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Job TitleSr. Portfolio Administration ManagerJob Description SummaryResponsible to manage a group of associates and/or managers and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadership.Job Description<h2>Essential functions and responsibilities</h2><ul> <li>Manage or provide account oversight for Portfolio Administration for a multitude of accounts</li> <li>Oversee associates and operations on a day-to-day basis ensuring work is completed and deadlines are met</li> <li>Provide leadership to staff with the goal of maximizing technology resources and improving processes</li> <li>Provide direction, coaching, and career development to assigned staff</li> <li>Provide new team integration and recruiting support including the interviewing and onboarding process</li> <li>Develop training and ensure all training and continuing education needs are met for each associate and manager</li> <li>Create and maintain trust and strong relationships with team members, leadership, and clients</li> <li>Ensure account needs are met while following the scope outlined in the client service agreements</li> <li>Complete monthly billing for Portfolio Administration services for assigned clients</li> <li>Provide superior client service to internal and external clients</li> <li>Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed</li> <li>Continuously seek business expansion opportunities with existing clients and develop those opportunities</li> <li>Outline or oversee the continuous updates to the process playbooks</li> <li>Provide timely and accurate reporting to senior leadership and clients</li> <li>Handle or oversee monthly rent and other critical reporting for clients and senior leadership</li> <li>Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly</li> <li>Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus</li> <li>Execute high profile projects that will require special attention and reporting as assigned by senior leadership</li> <li>Assist senior leadership with client tours, business development, or client visits</li> <li>Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed</li> <li>Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained</li> <li>Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines</li> <li>Stay up to date on the latest industry standards and trends</li> </ul><h2>Key Competencies</h2>Demonstrated leadership/management skills Strong Customer Service Skills Strong Communication Proficiency (oral and written) Strong Presentation Skills Organization Skills Technical Proficiency Analytical Skills Research Skills Detail Oriented Interpersonal Skills Sense of Urgency<h2>Education </h2><ul><li>Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal</li></ul><h2>Additional eligibility qualifications</h2><ul> <li>5+ years relevant work experience</li> <li>Ability to read and understand financial statements</li> <li>Strong interpersonal skills</li> <li>Ability to manage multiple high priorities</li> <li>Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)</li> </ul> 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: $64,600.00 - $76,000.00Cushman &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”

Cushman & Wakefield

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

Bank of America

Market Investment Executive

Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Ro is the only company to offer nationwide telehealth, labs, and pharmacy services. This is enabled by Ro's vertically integrated platform that helps patients achieve their goals through a convenient, end-to-end healthcare experience spanning from diagnosis, to delivery of medication, to ongoing care. Since 2017, Ro has helped millions of patients, including one in every county in the United States, and in 98% of primary care deserts. Ro has been recognized as a Fortune Best Workplace in New York and Health Care for four consecutive years (2021-2024). In 2023, Ro was also named Best Workplace for Parents for the third year in a row. In 2022, Ro was listed as a CNBC Disruptor 50. The Role: We are seeking Contract Recruiters to join our dynamic Talent team for a 6-month contract supporting hiring across our Clinical, Care Delivery, and/or Pharmacy teams. You will play a critical role in shaping our teams by identifying and engaging talent that contributes to the diversity and success of our teams at Ro and by facilitating a seamless hiring process.<h3>What You’ll Do:</h3> <ul> <li>Manage the end-to-end recruitment process for Clinical, Care Delivery, and/or Pharmacy roles, from job posting to offer acceptance.</li> <li>Proactively source and engage a diverse pool of candidates through various channels including job boards, social media, networking, and referrals.</li> <li>Screen resumes and conduct initial interviews to assess qualifications and opportunity alignment</li> <li>Partner with hiring managers to define role requirements, interview processes, and evaluation criteria.</li> <li>Ensure the timely completion and collection of interview feedback.</li> <li>Maintain strong communication with candidates throughout the hiring process.</li> <li>Extend offers and manage negotiations to successfully close candidates</li> <li>Maintain accurate and up-to-date data in the applicant tracking system</li> </ul><h3>What You’ll Bring to the Team:</h3> <ul> <li>3+ years of experience as a full-cycle corporate recruiter, ideally in a fast-paced or high-growth environment</li> <li>Experience recruiting for Clinical (Practitioners, Nurses), Care Delivery (Member Experience, Patient Advocates), and/or Pharmacy (Pharmacists, Pharmacy Technicians) roles</li> <li>Strong sourcing skills with a focus on building diverse talent pipelines</li> <li>Familiarity with modern recruitment tools and platforms; Lever experience preferred</li> <li>Excellent interpersonal and communication skills</li> <li>Self-motivated with an unparalleled sense of urgency and commitment to getting things done without sacrificing quality</li> <li>Comfortable navigating ambiguity and shifting priorities in a fast-paced environment</li> <li>Knowledge of hiring best practices and labor laws</li> </ul>We are hiring across multiple levels. The hourly rate for new hires in this position ranges from $38-$67. When determining compensation, we analyze and carefully consider several factors, including location, job-related knowledge, skills, and experience. These considerations may cause your compensation to vary. Ro recognizes the power of in-person collaboration, while supporting the flexibility to work anywhere in the United States. For our Ro’ers in the tri-state (NY) area, you will join us at HQ on Tuesdays and Thursdays. For those outside of the tri-state area, you will be able to join in-person collaborations throughout the year (i.e., during team on-sites). At Ro, we believe that our diverse perspectives are our biggest strengths — and that embracing them will create real change in healthcare. As an equal opportunity employer, we provide equal opportunity in all aspects of employment, including recruiting, hiring, compensation, training and promotion, termination, and any other terms and conditions of employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, familial status, age, disability and/or any other legally protected classification protected by federal, state, or local law. See our California Privacy Policy <a href="https://ro.co/job-applicant-privacy-policy/" target="_blank">here</a>.

Non-Tech and Clinical Recruiters (Contract)

Ready to be a Titan? We are passionate about delivering high-quality, actionable data to solve real-world challenges in the home services industry. As businesses increasingly relyWe are driven to solve real-world challenges in the home services industry with innovative, AI-powered solutions. As the industry evolves, we seek AI-focused Product Managers who thrive on change and build adaptable, intelligent products. Leveraging Titan Intelligence (TI), our branded AI, we transform data into actionable insights, automation, and decision intelligence that enhance efficiency and performance. Working closely with Product Managers and business stakeholders, we uncover new opportunities to modernize operations, optimize workflows, and help customers lead in their markets.Principal TI Data Product Manager The Principal TI Data Product Manager is a strategic and hands-on role, responsible for leading AI innovation by identifying opportunities and collaborating with Product Managers and Engineering to prototype and launch AI-driven solutions for real-world challenges. This role requires a strong ability to identify AI opportunities within business processes and to develop complex models into intelligent, scalable solutions with significant impact. Additionally, this role bridges traditional product management, AI engineering, and business strategy to deliver cutting-edge AI solutions that leverage the latest advancements to transform decision-making, automation, and operational efficiency, driving measurable business outcomes.As a Principal TI Data Product Manager, you will: <ul> <li>Spearhead the design and implementation of AI-driven data strategies that align with current business objectives and anticipate future needs.</li> <li>Identify and translate AI and machine learning models into scalable enterprise solutions.</li> <li>Collaborate with cross-functional teams, including Engineering, Customer Success, Product, Legal, and UX, to develop AI solutions that enhance user experience and operational efficiency.</li> <li>Design and assess experiments focused on feature development, AI adoption, and data-driven decision-making to optimize outcomes.</li> <li>Partner with business stakeholders to offer expertise in AI experimentation, causal inference, and model evaluation, utilizing methods like A/B testing, multivariate testing, and uplift modeling.</li> <li>Define, prototype, and validate ML and AI solutions, ensuring feasibility and impact.</li> <li>Define model requirements, encompassing functional specifications for LLMs, retrieval augmentation, prompt engineering, and AI-powered automation.</li> <li>Work with prospects and customers to identify AI-driven business needs, pinpoint challenges, and showcase capabilities.</li> <li>Stay ahead of AI advancements by leveraging techniques such as LLM fine-tuning, retrieval optimization, model customization, and AI performance evaluation.</li> </ul>To be successful in this role, you'll need: <ul> <li>Passion for building AI-driven products that deliver measurable business impact.</li> <li>Experience in AI applications across Fintech, Marketing, or other data-intensive industries.</li> <li>A 4-year degree (or equivalent experience) in Computer Science, Engineering, Mathematics, or a related discipline.</li> <li> 5+ years of experience in two or more of the following areas: <ul> <li>AI &amp; Machine Learning Product Development</li> <li>AI Experimentation &amp; Model Evaluation</li> <li>Technical Product Management or AI Product Management</li> <li>Data Science &amp; Analytics</li> </ul> </li> <li>Strong verbal and written communication skills, with experience influencing cross-functional teams.</li> <li>An entrepreneurial mindset with the ability to work independently and drive AI initiatives.</li> <li>Familiarity with LLM agents, AI-powered automation, model governance, and responsible AI practices.</li> <li>Experience developing and launching AI-driven products within enterprise environments.</li> <li>Hands-on experience with query languages (SQL preferred) and tools such as Tableau, Snowflake, Azure, Pendo, and FullStory.</li> <li>Experience in Home Services trades (HVAC, Plumbing, Electrical) is a plus.</li> </ul>Ways to Stand Out:<ul> <li>Ability to simplify complex AI concepts into actionable insights for cross-functional teams.</li> <li>Hands-on experience with LLM fine-tuning, AI retrieval systems, and advanced AI modeling.</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.</li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $166,500 USD - $222,700 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Principal Product Manager (Titan Intelligence)

Oak View Group

Regional Finance Director | Full-Time | Remote

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. The FCM Operations team supports the Coinbase Financial Markets, Inc US Futures business by managing back office operations including: futures trade flow management, position management, margin monitoring, internal and regulatory reporting, and business analytics. We are also key operators in new product launches, feature enhancements, and vendor management. What you’ll be doing (ie. job duties): <ul> <li>Perform reconciliation functions of the firm's cash, positions, and trade records versus external counterparties</li> <li>Create and manage reporting for both internal and external stakeholders</li> <li>Monitor trade, position, and margin management functions for customer accounts</li> <li>Cross functional collaboration with Risk, Accounting, Compliance, Product, and Engineering teams, amongst others</li> <li>Build automation to streamline operational processes and reduce friction</li> <li>Draft documentation for internal controls, policies, and procedures</li> <li>Support ad hoc requests for customizable reporting and analyses of large data sets</li> </ul> What we look for in you (ie. job requirements): <ul> <li>Possess excellent analytical skills, business partnering, problem solving and prioritization skills</li> <li>Project management experience</li> <li>Able to work well in a dynamic environment </li> <li>Excellent communication skills, both written and verbal</li> <li>Strong work ethic and team player</li> <li>Knowledgeable about investments with an interest in blockchain technology and cryptocurrency</li> <li>Basic understanding of listed derivatives and their unique characteristics</li> <li>Minimum of 3 years experience in financial or tech industry and a combination of FCM and broker-dealer experience with an emphasis on Operations, Accounting, or Project Management</li> </ul> Nice to haves: <ul> <li>BA/BS degree in Economics, Finance, Business, Accounting or related field</li> <li>Basic knowledge of digital assets and the crypto economy, or a desire to learn</li> <li>Experience working at a publicly traded company</li> <li>Familiarity with XTP system</li> </ul> Job #: P70572 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $95,030—$111,800 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Specialist, FCM

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Stage I-Consumer Investments- Columbia Basin South

Jenks Public Schools

Special Education Teacher, Social Studies

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker- Rio Grande Valley Corpus Christi Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description The candidate will build strategic partnerships with CEOs, CFOs, board members and other key decision-makers to be a client facing originator of equity derivative transactions as well as potentially equity linked capital raising transactions. In an equity derivative context, candidate will provide creative, value-added ideas and solutions based on client needs and be responsible for structuring, marketing and executing tailored risk management and financing solutions for corporate and institutional clients on stock positions. In an equity linked capital raising context, candidate will be responsible for originating capital raising and liability management transactions for public companies. Candidate must demonstrate transaction experience, work well in time sensitive situations, collaborate well in a team environment and be a strong communicator. Individuals in this role are typically Managing Directors. Qualifications <ul> <li>10+ years of experience in Investment Banking or Capital Markets at a top-tier firm post graduation from an MBA program, or equivalent degree and or working experience. </li> <li>In depth experience of delivering investment banking and capital markets products services to clients.</li> <li>Strong analytical and numerical skills.</li> <li>Strong client relationships, marketing, presentation and sales skills are essential.</li> <li>Excellent communication skills.</li> <li>Demonstrable ability to understand financing needs and matching client needs with the most appropriate product / service.</li> <li>Self-motivated, tenacious and able to work with high degree of independence.</li> <li>Ability to effectively interact with and the ability to work and communicate effectively with the immediate team and clients.</li> <li>Creativity, problem solving skills, flexibility in approach and the ability to work with members of multiple product groups at the same time.</li> <li>Ability to analyze complex client financial objectives, accounting or tax issues and alternative solutions or approaches.</li> <li>Strong team player, willing to learn and assume responsibility and be enthusiastic about becoming a member of a successful and growing team.</li> <li>The ability to manage and prioritize multiple projects simultaneously &amp; working effectively as an individual &amp; as part of a team.</li> <li>Business Results: Client relationships, Analytical ability, Execution.</li> <li>Passion in striving for business excellence.</li> <li>Team-working, leadership and problem-solving skills, plus creativity are key qualities, as is the ability to work in a fast-paced environment, multi-task and interact with a variety of people all levels.</li> <li>Ability to effectively interact with and the ability to work and communicate effectively with the immediate team, product partners and important clients.</li> <li>Creativity, problem solving skills, flexibility in approach and the ability to work with members of multiple product groups at the same time.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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