field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

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! Responsibilities: The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. Initiatives specifically include: •Sourcing managers/funds •Onboarding managers and launching funds, including: •Determining offering and pricing structures •Negotiating terms •Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients •Managing existing products &amp; external fund relationships Specific responsibilities for Origination efforts include: • Developing fund marketing collateral and coordinating internal reviews • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence • Developing an appropriate legal structure and operational process for each product • Negotiating business and operating terms with fund managers • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials • Coordinating investment and business due diligence efforts • Ensuring proper internal and external legal review • Creating offering documents, contractual agreements, and business proposals • Analyzing private equity organization and offering documents to determine business, legal, and headline risk • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends • Running product based analyses and comparisons to determine the competitive landscape Specific responsibilities for the management of existing products and external fund relationship efforts include: • Maintaining fund marketing collateral • Ongoing maintenance of platform offering documents • Ongoing relationship management with fund managers • Coordinating appropriate actions to address issues with existing private equity funds • Drafting formal communications for Merrill Lynch Financial Advisors and clients Qualifications: • 2-5+ years of relative experience • SIE, Series 7, 63/65 or Series 66 or must be willing to obtain within 120 days of start date • Proficiency in Excel and PowerPoint • Knowledge of financial markets • Ability to simultaneously manage and execute multiple projects • Ability to coordinate with other areas of the GWIM organization • Bachelor’s degree (concentrated in Finance or Business preferred) or equivalent work experience • Experience as a Paralegal is a plus Skills: <ul> <li>Analytical Thinking</li> <li>Financial Forecasting and Modeling</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Monitoring, Surveillance, and Testing</li> <li>Product Marketing and Branding</li> <li>Business Analytics</li> <li>Data Visualization</li> <li>Networking</li> <li>Product Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

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

Relationship Banker - Village of Newtown Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap. Position Summary: We strive to build fault tolerant design patterns that support zero to minimal downtime in support of distributed platforms, complex compute environments, and Cloud technologies in pursuit of creating best in class big data ecosystems. They must be able to work with end users, stakeholders, executives, system administrators, and vendors to help deploy those solutions from POC to Production. Responsibilities: <ul> <li>Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates</li> <li>Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments</li> <li>Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable</li> <li>Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products</li> <li>Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability</li> <li>Manages relationships with business and technology leaders and vendors for technical products and creates an inclusive and healthy working environment to resolve organizational impediments and blockers.</li> <li>Design and develop scalable, high-performance data architectures leveraging Hadoop and Teradata platforms to meet business intelligence and analytics requirements.</li> <li>Lead and mentor a team of platform architects and engineers, fostering a collaborative environment to deliver innovative solutions.</li> <li>Oversee the end-to-end implementation of platform solutions, ensuring alignment with business objectives and adherence to best practices.</li> <li>Conduct performance tuning and optimization of data platforms to ensure efficient data processing and retrieval.</li> <li>Stay abreast of industry trends and emerging technologies to continuously evolve the data architecture strategy.</li> </ul> Required Qualifications: <ul> <li>BS in Computer Science, information Technology or related field. </li> <li>5+ years of technical solutions experience including 3+ years in relevant enterprise data platforms and processing on Hadoop, Teradata, and Data Transformation Products</li> <li>Enterprise Business Intelligence and Analytics.</li> <li>Varied data processing engines and strategies: Databricks, Snowflake, Big Query, Watson X, Starburst / Trino</li> <li>Experience in multiple programming disciplines including Java, Python, and Scripting Languages. </li> <li>Deep understanding Virtualize and Containerized platforms: Openshift, Kubernetes, docker, VMware </li> <li>Understanding of storage and data replication platforms: CEPH, Cirata, Ozone, MinIO, Kudu, HDFS</li> <li>Understanding of Network and Security principals, Creating designs that adhere to Security Baselines</li> <li>Understanding of Cloud architectures including IaaS, PaaS, SaaS, compute, storage, network, and security solutions that run on large Cloud service providers (Azure, Google, AWS).</li> <li>Ability to work independently and lead a project team</li> </ul> Desired Qualifications: <ul> <li>Linux</li> <li>Python</li> <li>PostgreSQL</li> <li>Ansible in a secure environment</li> <li>Agile</li> <li>JIRA</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Agile Practices</li> <li>Automation</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Hadoop Solutions Architect

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Global Markets Platform Group is looking for an individual to take responsibility to manage particular product and platform priorities for Global Markets Operations and Post Trade. The role will focus on technical Product Management requiring proficiency in Global Markets Post Trade to manage product and platform deliveries across a range of functions including Allocation, Confirmations, Booking, Netting, Settlement, Cash Payments, Collateral and Asset Servicing. The role requires post trade experience and the candidate to be deeply familiar with the end to end lifecycle of products and flows across all business units; including Cash Equities, Repo, Bonds, OTC Derivatives, Swaps, Rates, Commods, FX as well as possessing industry experience and knowledge of key post trade products and offerings. This further entails having a deep understanding of the markets, clients and products associated with these products and functions. The successful candidate will be a core subject matter expert and a critical pillar in driving operational workflow enhancements, implementing best in class technology solutions and helping deliver meaningful change across the Global Markets infrastructure. Role: <ul> <li>Define Product strategy in close collaboration with Operations leads, Technology and Global Markets leadership</li> <li>Define detailed design requirements in conjunction with critical support partners. e.g. Technology, Sales &amp; Trading, Compliance, Legal, Operations, ETRM, etc.</li> <li>Manage and govern key Global Markets investment initiatives</li> <li>Drive detailed analysis of priority products, clients and markets to establish product baselines, peer insights and commercial opportunities</li> <li>Establish coherent, well defined business cases and work with management to pitch investment opportunities</li> <li>Be an active participant in discussions and influence decisions around the end to end lifecycle and the strategic post trade architecture</li> </ul> <ul><li>Work closely with Technology and Product partners to maintain oversight of our investments, progress and regulatory obligations</li></ul> Responsibilities <ul> <li>Own and drive Product strategy for Global Markets Post Trade functions;<ul> <li>Define and document business opportunities and pitch investment cases</li> <li>Document requirements and ensure product delivery aligns to user requirements</li> <li>Measure product baselines and define KPIs, SLOs, SLAs and other target metrics</li> <li>Explore industry, client and competitor trends to ensure product remains relevant and forward looking</li> </ul> </li> <li>Ensure the ongoing delivery of critical product as follows:</li> </ul> <ul> <li>Robust governance and management of core investments and priorities</li> <li>Work and collaborate with IT and Support partners</li> <li>Influence and shape future investment and design decisions in conjunction with management and business leads</li> </ul> Qualifications: <ul> <li>Technology and Operations background with strong understanding of Cash Equities, Repo, Bonds, OTC Derivatives, Swaps, Rates, Commods and FX lifecycle</li> <li>Highly familiar with operational functions and workflows with a data driven and automation first mindset</li> <li>Experience delivering and driving technical solutions for Allocation, Confirmations, Booking, Netting, Settlement, Cash Payments, Collateral and Asset Servicing functions</li> <li>Comfortable managing diverse stakeholders and challenging status quo and current design principals</li> <li>Strong team work and ability to collaborate with others</li> <li>Excellent problem solver with an ability to work independently and comfortable working in a fluid environment with shifting priorities</li> <li>Highly motivated and strong desire to learn business and new technologies</li> </ul> Desired Qualifications: <ul> <li>Experience with managing operational or system risk</li> <li>Some coding/scripting experience (with knowledge of best practices) in Java/Python preferred</li> <li>FINRA Series 7 and 63 registered</li> <li>Project Management certifications/Experience</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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

Relationship Banker - Conshohocken Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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! Position Summary: Identity and Access management (IAM) operations team is accountable for the successful delivery of all operational services globally for the IAM applications and infrastructure of the bank. This team supports a wide range of IAM production applications related to Single Sign On, Consolidate Directory Services Network (CDSN)/LDAP, Federated Identity (aka SAML), PKI infrastructure and tools, Extended Authentication Services, Strong Authentication, and Splunk. This includes problem engagement during triage, service restoral, identification of root cause, and facilitation and co-ordination of identification of root cause and permanent fix resolution – in accordance with agreed upon practices. The Ideal candidate will have over 8 years of current working experience in Ping Identity products such as Ping Federate, Ping Access and Ping Directory. They should have extensive knowledge and hands on experience in MFA technologies. Must have working hands-on knowledge of Access management and entitlement technologies. Must have expert level of Linux experience and must be well versed in Splunk queries. Required Qualifications: <ul> <li>8+ years of current production support experience on Ping Access, Ping Federate, Ping Directory, MFA technologies, Hyper, PKI, Splunk &amp; Linux</li> <li>Excellent knowledge of Identity, Authentication and Access Management (IAM) domain</li> <li>Must have senior level production support experience and troubleshooting skills in IAM technologies</li> <li>Must have expert level of Linux experience and must be well versed in Splunk queries</li> <li>Well versed with ITIL framework</li> <li>Excellent Communication Skills</li> <li>Must be able to work in a team environment</li> <li>Must be available for on-call coverage and willing to work off hours when production issues arise</li> <li>Demonstrate a strong work ethic and takes pride in accomplishment</li> </ul> Desired Skills: <ul> <li>Exhibits strong drive for results and success</li> <li>Persists in the face of significant difficulties, does not give up easily</li> <li>CISSP OR equivalent Information Security domain certificate will be value add</li> </ul> Skills: <ul> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Access and Identity Management</li> <li>Cyber Security</li> <li>Information Systems Management</li> <li>Risk Management</li> <li>Solution Delivery Process</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Ping Identity Security Specialist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for developing Human Resources (HR) strategies that impact large, complex business units within a major Line of Business (LOB). Key responsibilities include developing and executing tactical plans at the business unit level to achieve strategic objectives and organizational effectiveness. Job expectations include driving a wide range of HR activities and supporting functions across the bank such as talent acquisition, compensation, employee relations, regulatory compliance, performance management, and employee engagement and development. The Human Resources Manager will be a member of the Chief Financial Officer (CFO) HR team. The CFO Group is responsible for the overall financial management of our company. This includes accounting, financial and regulatory reporting, balance sheet management, financial planning and analysis, treasury, investor relations, corporate investments and tax. Responsibilities: <ul> <li>Manages the strategic delivery of Enterprise and Line of Business (LOB) specific Human Resources (HR) priorities in addition to ensuring organizational effectiveness across talent acquisition, performance management, talent development and learning, succession planning, compensation, etc.</li> <li>Applies lenses of operational excellence, organizational health, and opportunity and inclusion across all HR people processes</li> <li>Partners with HR Executive and business leaders to ensure that programs and practices are in alignment with Enterprise culture and conduct principles, serving as a trusted advisor to leadership</li> <li>Manages and influences critical workforce activities, including but not limited to headcount reporting and analytics, financials/expenses, promotions, opportunity and inclusion, performance, talent management, and key cross-HR initiatives</li> <li>Collaborates with compensation, talent acquisition, and business partners to provide appropriate guidance on employee compensation, both at an individual level as well as in aggregate, while maintaining a focus on expense management</li> <li>Leverages reporting tool results shared by HR Consultants to inform effective and strategic decision making</li> </ul> Required Qualifications: <ul> <li>5+ years of HR generalist experience</li> <li>Experience in client management around complex strategic HR issues such as talent management, employee relations, org design/development, change management, etc.</li> <li>Must have experience working directly with/consulting a business leader on HR strategy</li> <li>Proven track record in developing strategy and proactively driving change to help drive business results and execute on key initiatives</li> <li>Experience supporting technically complex and geographically dispersed groups of associates</li> <li>Experience managing in a fast-paced, rapidly-changing, and highly complex environment</li> <li>Demonstrated ability as an enterprise/global thought leader who can proactively drive change and innovation</li> <li>Deep technical HR competence with the ability to influence using a balance of technical HR expertise, business acumen, and relationship skills</li> <li>Superb relationship management skills, and the ability to develop strong interpersonal alliances at all levels, and connect with senior executives on both a business and a personal level</li> <li>Deep and broad business acumen with a strategic mindset to uncover hidden opportunities that create value through improved processes, competitive advantage, and innovation</li> </ul> Desired Qualifications: <ul> <li>Knowledge of LOB and the regulatory environment is a plus</li> <li>Strong Microsoft Office and PowerPoint skills/written presentation skills</li> <li>Project management experience</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Executive Presence</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Relationship Building</li> <li>Consulting</li> <li>Decision Making</li> <li>Fiscal Responsibility</li> <li>Problem Solving</li> <li>Workforce Planning</li> <li>Business Acumen</li> <li>Influence</li> <li>Project Management</li> <li>Strategy Planning and Development</li> <li>Workforce Analytics</li> </ul> Minimum Education Requirement: • Bachelor’s Degree in related field or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Human Resources Manager - Chief Financial Officer (CFO)

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! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Schedule: Monday - Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Wall Financial Center

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 North Market

Job TitleTransaction Manager - Industrial AssetsJob Description SummaryAs part of a high performing team, this role offers candidates to be in a client-facing role and partake in actual deal processing. The candidate will participate in presentations and support existing clients on the full life cycle of a commercial real estate transaction. The position is based in East Rutherford, New Jersey. Attention to detail and the ability to thrive in a fast-paced environment are critical keys to success in this role. A successful candidate must also have previous commercial real estate experience.Job DescriptionJob Responsibilities:• Provides operational coordination to C&amp;W transaction management professionals who are supporting a client’s dispersed portfolio of real estate locations, primarily in North America.• Process paperwork (e.g. ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration, and other service lines as needed)• Coordinate client feedback questionnaires/surveys• Support the transactions team with any documentation required to be used during the transaction’s management process including new leases, renewals, purchases, sales, subleases, options, etc.• Interface directly with clients as needed to report and update stakeholders• Track and report upcoming lease expirations and other critical dates• Draft and process all requests for service or client initiation documents• Draft and process all Co-Broker and agent engagement letters• Manage and oversee transactions occurring all over the world• Participate in client meetings and pitches• Unlimited growth opportunities to manage and close deal transactions.Minimum Requirements• Bachelor’s Degree• 2 or more years of commercial real estate experience• Experience in industrial transactions required• Experience using CoStar and Real Capital Analytics a plus• New Jersey Real Estate Salesperson’s License, or ability to obtain one within six months of employment.• Exceptional analytical skills and rigorous attention to detail• Experience in creating cash flow analyses is preferable• Ability to read and interpret financial statements and leases• Ability to operate efficiently both individually and as part of a team• Strong written and oral communication skills• Ability to multitask and prioritize assignments• If located in the East Rutherford area, there is an in office expectation Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $98,600.00 - $116,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

327 Jobs in Florham Park, NJ, USA