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

Bank of America

Merrill Financial Solutions Advisor: Dallas Market

Merrill Financial Solutions Advisor - Farmington Hills & Associates 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Bank of America San Francisco based Equity Sales team leverages the firm’s top rated research platform to interact with the Institutional Client base: capturing mind share, delivering alpha and enhancing flows across all equity-linked products. The salesforce is an integral part of the equity platform, connecting Portfolio Managers, Analysts, Traders and everyone in between with the various product groups across BofA Equities. We work closely with our partners in Trading/Sales Trading, Financing, Capital Markets, Derivatives and Corporate Access to maximize firm-to-firm connectivity and drive revenues. Core responsibilities of the role: <ul> <li>Relationship mgmt: Developing deep relationships with founders, portfolio managers, analysts. Delivering corporate access / research and markets content to aid in the investment process and decision making of equity portfolio managers. </li> <li>Idea generation / content creation &amp; dissemination around: Single stock ideas, Global Macro, Derivatives and Cross Asset.</li> <li>Corporate Access: Connect CEOs, CFOs and other management from corporates with our client base. Sit in on meetings with Investors as they gain insights directly from the top mgmt.</li> <li>Capital Markets: Working with Corporates to raise capital via Primary and Secondary offerings</li> <li>Daily interaction with research analysts, gaining insights on sector themes and best ideas</li> <li>Direct connectivity with key decision makers at the largest investment institutions. Understanding institutional customers needs and providing solutions.</li> </ul> To help facilitate the Equity Advisory needs of our clients, we are looking for a salesperson with exceptional communication skills and the ability to thrive in a fast-paced, team-oriented environment. The candidate must have very high attention to detail, be highly organized, diligent, and be able to multi-task. The individual needs to have a high touch service mentality and be a motivated self-starter who has the ability to creatively solve problems. Candidate should posses a deep interest in markets and finance. Shift:1st shift (United States of America) Hours Per Week: 40

Global Equities, Advisory Sales

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 managing a financial center and its employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. Responsibilities: • Develops talent, including proactive sourcing of candidates • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution 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. • Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance • Efficiently allocates and manages resources across the organization to drive short and long term profitability • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs • Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4 Required Qualifications: • 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team • 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 clients based on their needs and can resolve problems independently or bring in others as needed. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • 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 your time and capacity. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Can interpret performance results, find opportunities to drive success and hold others accountable to results. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • 1+ years management experience including hiring, coaching, and developing direct reports • Experience in financial services and knowledge of financial services industry, products and solutions. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. • Bilingual skills. Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Manager - Falmouth 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! Job Description: The DLP Operations Response Manager is responsible for optimizing and managing Data Loss Prevention (DLP) operations, ensuring that security events are effectively triaged, investigated, and responded to in alignment with enterprise security objectives and regulatory requirements. This leader will oversee a team of DLP response analysts, drive process efficiency and automation, and ensure that DLP controls are operating effectively across cloud, endpoint, and network environments. Operating within a Follow-the-Sun model, this role will collaborate with regional operations leads to standardize workflows, improve detection accuracy, and enhance response times. The DLP Operations Response Manager will also develop executive-level presentations and reports, providing key stakeholders with insights into operational performance, emerging risks, and areas for improvement. This position requires a proactive, hands-on leader who can balance high-level operational oversight with direct engagement in event management, process optimization, and tool enhancements. This role may require occasional on-call weekend schedule Must be onsite in Charlotte - Ballantyne, not open to other locations Manages a team or teams accountable for providing cybersecurity defense across multiple disciplines. Leads the analysis, implementation, execution and ongoing improvement of proactive security controls to prevent external threat actors from infiltrating company information or systems. Utilizes experience and deep knowledge of IT platforms, tools, and concepts to ensure cybersecurity protection is integrated at all layers of defense. Leads alert responses and problem solving workgroups across multiple functions with a focus on the enterprise risk framework. Typically has over 10 years of relevant experience including managing teams. Key Responsibilities <ul> <li>Oversee DLP operational effectiveness, ensuring that events are triaged, analyzed, and responded to in a timely and consistent manner.</li> <li>Manage and mentor a team of DLP response analysts, providing guidance on event investigation, remediation, and continuous process improvement.</li> <li>Drive efficiency and automation in DLP response workflows to improve alert fidelity, reduce false positives, and enhance detection accuracy.</li> <li>Act as a key liaison between regional DLP operations leads, driving consistency and standardization in event handling and response.</li> <li>Partner with DLP Engineering, Security Operations, and Governance, Risk &amp; Compliance (GRC) teams to optimize workflows and enhance automation.</li> <li>Monitor operational KPIs and identify trends to improve response time, incident handling, and overall DLP program maturity.</li> <li>Ensure regulatory compliance with internal policies and external standards (e.g., FFIEC, GDPR, CCPA, NIST).</li> <li>Serve as the primary escalation point for high-priority DLP incidents, ensuring that response actions are well-documented and effectively managed.</li> <li>Develop and deliver executive-level presentations and reports, translating operational data into actionable insights for senior leadership.</li> <li>Continuously assess and improve DLP controls, ensuring they align with evolving business and security requirements.</li> </ul> Required Qualifications <ul> <li> 10+ years of experience in cybersecurity operations, data protection, or risk management, with a focus on DLP event management and response.</li> <li>Experience leading and managing teams in a security operations or DLP environment.</li> <li>Proven ability to optimize event triage and incident response workflows, improving detection and remediation capabilities.</li> <li>Experience managing global, 24/7 security operations within a Follow-the-Sun model.</li> <li>Strong knowledge of DLP technologies, security monitoring, and event correlation across cloud, endpoint, and network environments.</li> <li>Hands-on experience with DLP tools (e.g., Symantec, Microsoft Purview, Forcepoint) and SIEM/SOAR platforms.</li> <li>Experience developing executive-level reports and presentations to communicate DLP performance, risks, and improvements.</li> <li>Knowledge of regulatory and compliance requirements (FFIEC, GDPR, CCPA, NIST).</li> <li>Strong analytical and problem-solving skills with a proactive approach to process optimization.</li> <li>Ability to manage multiple projects and priorities, ensuring DLP operations run efficiently and effectively.</li> </ul> Preferred Qualifications <ul> <li>Experience in financial services or other highly regulated industries.</li> <li>Industry certifications such as CISSP, CISM, or CISA.</li> <li>Familiarity with machine learning, automation, and AI applications in DLP event management.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Data Loss Prevention Operations Response Manager - East

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description Details: In Global Payments Solutions our purpose is to develop and deliver a robust set of payment solutions in support of our eight lines of business so consumers and businesses choose us for their financial transaction and cash management needs. Work with us at the confluence of responsible growth, risk management and exceptional client care as a critical part of the Contract Management team. The team closes contractual negotiations with Bank of America clients around the world as quickly and efficiently as possible, reducing time to revenue and minimizing legal costs, while protecting both the client relationship and BofA’s risk position. The Contract Manager serves as an internal “business consultant” regarding all contract matters and performs the most complex work associated with client contracting services for the organization. That work includes drafting, negotiating, reviewing and administering complex, high-value, multifaceted contracts, while working closely with business stakeholders and external clients. Responsibilities: <ul> <li>Apply experience, industry standards and knowledge of treasury management products, corporate formation documents, and Bank of America policies to address related credit, risk, compliance, legal, operational, and business issues with our clients in the United States and Latin America. The broader contract management team supports all GPS cash management business which includes trade services, card products, and deposit account control agreements.</li> <li>Draft, negotiate, review and administer complex, high-value, multifaceted contracts, working closely with business stakeholders and external clients.</li> <li>Facilitate communications among sales, implementation, product, operations, compliance, risk, credit officers, legal staff, and client managers to promptly resolve documentation issues</li> <li>Perform analytic, legal and business reviews of contractual language in contracts, schedules and amendments and develop general, special and operational provisions in contracts to ensure maximum benefit to the company and to limit risk.</li> <li>Apply strong verbal and written communications skills to represent Bank of America in negotiations and communications with clients, stakeholders and internal/external counsel at all levels of management.</li> <li>Conduct contract administration duties including contract request receipt, contract documentation, execution and record-keeping, ensuring the smooth flow of contract execution and administration.</li> <li>Develop strategies to resolve and manage potential problems on major contracts to effectively meet organizational goals and objectives.</li> <li>Assess and advise business personnel of contractual issues and business risks associated with contracts to eliminate unnecessary liability, ensure compliance and reduce legal entanglements.</li> <li>Serve as an expert resource, reinforcing, advising and instructing company personnel on corporate policy, compliance and legal requirements, documentation standards and options and procedures related to developing contractual arrangements.</li> </ul> Required Qualifications: <ul> <li>Strong communicators who value giving and receiving feedback, can easily build relationships and who are quick thinking, flexible and always learning and sharing knowledge</li> <li>Broad knowledge of and comfort working with complex legal documentation (contracts)</li> <li>Conduct negotiations effectively, balancing competing objectives to achieve optimal results</li> <li>Handle a full workload with tight deadlines and manage competing priorities</li> <li>Manage numerous competing, complex documentation assignments.</li> <li>Exercise sound judgment and independent decision-making, including knowing when to escalate contract matters and issues to managers and/or attorneys when appropriate.</li> <li>Maintain objectivity in balancing bank risk with client needs and satisfaction</li> <li>Reliability, discretion and ability to handle sensitive information and maintain confidentiality</li> </ul> Desired Qualifications: <ul> <li>Previous financial services industry experience in corporate or commercial banking</li> <li>Previous legal experience a plus</li> <li>Company legal structures, e.g., sole proprietorships, partnerships, limited partnerships, LLCs, corporations, trusts, etc. knowledge</li> <li>Transaction banking products experience</li> </ul> Minimum Educational Requirements: Undergraduate/graduate degree required with Juris Doctorate degree, paralegal/technical contract training or equivalent work experience preferred (minimum three years) Skills: <ul> <li>Analytical Skills</li> <li>Verbal Communication Skills</li> <li>Written Communications Skills</li> <li>Negotiation Skills</li> <li>Organizational Skills</li> <li>Prioritization Skills</li> <li>•Strong project management and process skills, able to</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Contract Manager I

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Required Qualifications: <ul> <li>5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required</li> <li>Management of an extensive portfolio of clients with annual revenues of $20-$50 million</li> <li>Proven track record of sales, prospecting new business and enhancing existing relationships</li> <li>Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends</li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience</li></ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk 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

Business Banking Sr. Relationship Manager - Kansas City

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: 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>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> <li>Bilingual Spanish Required</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 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. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: Sahara Nellis Banking Center, bilingual Spanish required

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.The Storage &amp; Replication team is responsible for the infrastructure and services that power Affirm’s most critical data pipelines by providing access to replicated data from across the organization through our Apache Iceberg-powered Data Lake and Snowflake-powered Cloud Data Warehouse. The team’s mission is to establish a modern, efficient, and scalable data infrastructure that empowers all Affirm teams to work seamlessly with data. We are looking for an Engineering Manager to provide hands-on leadership within the Data Lake platform. You will lead a team that is building systems that power many of Affirm’s most critical data pipelines while playing a direct role in improving how we administer, operate and productize this mission-critical infrastructure to unlock substantial value within our business. You’ll have the opportunity to direct the team’s roadmap in close collaboration with your peers, share your knowledge and expertise with others and learn from some of the best on our shared mission to deliver honest financial products that improve lives. What You’ll Do <ul> <li> Build teams: Lead a high performance infrastructure engineering team with a focus on building a culture of innovation, accountability, empathy and execution </li> <li> Collaborate: Work closely with your peers across the organization on projects that turn opportunity into results </li> <li> Influence technical strategy: Collaborate with a broad range of engineering and analytics teams, leveraging your experience to deliver a long term technical roadmap that meets stakeholder and growing business needs </li> <li> Raise the bar: Hold a high technical bar while driving the improvement of your team’s quality standards and development processes </li> <li> Grow others: Play an active role in coaching and mentoring team members, providing timely feedback and creating an environment where every engineer is empowered to grow in their career </li> </ul> <h2>What We Look For</h2> <ul> <li> Experience: 7+ years of experience in software engineering with 2+ years of engineering leadership experience </li> <li> Technical skills: Prior experience architecting, building, launching and maintaining OLAP systems with demonstrable knowledge of online storage systems, data replication processes and cloud data warehouses </li> <li> Technical leadership: Demonstrated experience leading technical projects and mentoring engineers with the ability to drive cross-functional collaboration and influence technical decisions across teams </li> <li> Team player: Community builder with strong network-building and collaboration skills and a strong desire to grow and mentor others </li> <li> Communication skills: Excellent communication skills, with the ability to clearly articulate technical concepts to both technical and non-technical stakeholders </li> <li> Education: This position requires either equivalent practical experience or a Bachelor’s degree in a related field </li> </ul> Base Pay Grade - P Equity Grade - 13 Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.) USA base pay range (CA, WA, NY, NJ, CT) per year: $225,000 - $275,000 USA base pay range (all other U.S. states) per year: $200,000 - $250,000 Location: Remote - US #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: <ul> <li>Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents </li> <li>Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses</li> <li>Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge</li> <li>ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount</li> </ul> We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's <a href="https://www.affirm.com/global-candidate-privacy-notice" target="_blank">Global Candidate Privacy Notice</a> and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

Affirm

Manager, Software Engineering (Storage and Replication)

<a href="https://walmart.wd5.myworkdayjobs.com/WalmartExternal/job/Tulsa-OK/XMLNAME--USA--Optician-Sam-s_R-2207868-1/apply" target="_blank">Apply</a> <ul> <li> Location TULSA, OK </li> <li> Career Area <a href="#">Optical</a> </li> <li> Job Function Optical </li> <li> Employment Type Regular/Permanent </li> <li> Position Type Hourly </li> <li> Requisition R-2207868 </li> </ul> <h2>Position Summary...</h2> <h2>What you'll do...</h2> Provides Member service by acknowledging the Member identifying their needs assisting with purchasing decisions locating merchandise resolving issues and concerns and promoting the Companys products and services Maintains merchandise presentation by stocking merchandise setting up cleaning and organizing product displays removing damaged goods signing and pricing merchandise appropriately and securing fragile and highshrink merchandise Maintains the Sales Floor in Optical area in accordance with Company policies and procedures by properly handling claims and returns zoning the area arranging and organizing merchandise and identifying shrink and damages Receives and stocks merchandise in the Optical area and organizes and maintains the Optical area by following Company procedures utilizing equipment appropriately merchandising and completing paperwork logs and other required documentation Operates hardware such as cash registers or related equipment processes member purchases and assists in payments returns refunds and exchanges using appropriate procedures for different membership and payment types Sells Optical products and services by assisting Members with purchasing decisions measuring adjusting and repairing frames and lenses completing eyewearcontact lens orders identifying and verifying prescription information completing and maintaining paperwork forms and other required documentation collecting payments for doctor services and performing and recording results of optometric pretests Respect the Individual: Embraces differences in people cultures ideas and experiences creates a workplace where associates feel seen supported and connected through a culture of belonging creates opportunities for all associates to thrive and perform helps to attract the best talent Respect the Individual: Works as a team builds strong and trusting relationships communicates with impact energy and positivity to motivate and influence Respect the Individual: Strengthens the team by helping developing and mentoring others recognizes others contributions and accomplishments Act with Integrity: Maintains and promotes the highest standards of integrity ethics and compliance models the Walmart values to support and foster our culture holds oneself and others accountable supports Walmarts goal of becoming a regenerative company by making a positive impact for associates customers members and the world around us Act with Integrity: Acts in a selfless manner and is consistently humble selfaware honest fair and transparent Serve our Customers and Members Delivers results while putting the customer first Serve our Customers and Members Makes decisions based reliable information balances short and longterm priorities and considers how own work impacts the teams ability to deliver on our purpose for all stakeholders Strive for Excellence: Displays curiosity and a desire to learn takes calculated risks and demonstrates courage and resilience Strive for Excellence: Drives continuous improvements is open to and uses new technologies and skills and supports others through change At Sam's Club, we offer competitive pay as well as performance-based bonus awards and other great benefits for a happier mind, body, and wallet! -Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable. For information about PTO, see <a href="https://one.walmart.com/notices" target="_blank">https://one.walmart.com/notices</a>. - Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more. Live Better U is a company paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, see One.Walmart at <a href="https://bit.ly/3iOOb1J" target="_blank">https://bit.ly/3iOOb1J</a>. The hourly wage range for this position is $22.00 to $30.00* *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances. Premiums may be based on schedule, facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met. <h2>Minimum Qualifications...</h2> Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications. <h2>Preferred Qualifications...</h2> Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications. <h2>Primary Location...</h2>7757 S Olympia Avenue W, Tulsa, OK 74132-1862, United States of America <h3> About Sam's Club</h3> Sam Walton opened the first Sam's Club in 1983 to meet a growing need among customers who wanted to buy merchandise in bulk. Since then, Sam's Club has grown rapidly, opening more than 600 clubs in the U.S. and 100 clubs internationally. By offering affordable, wholesale merchandise to members, Sam's Club helps make saving simple for families and small business owners. Sam's Club employs about 110,000 associates in the U.S. The average club is 134,000 square feet and offers bulk groceries and general merchandise. Most clubs also have specialty services, such as a pharmacy, an optical department, a photo center, or a tire and battery center. Sam’s Club is an Equal Opportunity Employer- By Choice. We believe we are best equipped to help our associates, customers, and the communities we serve live better when we really know them. That means understanding, respecting, and valuing unique styles, experiences, identities, abilities, ideas and opinions- while being welcoming of all people.

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