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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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 moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Business Description: The primary responsibility of this role is to work with various Investment and Monetary Control teams, Merrill branch offices, Consumer Investments, and senior management to minimize client and Merrill exposure. An analyst prepares, summarizes, and distributes various daily, weekly, and monthly reports for supporting Merrill and Consumer Investments lines of business. The candidate will be responsible for: ​Daily reports <ul> <li>Analyzing margin calls greater than 25K, across domestic, international, MESD, and MEAC accounts.</li> <li>Identifying and resolving transactions that are processed in Invalid Prefix No-Name accounts.</li> <li>Monitoring FINRA extension requests to ensure trade details are accurate and extensions are approved.</li> <li>Validating and resolving deficit equity scenarios due to market fluctuations on open commitments and unsecured debits &amp; shorts for all domestic and international offices.</li> <li>Summarizing all margin, Reg T, minimum equity, and LMA collateral calls over 250K</li> <li>Identifying accounts with potential interim exposure during severe market declines.</li> <li>Assisting with the creation of daily scorecards to ensure compliance, violations, and collections obligations are resolved within appropriate regulatory timeframes.</li> </ul> Weekly reports: <ul><li>Obtaining and summarizing by region all forced liquidations processed by IMC Obligations.</li></ul> <ul><li>Reporting all liquidations across domestic, international, MESD, MEAC, and LMA lines of business.</li></ul> <ul><li>Providing a consolidated risk report as a snapshot of weekly consolidated data and potential trending exposure across all Merrill and Consumer Investments.</li></ul> Required Skills: <ul> <li>Expertise in Microsoft Office (Excel, Access, Word, Outlook, SharePoint)</li> <li>Ability to understand overall themes and objectives of assigned reports.</li> <li>Strong organizational skills, attention to detail, and ability to work independently.</li> <li>Strong written and verbal communication skills in order to perform in a proactive and effective manner across all levels of the organization.</li> <li>Handling of escalations of account issues to branch office/Edge managers in order to resolve open exposure.</li> </ul> Desired Skills: <ul> <li>College Degree preferred</li> <li>Familiarity with financial processes across ML sales support screens</li> <li>Knowledge of margin and option requirements</li> <li>Understanding of the Securities Industry and the various internal and external rules and regulations affecting the industry and department (e.g., Regulation T, New York Stock Exchange, Firm policies and procedures and margin and option rules and regulations)</li> <li>Requires direct internal contact with business partners. Support forced liquidation processing to ensure trading commitments (cash commitments and Regulation T calls) and equity deficiency calls (maintenance calls and minimum equity calls) are met within regulatory and Firm policy timeframes.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Transaction Management Ops Analyst- Exposure Reporting

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 project or testing activities in an operation department or Line of Business, researching and documenting organizational reviews, and conducting workflow analysis, data preparation, and triggering. Key responsibilities include pulling testing output and comparing to templates/requirements, opening defects, updating statuses, and analyzing data. Job expectations include resolving complex problems based on business knowledge and defined project guidelines, executing test scripts, and partnering with Development teams to resolve defects. Responsibilities: <ul> <li>Supports the Testing team in gaining an understanding of changes being executed, writing and executing scripts, completing data preparation, and conditioning and triggering events</li> <li>Leads the resolution of defects, providing necessary documentation, and communicating with Development resources and project stakeholders on resolution and retest statuses</li> <li>Coordinates with the business to execute on defined project tasks, including tracking of deliverables and their statuses, measuring progress against ongoing success measures, and escalating roadblocks in a timely manner</li> <li>Analyzes current state processes, operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation</li> <li>Manages and administers key activities to support medium to large projects, such as coordination of change related activities, reporting, and testing</li> <li>Communicates at all levels with business owners, stakeholders, and subject matter experts on all matters related to projects, such as the project plan, risks, issues, scope, assumptions, gap analysis, business requirements, and development of test plans and scripts</li> </ul> Line of Business Job Description: The Change Management &amp; Project Delivery team provides change management oversight and project delivery support for various strategic business, industry, and regulatory initiatives. This role will support the full scope of the projects within Insurance and Annuities workstream and the responsibilities includes: <ul> <li>Managing multiple priorities at the same time, including project analysis and assessments, requirements, development support, User acceptance testing execution and defect identification and triage, communications, oversight of necessary training and employee readiness needs for process and/or technology changes.</li> <li>Facilitates project meetings during the User Acceptance Testing phase, creation of Test plans for comprehensive coverage, creation of Use cases/test scripts, providing test execution status to management teams, defect reporting and remediation (weekend availability for testing required during project release weekends)</li> <li>Provide post-production testing (where applicable) and monitoring support to ensure any issues encountered are adequately documented, communicated, and resolved with technology and business partners working in conjunction with the Production Support team.</li> <li>Ability to develop strong partnerships and relationships including full coordination with business partners; fully accountable for engaging the appropriate partners to drive the work and deliver against expected outcomes. </li> <li>Partnering with stakeholders to assess and prioritize business needs/requirements to maximize impact.</li> <li>Developing concise and succinct presentations that will influence dialogue at all levels.</li> <li>Strong facilitation skills, communication with impact, cross functional business and stakeholder engagement, and ability to influence decisions to achieve desired results.</li> <li>Risk and Audit mindset in the oversight for change management processes</li> </ul> Required Skills: <ul> <li>2+ years relevant work experience within process management and/or project management</li> <li>Knowledge of navigating through Jira and familiar with the creation of Epics and Stories</li> <li>User Acceptance Testing experience</li> <li>Excellent decision-making skills with an assertive and proactive communication style</li> <li>Ensure changes are communicated to all stakeholders through written communication or provided through live presentations (ex. demonstrations and / or business status update meetings)</li> <li>Must have excellent organizational skills and be able to handle multiple tasks to meet extremely compressed deadlines.</li> <li>Critical thinker and risk minded.</li> <li>Excellent verbal and written communications skills, including the ability to facilitate and lead remote, cross-functional, cross-location meetings.</li> </ul> Desired Skills: <ul> <li>SAFE Certified PO/PM is a plus</li> <li>Knowledge of ISG (Investments Solutions Group) Business</li> <li>Knowledge of Enterprise Change Management​</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Written Communications</li> <li>Active Listening</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Critical Thinking</li> <li>Risk Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Operations Project 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. 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! 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 Schedule: Monday - Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Monroe Township Financial Center

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: This role sits within the broader Experience Design department which is made up of unique product design specialties including: Consumer, Merchant, Research, Content, Design Systems, and Operations. Experience Design is driving the design and experience strategy that will evolve the PayPal experience beyond the core transaction and into new realms of the end-to-end commerce journey. This includes dimensions that engage customers well before and after the point of a sales transaction with a brand or money exchange with a peer. It is an incredibly exciting time to join a design team that will be at the forefront of PayPal’s product and brand transformation. No matter the role or level, all positions are nurtured and encouraged to think through critical problems with well-integrated, multi-discipline teams (pods) and a well-defined culture that’s geared towards explorations, bold provocations, and speedy impact in the market. The department is led by PayPal’s Chief Design Officer and works intimately with Engineering, Product Management, Brand Design, and Marketing teams. Job Description: Pod Overview The Core App pod defines the overall product architecture and positioning, navigation structure and experiences that drive users into the wider PayPal app ecosystem. In addition to managing the tab structure, the design work for this pod include product design for: the home tab, activity tab, profile, account and all onboarding experiences. Designers in this pod regularly must experiment and evolve information architecture, content strategy, visual design and layout, ingress points, brand design expressions, personalization, in-page navigation, and value propositioning. The experiences require one to radically simplify content without losing depth of content and utility. A designer also must understand how to blend hyper utility with brand defining visual expressions through an owned UI, interaction, motion and digital design language. Equal parts form and function, all designers in this pod should have a strength in art direction, composition, brand design, contrast/hierarchy, information architecture, navigation, and formulating clear strategic points of view that prop-up the positioning of the app’s direct and differentiated value for our customers. Role Overview The Principal Designer on our team serves as the Provocateur. They push the design thinking and generate concepts and opportunities that others have yet to consider or see. They are exceptional taste makers in terms of art direction, visual design, and brand expression within a digital product. As a Principal designer you serve as a creative director and leader of experience strategy for specific projects within a pod and will set the tone and standard for the design output for the product and more junior designers. Focused on craft, you will lead by example and drive the definition, strategy, and design concepts against specific briefs from the business and our product partners. While not a manager, you will find yourself mentoring and leading a small group of designers with a very minimal amount of administrative responsibility. 90-95% of this role is pure design and the level comes with an expectation that the design quality can spread not only within your pod but across pods and into our product design system team. Standard Requirements <ul> <li>You are kind, generous, nurturing, supportive, and can see beyond your own ideas or instincts.</li> <li>You love to study and design for consumer behaviors with a specific interest in consumerism, retail, and evolving cultural norms. </li> <li>You believe in the power of brand, a well-articulated point of view, and the necessity of driving measurable business outcomes.</li> <li>A deep love and bias for designing products that blend interaction design with brand visual, and content design. All designers are expected to be as sensitive to visuals as they are to system and interaction details. </li> </ul> Role Requirements <ul> <li>Magical powers come through your ability to add clarity to opportunities and to frame problems that drive designers and product work into new realms.</li> <li>You love craft and are driven by refining and inventing new capabilities - either through broadened territories like motion design or technology/software tools.</li> <li>Undeniable ability to inspire and provoke new thinking that can catalyze partners and designers on your respective teams.</li> <li>You have a remarkable ability to set and evolve the vision of a product experience through your strategic storytelling, problem driven frameworks, insight gathering, comprehension of visual design and interactive design craft.</li> <li>You have set new standards around design in your previous work and can demonstrate major shifts in quality and perspective.</li> <li>Incredible ability to tell stories of your work through presentation design, prototypes, storytelling, and explicit connection to larger business strategies.</li> <li>Deep understanding for how to motivate design work through explorations, concept development, and creative directions that draft off a core brand design system.</li> <li>Proven ability to broaden a creative brief and introduce unexpected visionary concepts that evolve the orthodoxy and convention of a product experience, on behalf of the user’s behaviors.</li> <li>Ability to take calculated risks in concepts - pushing against some conventions while not straying too far that it becomes unusable or incongruent with a brand positioning or identity. </li> <li>Thrive on provoking new thinking through design work - both in interaction, architecture and visual brand design terms. </li> <li>You love being an independent contributor but also understand you are a leader that others will look up to and model against based on your insanely talented craft and visionary instincts. </li> <li>12+ years of experience in consumer facing digital product design work. </li> </ul> Designer Growth Our team places great focus on our culture. This includes, our ways of working, our rituals around feedback, our tact for delivering nurturing critique, and our attention to each and every designer’s aspiration as they ascend towards their next defined career levels. You will have opportunities to stretch into areas beyond your core pods and will experience hands on mentorship to ensure you’re expose For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0124124

PayPal

Principal Product Designer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. The National Financial Solutions Advisors (FSAs) help clients and prospective clients with financial needs and goals that are most important to them. Our Financial Solutions Advisors, collaborate with clients daily to provide service and advice to our existing U.S. clients via a phone-based platform. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience. <ul> <li>Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening</li> <li>Own management of client issues, research, and communication of resolution </li> <li>Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes</li> </ul> Required Qualifications: <ul> <li>Eligible candidates must be currently working within the Consumer Investment space in Jacksonville.</li> <li>Series 7, and 66 or equivalent (required).</li> <li> Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceeded. </li> <li> Passion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients. </li> <li>Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.</li> </ul> Desired Qualifications: <ul> <li> ​Strong computer skills with an ability to multitask in a fast-paced environment. </li> <li>Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience.</li> </ul> Enterprise Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Life Services Financial Solutions Advisor (Series 7 & 66 required)

Financial Solutions Advisor Stage II - Consumer Investments - Bergen West Market

Job Description: Bank of America (<a href="http://www.bankofamerica.com" target="_blank">www.bankofamerica.com</a>) is one of the world's largest financial institutions, serving individual consumers, small businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Director in Business Selection &amp; Conflicts Group The Business Selection &amp; Conflicts Group (BSC) is the first point of contact within Investment Banking on potential new business mandates as well as queries regarding ongoing transactions. BSC clears all new potential business mandates, as well as the signing of all confidentiality obligations, to confirm potential conflicts of interest are anticipated, identified, and managed. BSC drives decision making on business selection issues to ensure the firm is committing to the most attractive opportunities. In addition, BSC provides a central hub of information for current and historic involvement in transactions. BSC is a global group based in New York, London and Hong Kong that interacts daily with investment bankers as well as with various functions within Investment Banking (legal, compliance, finance, business operations). Since all new investment banking mandates must be analyzed by BSC before they are accepted by the firm, the group works in a very demanding, time sensitive environment. The BSC Director position is based in New York and will report to the Head of Americas BSC. The Director is expected to take a leading role in BSC’s conflict clearance process for M&amp;A, capital markets and other investment transactions, preparing disclosure memos for certain of our M&amp;A clients, interacting frequently with investment bankers globally as well as internal support partners and senior business leaders. Candidates should have experience with M&amp;A and/or capital markets transactions as well as strength in analyzing complex situations on a compressed timetable. Candidates also should have the ability to communicate effectively and work collaboratively with global BSC colleagues. The ideal candidate has 6+ years of conflicts management at a peer firm, transactional legal experience and/or transaction-oriented experience in a business or compliance-oriented role. Required Skills <ul> <li>Excellent verbal and written communication skills</li> <li>Attention to detail and high standard for quality work product</li> <li>Commitment to provide timely and accurate guidance to investment bankers</li> <li>Resourcefulness; ability to think creatively to solve problems and anticipate potential questions or issues</li> <li>Effective time management and prioritization; strong multi-tasking abilities</li> <li>Excellent judgment in handling sensitive and confidential information</li> <li>Experience in managing junior level team resources</li> <li>Ability to quickly and efficiently navigate information systems</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Director - Business Selection & Conflicts Group

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: We are seeking a highly motivated and experienced Merchant and Acquiring Risk Oversight Manager to join our Financial Risk Management Oversight Organization. The team enables the delivery of innovative and reliable payment/credit products and services across the world. We ensures that PayPal’s acquiring products operate according to its financial strategic objectives, as well as risks are managed comprehensively and effectively by first line of defense functions. As part of the Second Line of Defense function, you will provide independent oversight, through defining requirements, effective challenge and risk assessments. This role is responsible for leading the oversight of the Merchant and acquiring products, including their underwriting process, contract negotiation, acquiring partnership, and ensuring that the portfolio is properly managed and is operating according to strategic goals. <ul><li> To be successful, this role requires strong background in Merchant/Seller and acquiring risk principles, underwriting, risk actions, reserve/collateral management, chargebacks, network rules, analytical skills, and the ability to collaborate, negotiate and influence across multiple functions while maintaining independence. </li></ul> Job Description: You will make an impact by ensuring that: <ul> <li>Acquiring risk management objectives are met.</li> <li>Senior management receives accurate and timely information to make informed decisions.</li> <li>Establish guardrails in which the First Line of Defense must operate, including formulation of policy requirements, metrics and thresholds.</li> <li>Challenge the First Line teams, whenever there are potential deviations to expected results, unsound risk management strategies, or when there is material risk.</li> <li>Products and services are built and maintained to serve our customers.</li> <li>Risk controls are aligned with business requirements.</li> <li>Regulated entities are prepared for internal and external audits, inspections, and inquiries. </li> </ul>In your day-to-day role you will; <ul> <li>Lead the Merchant and Acquiring Risk Oversight function to provide independent oversight and effective challenge of products offered globally.</li> <li>Advise senior management about contingent risk exposure and risk priorities including the emerging risks and the organization’s effectiveness in addressing the risk.</li> <li>Participate in governance committees and forums to provide independent subject matter expertise in credit risk.</li> <li>Validate that the initiatives, strategy, and policy changes are aligned with requirements and objectives.</li> <li>Collaborate with regional and global stakeholders to address the regulatory inquiries, exams and reporting obligations.</li> <li>Pro-actively review the Second Line of Defense framework, and constantly look for opportunities to improve it. </li> </ul>What do you need to bring: <ul> <li>10+ years of experience in financial services and merchant/seller/acquiring risk management</li> <li>Strong expertise and background in Merchant and Acquiring risk including underwriting, negotiations of risk actions, risk contractual languages, payments, etc.. Independent oversight experience in an international or complex financial institution is a differentiating factor.</li> <li>Understanding payment ecosystem, chargebacks, bankruptcy laws and industries with long delayed delivery</li> <li>Substantial experience in communicating at the executive level, self-confidence and the ability to challenge in an effective and respectful manner.</li> <li>Excellent written and verbal skills; interpersonal and collaborative skills; and the ability to communicate credit risk concepts to technical and non-technical audiences.</li> <li>Critical thinker with strong influencing, negotiation, and relationship building skills; an ability to interface internally and externally to ensure successful, high-quality outcomes.</li> <li>Ability to work with geographically disperse teams, especially with teams situated abroad and in different time zones.</li> <li>Candidate must have solid experience in Data Analytics or Finance area. Ideally, expertise in financial underwriting, data intensive, payment services environments.</li> <li>Experience leading a risk function which has produced and maintained risk policies, risk appetite statements and Risk metrics. This must include an understanding of building and operating a 2nd line Risk framework that delivers transparent, well-understood risk policies for stakeholders.</li> <li>Ability to assess, review and analyze current merchant contingent risk strategy and exposure limits/thresholds to ensure alignment to the Risk Appetite. Ensure adherence to changes in the business model and/or regulatory environment.</li> <li>A track record as an established leader who is equally strategic as they are tactical, and of the stature to build a peer relationship with stakeholders. This will enable them to build a fully functionalized model for robust and transparent Risk leadership. </li> </ul>PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is $169,500 to $291,500 For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0126573

Sr Mgr Seller & Acquiring Risk Oversight

Job TitleSpatial Data ManagerJob Description SummaryThe role of the Spatial Data Manager (SDM) will be responsible for day-to-day functionality of the client’s Space Management tool including data integrity of CAD floor plans, occupant data and reporting (regular or ad hoc) for a client portfolio or set of buildings.Job DescriptionPrinciple Responsibilities• Contribute subject matter expertise in the areas of spatial data management, CAD / CAFM administration, space and occupancy data analytics and space utilization measurement.• Ensure compliance of client space data standards, establish a consistent data governance model.• Provide vital linkage between space management platform and industry best practices; introduce innovation to the account team/client.• Hold expertise in CAD/CAFM and the methodologies and calculations used to generate and analyze allocation deliverables.• Provide support as necessary to peer teams as it relates to space, occupancy and / or utilization data.• Contribute to data governance process - control of input sources and data consistency• Contribute to data confidence - control of data measurement standards and KPI’s• Establish core program standards for global space naming conventions, allocation model application, drawing standards and reporting standards• Establish working relationships and guides the development of roles and responsibilities with partners• Establish governance program/process and data quality assurance reporting for global consistency of portfolio space and occupancy data• Proactively monitor the execution of the client space allocation model and delivery of reporting in accordance with client space allocation process• Serves as SPOC and global system administrator for client space data management system, enforcing user controls and system continuity• Enable all system integration efforts with the CAFM system to further enhance the availability and quality of spatial and occupancy data• Recommend process improvements and performance enhancements in the use of the client space data management system• Provides space data management system training for system users• Responsible for guiding and reviewing recommendations to enhance operational efficiency, service delivery, cost savings, and innovative service advancements for all functional areas• Coach the space team leadership in effective space planning and FF&amp;E solution development, ensuring compliance with established process workflows and consistent service delivery for all project typesRequirements• BA/BS degree or equivalent combination of education, training and experience in Architectural Technology, Space Planning, Space Data Management, Data Analytics or Occupancy Planning• 4 to 8 years experience in a corporate real estate environment• Proficient in MS Office Suite software applications• Proficient with AutoCAD• Experience with CAFM systems preferred• Experience with Serraview preferred• Demonstrates proficiency in architectural and engineering drawings, concepts &amp; design• Excellent customer service and interpersonal relationship skills• Ability to work independently and as part of a team• Able to build strong relationships with internal and external partners to deliver effective services• Strong oral, written and presentation skills• Assumes ownership of requests in order to ensure successful completion• Strong attention to detail and quality with ability to handle concurrent projects with minimal supervision and direction#LI-Remote#Remote Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $81,600.00 - $96,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

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