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

Bank of America

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

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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: Originates new merchant business either self-sourced or in partnership with the banker and TSO • Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards and trends and BACs product solutions • Main point of contact for contract negotiations, RFP, pricing • Ability to appropriately drive solutions per relationship across the merchant solutions set - transarmour, equipment, IPP, etc. • Work across a matrixed coverage organization to achieve objectives - working with banker and TSO to uncover opportunities, advise in the best way to target prospects and close new business • Manage the existing portfolio of merchant clients looking for ways to examine the business, drive more volume, deploy more product and responsibly retain and grow revenue • Be first point of call for bankers, TSOs and clients on merchant business, advice, portfolio management • Provide strategic guidance to help clients stay ahead of merchant trends and be committed to delivering the solutions that make commerce easier Required Skills • 2-5 years of Core Acquiring (Credit/Debit) industry experience • 2-5 years of direct sales experience • 2-5 years of sales/portfolio management experience, including C-level sales. • Expert knowledge of POS (integrated/standalone) payment interfaces • Strong analytical and organizational skills • Ability to cultivate and strengthen client relationships with senior business and IT staff member • Ability to technically consult with C-level executives within client environment • Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways • Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions Desired Skills 2-5 years experience in the Dealer Finance Vertical Expert Knowledge with Dealer Management Systems ( DMS) Experience working with National/Enterprised Sized clients Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Portfolio Management</li> <li>Relationship Building</li> <li>Client Management</li> <li>Portfolio Analysis</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Executive Presence</li> <li>Influence</li> <li>Pipeline Management</li> </ul> Minimum Education Requirement: Bachelor's Degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Merchant Specialist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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 - Upper Providence Financial Center

Haydon Kerk Pittman (HKP) is a combination of three world-class AMETEK brands that supply advanced linear and rotary motion solutions to a diverse mix of global customers. HKP is recognized as a leading manufacturer of custom linear and rotary motion solutions for precision automation. Our goal is to empower our customers to realize their vision. We are looking for a Sales Engineer to cover the New England region of our North America territory. This role plans, manages, and coordinates activities related to the sale and promotion of products and services of HKP. This role facilitates the development of new market strategies including discovering new product platform profiles, finding new business opportunities, maintaining existing accounts, and advising/guiding the business in the most effective use of resources for the purpose of serving our customers and meeting the territory's growth goals. What you will do: <ul> <li>Develop and deliver growth strategies for your region</li> <li>Identify adjacent product, application, and market/product growth opportunities</li> <li>Meet or exceed annual sales and profit targets</li> <li>Collaborate with other stakeholders (ex. Operations, Product Managers, Engineering, Inside Sales &amp; Customer Service) to achieve targets</li> <li> Collaborate with advertising and market implementation plans to drive <ul> <li>Lead generation, qualification, and follow-up</li> <li>Trade show participation</li> </ul> </li> <li> Create and maintain relationships with customers <ul> <li>Travel to visit current and new customers frequently</li> <li>Position HKP as a differentiated technical leader</li> <li>Understand the nature and application of our products</li> <li>Follow up on leads</li> <li>Be aware of customer "pain points" and collaborate with internal parties to provide solutions and reinforce account loyalty</li> </ul> </li> </ul> We are looking for: <ul> <li>Bachelor's degree in a technical or related field; or equivalent combination of education and experience</li> <li>At least 3 years of direct technical sales experience required</li> <li>Must currently reside in the territory to be covered</li> <li>Experience and/or knowledge of linear and rotary motion a plus</li> <li>Demonstrated influencing and negotiation skills</li> <li>Strong bias for action</li> <li>Proficiency in MS Office</li> <li>Must be able to work well within a team and independently</li> </ul> #LI-JT1

AMETEK

Sales Engineer - New England

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview You may be eligible for a sign-on bonus of up to $3000. Join our team as a day shift, full-time, Medical Assistant in Owasso, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Utica Park Clinic, founded in 1982, is a multi-specialty medical group with more than 300 employed physicians and advanced practice providers representing over 25 specialties across 80 plus clinics in Oklahoma.</li></ul> Learn About a Day in the Life of a Medical Assistant: Responsibilities The Medical Assistant (MA) will report directly to the Office Manager and will be responsible for vitals, injections and basic triage and should be able to assist in minor procedures. Qualifications Job Requirements <ul type="disc"> <li>High School Diploma or GED</li> <li>BLS Certification</li> <li> Successful completion of a Medical Assistant training program or more than 3 years of working experience as an MA. </li> </ul> Preferred Job Requirements <ul type="disc"> <li>Current CMA, RMA or ABR certification </li> <li>Bi-lingual (Spanish)</li> </ul>

Hillcrest Healthcare System

Medical Assistant Owasso Lab / X-ray

Ready to be a Titan?As a Senior Customer Success Manager, Strategic Accounts, you’ll manage the long term success of ServiceTitan’s largest customers, our strategic accounts (franchise systems and select multi-location enterprise customers). You’ll create partnerships with executive and management contacts in strategic accounts and collaborate on projects and initiatives to drive ongoing success, product adoption, and evangelism with franchise owners, aggregate groups, and end users. The ideal candidate will be able to quickly learn new software, proactively manage executive teams and associated accounts to meet internal and external goals, turn customers into partners, and be comfortable wearing many hats to meet changing customer and project needs.What you'll do: <ul> <li>Develop strong working relationships with corporate contacts in strategic accounts </li> <li>Coach and train on product best practices and workflows to corporate staff, franchise owners, and end users </li> <li>Collaborate with customers and product managers to manage product enhancement requests</li> <li>Act as a subject matter expert on custom product features for strategic accounts</li> <li>Manage initiatives to increase product adoption, customer satisfaction and evangelism</li> <li>Analyze user engagement data and identify actionable insight - KPIs will be reported on regularly </li> <li>Gather intelligence on how customers are using our products and determine what features and services are the most/least valuable to their businesses</li> <li>Build and present business reviews and provide recommendations to reinforce the value of ServiceTitan</li> <li>Act as an escalation point on customer support tickets</li> <li>Update account and contact records for strategic accounts to ensure accurate reporting</li> <li>Identify areas for improvement in the customer experience, both in our product and processes</li> <li>Onboard new customers to ServiceTitan - Customer Success Managers primarily own the long term relationship with customers, but may assist with new customer onboarding as needed</li> </ul>What you’ll need:<ul> <li>5+ years of relevant experience managing multiple accounts and/or projects with a proven track record of success</li> <li>Be a self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others</li> <li>Exceptional account management skills &amp; project management skills with strict attention to detail </li> <li>Demonstrated ability in learning new software programs and identifying opportunities to use their full potential</li> <li>A natural ability to think several steps ahead of the client and take proactive steps to address roadblocks, risks and issues</li> <li>Be a problem-solver who has a demonstrated ability to overcome challenges and ambiguity with creative solutions</li> <li>Team player with strong communication and organizational skills, and an ability to “roll with the punches”</li> <li>&lt; 15% travel nationwide (TBD based upon travel restrictions due to COVID-19)</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.</li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $113,100 USD - $151,300 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Senior Customer Success Manager, Strategic

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> Required Qualifications: <ul> <li>Bilingual Spanish Required (Fluent verbal and written)</li> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</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 - Wheaton Financial Center - Bilingual Spanish 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Central Long Island Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining and leading the engineering approach for complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies. Additionally, this job is accountable for end-to-end solution design and delivery. Position Summary: <ul> <li>Technology architecture and design of the Claims Technology capabilities.</li> <li>Stability, resiliency, performance, and disaster recovery strategy/plans/testing of the Claims platform</li> <li>Alignment of technology strategy to enterprise data architecture principles</li> <li>Design and development best practices as well as review processes to ensure consistency. Establishing quantitative metrics to demonstrate adherence to best practices</li> <li>Day-to-day oversight, management, and support of Claims platform</li> <li>Reviewing tools &amp; technologies to improve capabilities and performing proof of concepts to evaluate and integrate new tools &amp; technologies.</li> <li>Design and development of the foundational framework components to promote reusability across the platform.</li> <li>Creating and maintaining technology roadmap for Claims platform in partnership with Business Stakeholders.</li> <li>Providing business domain subject matter expertise in Claims.</li> <li>Ensuring application LOB technology strategy adherence with overall regulatory technology strategy via deep domain and technology expertise and ongoing interaction with enterprise architecture.</li> </ul> Responsibilities: <ul> <li>Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution</li> <li>Define the technology tool stack for the solution and evaluate and adapt new testing tool/framework/practices for team(s)</li> <li>Enables team(s)/applications with Continuous Integration/Continuous Development (CI/CD) capabilities and engages with other technical stakeholders pertaining to efficient functioning of CI-CD pipeline</li> <li>Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews</li> <li>Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level</li> <li>Conducts research, design prototyping and other exploration activities such as evaluating new toolsets and components for release management, CI/CD, and features</li> <li>Works with stakeholders to establish high-level solution needs and with architects for technical requirements</li> </ul> Required Qualifications: <ul> <li>Possess 12+ years of experience as an architect, development lead in a complex financial industry data environment.</li> <li>Extensive experience working in a complex workflow automation and excellent understanding of Banking.</li> <li>Strong proven experience in workflow / Case Management solutions using Pega.</li> <li>Strong proven experience in handling medium to large size Pega Application development projects by providing solution design &amp; architecture.</li> <li>Owns end to end solution architecture and design for a set of applications within the portfolio</li> <li>Extensive hands-on architecture, design and development experience with large-scale application &amp; technology solutions with multiple stakeholders. Reusable framework design/development experience is a plus.</li> <li>Extensive hands-on architecture, design and development of micro services general patterns and practices.</li> <li>Demonstrate strong leadership, communication, analytical and organizational skills.</li> <li>Ability to effectively manage day-to-day interactions and relationships with a diverse group of colleagues.</li> <li>Put people at ease when necessary and instill a high degree of trust quickly and genuinely.</li> <li>Effectively manage resource allocations to match the budget and keep track of it</li> <li>Effectively lead teams and inspire others to achieve goals through innovation, quality and excellence</li> <li>Contribute to improve process efficiencies/ Agile enablement etc. for the benefit of the organization</li> <li>Manage/track team compositions and maintain balance within Agile teams in regard to resource attrition (Dev)</li> </ul> Desired Qualifications: <ul> <li>A motivated individual who is passionate about technology and has demonstrated track record of high integrity, energy and optimism.</li> <li>An individual with excellent communication skills, both oral and written; a person who is articulate and a good presenter of ideas.</li> <li>Be able to work in a fast paced environment to drive quality goals while meeting aggressive delivery deadlines.</li> <li>Be able to develop, convey and defend a point of view</li> <li>A good listener; a person who seeks input and involves others in his/her communications; a person who values and cultivates relationships.</li> <li>An individual with a demonstrated ability to influence without authority.</li> <li>A professional who is apolitical, business-focused and exercises good judgment.</li> <li>An individual with a demonstrated ability to get things done and make things happen; a person who is resourceful, seizes opportunities and is an innovator</li> <li>A bachelor’s and/or master’s degree in computer science (data science) or related field is highly desirable.</li> </ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Engineer

Full-Stack Builder for an AI-First Venture Studio We’re not hiring just a software engineer. We’re hiring a product-minded software engineer. Software engineers build systems, infrastructure, and elegant architectures - usually in service of someone else’s vision. Product engineers build software people actually use. They ask what should be built, not just how. They start with user problems, not just technical specs. They love diving into code and staying close to real users, because every line they write is meant to deliver value, not just functionality. Gitwit is a venture studio focused on building AI-native startups. Over the next 5 years, we’ll launch 15+ new software companies from scratch, with a rigorous process of insight discovery, rapid prototyping, building lean MVPs, and user-driven iteration. In the last 18 months alone, ventures we've launched have already created $35 million in valuation, and we’re just getting started. This is a rare opportunity to help shape not just products, but entire companies by working on meaningful problems alongside a team built for velocity, learning, and invention. At Gitwit, we’re building startups the hard way: from first principles. That means beginning with real user pain, behavioral data, and frontline discovery. Our product engineers work closely with sales, research, design, and strategy teams to translate what users need (and wish existed) into software that feels sharp, useful, and inevitable. You’ll be embedded in small, cross-functional teams with autonomy to define technical direction and product scope. You’ll move fluidly between shipping prototypes fast and building production-grade applications that can scale with traction. We’re not looking for someone to just write code. We’re looking for a builder who ships daily. Someone who makes new features, improvements, and bug fixes that create raving fans and fuel tighter user feedback loops. <dl> <dt>Department</dt> <dd>Gitwit</dd> <dt>Employment Type</dt> <dd>Full Time</dd> <dt>Location</dt> <dd>Tulsa, OK</dd> <dt>Workplace type</dt> <dd>Hybrid</dd> <dt>Compensation</dt> <dd>$90,000 - $130,000 / year</dd> <dt>Reporting To</dt> </dl> <h2 id="responsibilities-heading"> Your Impact: </h2> To win in the marketplace, great startups need more than good ideas. They need technically sound, delightfully usable products that evolve fast. That’s where you come in. You’ll bring technical depth and product intuition to early-stage ventures. You’ll help define what gets built, why it matters, and how it scales. This is a rare chance to be the kind of engineer who creates new value, not just executes on it. If you want a seat at the product table, not just a terminal, let’s talk. As a Product Engineer at Gitwit, You Will: <ul> <li> Ship code daily - startup ventures win by being the fastest to new, useful features and fixes</li> <li> Help shape the product, not just implement someone else’s roadmap</li> <li> Build full-stack web and mobile app MVPs with real-time feedback loops</li> <li> Wire up AI frameworks (e.g., OpenAI, Anthropic, Gemini) into intuitive user products</li> <li> Own the product experience from early sketch to first traction</li> <li> Kill bad ideas fast and scale good ones quickly</li> </ul> What You’ll Build With: <ul> <li> Frontend: React + TypeScript, built in close collaboration with designers</li> <li> Backend: NestJS + TypeScript for APIs, data models, and integrations</li> <li> AI: OpenAI, Anthropic, and Gemini APIs with thoughtful model selection and prompt design</li> </ul> <h2> Why You'll Love This Role: </h2> <ul> <li> You’ll sit at the center of our venture creation engine, focused on shaping two to three startups each year.</li> <li> You can choose to stay with a venture you launch or remain in the studio building new ones. Both paths include equity.</li> <li> You’ll collaborate cross-functionally from day one. Engineering, UX, strategy, research, sales, and marketing all have a seat at the table.</li> <li> You won’t get specs. You’ll get real problems to solve and the freedom to build the right thing.</li> <li> This is your chance to be a product co-creator, not just a code executor.</li> <li> You don’t need to have done it all. We’ll grow with you.</li> </ul> <h2 id="skills-heading"> What We Are Looking For: </h2> <ul> <li> Previous startup experience or a strong desire to work in early-stage environments</li> <li> Skilled and confident in building software from the ground up</li> <li> Proven ability to ship real products fast and iterate based on user feedback</li> <li> Deep product intuition and curiosity about what should be built</li> <li> Ability to balance near-term practicality with long-term technical considerations</li> <li> Interest or experience working with LLMs, vector databases, and autonomous agents</li> <li> Staying on top of emerging technologies to know what’s possible while being prudent when to apply them</li> <li> Asking great questions, surfacing concerns, and generating new actionable ideas</li> <li> Humbleness that fuels curiosity and the ability to debate and disagree while remaining open and flexible in pursuit of the better idea and outcome</li> </ul> <h2> What Would Be Extra Awesome: </h2> <ul> <li> Experience building AI-powered user features</li> <li> Ability to translate technical trade-offs to non-technical stakeholders</li> <li> Product vision that balances UX, reliability, and performance</li> <li> Willingness to challenge assumptions and the ability to convince the team to overturn some of them (and at least experiment)</li> </ul> <h2 id="benefits-heading"> Benefits: </h2> <ul> <li> Competitive salary and meaningful equity</li> <li> 8 weeks per year of PTO</li> <li> Excellent health, vision, and dental insurance, with 99% of the employee premium paid by us</li> <li> 401k with 4% match</li> <li> Life insurance</li> <li> Cell phone reimbursement of $100 per month</li> <li> Monthly parking stipend of $50 per month to cover parking garage expenses</li> <li> Weekly team lunches</li> <li> Dog-friendly work environment</li> <li> Flexible work schedule</li> <li> Casual work attire</li> <li> High-trust, high-autonomy culture with the opportunity to work on multiple high-impact ventures per year</li> <li> Close collaboration with experienced entrepreneurs, designers, and researchers in a private and collaborative workspace at one of the coolest office buildings in Tulsa</li> <li> Studio model that supports both deep product focus and portfolio diversification</li> </ul> <h2> How To Apply: </h2> No cover letter. Just better questions. We read every response - first and carefully. So don’t phone it in, or should we say ‘GPT it in.’ Surprise us. Make us curious. Make us want to build with you. <h2 id="about-heading"> About Gitwit </h2> Gitwit is a full-service innovation company with the unique ability to rapidly create and transform products, brands, businesses, and causes. We are a 25+ person team composed of researchers, strategists, technologists, writers, designers, animators, data scientists, and engineers. Because we have the team to create both products and communications, our speed and impact are greatly increased. Experiences and stories are never disconnected and weakened by the typical disjuncture between the two. With us, no time or insights are lost in handoffs or silos between separate teams or companies. Our culture is completely based on how creativity and innovation work. As a result, we unleash talented people to find better problems and solve them by generating a large quantity and diversity of ideas in a highly collaborative, no-bureaucratic-bullshit environment. Organizations hire us to do what they can’t, which is to help new ideas achieve escape velocity and make a difference for the company and its customers -- instead of having them succumb to the usual pulls of organizational gravity such as politics, fear, and short attention spans. We get things off the ground and build momentum in organizations and the marketplace. We are committed to providing an inclusive and welcoming environment for all members of our community. Gitwit does not and shall not discriminate on the basis of race, color, religion, gender, age, national origin, disability, marital status, sexual orientation or military status. <a href="#">Apply Now</a> <h2>Our Hiring Process</h2> Stage 3:Assignment Stage 4:Reference Check Stage 5:Offer Stage 6:Hired Stage 1:Phone Screen Stage 2:Video Call Stage 3:Assignment Stage 4:Reference Check Stage 5:Offer Stage 6:Hired Stage 1:Phone Screen Stage 2:Video Call Stage 3:Assignment Stage 4:Reference Check Stage 5:Offer Stage 6:Hired Not quite right? Register your interest to be notified of any roles that come along that meet your criteria. <a href="#">Register Your Interest</a>

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