. In an equity derivative context, candidate will provide creative, value-added ideas and solutions based on client needs and be responsible for structuring, marketing and executing tailored risk management and financing solutions for corporate and institutional clients on stock positions. In an equity linked capital raising context, candidate will be responsible for originating capital raising and liability management transactions for public companies. Candidate must demonstrate transaction experience, work well in time sensitive situations, collaborate well in a team environment and be a strong communicator. Individuals in this role are typically Managing Directors. Qualifications <ul> <li>10+ years of experience in Investment Banking or Capital Markets at a top-tier firm post graduation from an MBA program, or equivalent degree and or working experience. </li> <li>In depth experience of delivering investment banking and capital markets products services to clients.</li> <li>Strong analytical and numerical skills.</li> <li>Strong client relationships, marketing, presentation and sales skills are essential.</li> <li>Excellent communication skills.</li> <li>Demonstrable ability to understand financing needs and matching client needs with the most appropriate product / service.</li> <li>Self-motivated, tenacious and able to work with high degree of independence.</li> <li>Ability to effectively interact with and the ability to work and communicate effectively with the immediate team and clients.</li> <li>Creativity, problem solving skills, flexibility in approach and the ability to work with members of multiple product groups at the same time.</li> <li>Ability to analyze complex client financial objectives, accounting or tax issues and alternative solutions or approaches.</li> <li>Strong team player, willing to learn and assume responsibility and be enthusiastic about becoming a member of a successful and growing team.</li> <li>The ability to manage and prioritize multiple projects simultaneously &amp; working effectively as an individual &amp; as part of a team.</li> <li>Business Results: Client relationships, Analytical ability, Execution.</li> <li>Passion in striving for business excellence.</li> <li>Team-working, leadership and problem-solving skills, plus creativity are key qualities, as is the ability to work in a fast-paced environment, multi-task and interact with a variety of people all levels.</li> <li>Ability to effectively interact with and the ability to work and communicate effectively with the immediate team, product partners and important clients.</li> <li>Creativity, problem solving skills, flexibility in approach and the ability to work with members of multiple product groups at the same time.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Strategic Equity Solutions Group (SESG) - Managing Director or Director

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: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>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</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker- Rio Grande Valley Corpus Christi 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: The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market’s chief investment officer, helping to communicate the firm’s thought leadership. Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration. The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets. Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals.</li> <li>Manager of Process &amp; Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.</li> <li>Enterprise Advocate &amp; Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.</li> <li>Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.</li> <li>People Manager &amp; Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.</li> <li>Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.</li> <li>Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.</li> <li>Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Decision Making</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Risk Management</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Inclusive Leadership</li> <li>Problem Solving</li> <li>Strategic Thinking</li> <li>Employee Counseling</li> <li>Leadership Development</li> <li>Performance Management</li> <li>Relationship Building</li> </ul> Required Skills: The ideal candidate will have 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing. He/she will have demonstrated, excellent management and communication skills with a proven track record as a mature consensus and team builder. Previous accomplishments in a similar position will include: Managing a team of investment professionals in the delivery of world class investment solutions. Growing and retaining a client base while enhancing efficiency. Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services will be essential. The successful candidate will be adept at business development and retention; a proprietary book of business would be advantageous, but not essential. A bachelor’s degree in a business related area is required; a MBA or CFA would be highly preferable. Desired skills: • MBA or Post-Graduate Degree preferred • CFP, CPA, CFA, CTFA, CFM or JD a significant plus Shift:1st shift (United States of America) Hours Per Week: 40

Market Investment Executive

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 The US Global Regulatory Reporting Team (GRR) performs a vital role within the broader Global Financial Control organization and is responsible for the preparation, validation, review and submission of approximately 80 US Regulatory Reports across multiple entities including but not limited to BAC, BANA, BAC’s Non-Bank Subsidiaries and the US Broker Dealer. GRR is seeking a Product Delivery Lead to help drive GFC’s multi-year transformation effort focused on design and delivery of GRR’s strategic architecture, remediation of upstream data quality issues, in-line control automation and improving the accuracy of the Bank’s financial regulatory reports. Responsibilities <ul> <li>Drive delivery execution including Business Requirements, Functional Requirements, testing, project governance, monitoring/escalating risks and supporting operational readiness activities</li> <li>Manage team of technical Business Analysts and Testing Analysts located in India responsible for functional design and performing UAT. </li> <li>Ensure business requirements and design meet regulatory instructions and business process efficiency goals.</li> <li>Work in close collaboration with key stake-holders at all levels of the organization to develop multi-year roadmap and prioritization of BoW.</li> <li>Lead and drive Operational Excellence efforts more broadly across GRR to identify opportunities to reduce operational risk, simplify processes and drive operational efficiency leveraging process re-engineering and emerging technology tools (ie, Alteryx, Tableau).</li> <li>Supports Financial Regulatory Reporting Transformation Executive in setting strategic direction for GRR, with a heavy focus on Target Operating Model, global consistency, organizational model and location strategy</li> </ul> Required Qualifications <ul> <li>5-7 years experience operating in a Business Analyst/PMO capacity driving transformational change within Finance</li> <li>Bachelor's degree in related field</li> <li>Strong working knowledge of Regulatory Reporting processes and controls</li> <li>In depth knowledge of banking products and US GAAP accounting</li> <li>Excellent communication and project management skills</li> <li>Creative thinker, thinks outside the box and challenges status quo</li> <li>Analytical mindset able to resolve complex issues</li> <li>Strong communication skills (written, verbal and interpersonal) including tact, diplomacy and ability to influence senior executives</li> <li>Integrity, maturity, dependability and positive professional attitude</li> </ul> Desired Qualifications <ul> <li>Experience delivering change across multiple finance functions including, but not limited to, capital, liquidity and regulatory reporting</li> <li>MBA or Masters</li> <li>Experience in a financial regulatory report production role is a plus</li> </ul> Skills: <ul> <li>Data and Trend Analysis</li> <li>Financial Accounting</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Attention to Detail</li> <li>Continuous Improvement</li> <li>Financial Analysis</li> <li>Project Management</li> <li>Reporting</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Regulatory Relations</li> <li>Stakeholder Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Regulatory Reporting Manager

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. 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! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *****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 Registration Candidate- Stage I-Consumer Investments- Columbia Basin South

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****Please note this is a sourcing requisition there might not be an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Northern San Diego

Job Description: <ul> <li>Job Title: Data Governance Lead</li> <li> Corporate Title: up to Director Location: Dublin Company Overview: 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! Location Overview: Overlooking the spectacular Iveagh Gardens with access to all amenities in the beating heart of central Dublin is our Park Place office. Travel options include the LUAS, Dublin Bus networks as well as the Dublin Bikes station, positioned just outside our front doors. As part of our commitment to supporting staff travel to and from work in the most sustainable way possible, we also provide tax saver tickets as part of our award-winning benefits package which means getting to work has never been easier. The Team: The Data Governance Lead will serve as primary point-of-contact for legal entity data governance and assist with the key regional data governance strategy and priorities. We are an International regional team and responsible for legal entity data oversight and governance. They will provide regional/legal entity leadership, governance and oversee adherence to data related policy and regulatory principles. They will navigate collaborating with enterprise and regional stakeholders across FLU/CF, Compliance and Audit. Role Description: The role offers engagement and visibility with executives and requires the ability the communicate succinctly and develop a deep understanding of data management, data expertise and regulation. This role offers experience in a critical, high impact, and evolving area of the Enterprise. Exceptional stakeholder management skills are essential. Responsibilities: <ul> <li>Partnering across broader Enterprise Data, Technology and FLU/CF teams to oversee/ensure consistent engagement, communication and problem solving that drive adherence to the Enterprise data related policies.</li> <li>Thinking critically to evolve and enhance the data governance framework.</li> <li>Oversee data quality risk within the legal entities in the international region.</li> <li>Analysis of key data related metrics and oversee data quality related remediation.</li> <li>Solving problems and executing on key deliverables such as issues management, managing regulatory interaction on data, Board training materials and applying subject matter expertise and technical knowledge</li> <li>Engaging and providing guidance to FLU/CF/LEs</li> </ul> What we are looking for: <ul> <li>Excellent communication skills to succinctly deliver messaging to senior level audiences, to guide and influence stakeholders across FLU/CF’s. Experience in regulatory interaction would be desirable.</li> <li>Validated ability in stakeholder management and working with senior management stakeholders.</li> <li>Experience in working on cross functional projects.</li> <li>Extensive experience in Data Governance/Risk/Controls and Governance experience would be desirable.</li> <li>Proven ability to develop written materials (decks, briefing materials) used to organize and clearly communicate and memorialize key messages to stakeholders; metrics/scorecard development.</li> <li>Excellent organizational skills and ability to handle multiple tasks to meet tight deadlines.</li> </ul> Skills that will help: • Collaboration • Policies, procedures, and guidelines management • Project Management • Data Management • Data Governance • Stakeholder Management • Analytical Thinking • Business Acumen • Influence • Risk Management Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, membership of the Traveller community, age, sexual orientation, pregnancy or maternity, civil status, socio-economic background, family status or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. Ireland <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare and 20 days of back-up adult care per annum</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters</li> <li>Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan</li> <li>Ability to donate to charities of your choice and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of Ireland’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> </li> </ul>

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