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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: 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

Bank of America

Relationship Banker - Green Spring Station Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h2>Aptitude in obtaining required industry licenses. </h2></li> <li><h2>Must be self-disciplined in managing time and capacity.</h2></li> <li><h2>Experience in cultivating client relationships, accessing needs and recommending solutions.</h2></li> <li><h2>Success creating strong peer relationships through effective communication and collaboration.</h2></li> <li><h2>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h2></li> <li><h2>Executes multiple tasks simultaneously. </h2></li> <li><h2>Learns and adapts to new technology or applications. </h2></li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Consumer Investments - University City Financial Center

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. Merrill 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 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. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you <ul> <li> Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li> Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li> Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li> Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li> Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li> Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li> Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> </ul> As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to <ul> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal. </li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> </ul> We’re a culture that <ul> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</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> </ul> Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since 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. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Red Bank, NJ

Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Ro is the only company to offer nationwide telehealth, labs, and pharmacy services. This is enabled by Ro's vertically integrated platform that helps patients achieve their goals through a convenient, end-to-end healthcare experience spanning from diagnosis, to delivery of medication, to ongoing care. Since 2017, Ro has helped millions of patients, including one in every county in the United States, and in 98% of primary care deserts. Ro has been recognized as a Fortune Best Workplace in New York and Health Care for four consecutive years (2021-2024). In 2023, Ro was also named Best Workplace for Parents for the third year in a row. In 2022, Ro was listed as a CNBC Disruptor 50. The Role: As a Temporary People Partner, you’ll play a critical role in delivering high-impact HR support and implementing people programs across teams at Ro, including Communications, Brand, Growth, Finance, and Legal. This short-term opportunity is ideal for someone who can quickly build trust, navigate ambiguity, and drive results in a fast-paced environment. You’ll partner closely with team leaders, contributing to a high-performance and inclusive culture while ensuring smooth execution of people strategies and policies. This is a 6-month temporary role.<h3>What You’ll Do:</h3> <ul> <li>Act as the primary, strategic HR partner to the leaders of the Brand, Communications, Growth, Finance, and Legal teams to align people strategies with team objectives, ensuring business outcomes are met.</li> <li>Drive employee engagement, performance enablement, talent development, and organizational design initiatives across your client groups.</li> <li>Coach managers on performance management, employee relations, and team development practices, ensuring consistency with company practices and principles.</li> <li>Foster a positive employee relations environment through proactive communication and fair application of policies.</li> <li>Collaborate cross-functionally with teams like Performance &amp; Growth, Compensation, Recruiting, and Legal to implement relevant programs and policies across teams (onboarding, offboarding, transitions).</li> <li>Guide organizational change initiatives and support leadership through growth, restructuring, and transitions in partnership with the Associate Director, People Partner</li> <li>Analyze people data and trends to develop proactive solutions that drive positive outcomes.</li> <li>Champion Ro’s culture, helping teams stay inclusive, compliant, and connected.</li> </ul><h3>What You’ll Bring to the Team:</h3> <ul> <li>5-7 years of People / HR experience at a fast-growing organization with at least 4 years as an HR Business Partner, supporting various teams</li> <li>Background supporting various workforce segments, including hourly and salaried, is a plus</li> <li>Proven ability to quickly develop trust-based partnerships with leaders and influence across levels of the organization.</li> <li>Strong experience in employee relations, organizational effectiveness, and performance enablement. Known for sound judgement and discretion.</li> <li>Strong experience managing organizational changes (i.e. building change timelines, communications, and scenario planning).</li> <li>Thrives in ambiguity, takes full ownership of outcomes, and moves quickly without rushing decisions. </li> <li>A strategic mindset and a “roll-up-your-sleeves” attitude -- no task is too small for you</li> <li>Excellent communication and coaching - 1:1 and in written/internal communications</li> <li>Working knowledge of employment law</li> </ul><h3>We’ve Got You Covered:</h3> <ul> <li>Medical insurance (on your 90th day of employment) + OneMedical membership</li> <li>401(k) with company match</li> <li>Pet insurance</li> <li>Virtual resources for mindfulness and fitness</li> </ul>The target base salary for this position ranges from $115,000 to $135,000 (annualized). When determining compensation, we analyze and carefully consider several factors, including location, job-related knowledge, skills and experience. These considerations may cause your compensation to vary. Ro recognizes the power of in-person collaboration, while supporting the flexibility to work anywhere in the United States. For our Ro’ers in the tri-state (NY) area, you will join us at HQ on Tuesdays and Thursdays. For those outside of the tri-state area, you will be able to join in-person collaborations throughout the year (i.e., during team on-sites). At Ro, we believe that our diverse perspectives are our biggest strengths — and that embracing them will create real change in healthcare. As an equal opportunity employer, we provide equal opportunity in all aspects of employment, including recruiting, hiring, compensation, training and promotion, termination, and any other terms and conditions of employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, familial status, age, disability and/or any other legally protected classification protected by federal, state, or local law. See our California Privacy Policy <a href="https://ro.co/job-applicant-privacy-policy/" target="_blank">here</a>.

People Partner (Temp)

Sr. Director, Chief of Staff - Enterprise Platforms (Remote Eligible)The Sr. Director, Chief of Staff is a critical position supporting senior leadership, enabling leaders to execute strategic work while ensuring operational rigor. The Chief of Staff is responsible for developing, implementing, and sustaining the following four strategic areas foundational for the success of the leaders of Enterprise Platforms Tech: 1) Strategy, 2) Operational Excellence, 3) Communications, and 4) Organizational Capability.Candidates should have a passion for technology, strong strategic command, an engaging executive presence, exceptionally strong written and verbal communication skills, expertise in relationship-building, and the ability to manage multiple projects and deadlines at once. Candidates should be excited about improving the daily lives and development of our engineers and help our leaders advance our strategy at scale.Responsibilities:<ul> <li>Serve as a strategic thought partner for a member of the Enterprise Tech senior leadership team, helping guide the operations and management of their organization. </li> <li>Act as a central point of contact between the Enterprise Tech leader and other key partners across the organization.</li> <li>Prioritize and focus leaders in a number of key areas (goals, labor strategy, budget, organizational growth, etc).</li> <li>Understand the organization’s strategy and vision, lead the Leader and their team to drive and track goals and priorities.</li> <li>Assist the leader and their team with strategic planning including financial and resource planning in collaboration with key partners, including the Enterprise Platforms Tech Chief of Staff, Finance, and HR.</li> <li>Create and manage effective, scalable processes to manage operating rhythms. </li> <li>Requires an ability to lead and influence to inject new operational processes to drive executional discipline and excellence.</li> <li>Influence across all levels of the organization and across organizations. </li> <li>Work with the leader and their communications team to plan and execute key messages and deliver to internal and external audiences with a high priority on consistent, frequent organizational communications.</li> <li>Develop relationships within direct and extended team members to be able to act as an informed and helpful sounding board and thought partner.</li> </ul>The Successful Candidate Will:<ul> <li>Demonstrate strong communications proficiency, including across teams and organizations, and have experience utilizing oral and written communication skills along with presentation skills</li> <li>Have the ability to multitask with simultaneous projects and tasks, while demonstrating urgency, prioritization, and ownership to drive issues to completion</li> <li>Possess excellent organizational skills and the ability to be goal/execution-oriented</li> <li>Be able to react seamlessly to change in priorities and delivery focus</li> <li>Be capable of balancing strategy and tactical delivery</li> <li>Execute a strategic approach to all things especially process and operations</li> </ul>Capital One is open to hiring a remote employee for this opportunity.Basic Qualifications:<ul> <li>Bachelor’s degree</li> <li>At least 9 years of experience in Project Management, Process Management, or Program Management</li> <li>At least 3 years of experience managing executive level stakeholders</li> </ul>Preferred Qualifications:<ul> <li>Master’s Degree in Business Administration (MBA)</li> <li>10+ years of experience in Project Management, Process Management, Program Management, or Agile Delivery</li> <li>5+ years of experience in strategy development</li> <li>5+ years of experience in finance, labor strategy, or budgeting</li> <li>5+ years of experience driving organizational change and operational excellence</li> <li>CSM, PMP, Lean, Agile or Six Sigma certification</li> </ul>At this time, Capital One will not sponsor a new applicant for employment authorization for this position.The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.Remote (Regardless of Location): $240,300 - $274,300 for Sr. Director, Chief of Staff McLean, VA: $264,300 - $301,700 for Sr. Director, Chief of Staff New York, NY: $288,400 - $329,100 for Sr. Director, Chief of Staff Plano, TX: $240,300 - $274,300 for Sr. Director, Chief of Staff San Francisco, CA: $288,400 - $329,100 for Sr. Director, Chief of Staff Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the <a href="https://www.capitalonecareers.com/benefits" target="_blank">Capital One Careers website</a>. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at <a href="#">RecruitingAccommodation@capitalone.com</a>. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to <a href="#">Careers@capitalone.com</a>Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Capital One

Sr. Director, Chief of Staff - Enterprise Platforms (Remote Eligible)

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. Merrill 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 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 EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. • SAFE ACT Registration • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”) • Obtain and/or maintain at least one firm approved designation within specified timeframe • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management • Possess and demonstrate strong communication skills • Understanding of how to deliver a strong overall client experience • Thorough knowledge and understanding of the suite of Wealth Management products and services • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once • Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority • Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth • SAFE ACT Registration; ADV-2B Required • Obtain and/or maintain at least one firm approved designation • Possess and demonstrate strong communication skills • Ability to lead through collaboration and influence without direct authority • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once • Thorough knowledge and understanding of the suite of Wealth Management products and services • Proven ability to manage risk and support sound decisions • Ability to research escalated client issues for response/resolution Shift:1st shift (United States of America) Hours Per Week: 37.5

Wealth Management Specialist - Non-Registered

Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Ro is the only company to offer nationwide telehealth, labs, and pharmacy services. This is enabled by Ro's vertically integrated platform that helps patients achieve their goals through a convenient, end-to-end healthcare experience spanning from diagnosis, to delivery of medication, to ongoing care. Since 2017, Ro has helped millions of patients, including one in every county in the United States, and in 98% of primary care deserts. Ro has been recognized as a Fortune Best Workplace in New York and Health Care for four consecutive years (2021-2024). In 2023, Ro was also named Best Workplace for Parents for the third year in a row. In 2022, Ro was listed as a CNBC Disruptor 50. We are growing our Finance team and looking for a detail-oriented and hardworking individual seeking an opportunity to drive change in a rapidly growing healthcare company. In this role, you’ll work closely with the Finance team and across the organization to develop complex strategic and financial analyses, financial reporting and robust financial models. Your work will be in direct support of senior members of the Finance team and Leadership at Ro. This individual will have the opportunity to have a material impact across the entire company with frequent exposure to Ro executives and their decision making processes.<h3>What You’ll Do:</h3> <ul> <li>Prepare and deliver daily/weekly/monthly leadership level reporting, providing clear and accurate commentary that evaluates key operating metrics, trends, and performance of the business</li> <li>Help build, maintain, and actualize complex financial and analytical data models</li> <li>Run ad-hoc analyses and develop models with various forecasting techniques to inform key business decisions and provide visibility into future financial performance, including potential product launches</li> <li>Identify financial trends by comparing and analyzing actual results versus plans and forecasts</li> <li>Provide flexible and dynamic support to the finance team, Ro leadership, and core investors as the company grows </li> <li>Partner with key cross-functional teams (Growth, Operations, Product, Data and Care Vertical Leads) to analyze the business and uncover actionable insights that drive improved financial and KPI performance</li> </ul><h3>What You’ll Bring to the Team:</h3> <ul> <li>1-4 years of financial modeling and strategic analysis experience, with prior experience in investment banking, management consulting, private equity, corporate finance or FP&amp;A</li> <li>Bachelor’s degree or higher in a relevant field, such as Economics, Accounting or Business Finance is a plus</li> <li>Advanced skills in Excel or Google sheets required, with experience in using BI tools (e.g. Looker, Metabase) a plus</li> <li>Strong financial analysis experience, including ability to manage large data sets and turn into actionable analysis or forecast</li> <li>Quick learner, data-driven, intellectually curious, and detail-orientedFunction effectively in a fast-paced environment, managing high priority items in a timely manner</li> <li>Successfully manage complex processes with multiple stakeholders on tight deadlines</li> <li>Exceptional verbal and written communication skills</li> <li>Ability to cultivate effective working relationships (remotely and in-person) and communicate cross-functionally across all levels of management</li> </ul><h3>We've Got You Covered</h3> <ul> <li>Full medical, dental, and vision insurance + OneMedical membership</li> <li>Healthcare and Dependent Care FSA</li> <li>401(k) with company match</li> <li>Flexible PTO</li> <li>Wellbeing + Learning &amp; Growth reimbursements</li> <li>Paid parental leave + Fertility benefits</li> <li>Pet insurance</li> <li>Student loan refinancing</li> <li>Virtual resources for mindfulness, counseling, and fitness</li> We welcome qualified candidates of all races, creeds, genders, and sexuality to apply. </ul>The target base salary for this position ranges from $93,500 to $119,500, in addition to a competitive equity and benefits package (as applicable). When determining compensation, we analyze and carefully consider several factors, including location, job-related knowledge, skills and experience. These considerations may cause your compensation to vary. Ro recognizes the power of in-person collaboration, while supporting the flexibility to work anywhere in the United States. For our Ro’ers in the tri-state (NY) area, you will join us at HQ on Tuesdays and Thursdays. For those outside of the tri-state area, you will be able to join in-person collaborations throughout the year (i.e., during team on-sites). At Ro, we believe that our diverse perspectives are our biggest strengths — and that embracing them will create real change in healthcare. As an equal opportunity employer, we provide equal opportunity in all aspects of employment, including recruiting, hiring, compensation, training and promotion, termination, and any other terms and conditions of employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, familial status, age, disability and/or any other legally protected classification protected by federal, state, or local law. See our California Privacy Policy <a href="https://ro.co/job-applicant-privacy-policy/" target="_blank">here</a>.

Senior Analyst, FP&A

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThe Mainframe Capacity Planning and Performance team is hiring for a Mainframe Performance Engineer. This engineer will be responsible for monitoring shared mainframe system resources, providing support to applications by running utilization reports, finding top consumers, reviewing trends/abnormalities, as well as running real time diagnostics. Strong technical, problem solving, and interpersonal skills are key to perform this role successfully. The role will require collaboration with multiple mainframe teams, assistance with design and QA testing, ongoing MIPS reduction efforts, and Open Enrollment/Welcome Season planning and support. On call support for application performance is expected.*This position is remote and can be based in any time zone in the U.S.Required Qualifications<ul> <li>7+ years of general mainframe experience: z/OS and z Hardware architecture</li> <li>5+ years of performance analysis and troubleshooting</li> <li>5+ years of experience with the Microsoft Suite</li> <li>3+ years of mainframe monitoring tools </li> </ul>Preferred Qualifications<ul> <li>3+ years of experience with DB2, CICS and/or MQ</li> <li>3+ years of experience with Omegamon, RMFIII</li> <li>3+ years of experience with SAS/MXG</li> <li>2+ years of experience in Retail, Pharmacy or Healthcare domain</li> <li>Informational Science, Computer Science, Computer Engineering or equivalent degree</li> <li>Strong work ethic, self-starter, and be able to be highly productive in a dynamic, collaborative environment</li> <li>Experience working with diverse teams, working across multiple time zones and geographies</li> <li>Ability to influence and inspire teams to align with the technical direction</li> </ul>EducationBachelor’s degree, or equivalent experience (HS diploma + 4 years relevant experience)Business OverviewBring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.Pay RangeThe typical pay range for this role is:$118,450.00 - $260,590.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/11/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Mainframe Performance Engineer

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryDo things that matter. Diabetes, congestive heart failure, COPD, back pain, asthma, pulmonary fibrosis, chronic kidney disease, Alzheimer's, multiple sclerosis, cancer... everyone knows someone affected by these conditions. Our goal is to decrease cost and improve health for members with chronic disease. We do this by using data science and advanced analytics (e.g., condition specific predictive models and clinical data mining) to improve their care journeys and outcomes, focusing on the right members getting the right interventions at the right time. Mission aligned to improve health. With 1,000+ health hubs, 1,100+ minute clinics, 23M+ lives insured by Aetna, and 100M+ lives with pharmacy benefits coverage through Caremark. With this unique collection of assets, CVS Health has an unparalleled platform to make a significant impact on healthcare in the US and beyond. We have actual big data. The combined data assets of CVS are massive: medical and pharmacy claims, health care records, commercial store, and transactional data for 100M+ members. The scale of our data will allow you to design and test powerful experiments and challenge yourself to innovate in ways that others simply cannot. An elite team. You’ll be joining a team of MDs, PhDs, MBAs, and top analytics professionals that bring their clinical, technical, and economic experience to bear on some of the toughest targets in healthcare. Our PBM Analytics team is tasked with optimizing our ability to engage with our 100M+ Caremark members to help them make better healthcare decisions, particularly relating to the medications they take. Our goals are to improve clinical outcomes and to help members gain more transparency into the healthcare system so that they can save money and have better experiences. To do this we’ve developed a leading capability that combines data science, agile marketing, behavioral economics, large scale experimentation, and optimization of our digital capabilities. Through this we message millions of members each year about real challenges they face and help them become healthier or save money – we drive tangible and meaningful impact for our members. This role is required to<ul> <li>Develop and/or use algorithms and statistical predictive models and determines analytical approaches and modeling techniques to evaluate scenarios and potential future outcomes</li> <li>Perform analyses of structured and unstructured data to solve multiple and/or complex business problems utilizing advanced statistical techniques and mathematical analyses and broad knowledge of the organization and/or industry</li> <li>Collaborate with business partners to understand their problems and goals, develop predictive modeling, statistical analysis, data reports and performance metrics</li> <li>Develop and participate in presentations and consultations to existing and prospective constituents on analytics results and solutions</li> <li>Interact with internal and external peers and managers to exchange complex information related to areas of specialization</li> <li>Use strong knowledge in algorithms and predictive models to investigate problems, detect patterns and recommend solutions</li> <li>Use strong programming skills to explore, examine and interpret large volumes of data in various forms</li> </ul> Required Qualifications<ul> <li>3+ years of relevant analytic experience</li> <li>Experience programming using R or Python</li> <li>Experience in SAS or SQL</li> </ul>​Preferred Qualifications<ul> <li>Demonstrates strong ability to communicate technical concepts and implications to business partners</li> <li>Anticipates and prevents problems and roadblocks before they occur</li> <li>Strong knowledge of advanced analytics tools and languages to analyze large data sets from multiple data sources</li> <li>Demonstrates proficiency in most areas of mathematical analysis methods, machine learning, statistical analysis, and predictive modeling and in-depth specialization in some areas</li> <li>Foundational knowledge of PBM business functions, including underwriting, sales, product development, network management, and trade</li> </ul> EducationBachelor's degree or equivalent work experience in Mathematics, Statistics, Computer Science, Business Analytics, Economics, Physics, Engineering, or related discipline. Master’s degree or PhD preferredAnticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$83,430.00 - $222,480.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/20/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Senior Data Scientist - UM strategy and management

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryUtilization Management is a 24/7 operation and work schedules will include weekends, holidays, and evening hours.<ul> <li>Utilizes clinical experience and skills in a collaborative process to assess, plan, implement, coordinate, monitor and evaluate options to facilitate appropriate healthcare services/benefits for members.</li> <li> Gathers clinical information and applies the appropriate clinical criteria/guideline, policy, procedure and clinical judgment to render coverage determination/recommendation along the continuum of care</li> <li>Communicates with providers and other parties to facilitate care/treatment Identifies members for referral opportunities to integrate with other products, services and/or programs</li> <li>Identifies opportunities to promote quality effectiveness of Healthcare Services and benefit utilization</li> <li>Consults and lends expertise to other internal and external constituents in the coordination and administration of the utilization/benefit management function.</li> <li>Typical office working environment with productivity and quality expectations.</li> <li>Work requires the ability to perform close inspection of hand written and computer generated documents as well as a PC monitor.</li> <li>Sedentary work involving periods of sitting, talking, listening.</li> <li>Work requires sitting for extended periods, talking on the telephone and typing on the computer. Ability to multitask, prioritize and effectively adapt to a fast paced changing environment.</li> <li>Position requires proficiency with computer skills which includes navigating multiple systems and keyboarding.</li> <li>Effective communication skills, both verbal and written</li> </ul>Required Qualifications - 2+ years of experience as a Registered Nurse in adult acute care/critical care setting - Must have active current and unrestricted RN licensure in state of residence- Utilization Management is a 24/7 operation and work schedules will include weekends, holidays, and evening hours Preferred Qualifications - 2+ years of clinical experience required in med surg or specialty area - Managed Care experience preferred, especially Utilization Management- Preference for those residing in ET, CT zones EducationAssociates Degree requiredBSN preferredAnticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$29.10 - $62.32This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/16/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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