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Job Description:An Account Executive is responsible for the revenue expansion of their accounts in the region. With identified accounts, the incumbent will ensure revenue growth, customer success and long term partnership with assigned customers. You will also work closely with and provide direction to the extended account team (solution engineers, business development reps and customer success managers), to identify the best 'plan of attack', increase efficiencies, and develop winning tactics and strategies for your accounts.Who you’re committed to being:<ul><li>Help educate customers on the value of Pluralsight throughout the adoption cycle through jointly developed and agreed success criteria and provide recommendations based on customers’ business needs and usage patterns</li></ul>What you’ll do:<ul> <li>Ownership of the full sales cycle from lead to close with Enterprise business customers</li> <li>Effectively build trust-based relationships with senior-level sales professionals</li> <li>Identify and understand the customer’s strategy and the related capability and skills requirements</li> <li>Develop and set a strategy aligned to the goals set that enables Pluralsight ‘s growth within existing businesses and building new business opportunities</li> </ul>Experience you’ll bring:<ul> <li>Expert on Solution-Selling, Customer-centric Selling, Strategic Selling, the Challenger sale, Business Impact Selling and/or Value Selling.</li> <li>Experience managing a pipeline and closing 6 &amp; 7 figure contracts.</li> <li>Excellent verbal, written and presentation communication skills both with customers and within Pluralsight.</li> <li>Full sales cycle expertise with an emphasis on business development, heavy prospecting, building pipeline, pipeline management, developing mutual buying plans, and forecasting business.</li> <li>Preferable experience selling in a SaaS organization, ideally with multi-year SaaS contracts into the C-Suite.</li> <li>The ability to travel, while not required is encouraged</li> </ul>Requirements:<ul><li>Requires a minimum of 5 years of related or equivalent experience; or 3+ years with an advanced degree.</li></ul>Why you’ll love working here:<ul> <li>We’re a blended workplace, where team members work remotely or in a hybrid setup depending on their role and location</li> <li>We’re mission driven and guided by our culture pillars</li> <li>We have a strong commitment to diversity and belonging</li> <li>We cultivate a culture of trust, autonomy, and collaboration</li> <li>We’re lifelong learners and champion team member growth and advancement</li> <li>We’ve got you covered - team member benefits include competitive compensation packages, medical coverage, unlimited PTO and Summer Fridays, wellness reimbursements, Pluralsight subscription, professional development funds and more.</li> </ul>About us:Pluralsight provides the only learning platform dedicated to accelerating the technology skills and capabilities of today’s tech workforce. Thousands of companies, government organizations and individuals around the world rely on Pluralsight to support critical technology skill development in areas that are crucial to innovation including artificial intelligence, cloud computing, cybersecurity, software development, and machine learning. Pluralsight provides highly curated content developed by vetted technology experts, industry leading skill assessments, and hands on, immersive learning experiences designed to help individuals skill-up faster.Physical and Mental Requirements:Work is performed in an office (or home office) environment and requires the ability to operate office equipment and keyboards. Sedentary work. Repetitive work. Ability to perform tasks related to documentation, data analysis, transcription and extensive content analysis. Learn new tasks, remember processes, complete tasks independently, and make timely decisions in the context of a workflow.EEOC Statement:Bring yourself. Pluralsight is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, age or protected veteran status. Pluralsight will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please visit the <a href="https://www.pluralsight.com/careers" target="_blank">bottom of our website</a> to learn how to request an accommodation.For more information on Pluralsight’s commitment to building a more diverse and inclusive workforce, please review our most recent Diversity, Equity, Inclusion and Belonging report <a href="https://www.pluralsight.com/about/diversity-and-belonging" target="_blank">here</a>.The annual base salary + variable for this role is $194,700 - $232,600 USD. Pluralsight's pay ranges vary based on work location. Talent Acquisition can share more detail during the hiring process when applicable. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. In addition to the base salary and variable, this role may also be eligible for benefits and bonuses.Applications must be submitted within 90 days after the initial posting date to be considered.Please be aware of recruiting scams that may impersonate Pluralsight. These unauthorized parties may use our name, logo, and employee information to solicit personal information or payments from job seekers under the guise of employment offers. Please note the following:<ul> <li>Pluralsight will only contact candidates through official channels, such as emails from the @pluralsight.com domain or direct messages via our verified profiles (e.g., LinkedIn).</li> <li>We will never request payment, banking information, or personal documents (such as your social security number or passport) as part of the application process.</li> <li>All legitimate Pluralsight job openings are posted on our <a href="https://www.pluralsight.com/careers" target="_blank">Careers page</a>, and our hiring process is outlined in detail on our <a href="https://www.pluralsight.com/careers/how-we-hire" target="_blank">How We Hire</a> page.</li> </ul>If you receive a suspicious message claiming to be from or about Pluralsight, we encourage you to contact us directly via <a href="mailto:recruiting@pluralsight.com" target="_blank">recruiting@pluralsight.com</a> to verify its authenticity.#LI-NB #LI-Remote

Pluralsight

Sr. Acquisition Account Executive

McElroy Manufacturing

Manufacturing Engineer

<h1>Information Technology - Software Engineer 130-2025</h1> Tulsa, OK, USA Req #793 Sunday, May 18, 2025 JOB SUMMARY: The Software Engineer will build out the next generation of our platform. As a Software Engineer, you are expected to work independently, and within teams, leading the development of software features. You will be involved with the early stages of mentoring other team members and helping with identifying process improvements for the team. KEY RESPONSIBILITIES: •Implements features of the application and is proficient in one or more of the feature or components. •Leads independently and completes all assigned tasks correctly and efficiently. •Works with Advanced software engineers on technical designs. •Ensures code functions according to specifications and their work is completed within the allotted time frame and with high quality. •Provides direction to other team members by being available to answer questions and perform code reviews. •Shows direction in improving coding standards and product lines by suggesting new ideas and methods to incorporate into our existing procedures. •Requires the ability to work well with others in and out of the scrum team. •Ensures goals of team are being met by reporting any issues that hinder productivity or stability of product. •Other duties as assigned. QUALIFICATIONS: •Experience with Microsoft SQL. •Experience with .NET C# Object Oriented Programming. •Fluency in JavaScript frameworks such as Angular. •Experience designing APIs is a bonus. •High Availability techniques in a database or applicable software environment. •Excellent verbal and written communication skills; ability to work within strict deadlines. EDUCATION/EXPERIENCE: •Bachelor’s degree in computer science or equivalent experience. •Minimum of four years’ experience required. CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Information Technology - Software Engineer 130-2025

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: The candidate will support the In-Line Quality Assurance (ILQA) team in mitigating risk across the Global Operations organization. Leads a team of analysts responsible for monthly control execution within a LOB. Directly supports execution and management of the ILQA Program through various initiatives to drive process improvements and control performance sustainability. This role requires a strong operational risk and compliance background, Risk Framework (QA Standard) knowledge, understanding of AML requirements and testing across multiple Jurisdiction. Acts as an ambassador of the risk culture and will support testing inspections, control oversight and execution. Responsibilities: <ul> <li>Overseeing the performance and productivity of ILQA team members responsible for conducting or coordinate Quality Inspection reviews.</li> <li>Ensuring the prompt execution of quality assurance activities, including control execution, case assignments, and timely reporting results.</li> <li>Supporting initiatives aimed at enhancing the success of the Quality Assurance program.</li> <li>Providing support for regulatory examinations, internal audits and other monitoring and inspection reviews.</li> <li>Collecting data and information related to inspection metrics to support governance activities for dashboard reporting.</li> <li>Collaborating with key business stakeholders across FLU and other Enterprise partners including Refresh Operations, COS, Compliance, Screening and GFC. </li> <li>Leverage data to identify trends and pinpoint areas for improvement to reduce operational risk.</li> <li>Develop action plans for both short -term and long initiatives aimed at mitigating future risk.</li> </ul> Required Skills: <ul> <li>2 or more years in Quality Control/Assurance Testing, Management, Process Risk Control (PRC), Risk Control Self-Assessment (RCSA), internal audit, risk management, process improvement, compliance, front line control role or similar business control experience.</li> <li>5-7+ years’ experience leading highly productive teams in a fast-paced environment.</li> <li>Diverse working experience across multiple lines of business and functions.</li> <li>Ability to critically think and problem solve when escalations arise.</li> <li>Strong communication abilities, organizational skills, and attention to detail.</li> <li>Strong research and analytical skills – Ability to prioritize effectively, a self-starter, organized, capable of performing work independently with minimal direction.</li> <li>Proficient computer/software skills - Experience with Microsoft Word, Excel, Power Point, Outlook, SharePoint, etc.</li> </ul> Desired Skills: <ul> <li>Working knowledge of Risk, Quality Control/Assurance Framework.</li> <li>Knowledge or experience with Anti-money Laundering concepts/regulations or ACAMS Certification.</li> <li>Previous work experience in one or more of the following areas: risk, compliance, audit, operations and/or controls.</li> <li>Foundational knowledge of general bank policies, specific to data and privacy.</li> <li>Bachelor’s degree in related field or equivalent work experience.</li> </ul>

Bank of America

Vice President, Business Control Manager

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 senior level position within Bank of America’s accounting policy group will be responsible for conducting technical accounting research and providing guidance across multiple lines of business, primarily for the company’s Global Markets segment. The Senior Manager will report to the Head of Accounting Policy to manage the accounting policy group’s process, procedures and strategies. This position is a high-visibility role that will communicate with all levels of management, members of the business and company’s external auditor. This senior-level role in Accounting Policy, is responsible for staying abreast of regulatory and accounting rules and providing interpretive guidance to report owners and line of business personnel. The role is also responsible for researching and analyzing technical accounting and regulatory rules, documenting and communicating key conclusions to stakeholders. This person will also interact with the Chief Accounting Officer, Corporate Controller and other Senior Executives. Responsibilities: This role will partner and lead other Accounting Policy professionals to perform and document technical research and provide interpretive guidance on existing and emerging regulatory rules and accounting standards. Additionally, the role reviews new products and complex transactions for compliance with GAAP and regulatory reporting regulations. This role will also be expected to maintain advanced knowledge of GAAP, regulatory requirements and lead in-house training sessions. As a senior member of the Accounting Policy group, this role will advocate on behalf of the bank with accounting standard setters, regulators and various industry organizations. Required Qualifications: <ul> <li>Minimum of 15 years of experience and a distinguished record of performance as an accounting profession including progressive leadership roles at a major diversified financial institution</li> <li>7-10 years of Accounting Policy experience to include Technical Accounting skills</li> <li>Proven direct leadership experience of managing a team</li> <li>Bachelor’s Degree in related field</li> <li>Extensive experience with Generally Accepted Accounting Principles (GAAP)</li> <li>Ability to understand and dissect complex transactions</li> <li>Extensive experience and knowledge of US regulatory reporting requirements within the banking and financial services industry.</li> <li>Effective, high energy business partner with the ability to influence, collaborate, and work across the organization, with the CFO, CAO, controllers, treasury, tax and other finance leaders</li> <li>Proven experience to work across teams within the organization to implement accounting standards and lead projects</li> <li>Strong communication skills including written and oral presentation skills with an ability to interact at different levels of the organization</li> <li>Excellent time management and organization skills</li> </ul> Desired Qualifications: <ul> <li>Master of Accountancy or MBA</li> <li>CPA</li> <li>Accounting Policy experience for a large financial institution</li> <li>Experience with a major public accounting firm</li> <li>Exposure to Global Markets transactions</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Manager Accounting Policy

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining and leading the engineering approach for complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in several technical competencies while designing and implementing secure systems to protect APIs, streaming data pipelines, and databases, ensuring high performance and compliance with cybersecurity standards. The ideal candidate will drive innovation in secure data processing and collaborate across teams to deliver robust solutions. Responsibilities: <ul> <li>Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution.</li> <li>Define the technology tool stack for the solution within ranged of internally approved and supported technologies.</li> <li>Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews.</li> <li>Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level.</li> <li>Collaborate with cross-functional teams to gather requirements and translate them into architectural designs.</li> <li>Ensure data quality, integrity, and security across all data platforms.</li> <li>Optimize performance of existing data processes and warehouse architecture.</li> <li>Mentor and guide junior architects and engineers, promoting best practices in data architecture.</li> <li>Creates ideas on designing multi-layered technology and solution development approaches.</li> <li>Defines the technology tool stack for the solution within ranged of internally approved and supported technologies.</li> <li>Extensive experience with developing and implementing secure and resilient application-level integrations for bidirectional functionality.</li> <li>Have experience with data models, ETL processes, and data pipelines to ingest, transform, and load data efficiently.</li> <li>Extensive experience in designing &amp; implementing multi-tier (including microservices) application platforms.</li> <li>Design, implement, and secure RESTful APIs for enterprise and near real-time data processing.</li> <li>Apply API security configurations and best practices, including OAuth2, OpenID Connect, and JWT-based authentication.</li> <li>Protect APIs from vulnerabilities such as injection, broken authentication, and data leaks (OWASP API Security Top 10).</li> <li>In-Depth knowledge of relational databases (e.g., Oracle, MySQL, PostgreSQL) and NoSQL databases (e.g., MongoDB), and working knowledge of large structured &amp; unstructured dataset processing</li> <li>Secure databases through encryption (at-rest and in-transit), role-based access control (RBAC), and auditing.</li> <li>Optimize and maintain the performance and security of Postgres/MongoDB in a high-availability environment.</li> <li>Document data flows and develop procedures for data protection.</li> </ul> Required Qualifications: <ul> <li>5+ years of technical solutions experience including 3+ years in relevant enterprise data platforms.</li> <li>Expertise in Java and API-based applications, showcasing the ability to navigate complex technical landscapes.</li> <li>Experience in multiple programming disciplines including Java, Python, and Scripting Languages. </li> <li>Deep understanding Virtualize and Containerized platforms: Open shift, Kubernetes, docker, VMware.</li> <li>Understanding of varied data processing engines and strategies: Data bricks, Snowflake, Kafka</li> <li>Exceptional communication and interpersonal skills to engage effectively with stakeholders at all levels.</li> <li>Demonstrated ability to influence and collaborate with senior partners.</li> <li>Ability to work independently and lead a project team.</li> <li>BS in Computer Science, information Technology or related field desired.</li> </ul> Skills: <ul> <li>Application Development</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Python</li> <li>Java</li> <li>PostgreSQL</li> <li>Jira</li> <li>Jenkins</li> <li>Ansible</li> <li>Horizon CI/CD</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Senior Engineer - Integration Lead

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

Relationship Banker - St. Louis NW - Columbia Market

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

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. Role Specifics: 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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. 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, as well as 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 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. This role is 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.</li> <li>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, 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 is a plus, preferably in business-related field.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.</li> <li>Obtained insurance licenses is preferred. ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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