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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). The Hedge Fund Origination &amp; Product Management team is responsible for originating, structuring, positioning and ongoing product management of hedge fund investments for Merrill and Private Bank clients. Responsibilities include, but are not limited to: <ul> <li>Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.</li> <li>Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.</li> <li>Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers.</li> <li>Lead the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.</li> <li>Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.</li> <li>Drive business development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group goal.</li> </ul> Qualifications: <ul> <li>8+ years in the alternative investments industry, direct relevant work a plus</li> <li>Highly organized and detail oriented with the ability to think and act strategically.</li> <li>Excellent communication, interpersonal, and presentation skills</li> <li>Ability to work independently and collaboratively at all levels within the organization.</li> <li>Strong project and time management skills; ability to lead cross functional work efforts.</li> <li>Ability to identify, prioritize and execute timely business priorities.</li> <li>Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges.</li> <li>Bachelor’s degree preferred; advanced degree desired (MBA or CFA; CAIA designation preferred)</li> <li>Candidates required to hold Series 7 and Series 66 (or Series 63 and 65).</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Customer and Client Focus</li> <li>Financial Management</li> <li>Presentation Skills</li> <li>Risk Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Market Analysis</li> <li>Negotiation</li> <li>Causation Analysis</li> <li>Financial Forecasting and Modeling</li> <li>Product Management</li> <li>Relationship Building</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Strategy Head-Hedge Fund Origination

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 defining and leading the engineering approach for complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies. Additionally, this job is accountable for end-to-end solution design and delivery. Responsibilities: <ul> <li>Lead a technology program to help the GPS (Global Payments System) business delivery values and new capabilities for Brazil market;</li> <li>Responsible for defining and leading the engineering approach for complex features to deliver significant business outcomes;</li> <li>Accountable for evolve architecture, engineer and business/capabilities skills in technology teams;</li> <li>Aligns strategy and execution by applying Lean/Agile and design thinking approaches;</li> <li>Coordinates and facilitates the program routines – e.g. kick-off, status reviews, stakeholder meetings, change controls, tollgates, etc. Plans and coordinates delivery and dependencies across multiple organizations;</li> <li>Establishes and builds relationships with business and technology leaders across multiple organizations, as well as Compliance and Risk;</li> <li>Key responsibilities of the role include delivering complex features and technology enablers that improve development efficiencies, providing technical thought leadership based on the significant experience they have built through multiple software implementations and has developed both depth and breadth in a number of technical competencies. Can also be accountable for end to end solution design;</li> <li>Responsible for leading a team to maximize the value delivered through multiple programs and/or value streams;</li> <li>Develops people through coaching, mentoring, feedback, and hands-on career development;</li> <li>Facilitates performance and career development of individuals through performance reviews, coaching, and building individual development plans that are needed to develop competencies and skills. Understands individual and team maturity and performance through team/client feedback.</li> </ul> Skills: <ul> <li>Specific knowledge of the local financial market and products with focus on Brazil Payments and Cash Payments;</li> <li>Experience in Global Payment solution and platforms (Data Lake, Kafka, etc);</li> <li>Knowledge of GPS ecosystems and functionalities;</li> <li>Knowledge in technology tendences, digital, frameworks, cloud computing.</li> <li>Interact with business partners and architecture to discuss and propose solution base on business process and capabilities, aligned to strategic architecture approach;</li> <li>Ensure that the design and engineering approach for complex features, are consistent with the larger portfolio solution;</li> <li>Fluent in Portuguese and English;</li> <li>More than 5 years experience in Global / International banks;</li> <li>Have worked in solution architecture and or engineering;</li> <li>Good communicator for all levels , including stakeholders at Senior Level;</li> <li>Resilient for environment with different cultures;</li> <li>Ability to coordinate teams.</li> </ul> Desirable Skills / Competencies: <ul> <li>Matera Suite for Cash Management;</li> <li>Oracle</li> <li>Participation on technological transformation projects;</li> <li>Agile Methodology</li> </ul>

Senior Solution Architect / Engineer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • 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 helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology *Bilingual Korean preferred Skills: • Active Listening • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker - San Fernando Valley East area

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</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

Senior Banker - Redwood Plaza Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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> Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> <li>Cantonese bilingual preferred</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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Oakland Chinatown area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Dunedin 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: <ul> <li>This role as Treasury Implementation Advisor is responsible for the management and implementation of treasury and cash management solutions and products for new and existing clients covered by Japan Global Payment Solutions and Global Corporate Banking sales teams at Bank of America.</li> <li>Implementation Advisors serve a critical role as local contact point for clients during the implementation phase of client life cycle - not limited to advising on required documentation, technical specifications/requirements and supporting testing to ensure clients are able to properly use the bank’s treasury products and solutions.</li> <li>Implementation Advisors will need to liaise with different internal and external stakeholders, both locally and internationally, to deliver first class experience.</li> </ul> Responsibilities: <ul> <li>Manage the implementation of treasury and cash management products and services for new and existing clients.</li> <li>Work with clients to create and agree on an implementation delivery timeline. Clearly communicate the project status; identify issues, resolution steps and deadlines.</li> <li>Engage key stakeholders throughout the implementation process and coordinate with internal Business Partners as necessary.</li> <li>Work with Global Payment Solutions and Corporate Banking sales teams including providing advising the Sales teams as required during the Sales process.</li> <li>Facilitate internal and external calls to work on implementation requests utilizing project management and technical skills.</li> <li>Maintain up-to-date working knowledge of the bank’s and market's products/services offerings including payment and trade capabilities, internal operational processes, and local regulatory requirements.</li> <li>Provide technical support to clients where necessary.</li> <li>Maintain the expected quality standards to ensure client’s needs are met, and continued effort is made to exceed the client’s expectations.</li> <li>Understand the risks associated with the Products and its related processes. Ensure risks are identified and minimized.</li> <li>Lead or participate in internal initiatives/projects representing the voice of the business, taking ownership, and delivering the execution of these projects.</li> <li>Demonstrate key attributes for success including ability to pay attention to detail, being a team player, take end-to-end ownership, drive results to grow the business, as well as sustaining intensity and optimism while focusing on the client.</li> </ul> Skills: <ul> <li>At least 3-5 years of working experience in the area of Client Implementation or a similar client-facing role in the banking industry focusing on treasury and cash management solutions for Corporates and/or Financial Institutions.</li> <li>Have strong understanding of payments in Japan including electronic payments, SWIFT, Zengin, BOJNET, FXYCS, Foreign Currency and Foreign Exchange (FX).</li> <li>Project management/process coordination experience with the ability to work under pressure.</li> <li>Ability to communicate fluently in Japanese and English - both orally and written.</li> <li>Communication and interpersonal skills – ability to work with our clients and business partners and to positively influence people.</li> <li>Excellent, time management, presentation, and analytical problem-solving skills.</li> <li>Self-motivated, flexible, proactive; excellent team player and able to work independent of direct supervision.</li> <li>Ability to manage multiple requests with various levels of complexity and expected resolution periods simultaneously.</li> <li>Good understanding of Treasury and Cash Management services and products.</li> <li>General PC, Windows, Microsoft Office knowledge (Excel, Word, PowerPoint, Access).</li> </ul>

Officer, Treasury Implementation Advisor - Client Fulfillment, Global Operations

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

Merrill Financial Solutions Advisor: Greater Houston Market

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. Role Specifics: This job is responsible for working with high-net worth clients in a Merrill branch 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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Responsibilities: <ul> <li>Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies</li> <li>Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Shadows 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>Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy</li> <li>Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor</li> <li>Builds relationships with internal service providers based on client needs and asset thresholds</li> <li>Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools</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.</li> <li>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.</li> <li>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.</li> <li>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 FINRA Securities Industry Essentials (SIE)</li> <li>4+ years of progressive professional and/or military experience</li> <li>2+ years of experience in the investments industry</li> <li>Ability to obtain Series 7 and 66 licenses within allotted program time</li> <li>Is a self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever one sets their 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>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>​Experience working in the financial service industry and/or a sales environment where goals were met or exceeded</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>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities and new client development</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor (Partially Licensed)- San Francisco Market

Job Description: Job Title: KYC CDD Operations Analyst – Anti-Money Laundering Corporate Title: Assistant Vice President Location: Dublin Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 an inclusive workplace with opportunity 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. At Bank of America we focus on our teammates career as a priority, with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location: Dublin Find us at our Central Park office, Leopardstown, where you will find our state-of-the-art facilities based in Dublin’s premium business park. With an onsite gym, staff restaurant and coffee shop, all your daily needs are conveniently catered for. There are also a range of travel options available to staff, including the LUAS network and the Central Park shuttle service between Dublin City Centre and Central Park, which means getting to work has never been so easy. Role Description: The EMEA Anti Money Laundering Know Your Customer/Client Due Diligence (AML KYC/CDD) Operations team is part of the Global Operations organization and is responsible for the end-to-end client AML KYC globally. The team supports the Global Markets (GM) and Global Corporate &amp; Investment Banking (GCIB) businesses in completing KYC/CDD checks as well as maintaining client records. The associate will join a dynamic team and will be responsible for the completion of the AML KYC/CDD operational process on assigned clients and will become a technical expert in KYC/CDD procedures. The environment is constantly changing as new procedures &amp; initiatives are implemented and there will be the opportunity for the associate to contribute towards these exciting changes. As a technical AML KYC / CDD expert, the associate will work complex cases and will also help guide less experienced associates in resolving operational queries. Responsibilities: <ul> <li>You will conduct client due diligence and enhanced due diligence in accordance with internal policies, procedures and regulatory guidelines aligned to jurisdictions and/or client structures.</li> <li>You will conduct the KYC / CDD checks on clients that are part of the standard cycles or outside of the standard cycles due to a change in client or jurisdictional requirements.</li> <li>You will Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfil requirements.</li> <li>You will perform client refresh/remediation through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all requirements are met</li> <li>You will participate in internal/external Audits and Quality checks </li> </ul> What we are looking for: <ul> <li>You will have Anti Money Laundering, Know Your Customer/Client Due Diligence experience</li> <li>You will have experience performing in a process-oriented production environment that changes periodically</li> <li>You will have the ability to organise work, prioritise tasks and handle multiple assignments simultaneously</li> </ul> Additional Skills: <ul> <li>Excellent verbal and written communications skills</li> <li>Familiar with MS Office Suite (Excel/Word/Outlook/Access)</li> <li>Thrives in a collaborative team environment</li> </ul> Benefits of working at Bank of America Ireland: <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work because of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum</li> <li>Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to free counselling through an Employee Assistance Programme and virtual GP services</li> <li>Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to join our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

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