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External candidates: In order for your application to be correctly processed please sign-in before you applyInternal candidates: Please go to Workday and click "Find Jobs" link under CareerThank you for considering opportunities with us!Job TitleSenior Investment Accountant - InternalRequisition NumberR7380 Senior Investment Accountant - Internal (Open)LocationNevada - Home TeleworkersAdditional LocationsAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 20 more}Job InformationCSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Senior Investment Accountant! Join us and support CSAA IG in achieving our goals. Your Role:We are seeking a Senior Investment Accountant to support the accounting and reporting of a diversified investment portfolio including public and private fixed income, global equities, private funds, and non-USD currency exposures. This role is critical in overseeing outsourced investment accounting services, ensuring compliance with accounting policies, maintaining strong internal controls, and supporting accurate financial reporting under GAAP and Statutory Accounting Principles (SAP).Your Work:<ul> <li>Provide daily oversight of outsourced investment accounting provider, ensuring accuracy, timeliness and compliance with service level agreements</li> <li>Review and validate journal entries, reconciliations, valuations, and reports.</li> <li>Monitor compliance with company accounting policies and statutory/GAAP requirements.</li> <li>Analyze complex investment transactions and ensure proper accounting treatment.</li> <li>Evaluate and apply new accounting guidance.</li> <li>Ensure adherence to Model Audit Rule controls.</li> <li>Oversee month-end and quarter-end close.</li> <li>Oversee statutory filings (NAIC Schedules D, DA, BA) and disclosures.</li> <li>Serve as key contact for auditors.</li> <li>Mentor junior staff and lead process improvements.</li> </ul>Required Experience, Education and Skills: <ul> <li>Bachelor’s degree in Accounting, Finance, or a related field.</li> <li>6+ years of investment accounting experience (insurance/financial services experience preferred).</li> <li>Strong knowledge of GAAP, SAP, and NAIC reporting.</li> <li>Experience with outsourced providers or custodians.</li> <li>Proficiency in PAM or similar.</li> <li>Familiarity with SOX/MAR frameworks.</li> <li>Strong Microsoft Office Excel skills.</li> <li>Strong analytical and communication skills.</li> </ul>What would make us excited about you? <ul> <li>CPA, CFA, or progress toward certification</li> <li>Experience with private funds, alternatives, and multi-currency investments.</li> <li>Prior involvement in analyzing and applying new accounting standards.</li> <li>Experience in process automation and system integration.</li> <li>Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).</li> <li>Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).</li> <li>Travels as needed for role, including divisional / team meetings and other in-person meetings.</li> <li>Fulfills business needs, which may include investing extra time, helping other teams, etc.</li> </ul>CSAA IG Careers At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it. Join us if you… <ul> <li>BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging. </li> <li>COMMIT to being there for our customers and employees. </li> <li>CREATE a sense of purpose that serves the greater good through innovation. </li> </ul>Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at <a href="https://careers.csaa-insurance.aaa.com/us/en/benefits" target="_blank">https://careers.csaa-insurance.aaa.com/us/en/benefits</a>In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us. If a reasonable accommodation is needed to participate in the job application or interview process, please contact <a href="#">TalentAcquisition@csaa.com</a>. As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us. We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs. CSAA Insurance Group is an equal opportunity employer. If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education. Must have authorization to work indefinitely in the US. Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska. #LI_JH1 Knowledge, Skills &amp; Abilities Required/PreferredKnowledge, Skills &amp; AbilitiesLicenses &amp; Certification Required In-depth knowledge of accounting standards (e.g., GAAP, IFRS) and regulatory requirements (e.g., SEC, FINRA) applicable to investment accounting Required Proven experience in managing and leading teams, with the ability to motivate and develop staff Required Strong analytical and problem-solving skills, with the ability to think critically and propose innovative solutions Required Excellent attention to detail and accuracy, with a commitment to delivering high-quality work within tight deadlines Required Proficient in using investment accounting software and systems, with the ability to adapt to new technologies Required Exceptional communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders Required Strong organizational and project management skills, with the ability to prioritize and manage multiple tasks simultaneously Required Demonstrated commitment to professional development and staying updated with industry trends and best practices Preferred Professional certification such as CPA or CFA is preferred Education Required/PreferredEducation LevelAdditional Information Required Bachelor of Arts (B.A.) Bachelor's degree in Accounting, Finance, or a related field Years of Experience Required/PreferredMinimum Years of ExpComments Required 6 Experience in investment accounting or a related field

Aaa Club Alliance

Senior Investment Accountant - Remote

Job Description: Job Title: Global Mobility Advisor Corporate Title: VP Location: Camberley 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: Our office in Camberley, Surrey is conveniently situated to the south west of central London, perfectly placed for people commuting on the M3, M25 and M4, making it easy to get from Hampshire, Berkshire, London and beyond. We also run a morning and afternoon shuttle car service to the office, from both Farnborough Main and Camberley train stations. The Team: Global Mobility is a specialist function in Global Human Resources (GHR) and manages the Bank’s international assignments and global transfers. It owns the global mobility programs, the relocation, tax and immigration vendor relationships, the system and processes related to the bank’s mobile population of approximately 400 employees in 40+ locations and 700 moves annually. This is an established team with a presence in New York, Charlotte, London/Camberley and Hong Kong. The Global Mobility team partners with the Line of Business HR partners, as well as Finance, Corporate Tax, Compensation and Benefits, Pay Services Delivery, Legal and Talent Acquisition functions to ensure operational excellence and support to the bank’s mobile employees. Responsibilities: <ul> <li>Provide consultative end-to-end relocation and assignment services for permanent transfers and assignments into EMEA, including immigration and tax related implications of mobility.</li> <li>Manage relationships with other stakeholders within the business (payroll, Corporate tax, Benefits, TA and HR) to provide a seamless global service.</li> <li>Provide program recommendations and guidance to LOB partners based on facts and business circumstances to enable decision making within the business.</li> <li>Facilitate due diligence with corporate functions and advise LOBs on assignment/transfer structure (e.g., social tax set-up, timing of transfer, tax residency status and impact of inter-company re-charges).</li> <li>Present assignment terms, conditions and processes to assignees, including explanation and proactive management of the impact of legislative changes on the mobile population.</li> <li>Act as primary point of contact for assignee and HR partners in designated business units during all the phases of the assignment life cycle.</li> <li>Ensure that Global Mobility programs are compliant with relevant legislative requirements.</li> <li>Support with EMEA tax and payroll reporting for the GM population including STBV reporting, tax audits and certificates of coverage.</li> <li>Partner with Global Mobility advisors across regions to ensure seamless and consistent advice.</li> </ul> What we’re looking for: <ul> <li>Experience in Global Mobility, ideally with specialization in GM tax and payroll.</li> <li>Experience in managing third party vendors (immigration, tax, relocation services)</li> <li>Strong project management skills, with acute attention to details and the ability to prioritize work and meet deadlines.</li> <li>Excellent communication skills both verbal and written; ability to articulate complex concepts to a non-specialist audience.</li> </ul> Skills that will help: <ul> <li>Highly organized and numerate and is comfortable with high-volume/ fast-paced transactions.</li> <li>Proactive and focused on continuous improvement.</li> <li>International experience; accustomed to work in a global team across time zones.</li> <li>Proficient with Microsoft office products (Outlook, Excel, PowerPoint)</li> </ul> Benefits of working at Bank of America: UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including 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. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Bank of America

Global Mobility Advisor

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! 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • 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 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 Registration Candidate- Consumer Investments- CA Coastal Market

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> </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> 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- CA Coastal Market

Job Description: London - UK Location: EMEA Job Title: GCIB Onboarding Client Outreach Specialist (up to AVP) Corporate Title: Up to AVP Location: London 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. 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! Location Overview: Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. The Team: The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) onboarding requirements, periodic refreshes and remediations. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes and identify opportunities that enhance the client experience. Role Description: The GCIB Onboarding Client Outreach Specialist teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for KYC Onboarding in a timely manner in order to meet new business deadlines. Responsibilities: <ul> <li>Work with Bankers, Ops and relevant parties to determine requirements for a given client’s onboarding</li> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Assist in tracking all KYC Onboarding related populations in partnership with coverage team</li> <li>For urgent Onboards help to swiftly remove road blocks and guide cases until their completion to ensure we meet signing deadlines</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Monitor and understand the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Understand and adopt process recommendations and procedural updates derived from changes to policy, technology adoption, process enhancements and remediation of control weaknesses / gaps</li> <li>Raise process issues and improvements that collectively help our clients Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, cross regional teams and other groups as needed</li> <li>Ensure timely collection of client required documentation, including follow up where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Support the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> What we are looking for: <ul> <li>Bachelor's degree or equivalent experience</li> <li>Several years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a good client focus</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems. Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Good organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Skills that will help: <ul><li>European languages desirable: French, Spanish, Italian, German </li></ul> Benefits of working at Bank of America: UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including 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.

GCIB Onboarding Client Outreach Specialist (up to AVP)

What you can expect Zoom is looking for Majors Acquisition Account Executives specializing in Healthcare to sell our Zoom Workplace. Our Acquisition AEs are tenacious hunters and prospectors that create opportunities to sell the entire Zoom platform. Our Healthcare sales team works with Healthcare organizations including provider, payor, biotech and pharmaceutical companies. About the Team The Zoom sales team is a dynamic force driving the company's success. The team passionately engages with clients, with a focus on delivering cutting-edge communication solutions for Healthcare customers. Through strategic partnerships and a customer-centric approach, they play a pivotal role in expanding Zoom's presence and ensuring businesses harness the full potential of virtual collaboration.Responsibilities<ul> <li>Targeted account prospecting</li> <li>Managing complex sales situations and sales campaigns</li> <li>Sourcing and leveraging business from various leads</li> <li>Creating, delivering, and managing client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs)</li> <li>Engaging with C-Level and VP-Level Executives</li> <li>Qualifying leads and identifying prospect needs, engaging technical resources as required</li> <li>Managing quotes and proposals</li> </ul>What we’re looking for<ul> <li>Experience (5+ yrs) in a sales/Account Executive role</li> <li>Experience with value driven prospecting methods</li> <li>Experience with resale and referral routes to market</li> <li>Experience with Customer Relationship Management (CRM) tools and other sales applications (Outreach and Zoominfo)</li> <li>Understand KPIs that drive execution</li> <li>Willingness to travel up to 50% of the time</li> <li>Located on the East Coast</li> </ul>Salary Range or On Target Earnings:Minimum:$105,800.00Maximum:$211,700.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:06/18/25Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment. Our Commitment​At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

Zoom

Acquisition Account Executive, Healthcare

Job Description: Job Title: Lead Transaction Manager – EMEA Lending Fulfilment Team Corporate Title: Vice President Location: Bromley 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. 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! Location Overview: Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: Here at our Bromley office, we are looking for an individual to join our EMEA Lending Fulfilment team as a Senior Operations Manager. The successful individual is required to have a solid understanding of project management, credit agreement (LMA), credit underwriting process and risk methodology risk culture. Our offshore team in India also plays a major part in day to day transaction processing therefore regular contact is maintained with this team to ensure client satisfaction is maintained. This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analysing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting. Responsibilities: • Ongoing review of syndicated loan and supporting finance &amp; security documentation • Covenant monitoring through the collection and analysis of financial statements and information, with immediate distribution and posting of required documentation to the wider lender group. • Facilitating deal amendments and handling the collection of lender votes within required timeframes • Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence • Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines • Develops and analyses procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas • Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness • Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance • Efficiently allocates and manages resources across the organization to drive short- and long-term profitability • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs • Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage What we are looking for: • You will be Responsible for the ongoing management of a portfolio of syndicated loans • You will have extensive people management experience • You will have loan Administration/ Loans &amp; Agency Documentation Experience is Essential • You will loan product knowledge preferable • You will loan IQ experience • Great customer and client Focus • Good project management skills • Engaged from a O&amp;I standpoint • Experience with stakeholder engagement • Knowledge of risk methodology risk culture • Experience with process improvement delivery • Good communication skills. Skills that will help: • Microsoft Excel experience will be an advantage • Excellent organisational and prioritisation skills • Excellent communication skills at all levels • Attention to detail • Adaptability Benefits of working at Bank of America: UK • 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 • 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 • 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum • 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. • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. • Access to an Employee Assistance Program for confidential support and help for everyday matters • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution • 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. • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. 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.

Lead Transaction Manager - EMEA Lending Fulfilment Team

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.About the TeamWorkday’s Consulting teams are driven by a passion for our products and the success of our customers in implementing our best in class cloud solutions. We’re a diverse group of people, with an invaluable mix of experience and backgrounds, located across multiple locations within the region. We are often remote from one another but that doesn’t stop our sense of collaboration, supportiveness, and fun.About the RoleWe are looking for a hardworking, innovative and collaborative Absence / Time Tracking / Scheduling Consultant to join our team. In this role you will ensure the successful implementation of the Workday Absence, Time Tracking and Scheduling solutions with customers through product and implementation expertise. The ideal candidate for this position should have extensive experience implementing or supporting Absence / Time Tracking / Scheduling systems, requirements capturing, configuration, data conversion, and testing. You should be detail oriented, self-motivated, proactive, results-oriented and able to successfully partner with customers and your project team. Be ready to be challenged and have fun!<ul> <li>Master at least two of the following Workday modules: Absence, Time Tracking, Scheduling.</li> <li>Perform the following on a client engagement: understand client business requirements, configure the Workday solution, demonstrate the configurations through the development of prototype systems, assist the client in testing the Workday solution.</li> <li>Work with the client to help convert legacy data into Workday.</li> <li>Assist the Integration team in helping to configure and test integrations between Workday and third party/custom solutions.</li> <li>Understand Workday’s Implementation Methodology and use it on all client engagements.</li> <li>Ensure the client takes advantage of Workday's proven solutions.</li> <li>Mentor and share product knowledge with other consultants.</li> <li>Help deliver successful project outcomes and lasting client relationships.</li> </ul>About You"Proven mentorship skills, with the ability to foster individual growth and development through effective communication, constructive feedback, and goal setting, are highly valued." "Strong influencing skills, including persuasive communication and the ability to drive consensus and effectively collaborate with stakeholders, are crucial." Basic Qualifications: Senior Absence/Time Tracking/Scheduling Functional Consultant<ul> <li>A minimum of 5 years implementing two of the following solutions: Absence, Time Tracking, Scheduling.</li> <li>Previous consulting experience with a consulting/software company required.</li> <li>Experience implementing Workday or similar applications.</li> </ul>Basic Qualifications: Principal Absence/Time Tracking/Scheduling Functional Consultant<ul> <li>A minimum of 10 years implementing two of the following solutions: Absence, Time Tracking, Scheduling.</li> <li>Previous consulting experience with a consulting/software company required.</li> <li>Experience implementing Workday or similar applications.</li> </ul>Other Qualifications<ul> <li>Functional experience - Workday Absence, Time Tracking and/or Scheduling.</li> <li>Excellent verbal, written, and interpersonal communication skills are a must, including active listening and the ability to tailor communication style to diverse audiences.</li> </ul><ul> <li>Strong industry knowledge is essential, including staying abreast of current trends, competitive landscapes, and regulatory environments to contribute to strategic planning, risk management, and identifying new opportunities.</li> <li>Strong influencing skills, including persuasive communication and the ability to drive consensus and effectively collaborate with stakeholders, are crucial.</li> <li>Proven mentorship skills, with the ability to foster individual growth and development through effective communication, constructive feedback, and goal setting, are highly valued.</li> <li>Comprehensive product knowledge, including a thorough understanding of product features, benefits, applications, and market positioning, is essential.</li> <li>Exceptional relationship management skills are crucial, with a focus on building and maintaining strong relationships with clients, partners, and colleagues to foster collaboration, loyalty, and a positive work environment.</li> <li>Proven ability to effectively gather and analyze requirements through various techniques, ensuring project clarity and alignment with stakeholder needs, is critical.</li> <li>Proven project management experience and a passion for customer service.</li> <li>Strong solutions design skills, with the ability to analyze business challenges and develop effective solutions that leverage technology and optimize resources, are highly desired.</li> <li>Expertise in strategic business consulting, including market analysis, financial acumen, and strategic planning, to drive organizational growth and performance, is strongly desired.</li> <li>Excellent task management skills, with a proven ability to prioritize, organize, and execute tasks effectively to enhance workflow and productivity, are essential.</li> <li>Exceptional teamwork skills, including collaboration, communication, and contributing to a positive and productive work environment, are vital.</li> <li>Excellent time management skills, with the ability to prioritize, organize, and effectively manage workload to meet deadlines and enhance productivity, are key to success in this role.</li> <li>Experience deploying multiple implementation projects simultaneously a plus.</li> <li>Bachelor's degree or relevant experience required.</li> <li>Ability to travel up to 30% of the time.</li> </ul> Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. 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. For more information regarding Workday’s comprehensive benefits, please <a href="https://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.IL.Chicago Primary Location Base Pay Range: $147,400 USD - $221,100 USD Additional US Location(s) Base Pay Range: $133,300 USD - $236,800 USDIf performed in Colorado, the pay range for this job is $140,400 - $210,500 USD based on min and max pay range for that role if performed in CO.The application deadline for this role is the same as the posting end date stated as below: 06/09/2025 Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

Principal Absence Time Tracking Scheduling Functional Consultant

Job Description: Job Title: Regulatory Reporting Project Manager Corporate Title: Up to Vice President Location: Bromley 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: Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: The Project Management function supports the Non-financial Regulatory Reporting, Tax and Credit Reporting Operations portfolio of change by partnering with functional stakeholders and technology groups to prioritize and implement changes driven by business, legal, regulatory, compliance or market requirements. The function is seeking to recruit a Project Manager to support the Non-Financial Regulatory Reporting (NFRR) Change Management program, which aims to deliver a centralized report preparation capability focused on reducing risk, improving the accuracy and completeness of NFRR reporting and adhering to data policies &amp; standards. Responsibilities: <ul> <li>Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders.</li> <li>Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives.</li> <li>Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators.</li> <li>Analyses, evaluates, and overcomes program risks and produces program reports for managers and stakeholders.</li> <li>Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives.</li> <li>Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution.</li> <li>Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations.</li> </ul> What we are looking for: <ul> <li>You will have proven experience of project management skills, using structured methods whilst delivering projects to plan and on budget.</li> <li>You will be highly organized and effectively prioritize and balance multiple efforts.</li> <li>You will have knowledge of Operations processing &amp; regulatory requirements.</li> <li>You will show the ability to assess an ill-defined problem and propose the tasks &amp; deliverables that will be necessary to achieve the desired outcome.</li> <li>You will have proven experience of managing and communicating with stakeholders at different levels.</li> <li>You will be proficient with MS products: Word, Excel, PowerPoint, Project and Visio.</li> </ul> Skills that will help (optional): <ul> <li>Global Banking / Markets Operations experience – ideally with knowledge of NFRR or similar regulatory mandates would be advantageous.</li> <li>Proficiency in process design / mapping would be advantageous.</li> <li>Working knowledge of Agile methods and tools would be advantageous.</li> <li>Previous experience working collaboratively among diverse viewpoints to determine the best path forward, to better serve an evolving client base would be advantageous.</li> <li>Showing the ability to continually learn and serve our clients better would be an advantage.</li> <li>Commitment to challenging the status quo and promoting positive change, utilising new thoughts and ideas would be an advantage.</li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Regulatory Reporting Project Manager

Job Description: Job Title: Senior Regulatory Reporting Controller Location: London / Chester Corporate Title: Vice President 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: London Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Chester 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. The Team: Global Regulatory Reporting is part of Global Financial Control and is located in the US, UK, Ireland, France and India. The EMEA team for capital reporting currently consists of over 50 people in Europe and India and we are expanding the team. In addition to our regulatory deliverables, we are involved in various activities such as providing capital adequacy impact analysis to various Front Office groups on new products/transactions, client migrations and other strategic projects with the key stakeholders being GRR EMEA country heads, Griffin data ops, IT, front office traders, Data Management, Change Management. Responsibilities: This is a role in UK Regulatory Reporting team. The role will deepen your knowledge of financial products and provide a great opportunity to build knowledge of prudential regulation. You will learn about the issues that are important to regulators and increase your ability to support and improve processes that are high profile across local management and the regulators. Responsibilities include: <ul> <li>Helping to oversee the UK and EU capital calculations and reporting of 3 prudentially regulated entities. The team carries out all standardised and internal model RWA calculations and reporting across UK, France and Ireland. The work of the team on this includes, for example, SA-CCR and IMM reporting under own funds</li> <li>Daily capital calculations/analysis - Review daily RWA calculations to be incorporated in the daily capital adequacy status sent out to senior managers to support management of UK and EU entities</li> <li>External Regulatory Reporting and Disclosures – Produce the quarterly returns including manual adjustments, reconciliations, period on period variance analysis for UK and EU entities, presenting these results to management</li> <li>Rules changes - Involved in implementation of rule changes/updates for capital requirements and external reporting</li> <li>Business Partnering – Working on a constant basis with Front Office and other groups on capital management on the existing trade portfolio and assessing impact of new products and strategies and helping them with RWA efficiency work</li> <li>Issue management – leading the team in identifying and remediating process and other issues impacting the Capital Reporting process</li> <li>Stakeholder interaction - Deal with ad-hoc requests from external regulators and partnering and internal stakeholders such as Risk, Internal Audit and Compliance</li> <li>Process improvement - Participate in assignments to identify and implement improvements to the process and control framework within which the group operates</li> <li>System development (BAU) – Initiation of technology change to support changing rules, and our continuing process to improve efficiency and controls. Review of business requirements, help with data sourcing and carry out UAT and post deployment testing</li> <li>System development (Strategic) – As a user help to define data/ calculation/reporting requirements for an in-flight infrastructure project</li> </ul> What we are looking for: <ul> <li>Qualified Accountant, CFA or equivalent or a relevant degree or experience</li> <li>Proven experience in a prudential regulatory reporting function in an international financial institution</li> <li>Existing knowledge and/or experience in regulatory reporting (CoRep), risk management or financial products</li> <li>Knowledge of CRR rules around Internal Models Method (IMM) and standardised approach for counterparty credit risk (SA-CRR) for derivative reporting</li> <li>Leadership and influencing skills. Whilst this role does not initially have direct reports, it requires the role holder to work closely with many stakeholders at all levels of seniority</li> <li>Proactive, enthusiastic individual with strong interpersonal skills as well as excellent communication skills, both written and verbal</li> <li>High level of ownership, strong analytical skills and attention to detail</li> <li>Demonstrate ability to work independently and with a team to support delivery of the team responsibilities as a whole.</li> <li>Display a willingness to learn through research, enquiry, and escalation, with a control focused mentality</li> <li>Keen interest in developing an understanding of the regulatory framework and rules</li> </ul> Benefits of working at Bank of America: UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including 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.

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