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Job TitleSenior Manager, Talent AcquisitionJob Description SummaryThe Senior Manager, Talent Acquisition is instrumental in ensuring that talent is a key source of competitive advantage for C&amp;W's ongoing growth and success. This extraordinary leader will partner with the People Team &amp; Business leaders to design and implement strategic talent acquisition strategies to meet current and future business objectives.Job DescriptionResponsibilities:<ul> <li>Delivering talent sourcing and recruiting services to key C&amp;W business units.</li> <li>Partnering closely with the respective business unit HR Leaders and leading the strategy and development of innovative solutions to meet the staffing needs of the global organization in order to cost effectively deliver world class talent across the organization.</li> <li>Supporting the development of workforce plans, integrated at the enterprise-wide level.</li> <li>Defining short and long-term strategic sourcing plans and strategies to identify best in class talent both internally and externally.</li> <li>Integrating analytics to guide &amp; drive talent sourcing &amp; recruiting strategies, capabilities, and initiatives.</li> <li>Proactively managing the talent supply chain (i.e. internal talent pools, external talent sourcing channels such as online media, employee referrals, and search firms) and identifying creative ways to ensure C&amp;W has access to the best talent in the world to fill current and future openings.</li> <li>Ensuring the high performance of teams by hiring and developing highly skilled talent who are relationship-oriented, client-focused, and results-driven and who possess deep business acumen.</li> <li>Monitoring/ensuring compliance with employee-related legislation and internal policies and practices.</li> <li>Actively participating in HR initiatives and projects by working effectively with global HR team members.</li> <li>Putting Business First: Is primarily concerned about the well-being of the corporation and sustaining its growth and values people - understands that growth is only sustained by capable, engaged, and accountable employees.</li> <li>Innovating: Is always searching for an improved way to achieve better outcomes sourcing and selecting talent and gets the fundamentals - focuses on flawless execution of the basic processes for acquiring talent both internally and externally.</li> </ul>Qualifications: <ul> <li>BA/BS required</li> <li>7+ years of Talent Sourcing and Recruiting leadership experience in complex global organizations</li> <li>5+ years of experience leading teams and managing people managers</li> <li>Ability to translate business strategies into critical workforce strategies/initiatives</li> <li>Ability to collaborate and work cross-functionally across various levels within the organization</li> <li>Ability to inspire others to achieve high standards and adapt to change in order to reach the desired result.</li> <li>Ability to be decisive, seize opportunities, and ensure fast implementation.</li> <li>Ability to quickly respond to the changing needs of a dynamic organization</li> <li>Recruitment process management</li> <li>Strong organizational, analytical, consulting, relationship-building, and influencing skills</li> <li>Ability to identify issues and formulate solutions</li> <li>Result- oriented with an open and candid communication style</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $119,000.00 - $140,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Senior Manager, Talent Acquisition

Job TitlePortfolio Strategy LeadJob Description SummaryThe Portfolio Strategist will be dedicated to one or more of Cushman &amp; Wakefield’s most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate vision. As the Portfolio Strategy Lead, you will maintain a thorough understanding of a client’s global real estate portfolio and oversee optimization efforts, including the ongoing management of a comprehensive Plan of Record. With support from complementary account team members, you will oversee portfolio optimization initiatives and progress towards client’s enterprise goals.Job DescriptionESSENTIAL DUTIES AND RESPONSIBILITIES<ul> <li>Ability to think strategically and creatively, to articulate client challenges and demonstrate how the real estate portfolio strategy can address enterprise business objectives.</li> <li>Gather data across a broad range of sources, perform careful analysis, synthesize trends into takeaways and prepare thoughtful reporting for executive review. This detail-oriented professional will play a critical role in helping our account teams identify strategic opportunities, mitigate risk, and bring real estate opportunities to life. </li> <li>Responsible for providing analytical support, research, and Business Intelligence report development that supports real estate strategy workstreams across a client’s real estate portfolio. Ability to develop a storyline and executive deliverables that aid stakeholder consensus and approval.</li> <li>Strong eye for executive infographics, distilling complex data sets to action-oriented insights.</li> <li>Support client’s internal approval protocols; this includes developing a storyline and deliverables that result in stakeholder consensus and approval. Carefully document potential cost implications, risk and timeline impacts for key strategic initiatives. </li> <li> Support client’s internal capital and budget planning processes, as required. Rationalize our client’s forward-looking pipeline with asset-level Plan of Record documentation.</li> <li> Coordinate with the account team and client stakeholders to ensure tracking and reporting of client(s) deliverables. Provide cross-functional partnership with transactional teams and client stakeholders.</li> <li>Perform outreach to account leaders to diagnose challenges and problem areas, then drive &amp; facilitate the delivery and presentation of insights &amp; analytics related to those challenges.</li> <li>Track programmatic delivery to accounts and the outcomes of that delivery with the account teams.</li> <li>Collaborate with global team members in the development of innovative analytics, tools, and processes</li> <li>Perform industry research and analysis, helping to benchmark client activities to industry best practice.</li> <li>Manage analytical projects/program which may include business intelligence and geospatial reporting.</li> <li>Ensure portfolio-wide SLA’s &amp; KPI’s are achieved and aligned with contractual agreements.</li> <li>Support ad-hoc strategic projects as client needs arise.</li> </ul>EDUCATION and EXPERIENCE<ul> <li>Bachelor's degree required in related field.</li> <li>5-10+ years of experience in a real estate portfolio strategy or strategic consulting position.</li> <li>Comfort in broad real estate asset types is preferred</li> <li>Experience in Microsoft Power BI, Tableau, Alteryx and/or ESRI is a great value-add but not required.</li> <li>Prior experience in commercial real estate is required.</li> <li>Demonstrated leadership, self-management, and problem resolution skills. Ability to manage, review, and analyze a large volume of transactions globally.</li> <li>Excellent interpersonal skills and ability to work in a team environment.</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $144,500.00 - $170,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Portfolio Strategy 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! 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> Weekly Hours - Monday thru Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage I-Registration Candidate-Consumer Investments - Downtown Chicago, IL

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: Bank of America is actively seeking a Senior Red Team Operator with a strong focus on malware/tool development and adversary emulation to join our Cyber Threat Hunt, Intelligence and Defense organization. This role is centered around building and deploying advanced offensive security capabilities through R&amp;D, custom tooling, and red team operations. The ideal candidate will have a deep understanding of modern endpoint detection and response (EDR) technologies, experience with low-level programming languages, and a passion for offensive security. Required Skills <ul> <li>7+ years of IT experience with at least 5 years of experience in offensive security. </li> <li>Experience with designing and developing custom implants, loaders, and post-exploitation tools for red team engagements.</li> <li>Comprehensive knowledge of command-and-control frameworks like Cobalt Strike, Mythic, Havoc, and Sliver.</li> <li>Experience with researching and implementing EDR evasion techniques, including userland and kernel-level bypasses, in-memory execution, and telemetry disruption.</li> <li>Must demonstrate knowledge of tactics, techniques, and procedures associated with malicious insider activity, organized crime/fraud groups and both state and non-state sponsored threat actors.</li> <li>Must be able to critically examine an organization and system through the perspective of a threat actor and articulate risk in clear, precise terms.</li> <li>Must be able to both work independently as well as effectively work in teams with individuals with a variety of skills and backgrounds</li> <li>Able to collaborate with other teams and communicate security concepts effectively.</li> <li>Must have a strong background using low-level languages (C/C++).</li> <li>Must have experience with PE file format and low-level Windows internals.</li> <li>Must have experience with reverse engineering and Windows debugging (IDA, Ghidra and WinDBG).</li> </ul> Skills: <ul> <li>Advisory</li> <li>Innovative Thinking</li> <li>Technical Documentation</li> <li>Technology System Assessment</li> <li>Threat Analysis</li> <li>Adaptability</li> <li>Collaboration</li> <li>Executive Presence</li> <li>Scenario Planning and Analysis</li> <li>Test Engineering</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

Senior Red Team Developer - Adaptive Threat Simulation

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. The Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business and their COOs and their supporting technology teams from the Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting a group/team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls. Scale/Scope: • Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB) • Serves as an Information Security subject matter expert and liaison with GIS teams and participates in the development, implementation and maintenance of information security programs for both the line of business (LOB) and the enterprise • Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security • Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues • Manages information security control alignment reporting to LOB Leadership. Risk Management: • Drives GIS/LOB risk deliverables • Collaborates with risk partners on info security critical priorities • Participates in senior LOB specific Risk Management &amp; Business Continuity Routines • Identifies and measures global information security (GIS) controls on most critical business processes or channels Leadership/Strategy: • Ability to build strong Partner relationships with peer technology groups and supported LOB • Supports the triage process with the client and helps them understand the GIS support structure • Drives required risk culture and partnership with peer technology teams and supported LOB • Participates in key CIO operating routines to drive information security risk strategy • Has a solid grasp of security in big data and other instructed large data structures Required Skills: • 2-5 years of experience in technology and 5 + years in information security • Must display subject matter experience in application security, vulnerability testing/management, system testing, and/or Agile lifecycle management • Strong LOB knowledge/experience for the type of business they are aligned to (e.g..Global Business Services) • 1-2 years of risk management experience or direct participation in risk management processes, including application risk classification and application control assessments. • Experience with reporting and advance MS Excel • Experience with creating/giving presentations and superb communication skills Shift:1st shift (United States of America) Hours Per Week: 40

Information Security Officer - Global Technology

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: As the Data Loss Protection Cloud Lead, you will be responsible for designing, implementing, and maintaining DLP security measures within cloud and on-premise environments to protect Bank of America’s digital assets and data. This role involves managing a team to collaborate with cross-functional teams to develop and enforce security policies, identify vulnerabilities, and create robust security solutions for cloud-based systems. Key Responsibilities: <ul> <li>Develop and implement a comprehensive Data in Motion security strategy that aligns with the organization's goals and compliance requirements.</li> <li>Design solutions, considering aspects such as network security, identity, and access management (IAM), encryption, and data protection.</li> <li>Guide implementation of proactive measures to address security concerns effectively.</li> <li>Ensure that cloud security practices adhere to industry standards and regulatory compliance, such as GDPR, HIPAA, or SOC 2.</li> <li>Establish and lead reporting routines that provide visibility to effective execution of long-term maturity/strategic plans.</li> <li>Consult with Data in Motion control owners and others on developing complete and repeatable control processes including control documentation such as procedures, control evidence, narratives, control matrices, metrics etc.</li> <li>Develop high-level presentations tailored for executives and stakeholders.</li> <li>Build strong relationships both internally and externally, driving initiatives that promote cybersecurity awareness and best practices.</li> </ul> Manages a team or teams accountable for providing cybersecurity defense across multiple disciplines. Leads the analysis, implementation, execution and ongoing improvement of proactive security controls to prevent external threat actors from infiltrating company information or systems. Utilizes experience and deep knowledge of IT platforms, tools, and concepts to ensure cybersecurity protection is integrated at all layers of defense. Leads alert responses and problem solving workgroups across multiple functions with a focus on the enterprise risk framework. Typically has over 10 years of relevant experience including managing teams. Required Skills: <ul> <li>Minimum of 10 years of experience in information security, with at least 5 years focused on cloud security. Prior experience as a Security Architect or similar role is highly desirable.</li> <li>Proven leadership experience in managing individuals within a fast-paced environment.</li> <li>Experience with developing performance baselines for DLP tools.</li> <li>Proficiency in cloud platforms such as AWS, Azure, or Google Cloud, including knowledge of their security services and best practices.</li> <li>Strong understanding of security principles, protocols, and technologies, with expertise in areas like network security, DLP, and encryption.</li> <li>Exceptional analytical and problem-solving abilities, along with the ability to assess complex security risks and devise effective solutions (e.g., you should be comfortable working on problems that have a fair amount of ambiguity at the onset).</li> <li>Experience in administration of a DLP tool which includes configuring policies, upgrading and disaster recovery of DLP operations planning.</li> <li>Understanding of technical and organizational security vulnerabilities, threats, and risks</li> <li>Exceptional communication skills and the ability to explain yourself concisely and accurately.</li> <li>Ability to troubleshoot and solve complex problems rapidly.</li> <li>Certified Cloud Security Professional (CCSP) preferred or ability to obtain within 3 months.</li> </ul> Desired Skills: <ul> <li>Experience operating and tuning DLP technologies.</li> <li>Experience with CASB solutions, Microsoft Purview, Proofpoint, M365</li> <li>Cloud platform familiarity as it relates to DLP solutions (AWS, Azure)</li> <li>Operating Systems (Windows/Mac/Linux)</li> <li>Basic Networking - VPN, TCP/UDP protocols </li> <li>Basic Encryption - SSL, AES, IPsec, Key Management, Certificates</li> <li>Ancillary Services - DNS, Web Server, LDAP/AD, Database technologies</li> <li>Intermediate Level Scripting - e.g., Python, PowerShell</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

Data Loss Protection Cloud Lead

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

Merrill Financial Solutions Advisor - Chicago West Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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

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