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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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. Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for 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

Bank of America

Relationship Banker - North Ogden Financial Center

<h2>This is Engineering at Lattice</h2> Lattice’s Engineering team continuously works to better our product and our craft. We use a modern, cutting-edge tech stack and love experimenting with new technologies. We strive for maintainable, robust, and performant code. We’re highly collaborative and continuously iterative and work closely with designers and product managers. We prioritize not only great technical architecture but also an amazing product experience. <h3>About the Core UI Team</h3> The Core UI team is responsible for the foundational systems that power the user experience across all of Lattice. This team sits at the intersection of design and engineering, owning the UI frameworks, design system components, and information architecture that ensure our products are cohesive, performant, and delightful to use. As the Engineering Manager, you’ll lead a team working on high-impact projects like Global Search, Navigation Redesign, and next-gen design system components, while also driving long-term cross-product UX strategy. You’ll collaborate closely with product, design, and engineering partners across the company to shape the platform-wide experiences that every Lattice user touches. <h2>What You Will Bring to the Table</h2> You have 4+ years of experience directly managing software engineers. In this capacity, you have been responsible for guiding and coaching the development of your direct reports, providing performance feedback, hiring, and fostering a diverse, collaborative, and inclusive team culture. <ul> <li>Proven ability to inspire, mentor, and develop high-performing teams.</li> <li>Track record of aligning technical work with organizational goals and driving impactful outcomes.</li> <li>Exceptional verbal and written communication skills, with an adjustable style to executives, engineers, and nontechnical staff.</li> <li>Ability to navigate complex discussions and build consensus across departments</li> <li>A strong commitment to Lattice’s mission and values, including Ship Shipmate Self, Clear Eyes, Own The Outcome, and What’s Next?</li> <li>You are comfortable with ambiguity, autonomy, and responsibility; you enjoy figuring out what needs to be done—and then doing it.</li> <li>You have an excitement for building teams. You enjoy hiring and tuning the process to identify talent from diverse backgrounds.</li> <li>You are empathetic and employee-focused. You care deeply about the people on your team, helping them to achieve their personal and professional goals and enabling them to do the best work of their lives.</li> <li>Preferably, you have professional experience with the technologies with which we work (Node.js, React, Flow, GraphQL, Postgres, Amazon Web Services).</li> </ul> <h2>What You Will Do</h2> <ul> <li>Translate company strategy into actionable team goals and objectives, aligning technical initiatives with organizational priorities.</li> <li>Manage, coach, and inspire a team of engineers, fostering a culture of collaboration, innovation, learning, and growth.</li> <li>Mentor and coach engineers, promoting technical growth and aligning their development with team &amp; company objectives.</li> <li>Bring a relentless passion for continuous improvement for both engineering craft and processes.</li> <li>You will ensure a delightful, reliable experience for Lattice customers around the globe while simultaneously enabling a rapid pace of development.</li> <li>You will work with your team, Product, and Design to build new customer-facing products, and improve upon existing ones.</li> <li>You will represent your team to the larger org. Ensure they receive public recognition for their success and take ownership of their failures.</li> </ul> __ The estimated annual cash salary for this role is $187,500 - $234,500. This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance; Dental insurance; Vision insurance; Life, AD&amp;D, and Disability Insurance; Emergency Weather Support; Wellness Apps; Paid Parental Leave, Paid Time off inclusive of holidays and sick time; Commuter &amp; Parking Accounts; Lunches in the Office; Internet and Phone Stipend; One time WFH Office Set-Up Stipend; 401(k) retirement plan; Financial Planning; Learning &amp; Development Budget; Sabbatical Program; and Invest in Your People Fund *Note on Pay Transparency: Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on (a) location, as Lattice factors in specific location when benchmarking compensation for most roles; (b) individual candidate skills and qualifications; and (c) individual candidate experience. Additionally, Lattice leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Lattice reserves the right to modify this information at any time, subject to applicable law. #LI-Remote <h2>About Lattice</h2> Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choices than ever before, businesses that put employees first are winning 🏅– and Lattice is building the tools to empower those people-centric companies. Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line 📈. Since launching in 2016, we have grown to over 5,000+ customers globally, including brands like Loom, Robinhood, and Gusto. Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation. By clicking the "Submit Application" button below, you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with<a href="https://lattice.com/privacy/job-applicant-privacy-policy" target="_blank">Lattice's Job Applicant Privacy Policy</a>.

Lattice

Engineering Manager, Core UI

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Coinbase Advanced Trading Design Team is dedicated to building a best-in-class trading platform that empowers users to navigate and succeed in the world of digital assets. We focus on designing intuitive, powerful tools for professional and advanced traders, blending financial expertise with cutting-edge design to create seamless, effective experiences. This role will be focused on building out our core advanced experience. You will be working closely with product, research, marketing and engineering to help design high-quality experiences that enable advanced traders globally. What you’ll be doing <ul> <li>Work in a small team to iteratively improve user experience</li> <li>Take new features from ideation, to prototyping, to user testing, to production</li> <li>Design web and mobile experiences that are simple and intuitive</li> <li>Participate in regular design reviews where you’ll seek out specific feedback on your designs and incorporate relevant feedback</li> <li>Execute on the product roadmap and help define product strategy</li> <li>Daily collaboration with Engineering, User Research, and Product </li> </ul> What we look for in you <ul> <li>3+ years of professional Product Design experience</li> <li>Bachelor's degree in a related field</li> <li>Experience designing consumer-facing experiences for web and mobile</li> <li>Excellence in UX thinking, visual design, and written communication</li> <li>Experience working in a collaborative environment with engineers, user researchers, and product teams</li> <li>Fluency in Figma and prototyping tools</li> <li>Low ego, collaborative, and open minded</li> </ul> Nice to haves <ul> <li>Interest in crypto or financial products</li> <li>User of Coinbase products</li> <li>Crypto-forward experience, including familiarity with onchain activity such as interacting with Ethereum addresses, using ENS, and engaging with dApps or blockchain-based services.</li> </ul> Job #: GCPD04US *Answers to crypto-related questions may be used to evaluate your onchain experience. *For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. Your interview responses, in the form of a voice recording and/or transcript will be assessed in terms of the job qualifications and characteristics listed in the position description above by a human recruiter. For other select roles, Coinbase is piloting BrightHire, an AI interview intelligence platform, to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. Depending on your role and stage in the application process, you will be informed of the specifics regarding which tool(s) will be used as part of the interview process. These interview tools enable us to give a greater number of candidates an initial interview who meet our mandatory hiring criteria. The above pilots are for testing purposes and Coinbase will not use AI to make an employment decision. To request a reasonable accommodation due to disability, please contact <a href="mailto:accommodations@coinbase.com" target="_blank">accommodations@coinbase.com</a>. #LI-Remote Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $144,500—$170,000 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

Product Designer II - Consumer Trading

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 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>Bi-lingual Spanish speaking</li> <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> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor II - Consumer Investments - Schertz Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Overview ABS Banking &amp; Finance, part of Global Mortgages and Securitized Products, is responsible for origination and execution of term asset-backed securities (ABS) transactions and secured lending transactions. We manage a secured loan portfolio of approximately $40B to provide clients with credit capacity for warehousing collateral for future ABS issuances. We primarily focus on issuers of ABS backed by credit card receivables, auto loans &amp; leases, student loans, equipment loans &amp; leases, and timeshare loans among other assets. We are consistently a top 3 underwriter in the US ABS market. ABSF is a 40 person group comprised mostly of client coverage deal teams. Our teams focus on both “regular way” deals issued by frequent ABS issuers (e.g., credit card and auto issuers) as well as working on new products for markets that are still developing (e.g., securitization of aircraft leases). Our team is responsible for origination, execution and closing of transactions. We interact with deal counsel, outside auditors and the rating agencies as we construct transactions. We work with our ABS Syndicate Desk and Mortgage Sales Force to market the securities to investors. Job Description: This job is responsible for performing financial and statistical analyses, conducting research, and participating in specific client and deal teams. Key responsibilities include developing client presentations and structuring and execution activities. Job expectations may include rotating through any of the multiple client management, credit management, and capital raising product areas across Global Corporate and Investment Banking in a sales function. Responsibilities: <ul> <li>Conducts financial analyses and prepares support documentation for client presentations</li> <li>Researches products and services in the market to gain insight into marketing and sales trends</li> <li>Supports the trading strategy to build effective client relationships and provide customized products and services to clients</li> <li>Participates in due diligence sessions, while communicating and interacting with deal team members</li> <li>Assists with sales, trading, and hedging activities and documents key findings for the team</li> </ul> The ABS Analytics team (which is part of ABSF) supports our origination and execution efforts as follows: <ul> <li>Using BAML’s internal structuring tools, model new/proposed transactions as well as reverse engineer existing transactions and make recommendations on how to improve the efficiency of the trade.</li> <li>Using Intex DealMaker, create a model that will be distributed to Investors to assist them with their investment decisions.</li> <li>Provide a detailed comparative analysis of the recommendations for inclusion into client presentations.</li> <li>Structure, rate and price securities for our issuer clients.</li> <li>Review modeling assumptions in offering documents and tie-out with accountants.</li> <li> Interact with both our issuer and investor clients to explain modeling assumptions and results.​</li> </ul> Skills: <ul> <li>Business Development</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Critical Thinking</li> <li>Financial Analysis</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Regulatory Compliance</li> <li>Research Analysis</li> <li>Risk Analytics</li> <li>Microsoft Office (Excel, PowerPoint), C++, Microsoft VBA, Access, Intex</li> <li>Previous financial modeling experience preferred</li> <li>The candidate should have high technical skills and an interest in learning and working in ABS</li> <li>Strong verbal and written communication, presentation skills</li> <li>Ability to multi-task in a fast-paced environment</li> <li>Financial services experience or related industry experience preferred</li> </ul> Minimum Education Requirement: <ul><li>Bachelor’s Degree required, concentration in Computer Science, Math, Engineering, or Computational Finance preferred</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

ASO, FICC Trading/ Global Mortgages- ABS Banking

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

Merrill Financial Solutions Advisor - Central Florida Market

At Marqeta we’ve built an innovative platform that is a leader in the fintech space. We are redefining what is capable within financial services and are at the vanguard of embedded finance. We are looking to accelerate our growth by adding teammates who have the right qualifications and drive to meet the needs of our current customers and drive the next stage of our expansion! As a Key Account Manager at Marqeta, you will manage strategic accounts, focusing on relationship-building, revenue growth, and addressing customer needs through insightful solutions and data-driven strategies. You will collaborate with cross-functional teams to provide exceptional client service, uncover revenue-generating opportunities, and deliver workable solutions to your customers. This position requires a proactive, resourceful team player who has the ability to take ownership of projects, collaborate with cross-functional teams, and to see those initiatives to completion while streamlining processes and allowing our team to scale the growth of our business. No day is the same in this role, as this role is key to working across our partners, customers, and organization to drive innovation in the industry. We work <a href="https://www.marqeta.com/blog/2022/05/10/flexible-first" target="_blank">Flexible First</a>. This role can be performed remotely anywhere within the United States or from our Oakland office. We’d love for you to join us! The Impact You'll Have This role performs a wide range of activities, including maintaining and growing revenue by identifying new upsell and cross-sell opportunities, in addition to: <ul> <li>Collaborate with AE partners to drive all aspects of a customer growth and retention strategy, including: </li> <li>Day-to-day management of customer portfolio.</li> <li>Ensure partnership and programs are running smoothly and successfully.</li> <li>Be a trusted leader to the customer and help them navigate the payments landscape.</li> <li>Create monthly customer-centric content to keep the broader organization apprised of customer updates, key metrics, and other information pertinent to the Revenue &amp; Go To Market team.</li> <li>Add strategic value to the team by identifying opportunities to drive business and process improvements.</li> <li>Develop and deliver high-impact presentation materials in Powerpoint/Google Slides, Word/Google Docs, and Excel/Google Sheets (QBRs, Executive Briefing Decks, process outlines, etc.).</li> <li>Perform in-depth analysis to identify macro, business, technology, and pipeline trends for key customers.</li> </ul> Who You Are <ul> <li>Typically requires a minimum of 12 years of related experience with a Bachelor’s degree; </li> <li> Organization Master: Staying on top of all matters in-flight by documenting, tracking, and supporting the daily functioning and operations of customer programs. Attention to detail and professionalism is key in all communications.</li> <li> Self-Starter: You don’t sit around and wait for things to happen. You’re aggressive about getting the necessary tasks done while also anticipating needs before they arise.</li> <li> Curious: Your passion for knowledge and learning drives you to constantly dig deeper to understand your customers, Marqeta, our technology, and the payments industry. Come to the table with potential solutions rather than problems. </li> <li> Strategic Connector: Build relationships and navigate internal teams in order to get answers, drive progress, and create solutions in a timely manner.</li> <li> FinTech Fascination: You want to develop a deep knowledge of disruption in the payments space while working with the top innovators in the space. Strong skill-set working with Microsoft Excel and Google Sheets (pivot tables, VLOOKUPs, IF statements, SUMIFs, etc.).</li> </ul> Typical Process <ul> <li>Application submission</li> <li>Recruiter phone call</li> <li>Hiring manager video call</li> <li>Virtual “Onsite” consisting of 4-5, 45 min calls</li> <li>Pitch (panel interview), 45 min</li> <li>Offer!</li> </ul> Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: National: A baseline tier that applies to most of the geographic territory of the United States. Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit <a href="https://www.marqeta.com/company/salaryzones" target="_blank">this page</a> or consult with a Recruiter to determine which tier would be applicable to you. Within our Revenue organization at Marqeta, On Target Earnings (OTE) is composed of a mix between annual salary and variable compensation, which is earned based on your individual performance and that of your immediate team. When determining an OTE figure we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire OTE range for this position is: <ul> <li>National: $151,875 - $202,500</li> <li>Premium: $160,313 - $213,750</li> <li>Premium Plus: $168,750 - $225,000</li> </ul> We also believe in recognizing the contributions of our people. Along with monetary compensation, Marqeta offers <ul> <li>Multiple health insurance options</li> <li>Flexible time off – take what you need</li> <li>Retirement savings program with company contribution and after tax contributions</li> <li>Equity in a publicly-traded company and an Employee Stock Purchase Program</li> <li>Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave</li> <li>Free therapy sessions, financial and professional coaching, and legal advice</li> <li>Monthly stipend to support our remote work model</li> <li>Annual “development dollars” to support our people growth and development</li> </ul> <h4>About Marqeta</h4> Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all. <h4>Marqeta’s Values</h4> – Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do. – Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish. – Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes. – Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team. – Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right. Equal Employment Opportunity, Accommodations and Privacy Marqeta is proud to be an equal opportunity employer that gives consideration to all qualified applicants regardless of race, ancestry, national origin, color, Indigenous, citizenship, religion/creed, sex, sexual orientation, gender identity, gender expression marital status, family status, disability, veteran status, criminal histories consistent with legal requirements, or any other characteristic protected by applicable law. Our dedication to diversity and inclusion extends beyond the categories above. Review Marqeta’s<a href="https://investors.marqeta.com/esg" target="_blank"> ESG Report</a> to see that dedication in action. Fostering an environment where everyone feels valued and respected creates a stronger and more innovative team at Marqeta. We celebrate the unique contributions of each individual and empower all members of our organization. Join us in building a company where diversity thrives and everyone can be their authentic selves. If you require reasonable accommodation for the application process and beyond (including due to a disability), please submit<a href="https://forms.gle/Nx79JaH22WR94nBh7" target="_blank"> this form</a> and we will be more than happy to assist you. Marqeta will make reasonable accommodations for candidates when needed in accordance with applicable law. The<a href="https://www.marqeta.com/company/applicant" target="_blank"> Applicant and Candidate Privacy Notice</a> applies to the personal data that you directly provide to us or that we collect during the application and candidate recruitment process.

Marqeta

Key Account Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 senior level position within Bank of America’s accounting policy group will be responsible for conducting technical accounting research and providing guidance across multiple lines of business, primarily for the company’s Global Markets segment. The Senior Manager will report to the Head of Accounting Policy to manage the accounting policy group’s process, procedures and strategies. This position is a high-visibility role that will communicate with all levels of management, members of the business and company’s external auditor. This senior-level role in Accounting Policy, is responsible for staying abreast of regulatory and accounting rules and providing interpretive guidance to report owners and line of business personnel. The role is also responsible for researching and analyzing technical accounting and regulatory rules, documenting and communicating key conclusions to stakeholders. This person will also interact with the Chief Accounting Officer, Corporate Controller and other Senior Executives. Responsibilities: This role will partner and lead other Accounting Policy professionals to perform and document technical research and provide interpretive guidance on existing and emerging regulatory rules and accounting standards. Additionally, the role reviews new products and complex transactions for compliance with GAAP and regulatory reporting regulations. This role will also be expected to maintain advanced knowledge of GAAP, regulatory requirements and lead in-house training sessions. As a senior member of the Accounting Policy group, this role will advocate on behalf of the bank with accounting standard setters, regulators and various industry organizations. Required Qualifications: <ul> <li>Minimum of 15 years of experience and a distinguished record of performance as an accounting profession including progressive leadership roles at a major diversified financial institution</li> <li>7-10 years of Accounting Policy experience to include Technical Accounting skills</li> <li>Proven direct leadership experience of managing a team</li> <li>Bachelor’s Degree in related field</li> <li>Extensive experience with Generally Accepted Accounting Principles (GAAP)</li> <li>Ability to understand and dissect complex transactions</li> <li>Extensive experience and knowledge of US regulatory reporting requirements within the banking and financial services industry.</li> <li>Effective, high energy business partner with the ability to influence, collaborate, and work across the organization, with the CFO, CAO, controllers, treasury, tax and other finance leaders</li> <li>Proven experience to work across teams within the organization to implement accounting standards and lead projects</li> <li>Strong communication skills including written and oral presentation skills with an ability to interact at different levels of the organization</li> <li>Excellent time management and organization skills</li> </ul> Desired Qualifications: <ul> <li>Master of Accountancy or MBA</li> <li>CPA</li> <li>Accounting Policy experience for a large financial institution</li> <li>Experience with a major public accounting firm</li> <li>Exposure to Global Markets transactions</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Manager Accounting Policy

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 candidate will support the In-Line Quality Assurance (ILQA) team in mitigating risk across the Global Operations organization. Leads a team of analysts responsible for monthly control execution within a LOB. Directly supports execution and management of the ILQA Program through various initiatives to drive process improvements and control performance sustainability. This role requires a strong operational risk and compliance background, Risk Framework (QA Standard) knowledge, understanding of AML requirements and testing across multiple Jurisdiction. Acts as an ambassador of the risk culture and will support testing inspections, control oversight and execution. Responsibilities: <ul> <li>Overseeing the performance and productivity of ILQA team members responsible for conducting or coordinate Quality Inspection reviews.</li> <li>Ensuring the prompt execution of quality assurance activities, including control execution, case assignments, and timely reporting results.</li> <li>Supporting initiatives aimed at enhancing the success of the Quality Assurance program.</li> <li>Providing support for regulatory examinations, internal audits and other monitoring and inspection reviews.</li> <li>Collecting data and information related to inspection metrics to support governance activities for dashboard reporting.</li> <li>Collaborating with key business stakeholders across FLU and other Enterprise partners including Refresh Operations, COS, Compliance, Screening and GFC. </li> <li>Leverage data to identify trends and pinpoint areas for improvement to reduce operational risk.</li> <li>Develop action plans for both short -term and long initiatives aimed at mitigating future risk.</li> </ul> Required Skills: <ul> <li>2 or more years in Quality Control/Assurance Testing, Management, Process Risk Control (PRC), Risk Control Self-Assessment (RCSA), internal audit, risk management, process improvement, compliance, front line control role or similar business control experience.</li> <li>5-7+ years’ experience leading highly productive teams in a fast-paced environment.</li> <li>Diverse working experience across multiple lines of business and functions.</li> <li>Ability to critically think and problem solve when escalations arise.</li> <li>Strong communication abilities, organizational skills, and attention to detail.</li> <li>Strong research and analytical skills – Ability to prioritize effectively, a self-starter, organized, capable of performing work independently with minimal direction.</li> <li>Proficient computer/software skills - Experience with Microsoft Word, Excel, Power Point, Outlook, SharePoint, etc.</li> </ul> Desired Skills: <ul> <li>Working knowledge of Risk, Quality Control/Assurance Framework.</li> <li>Knowledge or experience with Anti-money Laundering concepts/regulations or ACAMS Certification.</li> <li>Previous work experience in one or more of the following areas: risk, compliance, audit, operations and/or controls.</li> <li>Foundational knowledge of general bank policies, specific to data and privacy.</li> <li>Bachelor’s degree in related field or equivalent work experience.</li> </ul>

Vice President, Business Control Manager

<h1>Information Technology - Software Engineer 130-2025</h1> Tulsa, OK, USA Req #793 Sunday, May 18, 2025 JOB SUMMARY: The Software Engineer will build out the next generation of our platform. As a Software Engineer, you are expected to work independently, and within teams, leading the development of software features. You will be involved with the early stages of mentoring other team members and helping with identifying process improvements for the team. KEY RESPONSIBILITIES: •Implements features of the application and is proficient in one or more of the feature or components. •Leads independently and completes all assigned tasks correctly and efficiently. •Works with Advanced software engineers on technical designs. •Ensures code functions according to specifications and their work is completed within the allotted time frame and with high quality. •Provides direction to other team members by being available to answer questions and perform code reviews. •Shows direction in improving coding standards and product lines by suggesting new ideas and methods to incorporate into our existing procedures. •Requires the ability to work well with others in and out of the scrum team. •Ensures goals of team are being met by reporting any issues that hinder productivity or stability of product. •Other duties as assigned. QUALIFICATIONS: •Experience with Microsoft SQL. •Experience with .NET C# Object Oriented Programming. •Fluency in JavaScript frameworks such as Angular. •Experience designing APIs is a bonus. •High Availability techniques in a database or applicable software environment. •Excellent verbal and written communication skills; ability to work within strict deadlines. EDUCATION/EXPERIENCE: •Bachelor’s degree in computer science or equivalent experience. •Minimum of four years’ experience required. CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

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