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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! About the Role The ideal candidate is a data-driven product manager with solid grounding in UX principles and hands-on experience with Generative AI tools and technologies. The role requires a roll-up-your-sleeves attitude, comfort operating in a matrix organization, the ability to lead by influence, and a strong focus on value delivery. You must be comfortable communicating with diverse stakeholders, from senior management to engineers to legal and compliance teams, across multiple regions and time zones. Key Responsibilities <ul> <li>Own the full product lifecycle for GenAI and data-driven solutions—from concept development to delivery and continuous iteration</li> <li>Translate complex workflows into clear requirements, prototypes, and strategic roadmaps while shaping product strategies grounded in user needs, ROI, and platform scalability</li> <li>Collaborate cross-functionally with engineers, quants, and business users to deliver integrated tools that drive value across front-to-back workflows and foster adoption across global markets functions</li> <li>Effectively communicate product vision, roadmap, and value proposition to all stakeholders, securing buy-in and resources to ensure successful execution</li> <li>Partner with businesses across various geographic regions to understand local requirements while maintaining a cohesive global product strategy</li> </ul> Requirements <ul> <li>2-5 years of product management experience, including successful delivery of internal digital tools or platforms</li> <li>Strong end-to-end product management skills: gathering user requirements, defining MVPs, setting priorities, and delivering production-ready solutions with a focus on measurable outcomes</li> <li>Understanding of GenAI capabilities and concepts with demonstrated experience in the Generative AI application landscape</li> <li>Excellent communication and stakeholder management skills, with proven ability to effectively engage senior management, engineering teams, and legal/compliance stakeholders</li> <li>Experience working across global teams and adapting to regional variations in business needs and workflows</li> </ul> Preferred <ul> <li>Experience with GenAI products and capital markets or financial services knowledge</li> <li>Technical background with SQL/Python working knowledge and prompt engineering expertise</li> <li>Comfort operating in an Agile framework using JIRA and Wiki tools for product documentation and project management</li> <li>Experience driving technology adoption across geographically dispersed teams</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Associate/Vice President, Digital Product Manager - GenAI Solutions

About Us: Join AMETEK Power Quality Solutions, a leader in safeguarding sensitive equipment from power disruptions like spikes, blackouts, and electrical noise. As part of our team, you’ll help ensure smooth, reliable power for critical systems worldwide. This is your chance to create innovative solutions and make a real difference in keeping vital systems running strong. Job Summary: The ideal candidate for this Business Development and Account Manager role will have a high sense of urgency to create the best possible customer experience. We’re seeking a sales representative to provide our customers with power quality and uninterrupted power supply solutions which are manufactured by the Powervar brand of AMETEK. The sales representative will have a strong understanding of the sales process and excel at generating leads, building relationships, and closing deals. The ideal candidate will be a quick learner who has strong negotiating skills and an ability to showcase the value we bring in a compelling way. Often tasked with giving presentations and attending networking events and trade shows, the sales representative must be both personable and professional with excellent organization and communication skills along with attention to detail and accuracy. Key Responsibilities: <ul> <li>Manage sales of products and services to large key accounts.</li> <li>Focus on client engagement of both new account opportunities and existing clients to discover, build value, and move forward with solutions which provide both client and business objective success.</li> <li>Blueprint client account structure. Maintain key relationships within departments (i.e., Executive Groups, Sales Group, Marketing Group, Service Group), as needed to ensure high client satisfaction.</li> <li>Maintain client database (via Salesforce) and delegate time accordingly to ensure monthly objectives are met. Monitor sales updates, forecasting, reports, etc.</li> <li>Participate in developing marketing strategy and tactical plans in support of achieving business plan objectives. Provide sales information to the management team. Provide analysis and marketing/training assessment needs to support Powervar sales plans.</li> <li>Prepare and execute presentations for large groups as needed.</li> <li>Coordinate engineering effort when Powervar products are required on new systems.</li> <li>Work with management team to define and execute future plans for growth including new applications, new vertical markets, and new product development plans.</li> <li>Work with internal departments (Order Entry, Service, Accounting, etc.) to ensure clients remain in good standing and are well informed. Assist with process improvement initiatives when required.</li> <li>Attend trade shows to support sales/engineering teams.</li> <li>Travel is expected to be up to 50%.</li> </ul> Minimum Qualifications: <ul> <li>Bachelor's degree</li> <li>5+ years of sales/client engagement experience</li> <li>Power and/or electrical industry experience</li> <li>Customer relationship management (CRM) system experience</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree in a technical field</li> <li>Uninterruptible power supply (UPS) experience</li> <li>Salesforce experience</li> <li>Excellent verbal and written communication</li> <li>Strong interpersonal skills to build rapport</li> <li>Strong organizational skills</li> <li>Excel, PowerPoint, Teams, and Word knowledge</li> <li>Power BI and One Note experience</li> <li>Effective organizational and time management skills to succeed in a fast-paced environment </li> </ul> What’s in It for You: <ul> <li>Competitive compensation, holiday pay, and paid time off</li> <li>Great benefits package that includes health, vision, and dental insurance</li> <li>401(k), plus matching</li> <li>Flexible spending accounts (FSAs), health savings account (HSA) with AMETEK contribution, life insurance, disability insurance, and family medical leave</li> <li>Employee referral program</li> <li>Tuition reimbursement program</li> <li>Employee assistance program</li> <li>Exciting, fast-paced environment where you could make a true impact</li> <li>Opportunities for career advancement within our business unit and across all other AMETEK business entities</li> </ul> Additional Details: Location: This position is a remote role. Up to 50% travel will be required. To learn more about our company and our job opportunities, visit us at: <a href="https://www.ametek.com/careers" target="_blank">https://www.ametek.com/careers</a> To learn more about the business unit you’ll be joining, visit us at: <a href="https://www.powervar.com/" target="_blank">https://www.powervar.com/</a>

AMETEK

Business Development and Account Manager

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 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! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: **Mandarin Strongly Preferred (contingent upon location) ** • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- Stage I- Seattle North

Sales · Remote USA · Fully Remote <h1>Account Executive</h1> Are you ready to be a big part of something big? At Trader Interactive, we make buying and selling a great experience. We’re a group of go-getters who decided they didn’t want to settle for the status quo. We come together as one team to build value and drive innovation across our industries - but we have fun while we do it and make sure our people are always our #1 priority. When it comes to your career, we want to provide big opportunities to help you make a big impact. But for this to be possible, we strive to feel small. Small enough to quickly change tack, small enough to learn from different teams and small enough to connect authentically with leadership. And one of the best parts? We give you the freedom to work from whatever working location works best for you and your lifestyle - yes, this means you can be 100% remote if you want to be! What We Offer <ul> <li>An inclusive and supportive work environment where you can move your career forward and will have the chance to do work that has real, significant impact on the world.</li> <li>The opportunity to be a part of a global group of digital marketplace businesses (CAR Group) located across Australia, Brazil, Chile and South Korea - collectively we have around 1,800 team members worldwide, and our Global Talent Exchange Program means you might just find yourself working in one of those businesses sometime soon.</li> <li>Plenty of flexible leave options and employee benefits including up to 31 days of paid time off in your first year, continuing education with access to LinkedIn Learning, a full benefits package including medical, dental &amp; vision, 401K with company match, and wellness program.</li> </ul> What You’ll Do <ul> <li>Using the consultative sales approach, present and deliver sustainable digital marketing/advertising solutions to dealers in person and virtually.</li> <li>Consistently achieve goals and objectives for revenue, retention, new product sales and account ownership, lead by example to foster high standards within your respective team</li> <li>Deliver in person/virtual quarterly business reviews with recommendations for existing dealer customers </li> <li>Implement an organized and effective account and territory target revenue plan, including sales pipeline and forecasting management and sales account activity documentation in Salesforce</li> </ul> What We’re Looking For <ul> <li>2+ years of B2B digital marketing/advertising sales experience, with a proven track record of success in maintaining and growing existing clients</li> <li>Commitment to evaluating and improving your sales funnel performance (Activity, Conversion, Yield).</li> <li>Excellent discovery, presentation, communication and interpersonal skills</li> <li>Proficiency with sales software, particularly Salesforce (CRM) systems, Gong, GeoPoint etc.</li> <li>Ability to analyze sales/market data and translate into actionable insight</li> <li>Positive attitude, Self-motivated, organized and able to work independently and in team environments.</li> <li>Comfortable leading a meeting with a marketing team/departments decision makers</li> <li>Travel limited to attend trade shows and training/sales events</li> </ul> Bonus Points: <ul> <li>Bachelor’s degree in Business, Marketing or related field</li> <li>Sold within Commercial, Recreational, or Auto digital sales</li> <li>Digital sales/media accreditations (IAB, Google Ads &amp; Analytics, Meta)</li> </ul> So come and join our team - because every role is a big role in our plans to go big. TI proudly supports a diverse workforce, and we encourage candidates from underrepresented groups to apply. Trader Interactive is an equal opportunity employer where hiring is based entirely on business needs, job requirements, and individual merit. <dl> <dt>Department</dt> <dd> Sales </dd> <dt>Locations</dt> <dd> Remote USA </dd> <dt>Remote status</dt> <dd> Fully Remote </dd> </dl> Sales · Remote USA · Fully Remote <h1>Account Executive</h1> <h2>Already working at Trader Interactive?</h2> Let’s recruit together and find your next colleague.

Trader Interactive

Account Executive

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Silicon Valley West

Job Description: Job Title: Transaction Reporting Submission Control Professional Corporate Title: Up to Assistant Vice President Location: Chester Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Role Description: An exciting opportunity has arisen for a Regulatory Reporting Professional to join the Transaction Reporting Control Group (TRCG). TRCG is a post-process quality assurance function that validates the completeness, accuracy, and timeliness of G20 transaction reports and related obligations. The team’s main responsibility is to act as Report Preparers for 41 transaction reports including CFTC and SEC reports in USA, EMIR, SFTR and MiFID reports in UK and Europe, and reports for regulators in Canada, Switzerland, Hong Kong, Singapore, Australia, Japan, and South Korea. For each of these reports, the processing and submission is a fully automated activity performed in real-time; TRCG operates a risk-based control framework to ensure the integrity of the process and submitted data. The role is based in the Submission Control function, which is primarily focused on remediating exceptions received from trade repositories that provide the bank’s transaction reports to regulatory bodies globally. Key Responsibilities: <ul> <li>You will monitor and resolve pre- and post-submission transaction reporting for the EMIR / UKEMIR jurisdictions.</li> <li>You will investigate issues and carry out root cause analysis; escalate regulatory breaches to senior management as required. </li> <li>You will partner with key stakeholders within TRCG and across the organisation (including Front Office, Technology and Compliance) to resolve issues.</li> <li>You will define remediation requirements and manage the remediation effort through to resolution.</li> <li>You will produce and disseminate function-related MI as required and provide insightful commentary and analysis.</li> <li>You will conduct data analysis to assist in responding to internal, client and regulator enquiries.</li> <li>You will participate in Change Management and business readiness activities to implement internal and external changes affecting transaction reporting.</li> <li>You will drive the continuous improvement of processes and controls through Operational Excellence to bring reporting in line with non-financial regulatory reporting (NFRR) global standards.</li> </ul> What we are looking for: <ul> <li>Experience of working in Banking Middle Office, Operations or other relevant functions will be ideal.</li> <li>You will have an Operational Excellence and process enhancement mindset.</li> <li>You will have strong communication skills across cross-functional stakeholders at varying levels of seniority. </li> <li>You will have the ability to conduct and review meaningful analysis on large data sets and providing insightful commentary.</li> </ul> Skills that will help: <ul> <li>An understanding of the regulatory trade and transaction reporting landscape will be a plus.</li> <li>Experience with EMIR / UKEMIR would be an advantage.</li> <li>Familiarity with key products covered by regulatory reporting obligations (FX, Credit, Rates, Equities, Futures &amp; Options) would be an advantage.</li> <li>Proficient in MS Office, including Excel (VB advantageous) and PowerPoint will be a plus.</li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner </li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum </li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc</li> <li>Use of a flex fund to use towards benefits </li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions </li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Transaction Reporting Submission Control Professional

Zeeco

Quality Administrative Assistant

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. 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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: American Canyon 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for 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: • 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • 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. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Southern Philly Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

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