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Job Description: Job Description Job Title: Sr Cyber Incident Response Manager, Global Information Security Corp Title: 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! Location Overview: Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee. Role Description: Cyber Incident Response and Management is part of the Cyber Response &amp; Recovery Team who provide a globally coordinated and managed response capability for information security events and incidents that may impact the confidentiality, integrity, and/or availability of the Bank’s information and information systems or has privacy implications. The role of the Senior Incident Manager is to coordinate the response and recovery activities from information security incidents. This includes collaboration with appropriate response, assist with determining the root cause of incidents and work with stakeholders and responsible parties to remediate any identified control gaps or failures; Escalate issues to management in a timely manner with appropriate information regarding severity, exposure, and action items; this role requires critical thinking and investigative mindset coupled effective written, and verbal communication skills. This is a senior role with high visibility at the global level including interacting with and providing direct updates to executives and senior leadership stakeholders. A Senior Incident Manager provides their knowledge and expertise in incident response to lead, mentor, and challenge associates on the team. The team conducts 24/7 follow-the-sun (FTS) operations which you will work closely with AMRS and APAC regions. Responsibilities: <ul> <li>Establish oversight of information security events and cyber incidents and communicate analysis, containment, and remediation efforts to all business partners.</li> <li>Lead more junior incident managers to evaluate, communicate, and contain cyber security incidents while collaborating with other security teams, technology organizations, and line of business partners.</li> <li>Cyber incident response and recovery plans will be available to use and should be maintained by the team. Any issues that require management escalation will be expected to be completed in a timely manner including all appropriate information in relation to risk and action times.</li> <li>The Cyber Incident Manager will provide status updates and post-incident findings for executives and stakeholders in non-technical terms encompassing risk, impact, likelihood, containment and remediation activities and threat actors.</li> <li>Risk management including briefing and recommending actions to executive leadership within Global Information Security and other business partners on events and incidents.</li> <li>The incident manager is part of a global 24/7/365 follow-the-sun rotation and there is a requirement to work 3-5 weekends per year in an on-call basis as a primary contact. There will also be a requirement to cover holidays for APAC and AMRS regions.</li> </ul> What we are looking for: <ul> <li>Proven experience handling Information Security related events and incidents</li> <li>Experience in an operations focused role with an emphasis on cyber incident response</li> <li>Demonstrable experience in the coordination of containment activities related to cyber security incidents.</li> <li>Familiarity with security vulnerabilities exploits and APT tools, techniques, and procedures.</li> <li>Familiarity with network security vulnerabilities, exploits, malware, and digital forensics desirable</li> <li>An excellent verbal and written communicator who can adapt to their audience.</li> <li>Decisive and can make difficult decisions in what can be a high-pressure environment.</li> <li>Exercise independent judgment in methods, techniques, and evaluation criteria for obtaining results.</li> <li>Able to handle multiple competing priorities in a fast-paced environment and act without causing an undue delay.</li> <li>Supportive and can work well as part of a team as well as independently.</li> <li>Ability to remain calm under pressure.</li> <li>Ability to work in a strong team-orientated environment with a sense of urgency and resilience.</li> <li>Must be able to think outside the box and develop solutions to accomplish seemingly impossible tasks whilst remaining risk and objective focused, with an investigative mindset.</li> <li>Ability to quickly understand and navigate a large organization.</li> <li>Security+ or equivalent certification</li> <li>GCIH or equivalent certification required within six months of employment.</li> <li>Benefits of working at Bank of America:</li> </ul> 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 access to school holiday clubs 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>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters.</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 program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</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 sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or 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.

Bank of America

Info Security Incident Mgmt Specialist

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Private Wealth Client Associate

Job Description: 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; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****Please note this is a sourcing requisition there might not be an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- South San Diego

<h2>About the team</h2>At Zillow Home Loans (ZHL), our Partner Engagement Operations team is dedicated to driving the success of our partner relationships in Enhanced Markets. We are a dynamic and collaborative group that thrives on strategic planning, data-driven decision-making, and effective project management. Our team works closely with sales leadership, marketing, business operations, product, and other relevant stakeholders to optimize for growth and improve the customer experience. We value innovation, efficiency, and the ability to work independently while fostering a supportive and inclusive environment. Join us to be part of a team that is committed to excellence and making a significant impact in the mortgage industry.<h2>About the role</h2>We are seeking a highly skilled and experienced Program Manager to join our team. This role is pivotal in driving the success of our Zillow Home Loans partner engagement operations in Enhanced Markets through strategic planning, data-driven decision-making, and effective project management. The ideal candidate will have a proven track record of managing multiple projects simultaneously, developing strategies to optimize sales operations, and collaborating with cross-functional teams to achieve business goals.Responsibilities:Strategic Development:<ul> <li>Develop data-driven strategies to drive customer and business outcomes with minimal support.</li> <li>Define engagement strategies to build and maintain relationships with agents</li> <li>Incorporate qualitative and quantitative market, customer, and competitive insights into strategic planning.</li> <li>Write business briefs and narratives for initiatives and projects with minimal guidance</li> </ul>Sales Operations:<ul> <li>Develop and implement strategies for capacity management, goal setting, and performance management.</li> <li>Manage end-to-end partner assignments, book of business changes, SOPs, feedback workflows, and reporting optimizations.</li> </ul>Performance Analysis:<ul> <li>Identify optimizations to improve reporting effectiveness </li> <li>Synthesize performance and trends to drive rhythm of business (ROB) and accountability to key performance indicators (KPIs) and business outcomes.</li> </ul>Cross-Functional Collaboration:<ul> <li>Partner with sales leadership, marketing, business operations, product, and other relevant stakeholders to increase effectiveness, efficiency and optimize for growth.</li> <li>Identify and recommend new ways to address customer needs and improve the customer experience with minimal support.</li> </ul>Project Management:<ul> <li>Lead and manage multiple projects simultaneously with minimal guidance.</li> <li>Set prioritization and ensure timely delivery of project milestones.</li> </ul>This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC the standard base pay range for this role is $105,900.00 - $169,100.00 Annually. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>8+ years of experience in program management, sales operations, or a related field</li> <li>Program and project management skills, with a proven track record of owning complex, cross-functional initiatives and delivering results on schedule in a fast-paced environment.</li> <li>Experience in developing and implementing strategies for book of business management, goal setting, and performance management. </li> <li>Ability to synthesize sales performance and trends and drive accountability to KPIs. </li> <li>Experience in collaborating with marketing and cross-functional teams to develop and execute GTM plans.</li> <li>Strong analytical skills with the ability to develop data-driven strategies</li> <li>Excellent communication and collaboration skills</li> <li>Ability to work independently and as part of a team in a fast-paced environment.</li> <li>Strong leadership skills and the ability to influence and motivate others.</li> <li>Proficient in Google Suite, PowerPoint, and project/program management tools</li> </ul>Preferred Qualifications:<ul><li>5+ years of experience in the mortgage industry, with a strong understanding of the loan origination process.</li></ul><h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Program Manager, Premier Sales

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Core responsibilities <ul> <li>Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals).</li> <li>Design, create and effectively deliver presentation pieces for client meetings and national events</li> <li>Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.</li> <li>Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.</li> <li>May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.</li> <li>Assist with the retention of UHNW relationships.</li> </ul> Skills: <ul> <li>Business Development</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Wealth Planning</li> <li>Active Listening</li> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Written Communications</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Issue Management</li> <li>Prioritization</li> </ul> Desired Skills: <ul> <li>7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals</li> <li>Strong Tax, legal research and writing skills</li> <li>Series 7 &amp; 66 or the ability to obtain these within 120 days</li> <li>Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)</li> </ul> Minimum Education Requirement: Law degree required Shift:1st shift (United States of America) Hours Per Week: 40

Wealth Strategist

Job Description: At Bank of America, we’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: • 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. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor I - Consumer Investments-Ponce de Leon

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained your insurance licenses</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****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- Consumer Investments- West Hills Market

Job Description: About Us 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! Global Business Services Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence, and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview* Employee Experience Technology team provides technology solutions to support the Chief Administrative Office, Legal, Audit and Global Human Resources Organizations. The key functions performed are master planning, vendor management, business engagement, application design &amp; development, and application life cycle planning and monitoring. The Audit Technology group is responsible for developing the solutions for Corporate Audit line of business. which performs internal auditing of processes, applications etc. across Bank of America eight lines of business. Job Description*. We are seeking an experienced Senior Data Scientist who can drive the technical vision for our AI based applications. The candidate needs to have strong knowledge in AI/ML, NLP, Deep Learning, LLMs, GenAI Models, Python scripting language and libraries, this role is responsible for building or optimizing Data science solutions and help the business to address complex problems. Responsibilities* Key responsibilities include: <ul> <li>Individual contributor role enabling Artificial Intelligence (AI) research and development at Bank of America</li> <li>Code design, research and prototype implementations for next-generation Artificial Intelligence systems, Data Analytics, Model development &amp; support, MRM process documentation and governance.</li> <li>Development &amp; enhancement of models including evaluation of vendor-built models.</li> <li>Helps define the technology tool stack for the solutions, Evaluates and adapts new tools/framework/practices for team(s).</li> <li>Constantly seek better ways of solving technical problems and designing the solution, Research and evaluate Innovative approaches to Data Science problems. Identify gaps and work with appropriate partners to develop plans to close gaps.</li> <li>Collaborate with development teams to understand requirements, ensure the architecture is feasible to implement and subsequently implemented accurately.</li> <li>Use data assets to gain insights into current processes and models.</li> <li>Drive processing, cleansing, and verifying the integrity of data used for analysis.</li> <li>Build, improve and extend NLP capabilities in various domains.</li> <li>Communicate findings, opportunities and gaps in techniques, tools, and infrastructure to all levels of the organization.</li> <li>Take results from POC to development to production in collaboration with product engineers and iterate through the validation and recalibration cycles.</li> <li>Take a leadership role in the data science community of experts.</li> <li>Lead Data Quality metrics development and monitoring, internal process design and documentation.</li> <li>Feature engineering.</li> <li>Contribute to story refinement/defining requirements.</li> <li>Participate in estimating work necessary to realize a story/requirement through the delivery lifecycle.</li> <li>Adhere to team delivery/release process and cadence pertaining to code deployment and release.</li> <li>Mentor and manage junior talent.</li> </ul> Requirements Education - B.E./ B. Tech/M.E./M. Tech/BSC/MSC/BCA/MCA (prefer IT/CS specialization) Experience Range - 10 to 15 years. Foundational skills* <ul> <li>Strong technical experience in Machine Learning, NLP, Deep Learning, Statistical Modeling. </li> <li>Strong understanding of machine learning techniques and algorithms, capability, and skills to develop and enhance models.</li> <li>Strong hands-on in Implementing LLM Models, GEN-AI Models, OpenAI API’s. </li> <li>Strong hands-on design and development experience in Python. </li> <li>Experience with data visualization tools. </li> <li>Worked on the Data analysis libraries like pandas. </li> <li>Experience in web APIs. </li> <li>Hands on experience with various databases – Oracle, SQL server and working experience in SQL, PL/SQL</li> <li>Strong hands-on experience with Unix scripting, Database tools like TOAD, SQL Developer and Autosys etc.</li> <li>Strong problem solving, analytical and interpersonal skills.</li> <li>Ability to work effectively in a team environment.</li> <li>Strong written and oral communication skills. Should have the ability to clearly express ideas.</li> <li>Experience working with Agile Methodology</li> <li>Experience with automated SDLC solutions (CI/CD)</li> </ul> Desired skills* <ul> <li>Project management tool JIRA and Version Control tools Github, Bitbucket – will be an added advantage.</li> <li>Must be able to interact and co-ordinate with distributed &amp; Cross-functional teams.</li> <li>Self-starter capability, ability to acquire new skills autonomously.</li> <li>Ability to present technical concepts to senior level business stakeholders.</li> <li>Assisting with the business cases and understanding stakeholder’s expectations and objectives</li> <li>Strong problem identification and solving skills.</li> <li>Excel in a fast paced, dynamic environment.</li> </ul> Work Timings*: 11:30 AM – 8:30 PM Job Location*: Hyderabad

Senior Data Scientist - GBS IND

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: Primary responsibility to obtain and review insurance documentation in accordance with Bank policies and procedures, and to ensure lien perfection. Interfaces with insurance agents, line partners, and clients to ensure world-class documentation accuracy. Maintains primary responsibility for accuracy of insurance documentation and SOR tracking data, timely delivery of documents, and elimination of controllable re-work. Post funding analysis of insurance requirements, timely processing/resolution of insurance exceptions, and monitoring system of record for upcoming expirations of insurance policies, acting to extend or obtain renewals of the items prior to their expiration. Maintains ticklers on systems of record for these items. Acts to resolve exceptions related to insurance requirements. Responsibilities: <ul> <li>Generate Insurance requirement letters and send to client/agent/broker.</li> <li>Receive/Review incoming insurance policies for compliance with bank and federal guidelines.</li> <li>Contact client/agent/broker to resolve items out of compliance.</li> <li>Gives technical advice and guidance to business units and interdisciplinary teams on a project.</li> <li>Maintain systems of record for continued monitoring of insurance.</li> <li>Work in a paperless environment and adhere to compliance guidelines.</li> <li>Professional and positive team player, with ability to promote collaboration, and communicate with impact.</li> <li>Learn and adapt quickly, hold self and others accountable for high performance standards.</li> </ul> Requirements: <ul> <li>Must know BOA platform system knowledge (LoanIQ, CTS, EDR, Genesis) or understanding of commercial property and casualty insurance requirements.</li> <li>Strong verbal and written communication skills.</li> <li>Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.</li> <li>Effective prioritization of multiple tasks, balancing quality and productivity.</li> <li>Proficient time management and attention to detail</li> </ul> Additional Requirements: <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.</li> <li>Excels in working among diverse viewpoints to determine the best path forward.</li> <li>Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Document Administrator II

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 preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy. Line of Business Job Description: Syndicated and Corporate Lending Document Administrators lead the pre-closing and closing process for Corporate and Commercial lending units, including Syndicated, Participation-Bought and Direct Credit Facilities. Acting as the loan closer, the Document Administrator is responsible independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Additionally, the loan closer manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record. This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction. Document Administrators demonstrate time schedule flexibility to accommodate deal closing requirements. Responsibilities: <ul> <li>Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner</li> <li>Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment</li> <li>Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework</li> <li>Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements</li> <li>Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding</li> <li>Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions</li> </ul> Required Qualifications: <ul> <li>2+ years of experience with commercial lending</li> <li>Familiarity with commercial credit or commercial loan terminology</li> <li>Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments</li> <li>Highly organized, proactive, and able to plan, prioritize and manage deliverables</li> <li>Strong written and verbal communication skills; able to target messaging to different audiences</li> <li>Effective problem-solving skills</li> <li>Proficient computer skills, including Windows, Excel, Word, and Outlook</li> <li>Can work independently while balancing early escalation to ensure seamless closing</li> <li>Adapts well to a quickly evolving environment</li> </ul> Desired Qualifications: <ul> <li>Syndicated loan experience </li> <li>Finance, accounting, or mathematical background</li> <li>Experience with LoanIQ </li> <li>Bachelor’s degree or equivalent loan administration experience</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Due Diligence</li> <li>Prioritization</li> <li>Adaptability</li> <li>Data Collection and Entry</li> <li>Oral Communications</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

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