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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 - White Plains Office

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! The UHNW Portfolio Analyst tasked with supporting Senior UHNW Portfolio Strategist client/prospect cases through subject matter expertise that marries goals based investing, CIO SAA guidance and ISG product knowledge. Be expert in portfolio construction topics, such as risk analytics, manager/product selection and portfolio optimization. Utilize portfolio risk and proposal tools to create personalized proposals for specific client and prospect cases. Regularly dialogue and partner with CIO, capital markets and product partners across manager due diligence and alternative investments to ensure the team is current on market trends and product updates to appropriately reflect the firms' best thinking in UHNW portfolio recommendations. Job Responsibilities: <ul> <li>Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.</li> <li>Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients. </li> <li>Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.</li> <li>Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.</li> <li>Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.</li> <li>Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.</li> <li>Partner with local Merrill Market Executives to deliver value add content to advisors.</li> </ul> Qualifications: <ul> <li>2-5+ years of financial services experience</li> <li>Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors.</li> <li>Bachelor’s degree preferred.</li> <li>Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)</li> <li>Series 7 and 66 licenses preferred at time of hire or must be able to obtain within 120 days of start date.</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Portfolio Analysis</li> <li>Research Analysis</li> <li>Strategic Thinking</li> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Market Analysis</li> <li>Portfolio Management</li> <li>Networking</li> <li>Wealth Planning</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

ISG UHNW Portfolio Analyst

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for leading enterprise-wide talent development and organizational design solutions. Key responsibilities include supporting senior business leaders to identify strategies directly linked to organizational goals and implement leadership solutions across the business. Job expectations include partnering with Global Talent, Global Human Resources (GHR), business stakeholders, Subject Matter Experts (SMEs), and vendors to execute enterprise talent processes and provide consultative support to lead the design, development, and implementation of talent development. This Talent Consultant II will join the Global Corporate &amp; Investment Banking Talent Team to develop leadership, learning, organizational effectiveness, and talent management solutions, in partnership with HR Executives and Generalists, in support of the business Key areas of focus for a Talent Management Consultant II include Talent Management, Leadership Development, Organizational Effectiveness and Performance Management. The Talent Consultant II will align to CEO 2 deep leader(s) reporting to the Global Corporate &amp; Investment Banking Talent Executive and will be responsible for ensuring achievement of key business outcomes through the utilization of impactful consultation and organizational development skills. The successful candidate will be an influential, results-oriented professional who can develop and manage relationships across the company and with a wide variety of partners based on trust, knowledge, and teamwork, and have demonstrated ability to Responsibilities: <ul> <li>Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders.</li> <li>Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations.</li> <li>Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations.</li> <li>Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent.</li> <li>Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data.</li> <li>Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders.</li> <li>Drive learning strategy and programs for client organizations, working closely with learning consultants and leveraging internal learning resources.</li> <li>Consult with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans.</li> <li>Serve in an advisory role for horizontal initiatives across the Global Corporate &amp; Investment Banking organization, working with HR to consult.</li> </ul> Required Qualifications <ul> <li>Minimum of 8+ years’ experience in any of the following: Learning or Program Development/Program Management OR Leadership development &amp; talent management (including coaching) OR Organization Development, Change and/or Organization Design OR HR Generalist OR Relevant HR specialist experience leading programs, processes, or other talent practices.</li> <li>Relationship management skills with ability to consult, advise, and influence senior leaders globally.</li> <li>Experience interfacing with leaders at the MTM 1 and/or 2 deep level who are seasoned and sophisticated leaders.</li> <li>Demonstrated conceptual thinker with effective program and project management skills and experience, including ability to translate strategy into specific goals, tactics, and deliverables.</li> <li>Sound judgment and strong communication skills (written and verbal).</li> <li>Proven ability to build and leverage positive relationships with peers, partners, and clients.</li> <li>Able to operate in a fast-paced, ambiguous environment or an environment where priorities may change quickly.</li> <li>Strong bias for action and ability to drive work to completion.</li> <li>Technical proficiency in PowerPoint and Excel.</li> </ul> Desired Qualifications: <ul><li>BS/BA, preferably in relevant areas (e.g., Organizational Development, I/O Psychology, etc.); will consider equivalent experience in lieu of degree.</li></ul> Skills: <ul> <li>Attention to Detail</li> <li>Influence</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Written Communications</li> <li>Networking</li> <li>Organizational Effectiveness</li> <li>Presentation Skills</li> <li>Succession Planning</li> <li>Talent Development</li> <li>Executive Presence</li> <li>Stakeholder Management</li> <li>Workforce Diversity Management</li> <li>Workforce Planning</li> <li>Organizational Design</li> <li>Change Management</li> <li>Transformation</li> <li>Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Talent Consultant II - GCIB

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 providing risk oversight and advice to the Line of Business (LOB) on risk management issues. Key responsibilities include identifying risks to which the LOB is exposed, implementing measures to prevent and mitigate losses, and monitoring risk outcomes. Job expectations may include the ability to recognize all risk categories including credit, market, operational and compliance, as well as directing risk staff or participating in establish risk management procedures and standards. Responsibilities: <ul> <li>Participates in establishing risk management procedures and standards</li> <li>Conducts execution of risk framework activities including independent monitoring and testing of controls and risk management processes for the Line of Business (LOB)</li> <li>Liaisons with businesses to understand market trends and impacts on portfolio, using knowledge of stress testing and its applicability to risk categories</li> <li>Ensures adherence to the policies and procedures established by the company</li> <li>Manages risk requests, breach remediations and providing risk effective challenges for front line units</li> <li>Develops risk management analyses, reports, and approval procedures and guidelines on risk limits by type of product and/or transaction</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&amp;I goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Key Requirements: <ul> <li>Minimum of 5 years of risk management, risk quantitative/qualitative modeling or other experience in the financial services industry</li> <li>Proficiency with analysis of financial data and quantitative techniques (linear/logistic regressions, clustering algorithms, data transformation techniques, etc.)</li> <li>Proficiency with programming (Python or R) and Excel and best practices around coding</li> <li>Strong analytical mindset and effective problem-solving skills</li> <li>Attention to detail and ability to work with minimal supervision</li> <li>Experience with data analytics and visualization tools (e.g., Tableau, Alteryx, MicroStrategy)</li> <li>Strong personal drive, individual initiative, a sense of urgency, and responsiveness, with a desire to grow, learn, and take on increasing levels of responsibility</li> <li>Demonstrates commitment to excellence by anticipating needs, mitigating risks and minimizing potential problems</li> <li>Ability to multi-task with excellent time management skills, manage projects and pivot between tactical and strategic tasks</li> <li>Prior exposure to liquidity, capital or interest risk management a plus</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Coaching</li> <li>Critical Thinking</li> <li>Liquidity Management</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Written Communications</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Technical Documentation</li> <li>Trading Strategy</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Risk Analytics Manager

Labcorp, a premier global player in life sciences, leads the charge in patient care through advanced clinical laboratory services, diagnostics, drug development, and technology-driven solutions. We are dedicated to innovation and excellence, actively seeking skilled professionals to contribute to our global mission of enhancing health and transforming lives. We are seeking a UI Architect at Labcorp that will collaborate with stakeholders, other architects, creative staff and developers to conceptualize and create Angular SPA applications to meet business needs. Some days will be spent heads-down coding on deliverables; other days they may find themselves teaching others how to accomplish a given goal. UI Architects are considered subject matter experts for all things relating to UI development, but not including graphic or user experience design. Required: - 10+ years of experience building user interfaces with modern web development stacks - At least 3-5 years building SPAs with Angular - In-depth knowledge of: NgRX, RxJS, HTML5, CSS3 / Sass, Git, JavaScript and TypeScript - Strong Object Oriented and Component-Based design knowledge - Understands RESTful service consumption - Experience handling projects from concept to completion Preferred: - Full-stack development experience with Node.js - Experience creating Angular libraries for consumption by other teams - Experience leading / managing other developers Application Window: 6/15/2025 Pay Range: $150-160k All job offers will be based on a candidate’s skills and prior relevant experience, applicable degrees/certifications, as well as internal equity and market data. Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN &amp; Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please <a href="https://careers.labcorp.com/global/en/us-rewards-and-wellness" target="_blank">click here</a>. Labcorp is proud to be an Equal Opportunity Employer:Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to applyIf you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our <a href="https://careers.labcorp.com/global/en/accessibility" target="_blank">accessibility site</a> or contact us at <a href="#">Labcorp Accessibility.</a> For more information about how we collect and store your personal data, please see our <a href="https://www.labcorp.com/about/web-privacy-policy" target="_blank">Privacy Statement</a>.

LabCorp

Sr. Software Architect

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: This role sits within the broader Experience Design department which is made up of unique product design specialties including: Consumer, Merchant, Research, Content, Design Systems, and Operations. Experience Design is driving the design and experience strategy that will evolve the PayPal experience beyond the core transaction and into new realms of the end-to-end commerce journey. This includes dimensions that engage customers well before and after the point of a sales transaction with a brand or money exchange with a peer. It is an incredibly exciting time to join a design team that will be at the forefront of PayPal’s product and brand transformation. No matter the role or level, all positions are nurtured and encouraged to think through critical problems with well-integrated, multi-discipline teams (pods) and a well-defined culture that’s geared towards explorations, bold provocations, and speedy impact in the market. The department is led by PayPal’s Chief Design Officer and works intimately with Engineering, Product Management, Brand Design, and Marketing teams. Job Description: Pod Overview The Core App pod defines the overall product architecture and positioning, navigation structure and experiences that drive users into the wider PayPal app ecosystem. In addition to managing the tab structure, the design work for this pod include product design for: the home tab, activity tab, profile, account and all onboarding experiences. Designers in this pod regularly must experiment and evolve information architecture, content strategy, visual design and layout, ingress points, brand design expressions, personalization, in-page navigation, and value propositioning. The experiences require one to radically simplify content without losing depth of content and utility. A designer also must understand how to blend hyper utility with brand defining visual expressions through an owned UI, interaction, motion and digital design language. Equal parts form and function, all designers in this pod should have a strength in art direction, composition, brand design, contrast/hierarchy, information architecture, navigation, and formulating clear strategic points of view that prop-up the positioning of the app’s direct and differentiated value for our customers. Role Overview The Principal Designer on our team serves as the Provocateur. They push the design thinking and generate concepts and opportunities that others have yet to consider or see. They are exceptional taste makers in terms of art direction, visual design, and brand expression within a digital product. As a Principal designer you serve as a creative director and leader of experience strategy for specific projects within a pod and will set the tone and standard for the design output for the product and more junior designers. Focused on craft, you will lead by example and drive the definition, strategy, and design concepts against specific briefs from the business and our product partners. While not a manager, you will find yourself mentoring and leading a small group of designers with a very minimal amount of administrative responsibility. 90-95% of this role is pure design and the level comes with an expectation that the design quality can spread not only within your pod but across pods and into our product design system team. Standard Requirements <ul> <li>You are kind, generous, nurturing, supportive, and can see beyond your own ideas or instincts.</li> <li>You love to study and design for consumer behaviors with a specific interest in consumerism, retail, and evolving cultural norms. </li> <li>You believe in the power of brand, a well-articulated point of view, and the necessity of driving measurable business outcomes.</li> <li>A deep love and bias for designing products that blend interaction design with brand visual, and content design. All designers are expected to be as sensitive to visuals as they are to system and interaction details. </li> </ul> Role Requirements <ul> <li>Magical powers come through your ability to add clarity to opportunities and to frame problems that drive designers and product work into new realms.</li> <li>You love craft and are driven by refining and inventing new capabilities - either through broadened territories like motion design or technology/software tools.</li> <li>Undeniable ability to inspire and provoke new thinking that can catalyze partners and designers on your respective teams.</li> <li>You have a remarkable ability to set and evolve the vision of a product experience through your strategic storytelling, problem driven frameworks, insight gathering, comprehension of visual design and interactive design craft.</li> <li>You have set new standards around design in your previous work and can demonstrate major shifts in quality and perspective.</li> <li>Incredible ability to tell stories of your work through presentation design, prototypes, storytelling, and explicit connection to larger business strategies.</li> <li>Deep understanding for how to motivate design work through explorations, concept development, and creative directions that draft off a core brand design system.</li> <li>Proven ability to broaden a creative brief and introduce unexpected visionary concepts that evolve the orthodoxy and convention of a product experience, on behalf of the user’s behaviors.</li> <li>Ability to take calculated risks in concepts - pushing against some conventions while not straying too far that it becomes unusable or incongruent with a brand positioning or identity. </li> <li>Thrive on provoking new thinking through design work - both in interaction, architecture and visual brand design terms. </li> <li>You love being an independent contributor but also understand you are a leader that others will look up to and model against based on your insanely talented craft and visionary instincts. </li> <li>12+ years of experience in consumer facing digital product design work. </li> </ul> Designer Growth Our team places great focus on our culture. This includes, our ways of working, our rituals around feedback, our tact for delivering nurturing critique, and our attention to each and every designer’s aspiration as they ascend towards their next defined career levels. You will have opportunities to stretch into areas beyond your core pods and will experience hands on mentorship to ensure you’re expose For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0124124

PayPal

Principal Product Designer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Prepares legal entity, balance sheet, liquidity, capital and FX reports filed with regulators and variance analysis. Prepare regulatory calculations, performs and documents control processes for local Banks, Broker Dealers and other legal entities, prepares/reviews data submissions for regulatory reporting teams. The Regulatory Reporting Controller II role is within the GRR Broker Dealer organization responsible for the preparation of Regulatory Reporting calculations (SEC Rule 15c3-3) for locally regulated entities including broker dealers, swap dealers and other legal entities. Responsible for performing and documenting control processes, and the preparation of data submissions for regulatory reporting teams. Responsibilities: This job is responsible for the preparation of Regulatory Reporting for locally regulated entities including broker dealers, swap dealers and other legal entities. Key responsibilities include performing and documenting control processes, performing variance analysis, preparing data submissions for regulatory reporting teams, and regulatory change initiatives. Key expectations include the ability to prepare and analyze financial reports, perform risk analysis, proficiency within Microsoft suite, be able to work within a team setting and independently, and be an effective communicator. - Prepares complete and accurate regulatory reporting calculations in a timely manner - Prepares reconciliations and variance analysis for daily/monthly computations - Prepares and reviews trend and analytical reporting related to Broker Dealer computations - Works with internal controls functions and External Auditors - Assists with local regulators and other regulatory examination inquires - Supports regulatory change projects in testing and documentation - Supports Operational Excellence (OpEx) initiatives to streamline processes improvements Skills: <ul> <li>Analytical Thinking</li> <li>Controls Management</li> <li>Financial Accounting</li> <li>Financial Analysis</li> <li>Reporting</li> <li>Attention to Detail</li> <li>Oral Communications</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Written Communications</li> <li>Continuous Improvement</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Project Management</li> <li>Regulatory Compliance</li> <li>Stakeholder Management</li> </ul> Required Qualifications: <ul> <li>Minimum 2 years of relevant professional experience in accounting/finance</li> <li>Strong financial analytics skills with attention to detail</li> <li>Advanced skills within the Microsoft suite specifically related to Excel, Word, and PowerPoint</li> <li>Candidate must be able to work both independently and as team member</li> <li>Self-Starter with strong communication and presentation skills</li> </ul> Desired Qualifications: <ul> <li>Bachelors' degree in Accounting/Finance</li> <li>Previous experience in the financial services industry</li> <li>FINRA Series 99 or 27</li> <li>CPA or equivalent a plus</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

CFO Regulatory Reporting Controller II (Global Financial Controls)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: The Product and Strategy Exec is responsible for identifying and managing strategic initiatives designed to support and enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning and Product Development. Serves as a liaison to other partners in the bank, including marketing, finance and compliance, in order to drive and implement initiatives. Establishes and maintains performance measures and metrics to ensure execution of business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the client strategy and the broader business strategy. Additionally, contribute the ongoing management and the development and ongoing strategy for Non-Traditional Assets. Co-ordinate/produce investment strategy thought leadership for GWIM investment strategy working with CIO office on Non-Traditional Assets. Ensures that operations are consistent in supporting the client strategy and the broader business strategy for Non-Traditional Assets The Alternatives Investments team is positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management. The team is responsible for sourcing and managing product selection and investment experience across alternative investments such as hedge funds, managed futures funds, private equity funds, and non-traded real estate investment trusts (REITs). The products supported by the team are offered to suitable private clients across both the Merrill and BofA Private Bank distribution channels through both Financial Advisors (FAs) and Portfolio Managers (PMs). Responsibilities: Works closely with the head of Alternative Investments and the Alternative Investments leadership team to continuously evaluate and refine strategy and priorities and ensure robust communication with the team and key stakeholders (internally and externally) Develops senior executive ready communications and presentations that clearly outline strategic priorities. Leads short- and long-term projects from framing strategic problems to executing analysis, driving insights, developing recommendations and implementation Partner closely with AI Specialist team and directly with advisors to ensure alignment of alternative investment business development. Works across Alternative Investment team and partners to develop deliberate and consistent communication, branding and education strategy Required Qualifications: Highly collaborative and influential leader who can promote change outside of areas of direct influence Strategic thinker who can build business case for change and drive execution of strategic priorities Possess executive communication skills Ability to build compelling business cases on highly complex/technical topics that are senior executive ready Effective management of projects involving uncertain factors impacting timelines, ability to deliver change at program level. Experience in alternative investments and platforms High degree of proficiency in the Microsoft Office suite of applications: power point, Excel/pivot tables, Tableau etc. Possess SIE, 7 and 66 licenses (or equivalent), or ability to receive them within 120 days. Desired Qualifications: 10 plus years of experience at a strategy consulting firm or strategy function within a large company Bachelor's degree strongly preferred Shift:1st shift (United States of America) Hours Per Week: 40

Alternative Investment Business Development Executive

About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. Compensation RangeAnnual Salary: $70,500.00 - $121,000.00 (Amount based on relevant experience, skills, and competencies.)About This JobThe main purpose of this job is to sell card payment services to “C” level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.Essential Functions<ul> <li>Conduct sales calls using consultative business process reviews and move prospective client through the sales cycle from the first appointment to contract signing</li> <li>Set appointments with prospects through the telephone, email, and marketing campaigns</li> <li>Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives</li> <li>Provide value-added services including technical support, Product Development and Relationship Management</li> <li>Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce</li> <li>Prepare customized request for information, request for proposal, file spend analysis, proposals and sales presentations</li> <li>Perform other duties as assigned</li> </ul>Knowledge, Skills &amp; Abilities Required<ul> <li>Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements</li> <li>Strong understanding of business concepts including account payable, purchasing and accounting systems</li> <li>Strong knowledge of consultative sales process</li> <li>Strong data analysis skills</li> <li>Skilled at interacting with senior managers and able to develop a business case</li> <li>Able to work independently but with some oversight from direct supervisor</li> <li>Capable of managing relationships independently and in negotiating sales and contracts</li> <li>Superior presentation skills</li> <li>Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li> <li>Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li> <li>Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li> <li>Advanced level proficiency with Microsoft Word, Excel and Outlook</li> </ul>Education &amp; Experience<ul> <li>Bachelor’s degree in Business Administration or equivalent combination of education and experience required</li> <li>7+ years new customer acquisition sales experience required, preferably within the banking/financial services field</li> <li>Proven track record within the team selling and lead sharing environment required</li> </ul>For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.**Level of role is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive I, II, III, and Senior – Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $121,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.#LI-RemoteThe candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click <a href="https://careers.commercebank.com/us/en/benefits" target="_blank">here</a> to learn more.Location: Remote, Boston, Massachusetts 02151Time Type:Full time

Commerce Bank

Account Executive - Commercial Card

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> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

316 Jobs in Hartford, CT, USA