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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments - Boston West 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. Role Specifics: This job is responsible for working with high-net worth clients in a Merrill branch 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>Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies</li> <li>Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Shadows 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>Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy</li> <li>Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor</li> <li>Builds relationships with internal service providers based on client needs and asset thresholds</li> <li>Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business.</li> <li>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.</li> <li>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 FINRA Securities Industry Essentials (SIE)</li> <li>4+ years of progressive professional and/or military experience</li> <li>2+ years of experience in the investments industry</li> <li>Ability to obtain Series 7 and 66 licenses within allotted program time</li> <li>Is a self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever one sets their 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>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>​Experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's Degree, preferably in business-related field</li> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities and new client development</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor (Partially Licensed)- San Francisco Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> <li>Bilingual Russian required</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor - 1502 Kings Highway - Bilingual Russian Required

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Manager, cross-functional R&amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $110,000 - $171,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Have a deep understanding of Addepar's Key &amp; Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention</li> <li>Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate</li> <li>Partner with your Account Manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.</li> <li>Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact</li> <li>Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services.</li> <li>Key to the position is strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&amp;D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment</li> <li>Strong work ethic, upbeat, proactive, standout colleague</li> <li>Excellent problem solving, communication, organization, and time leadership skills</li> <li>Data and metric driven</li> <li>Flexibility and ability to adapt to new demands; strong sense of urgency</li> <li>Assertiveness, candor, and a “company first” mentality</li> <li>Minimum of Bachelor’s Degree or equivalent experience</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. 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 contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Sr. Client Success Manager - Strategic

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

Merrill Financial Solutions Advisor: Greater Houston Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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: <ul> <li>This role as Treasury Implementation Advisor is responsible for the management and implementation of treasury and cash management solutions and products for new and existing clients covered by Japan Global Payment Solutions and Global Corporate Banking sales teams at Bank of America.</li> <li>Implementation Advisors serve a critical role as local contact point for clients during the implementation phase of client life cycle - not limited to advising on required documentation, technical specifications/requirements and supporting testing to ensure clients are able to properly use the bank’s treasury products and solutions.</li> <li>Implementation Advisors will need to liaise with different internal and external stakeholders, both locally and internationally, to deliver first class experience.</li> </ul> Responsibilities: <ul> <li>Manage the implementation of treasury and cash management products and services for new and existing clients.</li> <li>Work with clients to create and agree on an implementation delivery timeline. Clearly communicate the project status; identify issues, resolution steps and deadlines.</li> <li>Engage key stakeholders throughout the implementation process and coordinate with internal Business Partners as necessary.</li> <li>Work with Global Payment Solutions and Corporate Banking sales teams including providing advising the Sales teams as required during the Sales process.</li> <li>Facilitate internal and external calls to work on implementation requests utilizing project management and technical skills.</li> <li>Maintain up-to-date working knowledge of the bank’s and market's products/services offerings including payment and trade capabilities, internal operational processes, and local regulatory requirements.</li> <li>Provide technical support to clients where necessary.</li> <li>Maintain the expected quality standards to ensure client’s needs are met, and continued effort is made to exceed the client’s expectations.</li> <li>Understand the risks associated with the Products and its related processes. Ensure risks are identified and minimized.</li> <li>Lead or participate in internal initiatives/projects representing the voice of the business, taking ownership, and delivering the execution of these projects.</li> <li>Demonstrate key attributes for success including ability to pay attention to detail, being a team player, take end-to-end ownership, drive results to grow the business, as well as sustaining intensity and optimism while focusing on the client.</li> </ul> Skills: <ul> <li>At least 3-5 years of working experience in the area of Client Implementation or a similar client-facing role in the banking industry focusing on treasury and cash management solutions for Corporates and/or Financial Institutions.</li> <li>Have strong understanding of payments in Japan including electronic payments, SWIFT, Zengin, BOJNET, FXYCS, Foreign Currency and Foreign Exchange (FX).</li> <li>Project management/process coordination experience with the ability to work under pressure.</li> <li>Ability to communicate fluently in Japanese and English - both orally and written.</li> <li>Communication and interpersonal skills – ability to work with our clients and business partners and to positively influence people.</li> <li>Excellent, time management, presentation, and analytical problem-solving skills.</li> <li>Self-motivated, flexible, proactive; excellent team player and able to work independent of direct supervision.</li> <li>Ability to manage multiple requests with various levels of complexity and expected resolution periods simultaneously.</li> <li>Good understanding of Treasury and Cash Management services and products.</li> <li>General PC, Windows, Microsoft Office knowledge (Excel, Word, PowerPoint, Access).</li> </ul>

Officer, Treasury Implementation Advisor - Client Fulfillment, Global Operations

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for 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 - Dunedin Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities. The role will be as a Project Manager working on the Transformation team within NFRR, Tax and Credit Reporting Operations. The key purpose of the role is to collaborate with business &amp; support partners to deploy change in support of bank's Non Financial Regulatory Reporting (NFRR) capability which includes Transaction Reporting. Responsibilities comprise prioritizing, planning and implementing multiple and varied change initiatives which are either regulatory mandated or discretionary in nature. The extent of the Transformation team's involvement in projects depends on the ownership, nature, scale and complexity of each. For some projects the team manages the initiative from inception through to implementation of the solution. For others, the team is accountable for just part of the project life cycle, such as production of a business case and requirements or co-ordination of user acceptance testing. In delivering a project, the team works closely with the Transaction Reporting Controls Group, Global Markets Operations functions, as well as other stakeholders including the Front Office/COOs, Technology, Finance, Compliance, Legal and Tax. he responsibilities of the successful candidate will include the following: • Managing small to large scale projects • Identifying and managing project risks and issues • Developing project schedules and milestones • Maintaining project reporting on progress against plan and budget utilization • Producing any other project or governance related documentation • Meeting all global Change policies and requirements (ECM) consistently • Running working groups and Steering Committees as required • Managing acceptance testing in line with testing strategy where applicable • Conducting post-implementation reviews in order to draw out lessons learnt and ensure benefit realization. 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>Analyzes, 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> Skills: <ul> <li>Process Design</li> <li>Program Management</li> <li>Project Management</li> <li>Reporting</li> <li>Strategy Planning and Development</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Performance Management</li> <li>Process Performance Management</li> <li>Process Simplification</li> <li>Risk Management</li> <li>Workforce Planning</li> </ul> Required Skills: • Significant experience working in project / change management • Previous global markets / regulatory projects background • Working knowledge of one or more of the APAC or global transaction reporting jurisdictions (e.g. MAS, JFSA, HKTR, MIFID2 etc.) • Strong business partnering skills with individuals across the organization • Desire to work in a dynamic and fast-paced environment • Previous team management experience with small to mid-size teams • Communicates clearly and concisely, verbally and in writing • Ability to prioritize work and meet deadlines • Ability to work independently • Management of strict deadlines • Experience Agile methodologies Desired Skills: • Manages own time well, agreeing priorities. Multi-tasks effectively, works well under pressure and meets tight and changing deadlines • Ability to engage positively with other individuals and teams quickly to deliver project objectives • Demonstrates a genuine interest in understanding how things work and a desire to make improvements

AVP/VP, Project Manager, APAC NFRR Transformation, Global Operations

<h2 id="jobDescriptionHeading"> Job Description </h2> Join the top cardiology team in Tulsa, Oklahoma at Hillcrest Healthcare System’s Oklahoma Heart Institute! We are seeking a forward-thinking, passionate, engaging BE/BC non-invasive cardiologist to join our comprehensive, high-quality, multidisciplinary heart center. We are looking for a candidate interested in helping grow the program while achieving their professional goals. The ideal candidate will be motivated to continue to build on their training and expand their skill set. As noted, there is tremendous opportunity for professional growth in this practice and program, given the comprehensive nature of the services offered. The selected physician will alternate rounding and call for holidays and weekends as part of a collegial team. Be part of a comprehensive team that includes advanced heart failure, electrophysiology, structural heart, CVT surgery, vascular surgery, and interventional cardiology. Enjoy this opportunity to become established quickly, and opportunities for advanced imaging reads. The non-invasive cardiology clinic is collegial, multidisciplinary, and efficient, with strong collaboration between structural interventional cardiology, cardiac surgery, advanced heart failure, and cardiac imaging. Structural interventional cardiology and cardiac surgery see patients on the same day and imaging is also often obtained on the same day to offer an efficient and streamlined service to our patients. We see referrals to Structural Heart and Valve clinics from many locations around Tulsa, including a sizeable referral population from practices in neighboring cities and states. This includes referrals for simple/straightforward valve issues to very complex cases. The hospital culture mimics the clinic culture as outlined above. We have a comprehensive, multidisciplinary cardiology practice with all cardiology services offered. Different cardiology divisions (EP, heart failure, vascular) collaborate to provide excellent patient care. Outside of the cardiology service line, the hospital offers all subspecialty services, and it is a collaborative and collegial environment. This large community hospital (approximately 800 beds) serves as a tertiary care center with all cardiology and subspecialty services offered besides heart transplantation. About this Non-Invasive Cardiologist Position: <ul> <li>Full-Time Employment (1.0 FTE)</li> <li>Medically Underserved Area, HPSA Score 12</li> <li>Clinical: Inpatient/Outpatient Mix with annual volumes of 500+</li> <li>Single-Specialty Group: 17 Physicians, 6 Nurse Practitioners, 5 Physician Assistants, and support staff.</li> <li>Referring Provider Specialties: Primary Care Providers, Internal Medicine, and other sub-specialties.</li> <li>Schedule: Mon-Fri, 7am-5pm (2 days in clinic, plus APP support)</li> <li>Daily Patient Load: 20-25</li> <li>Call: Rotating Clinic Call after-hours only for work-life balance</li> <li>EMR: Epic </li> </ul> Minimum Qualifications: <ul> <li>ABIM Board Certified or Eligible Cardiologist</li> <li>Non-Invasive Cardiology Fellowship Training</li> <li>All training and certifications needed to perform necessary clinical procedures.</li> <li>All cardiology clinical, diagnostic skills/expertise, stress tests, and ECG/EKG.</li> <li>General Clinical Cardiology, Imaging, Diagnostic Caths, Cardiac Diagnostic Procedures and Echo skills are preferred but not required.</li> <li>TEE, Diagnostic caths training is preferred but not required.</li> <li>Imaging Certifications are preferred but not required.</li> <li>DEA, OBNDD, plus adherence to all state requirements.</li> <li>Experienced and Fellow Non-Invasive Cardiologists are welcome to apply</li> </ul> Physician Benefits Package : <ul> <li>Competitive Salary Base + wRVU production incentive</li> <li>CME allowance</li> <li>Sign-on bonus</li> <li>Medical debt assistance and Consultative services by Navigate Student Loans</li> <li>Relocation allowance</li> <li>Paid malpractice coverage</li> <li>Health benefits + Retirement plan</li> <li>Marketing + practice growth assistance</li> </ul> - J-1 waiver support via State Conrad 30, ARC, DRA, HHS based on location and specialty (2025 no longer available) - H-1B support via the H-1B lottery About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to the prevention, diagnosis, and treatment of heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. <ul> <li>PE Center of Excellence (1 of 3 in the country)</li> <li>Gold Level ELSO Award of Excellence in Life Support</li> <li>Progressive Research Department with multiple ongoing studies</li> <li>Cutting-edge technology for procedures </li> </ul> About the Community: Located in northeastern Oklahoma, Tulsa is Oklahoma's second-largest city, beautifully situated on the Arkansas River. “Straddling the South, Southwest, and Midwest regions of the country, Tulsa is home to a distinct culture comprised of the best characteristics of each of these regions, in addition to Native American and cowboy heritage” (US News Real Estate). Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub and a safe metropolitan experience featuring fun eateries, amazing arts and cultural offerings, and a relatively low cost of living. 122 mi NE of Oklahoma City.]]&gt;

Utica Park Clinic

BE/BC Non-Invasive Cardiologist - Join a Multidisciplinary Heart Center in Tulsa, OK

<h2 id="jobDescriptionHeading"> Job Description </h2> Oklahoma Heart Institute is seeking a BE/BC Electrophysiologist to join its practice in Tulsa, Oklahoma. Be part of a full-spectrum heart program with general, interventional, electrophysiology, heart failure, structural, and open heart. About Your Work: • 100% EP Employed Position • 3 days dedicated lab time • 100% Anesthesiology Coverage • Join a team of 3 Electrophysiologists and 8 Advanced Practitioners, and support staff • 3 dedicated electrophysiology suites • EP call only required 1:4 • Integrated device clinic • APP supervisory responsibilities • Excellent work + life balance • EMR: Epic Recruitment Package may include: • Base salary + wRVU production incentive • CME allowance • Sign-on bonus • Medical debt assistance + Consultative services by Navigate Student Loans • Relocation allowance • Residency stipend • Paid malpractice coverage • Health benefits + Retirement plan • Marketing + practice growth assistance About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to the prevention, diagnosis and treatment of heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. About Our Community: Located in northeastern Oklahoma, Tulsa is Oklahoma's second largest city, beautifully situated on the Arkansas River. Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub, coupled with a safe metropolitan experience featuring fun eateries in addition to amazing arts and cultural offerings. 122 mi NE of Oklahoma City ]]&gt;

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