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Job Description: Job Title: Global Financial Crimes Manager Corporate Title: Director Location: Dublin Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! Location Overview: Overlooking the spectacular Iveagh Gardens with access to all amenities in the beating heart of central Dublin is our Park Place office. Travel options include the LUAS, Dublin Bus networks as well as the Dublin Bikes station, positioned just outside our front doors. As part of our commitment to supporting staff travel to and from work in the most sustainable way possible, we also provide tax saver tickets as part of our award-winning benefits package which means getting to work has never been easier. Role Description: This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front-Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. Responsibilities: <ul> <li>Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front-Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed.</li> <li>Produces and/or oversees independent financial crimes risk management reporting to Senior Leaders and FLU/CF Senior Leaders.</li> <li>Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed.</li> <li>Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks.</li> <li>Escalates financial crimes related risks and issues to appropriate governance routines, management/board level committees.</li> <li>Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes.</li> </ul> What we are looking for: <ul><li>Extensive financial crime or broader compliance experience</li></ul> <ul><li>Broad understanding of risks and control frameworks</li></ul> Skills that will help: <ul><li>Management Experience</li></ul> Benefits of working at Bank of America: Ireland Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner. <ul> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.</li> <li>20 days of back-up childcare and 20 days of back-up adult care per annum.</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters.</li> <li>Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.</li> <li>Ability to donate to charities of your choice and the bank will match your contribution.</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of Ireland’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, membership of the Traveller community, age, sexual orientation, pregnancy or maternity, civil status, socio-economic background, family status or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Bank of America

Global Financial Crimes Manager

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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 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: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - Manhattan Central 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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Joining the Markets Application Production Services (MAPS) APAC team, you will be part of a global function responsible for the managing production systems across Global Markets Technology. You will work in a fast paced environment, leading multiple teams of front office facing application production specialists supporting entire APAC Equities business. You will regularly interact with senior execs/head of businesses/desk heads up to the level of MDs and closely partner with SMEs to senior execs/MDs within development and infrastructure teams in region and global to deliver to the regional Equities business as one Technology team. The successful candidate will demonstrate good acumen, flexibility and has the ability to assimilate, organize and present information quickly for the business and senior technology executives. This is a critical role requiring a highly motivated and dedicated individual with strong leadership, strategic thinking and a desire to take the team to the next level. Responsibilities: The role is fully responsible for managing the provision of application support to multiple LOBs within Global Markets Equities business in APAC. The role involves defining technical and people strategy, facing off to multiple senior business execs, coordinating stability programs, driving strategic improvements and managing major incidents. Additionally, the role will closely work with onshore and offshore groups worldwide to continue to operate and improve our global support model. This is a high-profile role requiring a highly motivated and dedicated individual who can provide technical and people leadership and is able to operate in a fast paced environment requiring flexibility, acumen and the ability to assimilate information quickly. Required Skills: <ul> <li>20+ Years overall technology experience, with at least 10 years covering Equities, with experience of managing application production support across multiple asset classes/functional areas such as Cash Equities, Electronic trading, Execution services, Derivatives, Prime, Stock Loan</li> <li>Domain knowledge, gained through hands on experience of supporting Equities and sub-lobs within Equities</li> <li>Experience of leading transformative programs/projects in application production support space to improve stability, enable the business and modernize the application production support function</li> <li>Well versed with regulatory framework governing technology incidents across APAC region </li> <li>Thorough understanding of technical areas such as Unix/Linux, Database (Sybase/SQL/Oracle), Perl, Python, Infrastructure, gained through hands on experience of supporting various applications and technologies </li> <li>Track record of leading and managing medium to large teams spread across countries</li> <li>Influential and collaborative skills to drive organization wide changes by embracing change and be a catalyst</li> <li>Experience and thorough understanding of critical aspects for production support such as monitoring, recovery and routines such as recovery simulations and driving the development of required tooling</li> <li>Thorough understanding of ITIL concepts, tools such as ITSM and Service Now. Experience of being involved in migrating to service now will be a big plus</li> <li>Experience with tools such as ITRS-Geneos, Splunk, Dynatrace, Observability, Corvil in an operational role</li> <li>Client relationship/service management experience</li> <li>Proactive, able to multi-task, prioritize and work on own initiative</li> <li>Able to work in a high pressure environment</li> <li>Strong time management skills</li> <li>Problem solving skills both technical and business related</li> <li>Excellent verbal/written communication skills</li> </ul> Desired Skills: <ul> <li>Understanding of wider global markets line of business such as Futures &amp; Options, Fixed Income, Commodities, Currencies &amp; Rates</li> <li>Past experience of working in a developer role, preferably for Equities business</li> </ul>

Director, Senior Technology Manager, Application Production Support & Engineering

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. We are seeking a talented and driven Quantitative Analyst to join our Commodities Quantitative Strategies and Data Group (QSDG). This mid-to-senior level role focuses on the design, implementation, and maintenance of cutting-edge derivative pricing models and volatility modelling tools used across our global commodities trading business. The ideal candidate will have a strong background in quantitative finance, robust software development skills in both C++ and Python, and prior experience working on derivatives pricing models — ideally within commodities, though experience in FX, equities, or other asset classes with complex volatility dynamics is also relevant. Key Responsibilities: <ul> <li>Develop, implement, and maintain pricing and risk models for a wide range of commodities derivatives.</li> <li>Contribute to the design and calibration of volatility surfaces and models.</li> <li>Design and build scalable model pricing code and quantitative software platforms that support risk analytics and trading needs.</li> <li>Work closely with traders, structurers, and risk managers to deliver high-performance analytics and model-driven tools.</li> <li>Write high-quality production code in C++ and Python, and contribute to the ongoing modernization of the analytics infrastructure.</li> <li>Write comprehensive model documentation to support internal governance and regulatory requirements.</li> <li>Collaborate with model validation and risk control teams throughout the model approval lifecycle.</li> <li>Support day-to-day analytics needs and participate in the continuous improvement of the platform.</li> </ul> Qualifications: <ul> <li>Advanced degree (MSc/PhD) in a quantitative discipline such as Mathematics, Physics, Computer Science, Financial Engineering, or related quantitative field.</li> <li>Experience in a quantitative analytics or quantitative development role within a financial institution or a relevant industry.</li> <li>Strong experience in pricing and modelling derivatives, preferably in commodities, but FX, equities, or other complex products also considered.</li> <li>Solid knowledge of volatility modelling techniques and derivative pricing theory.</li> <li>Proficiency in C++ and Python for numerical computing and model development.</li> <li>Knowledge of working within a structured software development environment. Use of source code control systems, continuous integration environments, testing, release processes, etc.</li> <li>Excellent problem-solving skills, attention to detail, and strong communication abilities.</li> <li>Experience with model documentation and familiarity with model validation processes is a strong plus.</li> </ul> Preferred Skills: <ul> <li>Exposure to commodities markets (including, but not limited to energy, metals, ags, gas, power, index).</li> <li>Familiarity with Monte Carlo methods, PDE solvers, and volatility calibration techniques.</li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Commodities Quantitative Analyst

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor - Ballard Financial Center

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. Merrill 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 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. 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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: <ul> <li>BILINGUAL MANDARIN SPEAKING FLUENCY REQUIRED</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: Visitacion Valley Financial Center (BILINGUAL MANDARIN SPEAKING REQUIRED)

Job Description: As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>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 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>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.</li> <li>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.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> </ul> As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to <ul> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal. </li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> </ul> We’re a culture that <ul> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</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> </ul> Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Dayton Office

Already licensed in preneed and looking for more opportunity? Want to expand your impact while maintaining flexibility? Prelude is redefining how funeral homes approach pre-planning and preneed services. Our innovative software empowers funeral professionals to offer families a more personal, seamless, and meaningful planning experience. Beyond streamlining operations and increasing revenue opportunities, preneed is about building trust, strengthening communities, and ensuring that families have peace of mind for the future. By helping people plan ahead, we foster meaningful connections that make a lasting difference. Preneed Funeral Sales (Remote, Flexible Schedule) Whether you’re already licensed in preneed and looking to supplement your income or want to expand your network in the funeral space, this role gives you the freedom to work on your own terms while making a real difference. Who You Are <ul> <li> Already working in preneed and looking for more opportunity </li> <li> A natural relationship builder with strong communication skills </li> <li> Experienced in sales and confident in coaching others on effective techniques </li> <li> Self-motivated and able to work independently in a remote, flexible setting</li> <li> Passionate about helping families plan ahead and strengthening communities</li> </ul> Why Prelude? <ul> <li> Earn more in Commissions!</li> <li> Higher Close Rates - Over 80% of policies closed through Prelude close in one appointment!</li> <li> Easier Process for Everyone Involved - Prelude pre-planning sessions average ~45 min!</li> <li> No More Paper Pushing!</li> </ul> This is a 100% commission-based role. There is no base salary, but earning potential is unlimited. This opportunity provides autonomy and flexibility while allowing you to grow your impact. If you're excited to help more families plan for the future—on your own schedule—we’d love to hear from you! Job Type: Contract Pay: $35.00 - $45.00 per hour Expected hours: 10 – 40 per week Schedule: <ul><li> Choose your own hours</li></ul> <dl> <dt>Department</dt> <dd>Prelude</dd> <dt>Employment Type</dt> <dd>Contract</dd> <dt>Location</dt> <dd>Tulsa, OK</dd> <dt>Workplace type</dt> <dd>Fully remote</dd> <dt>Compensation</dt> <dd>$35.00 - $45.00 / hour</dd> </dl> <h2 id="responsibilities-heading"> What You’ll Do </h2> <ul> <li> Educate families and funeral homes about the importance of pre-planning</li> <li> Foster relationships that build trust and strengthen community connections</li> <li> Provide exceptional guidance throughout the preneed process</li> <li> Manage client relationships and contribute to business growth</li> <li> Work independently while staying connected with a supportive team</li> </ul> <h2 id="skills-heading"> What We're Looking For </h2> We’re actively recruiting licensed agents and agencies in: Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, West Virginia, Wisconsin, Wyoming. Whether you're a seasoned counselor ready to finally bet on yourself — or a growing agency looking for a repeatable system your team can scale with — Prelude is your new unfair advantage. <h2 id="about-heading"> About Prelude </h2> At <a href="https://www.goprelude.com/" target="_blank">Prelude</a>, we specialize in empowering independent insurance agents with the best in pre-planning and preneed solutions. Our intuitive, all-in-one software transforms the pre-planning process into a deeply personal and seamless experience for families while ensuring agents reap the full benefits of preneed. With Prelude, you can deliver meaningful, tailored experiences to your clients and streamline your operations to grow your business with confidence. <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>

19days

Preneed Funeral Counselor

<h2>About the team</h2>The Rentals Sales Team is dedicated to delivering top-notch advertising solutions and business consultation for our Multi-Family partners. Composed of passionate and high-energy professionals, we are committed to helping Zillow Group users make informed decisions about buying, renting, owning, and selling homes. Specifically, our Rentals Enterprise team collaborates with the largest owners and operators of rental properties across the United States, facilitating connections between rental shoppers and their next home. Through innovative technology solutions, strategic data insights, and comprehensive training and development, we empower our clients' growth as true partners in their business. Our team embodies the core values of our organization and plays a vital role in driving our success.<h2>About the role</h2>We are seeking an exceptional Major Market Strategic Advisor to drive exponential growth in the Rentals marketplace. As a Strategic Advisor, you will be fully committed to delivering unparalleled customer service to our Enterprise partners and achieving strong net book growth. Your focus will be on robust retention, consistent property growth, and continued product adoption. With a strong entrepreneurial mindset, you will identify opportunities within existing Enterprise partner portfolios and foster their success. Join us in making a daily impact on the overall business and shaping our success not only in 2024 but also in the future.As a member of the Zillow Rentals Major Market Team, Strategic Advisors thrive in a dynamic, fast-paced environment where change is constant. As a Strategic Advisor, you will be expected to achieve the following objectives:<ul> <li>Oversee relationships with key partners focusing on acquisition and revenue growth.</li> <li>Perform presentations with key decision makers to identify upselling/cross selling opportunities within accounts.</li> <li>Travel (up to 50%) as needed to maintain and strengthen partnerships.</li> <li>Conduct business reviews with clients, providing insights and metrics to ensure their account is set up for success with the goal of helping grow, retain, and engage our client base.</li> <li>Own your book of business and help nurture our next generation of top clients.</li> <li>Serve as a coach, mentor, and educator of our Multifamily clients to encourage mutual success; viewed as an extension of their marketing teams and a consultant on all things multifamily. </li> <li>Represent the voice of the customer to influence product, marketing and sales process and improvement.</li> <li>Facilitate positive client experiences through your expertise of our systems &amp; processes.</li> <li>Demonstrate knowledge of industry trends, market conditions, and advertising tendencies.</li> <li>Conduct and facilitate regular client experience and engagement events to build partnership. </li> <li>Participate in multifamily rentals conferences, association meetings, trade shows, and property management company meetings to increase partnerships, revenue and exposure to the Zillow Rental Network.</li> <li>Meet and exceed assigned goals/quotas on a quarterly basis.</li> <li>Be an expert in all Zillow Rentals Network products and services.</li> </ul>This role has been categorized as a Field position. “Field” employees perform the majority of their work in a specified geographic location set by their management team. Employees are expected to live within a reasonable commuting distance to their region and/or service area. ZG has not defined a reasonable distance and expects employees will use judgment in determining this for themselves and understand the implications regarding time commitment and cost of daily commute.In California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC the standard base pay range for this role is $70,800.00 - $113,200.00 Annually. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC and may not be applicable to other locations.In addition to a competitive base pay, employees in this role are eligible for incentive compensation and equity awards. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>2+ years sales/account management experience</li> <li>Possess a high energy and strong desire to achieve top results with a charismatic, positive can-do attitude virtually and in-person</li> <li>Excel at building relationships to drive revenue growth</li> <li>High degree of ownership and dedication to work quickly and accurately in a rapidly changing environment</li> <li>Ability to present to multiple decision makers including C-Suite</li> <li>A passion for high level conversations with decision makers and influencers</li> <li>Excellent written/verbal communication skills</li> <li>Proven track record meeting and exceeding sales goals and other key performance metrics</li> <li>Highly proficient in Microsoft Office and Windows based applications.</li> <li>Salesfore.com or other CRM experience is preferred.</li> <li>Proficient use of excel, tableau and other data analytic tools, including Google Analytics</li> <li>Ability and willingness to travel up to 50%</li> </ul><h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Strategic Advisor, Major Market, Rentals

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Radiology Tech in Tulsa, 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> <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> <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> Responsibilities <ul> <li>Responsible for performing clinical diagnostic radiology films as directed by the provider. </li> <li>Explain procedures, position and observe patients to ensure safety and comfort during the exam.</li> <li>Use radiation safety measures and protection devices to comply with regulations and ensure patient/employee safety.</li> <li>Calculate appropriate exposure factors and evaluate images for diagnostic quality.</li> <li>Demonstrate knowledge of all paperwork and correct forms to sign.</li> <li>Demonstrate the ability to correctly turn on/off the processor, clean rollers and run films. </li> <li>Correctly set up a holter monitor and perform an EKG. </li> </ul> Qualifications Job Requirements: <ul> <li>Graduate of an accredited two-year Radiologic Technology training program in a school approved by the Council of Medical Education of the AMA.</li> <li>ARRT registered </li> </ul>

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