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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: Houston Texas Market

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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 <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 30 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.</li> </ul> Required Qualifications: <ul> <li> Aptitude in obtaining required industry licenses.</li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously.</li> <li>Learns and adapts to new technology or applications.</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: <ul> <li>Advisory</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Issue Management</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Risk Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Client Management</li> <li>Causation Analysis</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday and rotating Saturdays Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Steeplechase Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Manager (Small Business) - South Houston

Job Description: 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! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the Bank’s corporate, commercial, and business banking clients as well as financial institutions, non-bank financial institutions and public sector entities. Responsible for performing proactive lead generation, business development engagements via industry conferences and client calling, lead formal client engagements from sourcing, RFP responses, pricing strategy, formal pitches and software demonstrations, during formal presentation of the Bank of America offering. The candidate will have in depth knowledge of our payables offering across the Global Transaction Services platform, including Corporate Travel and Purchasing Cards, Virtual Payables and Travel Cards, Comprehensive Payables and other B2B payables products. Own sales efforts, through proactive prospect lead generation, and the development and nurturing of client relationships Continual education to maintain status as a best in class subject matter expert, with deep understanding of product functionality, value proposition, industry trends and the competitive landscape Writing RFI/RFP responses and delivering best and final presentations to clients and their leadership team Creating and driving formalized routines with all regions and key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Account Management and Product Sales, and executive leadership Briefing senior leaders on sales efforts, deal overview and strategy to win Being the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis Partnering with the broader bank organization to gain access to senior level contacts within prospects/client Conducting and leading client presentations in person, over the telephone and via WebEx, to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams Performing platform/technology demonstrations, and communicating features and benefits to clients Pricing deals and leading pricing and contract negotiations with clients Developing and delivering internal training sessions on products, services and value proposition to Treasury Sales and Relationship Management Teams, and other business partners Representing organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business Required Skills BA/BS Degree or equivalent work experience Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role Sales experience within a large, global financial institution Knowledge of treasury management and card and comprehensive payables services Project management skills Experience in Accounts Payable Proven ability to work in a demanding, fast-paced global environment Experience working within a highly matrixed organization Strong communication skills – both verbal and written World-class presentation skills Proven leadership skills across multiple organizations Ability and desire to think creatively to deliver business results, both independently and as part of a team Experience leading technology demonstrations and discussions Ability to manage multiple projects simultaneously Skilled in working with Microsoft Office applications Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager - Global Payments Solutions

Merrill Financial Solutions Advisor: Houston Galleria Market

Crusoe is building the World’s Favorite AI-first Cloud infrastructure company. We’re pioneering vertically integrated, purpose-built AI infrastructure solutions trusted by Fortune 500 companies to power their most advanced AI applications. Crusoe is redefining AI cloud infrastructure, with a mission to align the future of computing with the future of the climate. Our AI platform is recognized as the "gold standard" for reliability and performance. Our data centers are optimized for AI workloads and are powered by clean, renewable energy. Be part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure.About This Role:Location: Texas (Specific location negotiable within Texas)Join Crusoe Energy as our Director of Interconnection and take a pivotal leadership role in our ambitious growth. You will spearhead our engagement with utilities and expertly navigate the intricate landscape of interconnection processes within the ERCOT grid and other critical utility systems. Your deep technical acumen in power system studies, modeling, and regulatory frameworks, combined with your exceptional relationship-building and strategic capabilities, will be crucial in driving our success. The ideal candidate brings extensive senior-level experience collaborating with utilities and a proven history of successfully managing complex interconnection projects for both load and generation. This is a full-time position where your expertise will directly fuel Crusoe's mission to align the future of computing with climate-conscious energy solutions.What You’ll Be Working On:<ul> <li>Cultivate Utility Partnerships: Forge and maintain robust, senior-level relationships with key individuals at ERCOT and other relevant utilities, acting as the primary point of contact to ensure seamless collaboration and clear communication.</li> <li>Drive Interconnection Strategy and Execution: Lead the development and execution of Crusoe's interconnection strategy, strategically identifying optimal locations for load interconnection within the ERCOT grid and other utility systems.</li> <li>Orchestrate Interconnection Processes: Expertly manage the complete interconnection application lifecycle, from initial feasibility assessments to final energization, ensuring timely and accurate submissions.</li> <li>Negotiate Interconnection Agreements: Direct and oversee the meticulous preparation, thorough review, and effective negotiation of critical interconnection agreements.</li> <li>Collaborate Across Teams: Coordinate effectively with internal engineering teams, external consultants, and utility partners to ensure all project milestones are achieved efficiently.</li> <li>Apply Power System Expertise: Leverage a deep technical understanding of power system studies, including load flow, short circuit, stability, and transient analyses, to interpret complex results and provide actionable insights for interconnection strategy and risk mitigation.</li> <li>Maintain Power System Models: Oversee the development and continuous maintenance of accurate and effective power system models.</li> <li>Integrate Behind-the-Meter Generation: Collaborate on the strategic planning and seamless execution of behind-the-meter generation technologies, including solar, wind, gas, and battery storage.</li> <li>Evaluate Distributed Generation Feasibility: Assess the technical and economic viability of integrating distributed generation resources, carefully considering grid impacts and optimization opportunities.</li> <li>Ensure Regulatory Compliance: Diligently monitor and track all relevant nodal protocol revision requests (NPRRs) and regulatory developments within ERCOT and other applicable jurisdictions, ensuring Crusoe’s complete compliance with all applicable standards.</li> </ul>What You’ll Bring to the Team:<ul> <li>Power Systems Foundation: Possess a Bachelor's degree in Electrical Engineering, Power Systems Engineering, or a closely related field.</li> <li>Extensive Utility Experience: Bring a minimum of 10+ years of direct experience within the electric utility industry, with a strong focus on interconnection, transmission planning, or distribution system operations.</li> <li>Established ERCOT Relationships: Demonstrate extensive experience working directly with ERCOT and other relevant utilities, with a network of established senior-level contacts.</li> <li>Deep Technical Understanding: Exhibit a thorough understanding of power system studies, modeling methodologies, and analytical techniques.</li> <li>Interconnection Management Expertise: Showcase a proven track record of successfully managing complex interconnection projects specifically for load, with experience in generation interconnection being a significant asset.</li> <li>Regulatory and Industry Knowledge: Possess a strong working knowledge of utility regulations, interconnection procedures, and industry best practices.</li> <li>Exceptional Communication and Negotiation Skills: Demonstrate excellent written and verbal communication, negotiation, and interpersonal abilities.</li> <li>Regulatory Acumen: Proven ability to effectively track and interpret Nodal Protocol Revision Requests and other critical regulatory filings.</li> </ul>Bonus Points:<ul> <li>Advanced degree in Electrical Engineering, Power Systems Engineering, or a related field.</li> <li>Direct experience with the technical and economic evaluation of behind-the-meter generation technologies and distributed energy resources.</li> <li>Active participation in industry forums, regulatory proceedings, or relevant stakeholder groups.</li> <li>Demonstrated experience in developing and presenting technical reports and strategic recommendations to senior leadership.</li> <li>Familiarity with power system simulation software and tools.</li> <li>Experience in negotiating complex commercial agreements within the energy sector.</li> <li>Professional Engineering (PE) license.</li> </ul>Benefits:<ul> <li>Industry competitive pay</li> <li>Restricted Stock Units in a fast growing, well-funded technology company</li> <li>Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents</li> <li>Employer contributions to HSA accounts </li> <li>Paid Parental Leave </li> <li>Paid life insurance, short-term and long-term disability </li> <li>Teladoc </li> <li>401(k) with a 100% match up to 4% of salary</li> <li>Generous paid time off and holiday schedule</li> <li>Cell phone reimbursement</li> <li>Tuition reimbursement</li> <li>Subscription to the Calm app</li> <li>MetLife Legal</li> </ul>Compensation:Compensation will be paid in the range of $200,000-$245,000. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Crusoe

Director of Interconnection

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</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>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Bi-lingual Spanish speaking</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - South Houston Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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! About the Team: The Global Technology Service Management function is a new team charted with designing, implementing and managing next generation Service Management policies, processes and solutions. Our mission is to ensure the appropriate controls and capabilities are in place to enable the delivery of stable, resilient, and available technology services to our customers and employees. Job Description: The Senior ServiceNow Data Architect is responsible for defining an architectural vision and solution that supports the strategic outcomes of our Service Management function. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap. Position Summary: Design &amp; Architecture: <ul> <li>Design scalable, secure, and high-performing data models that are aligned to ServiceNow platform and industry data requirements</li> <li>Collaborate with platform architecture, business and partner teams to understand business requirements and translate them into data architecture solutions</li> <li>Develop data strategies for integrating ServiceNow with other enterprise systems and databases for the purposes of sourcing data and consuming data from ServiceNow</li> <li>Design data governance policies, including data quality, data security, and compliance standards</li> <li>Design and implement reporting strategy for meeting operational, business and regulatory requirements using ServiceNow, data warehouses and reporting platforms</li> </ul> Data Modeling: <ul> <li>Design logical and physical data models for ServiceNow applications and modules, ensuring alignment with industry leading practices</li> <li>Optimize data structures for efficient storage, retrieval, and reporting</li> <li>Publish and maintain data model documentation and library for consumption by integration partners and various service management processes</li> </ul> Data Integration &amp; ETL: <ul> <li>Design and implement ETL (Extract, Transform, Load) processes for integrating ServiceNow with third-party applications, databases, and systems</li> <li>Ensure smooth data flow and ensure that data integration processes are efficient and maintainable</li> </ul> Reporting &amp; Analytics: <ul> <li>Collaborate with data analysts and business intelligence teams to define reporting requirements and design data models that support actionable insights</li> <li>Create dashboards, reports, and analytical views using ServiceNow's reporting tools and third-party tools</li> <li>Develop reporting strategy to provide visibility of data flow from sourcing to consumption including frequency, mapping, transformation and translation of data elements</li> </ul> Collaboration &amp; Stakeholder Management: <ul> <li>Work closely with developers, project managers, business analysts, and other IT teams to ensure alignment and successful delivery of data-driven solutions</li> <li>Provide expert guidance on data-related issues and ensure that ServiceNow data architecture supports long-term business goals</li> </ul> Performance &amp; Optimization: <ul> <li>Continuously monitor data architecture performance and provide recommendations for optimization</li> <li>Develop and implement process to detect data variances and implement corrective actions</li> <li>Resolve data-related issues and troubleshoot performance bottlenecks within the ServiceNow platform</li> </ul> Responsibilities: <ul> <li>Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services</li> <li>Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates</li> <li>Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments</li> <li>Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable</li> <li>Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions</li> <li>Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products</li> <li>Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)</li> </ul> Required Qualifications: <ul> <li>5-8 years of experience in data architecture, with at least 3-5 years of hands-on experience specifically with ServiceNow</li> <li>Strong experience in data modeling, database design, and management of data systems</li> <li>Proficient in ServiceNow data schema and architecture, including tables, fields, and relationships</li> <li>Expertise in ServiceNow IntegrationHub, REST, SOAP APIs, and other integration tools</li> <li>Solid knowledge of relational databases (e.g., MySQL, MS SQL) and NoSQL databases.</li> <li>Experience with enterprise data warehouse, reporting and visualization solutions (e.g. Snowflake, Teradata, Tableau)</li> <li>Familiarity with ServiceNow modules like ITSM, ITOM, and HR Service Delivery</li> <li>Strong understanding of data governance, data privacy, and security protocols</li> <li>Strong knowledge of data quality, correctness and completeness related metrics and controls</li> <li>Knowledge of industry best practices for data management and integration</li> <li>Excellent problem-solving and analytical abilities to troubleshoot data issues and implement effective solutions</li> <li>Strong verbal and written communication skills, with the ability to work effectively with both technical and non-technical stakeholders</li> <li>Ability to lead and mentor junior team members</li> </ul> Desired Qualifications: <ul> <li>ServiceNow Certified System Administrator (CSA) and/or Certified Implementation Specialist (CIS) certifications</li> <li>Experience with ServiceNow Performance Analytics or other BI/analytics platforms</li> <li>Familiarity with Agile/Scrum development methodologies</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Agile Practices</li> <li>Automation</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior ServiceNow Data Architect

Financial Solutions Advisor - Consumer Investments - Northeast Houston Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing risk and developing trading activities with limited direction from senior staff. Key responsibilities include proactively maintaining and building client relationships, supporting clients with buying and selling financial products, and implementing trading strategies to achieve revenue goals. Job expectations include having in-depth knowledge of risk management, hedging, and trading strategies as well as market characteristics. Responsible for risk management and trading activities with limited direction from more senior staff. Scope of activities and authority defined by trading limits. Strong knowledge of risk management, hedging and trading strategies, as well as market fundamentals. Responsibilities: <ul> <li>Partners with global sales teams to help the bank's clients execute trading activities, while sharing knowledge of the current market environment</li> <li>Performs trading activities in compliance with federal regulations, industry standards, and other requirements and ensures trading orders are executed with the highest degree of accuracy and time efficiency</li> <li>Assigns accounts to pre-defined trading models and administers trades based on product guidelines</li> <li>Operates as a market maker, buying and selling financial instruments in accordance with established trading strategies and risk parameters</li> <li>Works independently and is responsible for risk management and trading activities with limited direction from more senior staff</li> <li>Scope of activities and authority defined by trading limits, transaction control, and book marking. Responsible in the absence of senior traders to make sure EOD is accurate and reflects our markets view.</li> <li>Executes transactions in accordance with established trading strategies and risk parameters while implementing personal strategic market making inventory views</li> <li>Contributes to the formulation of long term strategies used for desk, sales and origination market views</li> <li>May be needed to provide technical and product support to more junior associates</li> </ul> Skills: <ul> <li>Business Acumen</li> <li>Trade Monitoring</li> <li>Trading</li> <li>Trading Strategy</li> <li>Trading and Investment Analysis</li> <li>Strong knowledge of risk management, hedging and trading strategies as well as fundamentals in US Power markets</li> <li>Has a thorough knowledge of product area including market liquidity and volatility, pricing, and trading/hedging strategies of the US Eastern and/or ERCOT power markets.</li> <li>Seven+ years of East/ERCOT power market experience is preferred to effectively manage daily operations.</li> <li>Prior experience pricing / managing structured power transactions, including but not limited to heat rate call options, vanilla power options, and gas options required.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

26 Jobs in Houston, TX, USA