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Why DelRicht Research? Would you love to be a part of the cutting edge of healthcare and science innovation? Do you want to be an influential part of a rapidly growing team? Are you looking for a position that has sustainable opportunity for professional growth? If the answer is yes, then DelRicht Research might be the right opportunity for you! Who We Are DelRicht is a clinical research company dedicated to providing an excellent customer experience to all patients that participate in our clinical trials. Our clinical trials provide new treatment options for our patients and ultimately our goal is to get new medications and medical devices FDA approved! We hold our team members to a high standard of excellence and are looking for energetic, positive, quick learners to be a part of our team. Presently our network stretches across 33 sites throughout the United States in 18 states. DelRicht Research has been recognized as one of the Top Workplaces for 2023 and 2024! This is a testament to our unwavering commitment to creating an exceptional work environment that fosters growth, collaboration, and employee satisfaction. Clinical Research Coordinator’s Main Objective: Overall, the Clinical Research Coordinator is responsible for providing quality, excellent patient care and a great experience for our patients in our clinical research studies: <ul> <li>Patients have a fun, positive and comfortable experience at our clinic</li> <li>Patient visits are completed accurately and efficiently seeing to it that all clinical trial protocols are being adhered to 100% of the time</li> <li>Patient recruitment and enrollment into clinical trials</li> <li>Ensuring patients come to and complete their clinical trial visits throughout the study</li> <li>Data Entry timely and accurately entered for clinical visits into multiple online systems </li> <li>Lead and main point of contact for Pharmaceutical Sponsors and Contract Research Organizations for all clinical trials</li> <li>Ensuring Sponsors and Clients have amazing customer service when they are onsite at our clinic and assuring we are always providing clear, constant communication with them when they are off site</li> <li>Maintaining Physician Trust - You are seen as a go to, knowledgeable resource to our physicians including ensuring the physician is well informed of their schedule and updated on all current clinical trial patients and protocols</li> </ul> Skills needed to win: <ul> <li>Required: 3 years experience in any Healthcare or Healthcare related occupation </li> <li>Required: Ability to travel 75-80% of the time across multi states as needed for operational site support</li> <li>Preferred: B.S or B.A from any accredited university, Registered Nurse (R.N.), Licensed practical nurse (L.P.N), Medical Assistant, Radiology Technician, Respiratory Therapist, Physical Therapist</li> <li>Required: Previous experience in a Clinical, Hospital or Healthcare setting </li> <li>This is an onsite Monday-Friday position. No remote or hybrid seeking applicants please. </li> <li>Prior clinical research experience is not required (but wonderful if you have it, of course!)</li> <li>Coffee drinkers preferred. Tea drinkers accepted.</li> </ul> The Right Candidate Will: <ul> <li>Be self motivated! Energetic! Positive!</li> </ul> <ul> <li>Focus on providing exceptional patient care and creating memorable experiences</li> </ul> <ul> <li>Make sure client satisfaction is a primary focus and that the client is able to achieve and exceed their goals</li> </ul> <ul> <li>Believe in high quality and have a high standard of compliance to our study protocols</li> </ul> <ul> <li>Be remarkably organized</li> </ul> <ul> <li>Be skilled at problem solving, planning and being proactive</li> <li>Accept ownership of tasks from inception through completion and assume responsibility for personal success</li> </ul> DelRicht Research’s Core Values: Production, Humility, Consistency Production: <ul> <li>We deliver on our promises</li> <li>We have a bias towards action: we value independent problem solving</li> <li>We proactively over deliver: we can act without being told what to do and we always have new ideas that will be heard and will improve the company</li> </ul> Humility: <ul> <li>We support each other relentlessly</li> <li>We always have enthusiasm: we exhibit passion and excitement about our work which leads to everyone having a ‘can do’ attitude</li> <li>We embrace change: we are excited to always be growing and moving the organization forward which means change is the norm for us</li> <li>Coachable: we all love to learn, we are willing to be taught and will adapt quickly</li> </ul> Consistency: <ul> <li>We always are able to execute: we get it right the first time and promote ‘touch it once’ accuracy</li> <li>We have persistence: we demonstrate the tenacity and willingness to go the distance to get something done</li> <li>We are calm under pressure: we can maintain stable performance when under heavy pressure or stress</li> </ul> Team Perks &amp; Benefits at DelRicht Research: <ul> <li>Medical, Dental, Vision with generous employer paid contributions</li> <li>Short and Long Term Disability and Group Life Coverage</li> <li>Paid Time Off that builds throughout your career with the company</li> <li>401K (+ discretionary match/profit sharing)</li> <li>Exceptional quarterly bonus plan that clearly outlines your bonus potential per quarter and giving the team the visibility and control to maximize earnings by hitting team goals</li> </ul> Job Type: Full-Time 40+ hrs Visit our website linked below to learn about our company and current clinical trials, see patient testimonials, and check out our careers page! Website: <a href="http://www.delrichtresearch.com/" target="_blank">www.delrichtresearch.com</a> Patient Testimonials: <a href="https://delrichtresearch.com/testimonials/" target="_blank">https://delrichtresearch.com/testimonials/</a> We are an equal opportunity employer and consider all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

Delricht Research

Clinical Research Coordinator

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. As a Listings Associate, you'll be at the forefront of advancing Coinbase’s asset listings program and strategy. This role plays an important part both in researching/prioritizing assets, as well as spearheading a monitoring program overseeing 1,000+ assets serving as the “air traffic control” of these listings. If you’re the type of person who researches and uses crypto for fun on nights and weekends, you have a self-starter entrepreneurial mindset, and want to make a huge impact on Coinbase and the crypto ecosystem, this role is for you. This is one of those roles that’s not right for most people, and is hard to hire for, but for the folks where it’s truly a fit, this is the most incredible, fun, and rewarding job in the world. What you’ll be doing (ie. job duties): <ul> <li>Perform research and due-diligence on crypto assets and their tokenomics, broad categories of assets, crypto technologies, or organizations to help determine asset listing prioritization.</li> <li>Develop and execute initiatives supporting our asset monitoring and intelligence platform – the eyes and ears for incidents in the crypto ecosystem which may require triage, escalation, and action by Coinbase teams.</li> <li>Your responsibilities include forks, upgrades/token migrations, legal proceedings, blockchain security events, or significant organization/personnel changes, and other material changes within the asset/protocol.</li> <li>Build systems to detect and disseminate timely updates for supported assets, and perform related research on those updates. </li> <li>Nurture relationships with XFN teams such as Product, Engineering, Legal, Compliance, &amp; Security who triage, respond, and remedy to high impact incidents.</li> <li>Evaluate ways to scale our monitoring initiatives using automation and third-parties which do not compromise on quality or thoroughness.</li> <li>Conduct external calls with asset issuers and developers to help teams understand details related to our monitoring.</li> <li>Maintain a strong pulse on asset/protocol metrics, social sentiment, and emerging crypto narratives. Write and distribute crypto reports/recommendations to help inform our listings strategy using both quantitative and qualitative information.</li> </ul> What we look for in you (ie. job requirements): <ul> <li>3 - 5 years of relevant experience with a proven track record of exceeding goals.</li> <li>An unrelenting passion for crypto and a robust onchain resume.</li> <li>An entrepreneurial, results-driven mindset with humility and self-awareness.</li> <li>Outstanding verbal and written communication skills; adept at listening and synthesizing complex technical issues concisely.</li> <li>Experience managing complex projects across internal stakeholders through clear communication and a constant focus on operational excellence.</li> <li>Strong analytical skills with meticulous attention to detail.</li> <li>Prior experience scaling a product or process.</li> <li>Ability to convey complex information effectively across the organization and build consensus across teams.</li> <li>Strong problem-solving skills in unstructured situations, with the ability to drive ambiguous issues to clarity and resolution.</li> </ul> Nice to haves: <ul> <li>Computer Science, Economics, and/or Mathematics Degrees.</li> <li>Experience with CRM systems.</li> <li>Ability to write SQL/equivalent queries, perform spreadsheet analyses, and create/consume crypto native dashboards.</li> <li>Active crypto content creator through public channels like X, Mirror, Farcaster, etc. </li> <li>Ability to analyze blockchain transactions to detect anomalies, track funds, and identify suspicious activity using onchain data and analytics tools.</li> </ul> Job #: P69765 #LI-Remote Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $130,900—$154,000 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Associate, Asset Listings & Services

Job Description: Job Title: Senior Quantitative Finance Analyst Corporate Title: Up to Director Location: London or 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: This job is responsible for conducting quantitative analytics and complex modelling projects for specific business units or risk types. Key responsibilities include leading the development of new models, analytic processes, or system approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations may include the ability to influence strategic direction, as well as develop tactical plans. Responsibilities: <ul> <li>Support the EMEA MRO in regulatory projects like ICAAP and other EMEA related MRM regulatory projects</li> <li>Support the MLI MRSC forum</li> <li>Work in a team and collaborate with model developers and other validators to perform full scope and limited change validations.</li> <li>Review the developer’s ongoing monitoring reports and their submissions to required action items.</li> <li>Perform annual model reviews.</li> <li>Participate a in EMEA regulatory projects like ICAAP and coordinate/drive activities on behalf of MRM</li> <li>Act as the regional MRO delegate in MLI</li> </ul> What we are looking for: <ul> <li>Advanced degree in a technical field such as mathematics, physics, statistics, financial mathematics, quantitative finance, computer science or engineering</li> <li>Excellent knowledge of financial, mathematical and statistical theories and practices</li> <li>Excellent programming skills, e.g., in Python</li> <li>Excellent written and oral communication</li> <li>Attention to detail, willingness to learn, excellent work ethic, team player</li> </ul> Skills that will help: <ul><li>Experience with market risk models such as VaR, IRC/CRM or FRTB; knowledge of market risk regulations</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.

Bank of America

Senior Quantitative Finance Analyst

Job Description: Job Title: Reporting and Governance Senior Analyst Corporate Title: Vice President Location: Paris 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: Based in the 8th arrondissement and within the Parisian Golden Triangle, our beautiful Art-Deco era office benefits from luxury modern workspaces, an abundance of natural light and is easily accessible by public transport. Role Description: The successful candidate will work with senior management and other team members to produce reporting and analysis packages for senior management forums and committees and contribute enhancements to reporting and data tools and metrics. The role requires close engagement with business-facing risk managers on portfolio analysis/commentary as well as collaboration with the global team and other stakeholder outside of risk to maintain and improve our governance framework. Responsibilities: <ul> <li>Production of daily and periodic risk reports and analysis</li> <li>Work with LoB risk managers to produce analysis and understand portfolio drivers</li> <li>Assist in maintaining, improving, and building out a governance framework to support reporting routines &amp; infrastructure</li> <li>Coordination of materials for consolidated reporting to meet both internal management and Regulatory requirements</li> <li>Collaboration with Market Risk Technology to improve and develop tools to support firm level risk reporting and analysis</li> <li>Interaction with various support functions outside of Risk</li> <li>May manage a small team of analysts or own key reports and or processes</li> <li>Produces regularly scheduled reports including stress and back testing and responds to ad hoc reporting and analysis requests</li> </ul> What we are looking for: <ul> <li>Finance, risk or compliance background</li> <li>Solid academic background, which may include a postgraduate qualification </li> <li>Good quantitative skills and ability to work with complex financial data </li> <li>Good people skills demonstrated across various communication styles (both written and verbal) </li> <li>Knowledge of financial markets and understanding of financial derivatives</li> <li>Ability to multi-task and prioritize across several competing demands, meeting tight deadlines </li> <li>Previous experience in market risk or working directly with the Front Line and performing risk analysis is desirable</li> <li>Effective team player</li> <li>Intellectual curiosity </li> <li>Excellent problem-solving skills </li> <li>Highly motivated with the drive and potential to learn from others</li> </ul> Benefits of working at Bank of America: France <ul> <li>Competitive retirement plan in addition to State plans</li> <li>Mandatory Medical Plan provided by the bank as a top-up to Social Security health benefits for you and your family.</li> <li>Employees and family members can receive free health advice 24/7 through a range of English and French speaking medical providers</li> <li>Life and disability insurance</li> <li>Time Savings Account (‘CET’) to save some of your leave days, cash them out or use them later</li> <li>Reimbursement of 50% of your commuter pass</li> <li>Nursery scheme for children under age 3</li> <li>Works council benefits</li> <li>Access to an Employee Assistance Programme for confidential support and help for everyday matters</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering with local charities</li> <li>Opportunity to receive free entry to arts exhibitions sponsored by Bank of America in Paris</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.

Reporting and Governance Senior Analyst

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 - Mount Dora 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: Typically acts as the secondary coverage for clients. Extensive product knowledge. Interacts with clients to execute complex product transactions that generate significant revenue. Works under direction of more senior associates. Real Estate Structured Finance (RESF) is seeking a candidate to join our fast-paced and challenging environment in a support role. The position plays an integral part in our loan origination team by ordering third-party reports for the purpose of facilitating loan closings and assisting with additional tasks as needed. Responsibilities <ul> <li>Manage and monitor the third-party report ordering process for commercial real estate loans using the Valuation Services Information Management System (VSIMS)</li> <li>Review and analyze third party reports as part of the due diligence process for accuracy and forward to the deal team within required timeframe</li> <li>Upload third party reports to our system of retention (CMBS Imaging)</li> <li>Oversee third party report invoicing questions and respond in a timely manner</li> <li>Order market and competitive store analysis reports</li> <li>Manage internal and external vendor relationships</li> <li>Submit monthly HMDA reporting and quality control data for accuracy</li> <li>Communicate effectively with loan origination deal teams and vendors to ensure timely closing</li> <li>Additional responsibilities may be assigned as needed</li> </ul> Skills &amp; Experience Required <ul> <li>Bachelor’s Degree preferred</li> <li>2-5 years of experience in a support role</li> <li>Extremely high attention to detail.</li> <li>Data entry skills</li> <li>Self-motivated, team-oriented, and strong time management skills</li> <li>Mature, calm, and professional attitude at all time</li> <li>Excellent organization and communication skills (verbal &amp; written)</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Product Support Specialist

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA

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 Kansas City Market

Job Description: Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. 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! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. 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 disciplinary action up to and including termination. Required Qualifications: <ul> <li>Demonstrates willingness to complete required industry licensing</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - San Antonio Area

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 role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): <ul> <li>Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams</li> <li>Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications</li> <li>Focuses daily on service to sales with existing Merrill clients</li> <li>Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals</li> </ul> Required Qualifications: <ul> <li>Must be a current Year Up intern with Bank of America </li> <li>Is client-focused with a passion for excellence and a positive team attitude.</li> <li>Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment.</li> <li>Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.</li> <li>Is an effective communicator with an aptitude for sales and relationship management</li> <li>Has strong computer skills</li> <li>Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.</li> <li>Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.</li> <li>Is ambitious, disciplined, hardworking, resilient and willing to learn.</li> </ul> Desired Qualifications: <ul> <li>A bachelor’s degree, or 1-2 years of experience in a performance-based environment.</li> <li>The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.</li> <li>Leadership capabilities.</li> </ul> Skills Used in this Role: <ul> <li>Establishing Trust</li> <li>Customer Service</li> <li>Overcoming Objections</li> <li>Consulting</li> <li>Risk Management</li> <li>Organization</li> <li>Critical Thinking</li> <li>Conflict Resolution</li> <li>Building Rapport</li> <li>Active Listening</li> <li>Customer Focus</li> <li>Analytical Thinking</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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