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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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Responsibilities: <ul> <li>Maintains accuracy of client portfolio using internal and external comparison tools</li> <li>Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling</li> <li>Explores methods to enhance processes, further reduce risks, and boost client experience</li> <li>Partners with colleagues on the trade and sales support teams, as well as external agents</li> <li>Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting</li> <li>Escalates potential risks and exposures to manager in a timely manner</li> <li>Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Required Background: Must be a current Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Ops Sr. Analyst Markets - Year Up

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 role is responsible for maximizing the value for our Access Management products, at the program level in a scaled Agile model. Key responsibilities include defining the vision and roadmap for the Access portfolio, defining and prioritizing the features/epics in the program backlog, and articulating this to both stakeholders and development teams. This role works closely with stakeholders to understand their needs, and with Products Owners to ensure they are aligned on priorities. They support and collaborate with the Portfolio Product Executive on financials throughout delivery. They are experts of the products, business or technology domain, and the industry in which the product competes. Primary Level of Engagement: Works at the program level. Can be an individual contributor or manager of talent. Primary Interactions: <ul> <li>Product Owner</li> <li>Analyst</li> <li>Release/Solution Train Engineer</li> <li>Delivery Lead</li> <li>Architect/Senior Architect</li> <li>Senior/Principal Engineer</li> <li>Technology/Senior Technology Mgr.</li> <li>Product Owner Community of Practice</li> <li>GIS Senior Executives</li> </ul> Primary Responsibilities: <ul> <li>Mentors and provides guidance to team members to foster a collaborative and knowledgeable environment.</li> <li>As an expert, create the vision and roadmap for the program based on customer requirements, industry trends, regulations, and the strategic direction for the business or technology domain.</li> <li>Provide input into defining business capabilities and aligning them to products or creating new products to support them.</li> <li>Articulate the business value to Product Owners so they understand product and strategy; Ensure alignment across product roadmap to achieve portfolio objectives.</li> <li>Create and prioritize features/epics in the program backlog; empowered to make decisions about trade-offs with emerging work versus planned work.</li> <li>Refine features/epics with the Product Owners to ensure there is enough “ready” work for the upcoming 1-2 quarters.</li> <li>Review and accept features/epics and is empowered to make on-the-spot decisions on scope and requirements.</li> <li>Work in partnership with the Product Owners and the teams to ensure that optimum value is obtained through technology and through an advanced understanding of the business and industry trends.</li> </ul> Required Qualifications: <ul> <li>7+ years of experience at an Enterprise level for IAM, Product Management and/or related field</li> <li>Strong understanding of IAM concepts, frameworks, and technologies</li> <li>Experience working in agile methodologies and product management matched by a track record of driving successful transformation.</li> <li>Exceptional interpersonal skills and a collaborative spirit that enables you to work effectively with stakeholders at all levels, and communicate product vision, strategy, progress and gather feedback to drive capability improvements.</li> <li>Strong analytical skills with high attention to detail and accuracy with the ability to use data to communicate change.</li> </ul> How: <ul> <li>Planful: Thoughtfully setting, proactively managing, and predictably achieving commitments through strategy, process, communication, and delivery.</li> <li>Ownership: Acceptance of full responsibility for delivery outcome – “buck stops here” mentality. And collaboratively addressing problems as they arise.</li> <li>Connected: Clear orientation and understanding of where you, your team, your work/priorities join with others in a common goal.</li> <li>Consistency: Drive toward and adoption of logical, efficient, and sustainable processes and tools to achieve predictable results.</li> <li>Accuracy: Achieving business value (as agreed with key stakeholders and control partners) within defined tolerance across measurable parameters (scope, schedule, cost).</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Product Manager - Identity and Access Management (IAM) Identity/Access Lead

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 servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales &amp; Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support. Responsibilities: <ul> <li>Responds to client and partner requests received by email, phone, chat, or workflow system</li> <li>Performs Quality Assurance to ensure high risk processes are completed according to written procedures</li> <li>Deepens relationships with business partners and clients through quality customer service and responsiveness</li> <li>Conducts research using various bank systems to enable response to client questions and inquiries</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Claims Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Account Management</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Coaching</li> <li>Collaboration</li> <li>Executive Presence</li> <li>Stakeholder Management</li> </ul> Required Background: Must be a current Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Sr Service Specialist - Year Up

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 handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Responsibilities: <ul> <li>Contributes to overall success of an Operations team as an individual contributor</li> <li>Handles operational activities and queries for either single or multiple Lines of Business across the enterprise</li> <li>Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners</li> <li>Provides functional expertise knowledge to projects or initiatives relating to the business unit</li> <li>Maintains internal operational and financial controls and works within the risk appetite of the business unit</li> <li>Continues to review processes to ensure they are efficient and implements process improvement opportunities</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Data Collection and Entry</li> <li>Critical Thinking</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Planning</li> <li>Reporting</li> <li>Account Management</li> <li>Conflict Management</li> <li>Decision Making</li> <li>Inclusive Leadership</li> <li>Process Management</li> </ul> Required Background: Must be a current Year Up intern at Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Lead Operations Representative - Year Up

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 job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Private Wealth Client Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Treasury Sales Associate (TSA) will be partnered with the Client Manager to focus on developing strategies to grow revenue with Public Sector Banking clients. Key accountabilities include: <ul> <li>Independent focus of treasury sales opportunities</li> <li>Supporting all activities from sale through implementation</li> <li>Ongoing client relationship management</li> <li>Driving and growing Treasury products revenue</li> </ul> Responsibilities: <ul> <li>Support Client Managers in driving portfolio growth; including client/prospect research; proposal development, and other ad hoc sales support duties</li> <li>Participate in in-person calling activities with Client Managers</li> <li>Prepare treasury services reviews, and identify treasury products and services sales opportunities</li> <li>Prepare account schematics, proposal documents and sales presentations</li> <li>Assist in identifying solutions to client needs</li> <li>Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction</li> <li>Produce pricing/cost benefit proformas and confer with the Client Manager regarding non-standard pricing and negotiation</li> <li>Resolve any non-sales client issues</li> <li>Assist clients in navigating the Bank by liaising with the Client Service, Fulfillment, Credit and other partner teams</li> </ul> Required Skills: <ul> <li>Minimum 2-5 years’ experience in major financial institution’s corporate client facing role</li> <li>Knowledge of cash management and treasury products</li> <li>Excellent analytical, sales, presentation, and communication skills (written and verbal)</li> <li>Strong organizational skills with the ability to prioritize workload</li> <li>Experience working in a fast-paced environment as part of a larger team</li> <li>Proven experience developing rapport with clients, colleagues and other business partners</li> <li>Ability recognize risk mitigation opportunities and escalation of of issues</li> <li>Microsoft Office 365 experience</li> <li>Some travel required</li> <li>Bachelor's degree desired or equivalent work experience</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Associate

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: The Information Security Consultant – Cloud Security will be part of the Global Information Security (GIS) Cyber Security Assurance (CSA) Infrastructure Remediation Governance team. In this role, you will play an integral part in ensuring security of the cloud infrastructure by governing and overseeing remediation activities. As the Cloud Remediation Governance resource, you will collaborate closely with cross functional teams and stakeholders in IT, business technology groups, Risk Partners, and GIS teams across their respective LOBs. You will present key findings, progress, and escalate issues and be responsible for influencing the stakeholders to prioritize/execute risk management issues and lead remediation efforts. Key responsibilities: <ul> <li>Oversee remediation efforts for identified vulnerabilities and compliance/configuration violations in the cloud infrastructure environment.</li> <li>Analyze findings from security monitoring systems such as Aqua, Qualys Scanning, Network Configuration Compliance, and Security Compliance, to identify and direct a respond to all potential security incidents and data breaches.</li> <li>Review all current and existing vulnerabilities for active and acceptable remediation plans. These plans may be reviewed with LOB point of contacts, Application Owners, Data Owners / Custodians or System Administrators. Verify that remediation plans are implemented per remediation plan and GIS guidelines. Review and identify any potential gaps that may result in possible audit issues.</li> <li>Drive remediation of vulnerabilities and misconfiguration issues in public and private cloud</li> <li>Design and enhance vulnerability management process for public and private cloud.</li> <li>Serve as a key resource in improving the governance of end-user remediation and act as the subject matter expert of end-user remediation governance.</li> <li>Review all vulnerability scan results to identify all security risks and report on findings to appropriate partners.</li> <li>Respond to relevant requests received from stakeholders, or representatives of stakeholders, for investigation of potential reporting issues.</li> <li>Provide all necessary reports and presentations on the status of remediation efforts and all gaps and potential obstacles or issues to management and technical staff.</li> <li>Performs other related duties incidental to the work described herein and all special assignments as needed or assigned.</li> </ul> Required Qualifications <ul> <li>5+ years of experience in information security </li> <li>2+ years of experience identifying vulnerabilities in a cloud environment and creating/reviewing plans for remediation</li> <li>Proven project management Skills</li> <li>Knowledgeable with cloud-native application development and application modernization</li> <li>Experience with one or more of Cloud Service Provider (i.e. AWS, and Azure) products and services</li> <li>Experience with Aqua, Qualys Scanning or similar security monitoring systems</li> <li>Excellent communication skills, and the ability to understand and translate cyber security threats from a technical perspective to business-line understanding and execution; ability to communicate risks and propose counter measures to senior technology executives</li> <li>Well-developed analytic, qualitative, and quantitative reasoning skills and demonstrated creative problem-solving abilities with complementary skills for log analytics and diagnosis skills utilizing regular expression and/or scripting</li> <li>Ability to work independently on initiatives with little oversight. Motivated and willing to learn</li> <li>Broad technical background utilizing security technologies, such as Cloud, Server and workstation Operating Systems, Network Security, Vulnerability Scanning Engines, and Compliance Management solutions</li> <li>Strong PC skills including Microsoft Office applications</li> </ul> Desired Qualifications <ul> <li>Bachelors and/or Master’s degree in Computer Science, Information Technology or related field</li> <li>Strong analytical skills/problem solving/conceptual thinking</li> <li>Ability to effectively communicate with Technical and Non-Technical business owners</li> <li>Lead internal efficiencies projects and development</li> </ul> Skills: <ul> <li>Controls Management</li> <li>Cyber Security</li> <li>Data Governance</li> <li>Information Systems Management</li> <li>Risk Management</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Information Security Consultant - Cloud Security

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! Tax Accountant II (TA II), Fiduciary Tax, Private Banking - This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements. Responsibilities: <ul> <li>Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards</li> <li>Prepares complex federal and state fiduciary income tax returns</li> <li>Complies with bank standards and policies, federal and state tax law, and client service standards</li> <li>Acts as a tax technical resource for Private Bank client teams</li> </ul> Skills: <ul> <li>Account Management</li> <li>Attention to Detail</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Relationship Building</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Record Keeping</li> <li>Risk Management</li> <li>Tax Administration</li> <li>Business Process Analysis</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Prioritization</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Tax Accountant II (TA II), Fiduciary Tax

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: The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Core responsibilities <ul> <li>Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals).</li> <li>Design, create and effectively deliver presentation pieces for client meetings and national events</li> <li>Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.</li> <li>Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.</li> <li>May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.</li> <li>Assist with the retention of UHNW relationships.</li> </ul> Skills: <ul> <li>Business Development</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Wealth Planning</li> <li>Active Listening</li> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Written Communications</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Issue Management</li> <li>Prioritization</li> </ul> Desired Skills: <ul> <li>7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals</li> <li>Strong Tax, legal research and writing skills</li> <li>Series 7 &amp; 66 or the ability to obtain these within 120 days</li> <li>Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)</li> </ul> Minimum Education Requirement: Law degree required Shift:1st shift (United States of America) Hours Per Week: 40

Wealth Strategist

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! Position Summary Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities and operates a global security operations center that monitors, detects and responds to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements. What you can expect in Identity &amp; Access Management: In today’s highly connected world, managing and securing the identity of users is essential to the safety and success of our workforce. The Identity &amp; Access Management (IAM) team works within Global Information Services (GIS) and in close participation with all other LOB teams as well as second and third line of defense partners. This role is highly visible and requires frequent interaction with senior management and key stakeholders. Are you passionate about the latest IT technologies and thrive in a fast-paced international environment? In a typical day, you may work with other team members on the book of work, operational concerns, or risk items. You will help overcome obstacles and maintain good relationships with key stakeholders across the bank to ensure timely and effective delivery. We offer you the opportunity to collaborate with passionate competent people, experts in their field. We thrive on being challenged and everything we do is anchored in managing risk for the bank. The Identity and Access Management (IAM) enablement services and data engineering function within Global Information Security is responsible for engineering, solutions architectures, capabilities development, deployment maintenance and governance administration and assurance. In this role you will use past-experience and an analytical mindset to identify opportunities and drive improvements in the Access Management experience. The role is focused on the more technical aspects of IAM eco-system on-boarding and management, including the identification of integrations across business applications, technology infrastructure, platforms and IAM capabilities, such as account discovery, IGA, Cloud and PAM. Responsibilities: This role requires you to be result-oriented, business focused, and successful at interfacing and influencing across multiple organizational units, at various levels. Knowledge/experience/exposure with information security topics, including the design, development, testing, implementation or governance of information security practices and solutions, is extremely desirable for this role. You should be prepared to demonstrate your knowledge of access management/risk identification and mitigation/project management skills. You will be responsible for interfacing with project managers and stakeholders to ensure IAM requirements are clearly defined, fully understood, and ultimately delivered, translating those needs into applied rules tests, and reports that can be applied to ensure sustainability. You will have or will develop a deep understanding of information repositories and the business context of the information they contain, as well as possessing the technical skills to build repeatable, robust processes to test these assumptions. Enterprise position overview: As an experienced professional, provide advice to client management about highly complex security issues. Assists in the review, development, testing and implementation of security plans, products and control techniques. Provides technical support to the management and staff in risk assessments and implementation of appropriate data security procedures and products. Identifies and escalates changes that will affect information security policy, standards and procedures. Works on complex problems where analysis of situations or data requires an in-depth evaluation of various factors. Exercises judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criterion for obtaining results. Work leadership may be provided by assigning work and resolving problems. 2-5 years of operational experience. Required Skills: <ul> <li>Must be proficient in modern IAM technologies including IGA, Active Directory and Cloud</li> <li>Excellent attention to detail and passionate about IAM</li> <li>Strong organizational skills and be able to effectively prioritize multiple tasks</li> <li>Must have experience participating in large or complex projects</li> <li>Must be proficient in data management</li> <li>Must be able to engage and leverage teams and business partners to efficiently deliver business solutions</li> <li>Excellent verbal and written communications</li> <li>Ambitious, self-starter</li> <li>Must be able to identify, analyze and address problems to resolve issues whenever possible in way that minimizes negative impact and risk to the organization.</li> <li>Must be pro-active and be able to drive direction of work that needs to be completed, ability to work independently on initiatives with little oversight. Motivated and willing to learn.</li> <li>Must be comfortable in delivering messages across a wide spectrum of individuals having varying degrees of technical understanding</li> </ul> Desired Qualifications: <ul> <li>Ability to manage diverse projects impacting multiple roles and processes</li> <li>Ability to create management level reporting using aggregated bank data</li> <li>Candidate should be able to troubleshoot problem areas and identify data gaps and issues</li> <li>Ability to identify and integrate modern tech opportunities into the IAM platform, including adoption of Gen AI and LLM</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

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