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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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns. Focus area would involve automation and utilities development to enhance production stability, integrating observability layers for better monitoring of Production and lower lane systems. Defining KPI and KRIs for production systems, getting these integrated in platform level Dashboard.. development of framework to implement extreme automation and optimization of the entire process within regression testing for batch type nightly batches doing enormous amount of calculations. Developing tools and mechanisms to have full visibility of rebase regressions happening in various dependency trains. Regression testing involves several trains across global markets. LOB Specific Description: The Strategic Full Reval Capability (SFRC) technology team is responsible for developing risk solutions to meet enterprise-wide regulatory requirements. The primary focus of the team is on building scalable risk generation for use cases across Global Markets. End users include trading desks, senior trading management, market risk management, Global Risk Analytics and Finance groups. SFRC technology is a global team of highly skilled and motivated developers using agile methods to iterate quickly and work closely with users to deliver superior trading risk technology. Responsibilities: <ul> <li>Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements</li> <li>Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained</li> <li>Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack</li> <li>Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle</li> <li>Performs spike/proof of concept as necessary to mitigate risk or implement new ideas</li> <li>Automates manual release activities</li> <li>Designs, develops, and maintains automated test suites (integration, regression, performance)</li> </ul> Required Qualifications: <ul> <li>5 years of applicable experience</li> <li>Strong Python development skills</li> <li>Track record of maintaining large scale Python based systems</li> <li>Hands on experience with at least one of the tools like Elasticsearch, Logstash, Kibana for managing logs, analyzing data, and visualizing information, often referred to as the ELK Stack</li> <li>Exposure to working in environment that is heavy on operations technology (automation, optimization, rapid development)</li> </ul> Desired Qualifications: <ul><li>Knowledge of trade lifecycle management, risk systems, market data within global markets</li></ul> Skills: <ul> <li>Application Development</li> <li>Automation</li> <li>Influence</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>DevOps Practices</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Risk Management</li> <li>Test Engineering</li> </ul> Minimum Education Requirement: Bachelor's Degree in Computer Science or related field OR equivalent professional experience. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

DevOps Engineer III

Outlier

Research Expertise Sought for AI Training

Job Description: Job Title: Audit Supervisor – Enterprise Control Functions Corporate Title: Vice President Location: Dublin 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: Overlooking the spectacular Iveagh Gardens with access to all amenities in the beating heart of central Dublin is our Park Place office. Travel options include the LUAS, Dublin Bus networks as well as the Dublin Bikes station, positioned just outside our front doors. As part of our commitment to supporting staff travel to and from work in the most sustainable way possible, we also provide tax saver tickets as part of our award-winning benefits package which means getting to work has never been easier. The Team: As a member of the Corporate Audit team this is unique opportunity to work within a collaborative and diverse team, covering Enterprise Control Functions, with teammates across Europe and the Globe. Role Overview: The role is to work as part of a team or to plan and execute audit testing activities on assignments covering wide range of Lines of Businesses (LOBs) including mainly CFO but also Legal, Compliance and Operational Risk and HR. The role requires sound analytical skills to produce high quality, risk-based testing, clear and logical workpaper documentation to support testing conclusions and to raise issues and assess these for impact to business processes and controls. Working as part of a team responsibilities include providing input to quality audit reports and supporting the sharing of audit results with business leaders. Critical thinking and sound judgment are essential to effectively influence management to improve the control environment. Job expectations include fostering a positive and inclusive work environment and establishing good business partner relationships. This role provides a great potential for exposure to management across the company and opportunity to engage in interesting, diverse and impactful work. Responsibilities <ul> <li>Plan and execute regional and global audit reviews within the ECF team covering areas such as ICAAP and recovery and resolution planning.</li> <li>Identify key risks, document process understandings, and evaluate the adequacy of internal controls .</li> <li>Assess compliance with enterprise standards as well as key regulatory requirements applicable to financial and regulatory reporting, liquidity reporting and recovery and resolution.</li> <li>Conduct root-cause analysis, document audit issues identified, and validate that remedial action and key risks have been mitigated.</li> <li>Provides input on draft audit reports and shares audit results with business leaders.</li> <li>Independently conducts issue validations.</li> <li>Ability to juggle multiple work efforts and to quickly change direction.</li> </ul> Required Experience: <ul> <li>Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.</li> <li>Part of fully qualified professional certifications are highly desirable (e.g. ACA, ACCA, FRM)</li> <li>Financial reporting or internal audit experience preferable.</li> <li>Substantial financial, regulatory or liquidity reporting experience</li> </ul> Required Skills <ul> <li>Direct experience in ICAAP and RRP processes across the first or second or third line of defence</li> <li>Self-starter, desire to learn able to teach others, positive attitude, exhibits flexibility.</li> <li>Strong analytical skills</li> <li>Ability to be proactive, work independently and manage the timely delivery of multiple tasks simultaneously in a fast-paced environment.</li> <li>Excellent interpersonal skills and ability to effectively interact with diverse teams.</li> <li>Team player with a solution-oriented attitude and strong risk mindset.</li> <li>Strong interpersonal and communication skills, capable of presenting complex findings to senior management.</li> <li>Experience using audit project management tools and familiarity with data analytics (e.g., Alteryx, Excel, SQL) preferable.</li> </ul> ​ Benefits of working at Bank of America: Ireland <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 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 Employee Assistance Program for confidential support and help for everyday matters</li> <li>Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan</li> <li>Ability to donate to charities of your choice 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 Ireland’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 dependents 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.

Audit Supervisor - Enterprise Control Functions

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Your background <ul> <li>Minimum 10-12 years of banking / client facing experience</li> <li>Implementation experience in the Banking Sector</li> <li>Project management – industry certifications preferred</li> <li>Strong communication skills – prior front facing experience preferred</li> <li>Solution oriented and ability to collaborate across internal and external stakeholders</li> <li>CA / MBA Preferred</li> <li>Experience in related technology/products such as SAP FI/CO, Oracle, Internet Payment Gateways, SWIFT, SFTP, API, ISOxml etc.</li> </ul> What you can expect The Implementation Advisor is the focal point of contact for clients that wish to establish new and additional Cash Management Products and Services with the Bank. The Implementation Advisor will work closely with their business partners to ensure that all client requests are implemented seamlessly and flawlessly, and delivered by the target date agreed with the client. What you will do <ul> <li>Manage, execute and complete the implementation of treasury and cash management solutions (payments, receivables, treasury, trade, electronic banking, Swift,API)</li> <li>Co-ordinate with internal business partners (e.g. Sales &amp; Relationship Mangers, Product Managers, Compliance and Operations) on client project requirements to ensure successful delivery of all the required products, services and system solutions</li> <li>Work closely with the regional manager, Asia team and global business partners to promote quality solutions for clients</li> <li>Provide guidance to clients on documentation requirements and independently perform reviews of client’s completed documentation</li> <li>Demonstrate attention to detail, team player, take end-to-end ownership and drive for results to grow the business, sustain intensity and optimism while focusing on the client</li> <li>Independent E2E responsibility for project management, client servicing, product implementation &amp; coordination for large, complex and specialized client requirements</li> <li>Maintain up-to-date working knowledge of the bank’s client access products/services, payment and trade capabilities, internal operations and local regulatory requirements</li> <li>Use a metrics- based approach for managing work delivery/ performance of the team and Improve cycle time</li> <li>Engage with Compliance and Legal to handle documentation exceptions and approval process</li> <li>Build and deepen working relationship with business partners</li> <li>Provide support and guidance to Sales Officers during the sales process</li> <li>Ensure sound operating practices through compliance with applicable rules and regulations and audit recommendation</li> </ul>

Vice President; Implementation Advisor

Remote Coding Expertise for AI Training (Russian)

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

Merrill Financial Solutions Advisor - Northern New England

Job Description: Global Corporate &amp; Investment Banking (GCIB) has a global footprint. As part of its business model, GCIB ensures that it conducts adequate reviews for appropriate mitigation, when required. As part of this team, the individual is expected to have a good understanding of GCIB business. Having a deep understanding of the region-specific policies, procedures and regulatory expectations is also desirable. The individuals on this team are responsible for business controls for electronic communication and other enterprise programs. RESPONSIBILITIES Communication Monitoring <ul> <li>Serve as an escalation point for review team members.</li> <li>Provide primary review coverage, as needed, particularly in specialized areas (BEC, APAC, LATAM, GCIB/COO senior management, etc.)</li> <li>Serve as back-up reviewer across AMRS, APAC EMEA LATAM</li> <li>Develop and execute expanded/enhanced targeted reviews.</li> <li>Develop, execute and oversee Enhanced Monitoring &amp; Supplemental/Manager Review programs.</li> </ul> Enterprise Programs <ul><li>Act as a point of contact for certain Enterprise Programs / Enterprise Common Processes, and manage related business controls (e.g., management reporting, QA and QC and maintenance of related procedures) for various enterprise processes, activities, and programs, including but limited to Business Electronic Communication (BEC), Marketing and Advertising, and Customer Complaints.</li></ul> Governance and Controls <ul><li> Lead and Develop <ul> <li>Drive development and implementation for adherence and oversight for eComm program requirements applicable to GCIB. </li> <li>Actively lead and independently drive strategic goals and deliverables.</li> <li>Drive lexicon development and oversight program.</li> <li>Develop and distribute executive-level reporting to senior managers, including preparing metrics, and reporting surveillance results to senior management to identifying potential trends or themes that may warrant mitigation, further consideration, or action.</li> <li>Represent the group in communication/presentations with management, Compliance, and other internal stakeholders.</li> <li>Point of contact for bankers and GCIB management when matters require attention.</li> </ul> </li></ul> <ul><li> Implement &amp; Improve<ul> <li>Implement program changes to enhance lexicons, update policies, standards, procedures and/or processes to address regulatory / Compliance requirements or industry trends.</li> <li>Participate in implementing new projects to achieve short and long-term business objectives by providing surveillance system analysis, testing and feedback to stakeholders.</li> <li>Analyze and Assess opportunities to enhance operational efficiencies and mitigate risks, including actively monitoring false positives for lexicon enhancements.</li> <li>Help drive process improvement initiatives to create more effective and efficient risk mitigation.</li> <li>Monitor industry developments and changes in regulations applicable to GCIB; reviews with risk partners as appropriate.</li> </ul> </li></ul> <ul><li> Manage &amp; Maintain<ul> <li>Managing, maintaining, and enhancing the control environment, including through Quality Assurance and Quality Adherence (QA/QC) routines</li> <li>Managing, maintaining, and enhancing relevant single process inventory (SPI) attributes pertaining to Performing Communication Monitoring for GCIB within the process owner portal (POP)</li> <li>Where required, participate in industry forums and monitor regulatory expectations, emerging legislation and regulation to identify and mitigate emerging risks.</li> <li>Represent GCIB BCO at various committees, forums and meetings as required.</li> </ul> </li></ul> REQUIRED SKILLS <ul> <li>Ability to operate independently and collaborate across wide span of stakeholders including bankers, senior management, risk partners and regulators/ auditors.</li> <li>Strong leadership qualities and result driven approach.</li> <li>Control focused mindset and good understanding of regulatory and reputational risks</li> <li>Independent and ability to multi-task and meet multiple timelines.</li> <li>Ability to work under pressure in a team environment.</li> <li>Strong decision-making and problem-solving skills.</li> <li>Proven ability to develop Executive-ready presentations.</li> <li>Proven track record in being able to work effectively in a fast-paced, dynamic, highly matrix and complex environment.</li> <li>Self-starter with the ability to deliver across a varied set of priorities, both planned and ad-hoc and adapt within a dynamic and fast paced environment.</li> <li>Excellent business communication skills, ability to work with and communicate with all levels across the organization, leveraging advanced written, verbal and presentation skills.</li> <li>Ability to work collaboratively across multiple stakeholders and deliver results in a timely manner.</li> <li>Attention to detail and high standard for quality work product.</li> <li>Ability to think creatively to solve problems and anticipate potential questions or issues.</li> <li>Effective time management and prioritization, strong multi-tasking abilities.</li> <li>Highly proficient in Microsoft Excel, PowerPoint and Word</li> </ul> Plus <ul> <li>Multiple language skills (Chinese, French, Italian, Japanese, Korean, Portuguese)</li> <li>Data Analytics and Tableau a plus.</li> <li>Proven track record of building and deploying control process and control changes.</li> <li>Banking and Surveillance experience a plus.</li> <li>Knowledge and understanding of Crypto-related activities and Marijuana related regulations.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

GCIB Business Controls Officer, Communications Review & Enterprise Programs Associate / VP

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive 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. • Bilingual Spanish Preferred 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 *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 - East Detroit Market

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Medical Director - SIU (Special Investigations Unit) CVS Health - Special Investigations Unit (SIU) Join our mission to safeguard healthcare integrity and protect patient well-being. As the Medical Director of Healthcare Fraud Investigations, you'll lead our efforts to detect, prevent, and combat fraudulent activities in the healthcare system. **This is a remote based, work from home role.** Key Responsibilities: The Special Investigations Unit (SIU) Medical Director will be responsible for performing reviews of medical records in support of healthcare fraud investigations. Serving as a clinical liaison supporting SIU activities across all lines of business the SIU Medical Director will be responsible for making both pre and post-payment claim payment determinations based on Aetna Clinical Policy and/or state and federal regulations. Additional responsibilities include: <ul><li>Serves as a clinical liaison supporting SIU Investigators, Managers, and Directors in matters pertaining to the investigation of suspected healthcare fraud cases </li></ul> <ul><li>Develops and delivers presentations to internal and external customers regarding healthcare fraud matters and Aetna’s approach to fighting fraud. </li></ul> <ul><li>Provides clinical expertise and business direction in the creation of analytical solutions designed to identify potentially fraudulent scenarios </li></ul> <ul><li>Maintains open communication with constituents within and external to the organization </li></ul> <ul><li>Uses available resources and technology in developing evidence, supporting allegations of fraud, waste, or abuse </li></ul> <ul><li>Documents all appropriate information related to medical review determinations </li></ul> <ul><li>Proactively builds relationships with other internal MDs to obtain clinical guidance when required to ensure accurate decision making </li></ul> <ul><li>Represents Aetna as a witness in legal matters as required, and as approved by the Legal Department. Demonstrates high level of knowledge and acts confidently when providing testimony during civil or criminal proceedings. </li></ul> <ul><li>Responsible for peer to peer reviews of SIU related claims based on provider escalation or state/federal requirements </li></ul> <ul><li>Supports legal efforts by providing expert medical testimony and </li></ul> <ul><li>Conducts root cause analysis to identify potential control gaps in the organization’s existing clinical policy, procedures, claim editing etc., and proactively seeks out appropriate contacts to help implement solutions. </li></ul> <ul><li>Mentor and educate SIU team members on clinical aspects of fraud schemes </li></ul> Required Qualifications: <ul><li>MD or DO with active license, preferably in emergency medicine or primary care </li></ul> <ul><li>5+ years of clinical practice experience </li></ul> <ul><li>Strong analytical and problem-solving skills </li></ul> <ul><li> Excellent communication and leadership abilities </li></ul> Preferred Qualifications: <ul><li>3+ years supporting healthcare fraud investigations or related field </li></ul> <ul><li>Board Certification in Emergency Medicine</li></ul> Education: <ul> <li>Active and current state medical license without encumbrances</li> <li>M.D. or D.O., Board Certification in a recognized specialty including post-graduate direct patient care experience</li> </ul> Pay RangeThe typical pay range for this role is:$174,070.00 - $374,920.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/28/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Medical Director - SIU (Special Investigations Unit)

Job Description: Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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’s Advisor Development Program 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 Qualifications: • 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 Qualifications: • 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

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