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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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Seeking an experienced product manager for a suite of check disbursement, reconcilement, and fraud prevention products that generate significant annual revenue for the bank. Must be a highly motivated self-starter who can manage P&amp;L, serve a subject matter expert, and manage multiple risk routines for a mature but critical product set. This role will also: • Evaluate, write requirements, develop and implement new products and feature functionality driven by VOC/VOA/competitive landscape, or operational efficiency for check business and P2E opportunities. • Work closely with business partners – including Operations, Technology, Digital Channels and Sales – to evaluate, monitor and close check operational issues • Work with Sales, Operations, Servicing and Fulfillment to manage existing client impacts and challenges to ensure high quality servicing and retention of clients. • Be responsible for contributing to the strategy to help drive P2E (paper to electronic) initiatives across US Payments. Required skills: • Minimum 5 years of banking experience in payments, with a strong preference for product management experience in check disbursement and check fraud prevention • Financial / P&amp;L management • Subject matter expertise is check disbursement and check fraud prevention • Experience working with treasury sales and treasury clients on issues and initiatives • Ability to manage various risk routines including risk reporting, risk assessment, and special projects designed to address risk issues • Proven ability to develop and manage relationships with the full range of key business partners • Strong organizational skills • Demonstrated initiative, follow-through and the ability to work with limited supervision • Attention to detail and strong analytical skills • Strong presentation and communication skills • Maintenance of client-facing and internal product literature related to check disbursement and fraud prevention, communicate product changes Desired skills: • Understanding of laws, rules, and regulations related to checks • Ability to quickly learn core capabilities including end-to-end operational and technology workflows and processes • Knowledge of treasury management products and services, and key trends within the electronic payment space • Experience analyzing and reporting business financials • Strong in Microsoft Office suite skills, particularly with Excel and PowerPoint Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Treasury Product Manager II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Responsible for taking a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts. Plans and organizes resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner. Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary management responsibilities and to ensure significant issues and trends are effectively communicated and acted upon. Desired Quantifications: <ul> <li>Requires a thorough knowledge of the business line's functional structure and products/services set. Working knowledge of fiduciary principles and their application to internal policies and procedures.</li> <li>Bachelor's Degree, J.D. Preferred</li> <li>Minimum 3-5 years trust/fiduciary background</li> <li>Strong verbal &amp; written presentation skills, including all Microsoft Office software</li> <li>Ability to interface with all levels of the business</li> <li>Proven ability to meet organizational objectives</li> <li>Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Advisory</li> <li>Collaboration</li> <li>Corporate Governance Management</li> <li>Critical Thinking</li> <li>Risk Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Learning Delivery</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Fiduciary Officer

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! Candidate will be a part of the Global Markets Data Management (GMDM) team within the GM Platform group. Data Domain Management: The Global Markets Data Management team is responsible for establishing and executing data management strategy and data governance for Global Markets. The team works closely with other groups within Global Markets, other lines of business and Enterprise functions. The team drives strategic initiatives and projects in the areas of data management and governance. Members of the Data Domain Management team within GMDM are engaged in governance of the business data domains managed by the Global Markets LOB. The ideal candidate will have expert knowledge of Global Markets products, data structures, and processes, experience in running data management projects, and understanding the Bank of America policies, standards and procedures. Role Responsibilities: <ul> <li>Lead strategic development of data structures and data control frameworks within Global Markets LOB</li> <li>Manage data governance aspect of existing and new data sourcing projects, interface with tech, quantitative, and business groups representing providers and consumers of the Global Markets data.</li> <li>Enhance data governance of the business data domains managed by the Global Markets LOB.</li> <li>Conduct research of issues related to data quality, definitions, transformations, and applications for specific use cases.</li> </ul> Required Skills: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Strong knowledge of financial markets and traded products</li> <li>In depth knowledge of one or more areas within Global Markets or related functions</li> <li>Experience in managing discussions with multiple stakeholders</li> <li>Strong analytical, critical thinking and problem solving skills</li> <li>Ability to facilitate discussions across various levels of stakeholders</li> <li>Project management skills, ability to multitask and properly prioritize multiple projects</li> <li>Good communication, interpersonal and organizational skills</li> <li>Ability to work with large datasets using advanced Excel or SQL</li> </ul> Desired Skills: <ul><li>Knowledge of the various functions within Global Markets trading organization and other functions interacting with Global Markets, such as Operations, Risk, Finance</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Data Domain Management

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! 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 Registration Candidate - Consumer Investments - Bensalem Plaza  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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for 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 - Long Island East Market

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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> *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor- Consumer Investments- Hayward and Milpitas Area

Salary Range $150,000 - $195,000*Job Description:Who We Are:Saks is a world-renowned luxury ecommerce destination. The company’s unique approach combines a focus on the digital customer experience with a strong connection to a network of extraordinary stores that extends that seamless experience into the real world. On its website and app, Saks offers an unparalleled selection of curated merchandise across fashion for women and men, beauty, jewelry, home décor and more. In addition to the shopping experience, customers come to Saks for inspiring editorial content, access to digital stylists, lifestyle experiences and other world-class services.Role Summary:You will work across Saks Global, a combination of world-class luxury retailers, including Neiman Marcus, Bergdorf Goodman, Saks Fifth Avenue and Saks OFF 5TH. You are a results-driven Director of Energy Management who will lead Saks Global’s enterprise-wide energy strategy across our retail portfolio. You will oversee energy efficiency and cost optimization initiatives in addition to utility forecasting and risk management — ensuring we procure and maintain reliable and sustainable energy solutions to support our business objectives. The role requires strong analytical expertise, a deep knowledge of the US-based energy markets,and a strategic mindset to drive long-term value creation. You possess the ability to lead and influence across multiple organizations and a passion for working in a fast-paced environment.Key Qualifications:<ul> <li>Bachelor’s degree in Energy Management, Business, Engineering, Sustainability, or a related field</li> <li>10+ years of progressive experience in energy management, utilities, sustainability, or related field with at least 5 years as a</li> <li>people leader</li> <li>Proven experience developing and executing enterprise-wide energy strategies</li> <li>Deep understanding of energy markets, utility tariffs, and regulatory frameworks</li> <li>Strong leadership, communication, and cross-functional collaboration skills</li> <li>Experience managing external vendors, contracts, and broker relationships</li> <li>Ability to work in a fast-paced environment and manage multiple projects simultaneously</li> </ul>Preferred Qualifications (nice to haves):<ul> <li>Master’s degree in related field</li> <li>Retail or real estate industry experience</li> <li>Background in finance</li> <li>Knowledge of energy storage, microgrids, and distributed energy resources, HVAC systems, and building automation</li> <li>systems</li> <li>Experience working on and/or leading corporate sustainability teams</li> </ul>Role Description:<ul> <li>Develop and lead Saks Global’s strategic energy management vision, aligning cost, operational targets, and sustainability initiatives across the enterprise</li> <li>Oversee the energy procurement strategy for electricity, natural gas, and other utilities - balancing price, reliability and risk exposure</li> <li>Drive large-scale energy efficiency projects, in partnership with Facilities and Store Operations, setting clear performance targets and ROI expectations</li> <li>Direct utility forecasting and budgeting processes, in partnership with finance leadership, ensuring accurate, data-driven and market-informed projections</li> <li>Establish and lead a comprehensive energy risk strategy to mitigate market volatility and regulatory impact.</li> <li>Identify and assess renewable energy opportunities and technologies that support decarbonization, regulatory requirements and sustainability goals.</li> <li>Oversee vendor relationships and contracts to maximize value, innovation and service delivery</li> <li>Partner closely with Facilities, Store Ops, Real Estate, Legal and Finance to integrate energy strategy into business functions and processes</li> <li>Provide executive-level reporting on key energy program metrics, risks, and strategic opportunities to senior leadership</li> <li>Lead, mentor and develop a high-performing and fast-paced energy management team committed to excellence and continuous improvement</li> </ul>Your Life and Career at Saks:<ul> <li>Exposure to rewarding career advancement opportunities</li> <li>A culture that promotes a healthy, fulfilling work/life balance</li> <li>Benefits package for all eligible full-time employees (including medical, vision and dental).</li> <li>An amazing employee discount</li> </ul>Thank you for your interest in Saks. We look forward to reviewing your application.Saks provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Saks complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.Saks welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.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.Saks.com is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *The above expected salary range may have some variability based upon factors including, but not limited to, a candidate’s overall experience, qualifications, and geographic location. If you are interested in the role, we encourage you to apply and, if selected to move forward in the interview process, you will have a chance to speak with our recruitment team regarding your specific salary expectations.

Saks Fifth Avenue

Director, Energy Management

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)

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 - 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

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