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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! 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

Bank of America

Financial Solutions Advisor Stage II - 29 Broadway Financial Center

Job Description: This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner. Involved in high-level client contact and exposure to sensitive information, the candidate must use considerable tact, diplomacy and judgment. Responsibilities/ Qualifications: <ul> <li>Strong communication and customer service skills</li> <li>Above average computer skills (particularly with Excel, Word, and PowerPoint)</li> <li>Communicate with executives and line management to gather/convey relevant information</li> <li>Highly organized individual with strong attention to detail, sense of urgency and ability to multi-task</li> <li>Must be polished, proactive and thrive in a demanding, fast-paced and constantly changing environment</li> <li>Phone skills, calendar &amp; travel management, expense reporting skills also required</li> <li>Schedules travel accommodations both domestic and international, including securing travel visa, and performs other duties</li> <li>Works with other assistants in office as a team, backing each other up when needed Works closely with lead analyst and team on planning of events, conferences and marketing </li> <li>Performs diverse, advanced and confidential administrative support functions including reading, screening and responding to incoming mail, ensuring that referrals are made and requests for information or research are followed through</li> <li>May act as liaison to outside groups coordinating events where the executive is traveling and working closely with Sales to set up itinerary of meetings, points of contact and coordinating conference details</li> <li>Must closely track speaking engagements, meetings and conference calls in an internal web based system</li> <li>Involved with shepherding presentations through desktop publishing and compliance channels and occasionally coordinating production and delivery to meetings and conferences</li> </ul> Skill Requirements: <ul> <li>5+ years’ experience supporting a senior level manager </li> <li>MS Office - Outlook, Word, PowerPoint, Excel</li> <li>Strong written and verbal communication skills</li> <li>Highly organized with a strong attention to detail</li> <li>Ability to multi task in a faced paced environment</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Equity Research - Administrative Assistant III

Job Description: As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market, earnings forecasts, conducting analyses, producing research reports, and communicating/marketing the team's recommendations and views to both internal and external clients. As an Equity Strategist, the candidate will assist the team with applying a model-driven rigor to market analyses and be able to write in a clear and compelling manner. Key objectives are: <ul> <li>Contribute to key forecasts including S&amp;P 500 target and bottom- up earnings outlook</li> <li>Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning and technical indicators in order to help craft an outlook for the market and determine sector recommendations.</li> <li>Assist in writing reports on the fundamental, macro and quantitative landscape including deep dives on topical macro themes.</li> <li>Market the team’s views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth &amp; Investment Management platform‎) and the media.</li> <li>Service clients’ bespoke project needs with varying degrees of complexity in a timely manner.</li> <li>Seek out new, value-added, and/or unusual sources of information.</li> <li>Develop and maintain databases, indicators, and financial models integral to our research product.</li> <li>Produce collaborative reports across asset classes and with fundamental analysts.</li> <li>Collaborate with junior and senior peers to develop key indicators, models, and relevant themes for the US equity markets, economy, sectors, and industry</li> </ul> Requirements: <ul> <li>Bachelor’s degree or equivalent years of experience</li> <li>2 to 5 years of experience in equity research, accounting or a related field is desired</li> <li>Excellent writing and communication skills</li> <li>Strong analytical background</li> <li>Fundamental equity research or accounting experience preferred. CFA candidacy a plus</li> <li>Strong proficiency in Microsoft Excel, Word and PowerPoint</li> <li>Experience using Bloomberg and FactSet; experience with other market data applications a plus</li> <li>Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)</li> <li>Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision</li> <li>Strong attention to detail‎, ability to work under pressure</li> <li>Team player; ability and desire to collaborate</li> <li>Passion for financial markets</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate: US Equity and Quantitative Strategy Research

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! About the Team: The Global Technology Service Management function is a new team charted with designing, implementing, and managing next generation Service Management policies, processes, and solutions. Our mission is to ensure the appropriate controls and capabilities are in place to enable the delivery of stable, resilient, and available technology services to our customers and employees. About the Role: The ServiceNow Knowledge Process Analyst is a key role within the Technology Service Management Office, a group that enforces standardized governance methods across all ITSM processes. This net new role in the organization will manage day-to-day governance, operations and continual improvement for technology request management and technology knowledge management within the scope of those capabilities on the ServiceNow platform. In addition to managing the process day to day, this role will build and manage relationships with teams who execute the process to ensure their adherence and success. Key responsibilities: <ul> <li>Participate in the day-to-day of operation of process controls to ensure consistent and efficient execution</li> <li>Participate in developing, monitor, and report on key process metrics to track performance, identify trends, and drive improvements</li> <li>Identify risks and issues and support mitigation, coordinating with partners as needed</li> <li>Collaborate with cross-functional teams to ensure onboarding of partners into use of the ServiceNow catalog with its request process and into use of ServiceNow knowledge management are trained on requirements and control execution</li> <li>Deliver ongoing training to refresh partner understanding and share improvements</li> <li>Participate in support for evaluations of the process by lines of defense</li> <li>Create and maintain process documentation, including procedures</li> <li>Participate in performance improvement efforts, including identifying opportunities, designing selected improvements, and ensuring comprehensive implementation</li> <li>Perform other duties as assigned </li> </ul> Required Experience: <ul> <li>Minimum of 3 years of experience as a process manager for an IT Service Management process</li> <li>Minimum of 1 years of experience managing controls for an ITSM process</li> <li>Strong understanding of knowledge management and/or technology service request management</li> <li>Understanding of service catalog use, structure, and operation</li> <li>Understanding of ITSM portals</li> <li>ITIL v3 Foundation Certification</li> <li>Experience operating a process on the ServiceNow ITSM platform</li> </ul> Desired Experience: <ul> <li>Strong collaboration and relationship building skills</li> <li>Strong risk, issue and control management skills</li> <li>Superb written communication skills, with a keen eye for detail</li> <li>Proven ability to quickly learn and understand complex subject matter</li> <li>Self-starter with ability to handle multiple assignments simultaneously</li> </ul> Skills: <ul> <li>Controls Management</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Decision Making</li> <li>Innovative Thinking</li> <li>Prioritization</li> <li>Recording/Organizing Information</li> <li>Research</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

ServiceNow Knowledge Process 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! Job Description: This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&amp;L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries. Responsibilities: <ul> <li>Prepares and analyzes balance sheets and Profit and Loss (P&amp;L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies</li> <li>Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type</li> <li>Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&amp;L) activities</li> <li>Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions</li> <li>Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses</li> <li>Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank</li> </ul> LOB Responsibilities: <ul> <li>Daily P&amp;L production, monthly Valuations functions, business reporting and ledger substantiation</li> <li>Balance sheet analysis and accurate, well controlled financial reporting</li> <li>Continuous focus on challenging and improving controls, processes, applications and data sources</li> <li>Working with Front Office to explain their P&amp;L and Valuations metrics</li> <li>Business partnership as well as control oversight on new products and initiatives by Trading Desks</li> <li>Collaborate across the team/s on projects and initiatives</li> <li>Production and monitoring of Daily and Monthly KPI’s</li> </ul> Required Qualifications: <ul> <li>Minimum 3 years of product control and/or commodities trading experience</li> <li>Ability to review, debate and challenge</li> <li>Ability to supervise, control deliverables and guide other more junior members of the team</li> <li>Lead by example and set high controls standards for the team</li> <li>Confident analytical and communication skills (both written and verbal)</li> <li>Ability to respond appropriately to time-sensitive requests</li> </ul> ​ Desired Qualifications: <ul> <li>Bachelor's degree in accounting or finance</li> <li>Professional certification in related field preferred such as CPA or CFA</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Financial Accounting</li> <li>Financial Management</li> <li>Reporting</li> <li>Business Analytics</li> <li>Data Quality Management</li> <li>Financial Processing</li> <li>Price Verification and Valuation</li> <li>Scenario Planning and Analysis</li> <li>Business Acumen</li> <li>Critical Thinking</li> <li>Influence</li> <li>Prioritization</li> <li>Problem Solving</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Business Financial Control Associate

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 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> Line of Business Job Description: Perform Bookkeeping for Merrill Clients team supports the validation of financial transactions for Merrill brokerage accounts. <ul> <li>​​​​​Gains a full understanding of each request with careful reading, research and application of product knowledge</li> <li>Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems</li> <li>Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request</li> <li>Documents all actions taken in the applicable system accurately and in a business writing style</li> <li>Meets or exceeds productivity and quality goals</li> <li>Adapts to ever changing products and services</li> <li>Complies with all Bank of America policies</li> </ul> Required Skills: <ul> <li>Account Management: ability to provide services and support to clients</li> <li>Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages</li> <li>Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications</li> <li>Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently</li> <li>Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience</li> <li>Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request</li> <li>Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request</li> <li>Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment</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> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst - BPRO ML Bookkeeping

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! Job Description: The Global Financial Crime (“GFC”) Lead contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations, and regulatory guidance. The GFC Lead serves as a trusted advisor to the Compliance and Operational Risk (“C&amp;OR”) Officers of the Front Line Units (“FLU”) and Control Functions (“CF”) for the company and to the leaders of the FLUs and CFs directly. This role is responsible for executing the Company's Global Financial Crimes Program related to Correspondent Banking Program Management and requires a strong risk management discipline and experience with operational risk processes. This role will lead a team responsible for identifying and assessing inherent financial crimes risk and controls associated with correspondent banking, new product initiatives and program management. This role is responsible for advising the front line units (FLUs) on Bank Secrecy Act/Anti-Money Laundering laws, rules and regulations and the Global Financial Crimes Policy and Standards. This individual will be responsible for leading a team accountable for identifying, escalating and mitigating financial crimes compliance and operational risk. This individual will be responsible for evaluating and communicating the effectiveness of FLU controls and be able to drive the consistent improvement and strengthening of these controls to improve upon the Company's ability to detect and prevent unusual or suspicious activity. The selected candidate will be or will have: <ul> <li>A self-motivated worker who is comfortable and effective providing guidance to junior teammates </li> <li>Strong personal drive, attention to detail, individual initiative, a sense of urgency and responsiveness, with a desire to grow, learn, and take on increasing levels of responsibility </li> <li>Ability to successfully communicate to influence management and lead change on both strategic and tactical initiatives. </li> </ul> This position additionally entails: <ul> <li>Leading discussions with the Global Payments Services Front Line Unit (FLU), Global Banking FLUs, Global Compliance &amp; Operational Risk (GCOR) and Global Financial Crimes (GFC) partners to analyze business processes, internal controls, client behavior and transaction trends </li> <li>Contributing to the creation and implementation of GFC Coverage Plan which defines the scope of coverage for Global Payments Services and Global Banking FLUs – U.S and International </li> <li>Establishing the strategic direction for monitoring and reporting on GFC, FLU and Enterprise risk tolerance metrics that are reflective of key risks within the areas of coverage and escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees </li> <li>Engaging with the Financial Crimes Analytics Team the Financial Intelligence Unit to drive thematic reviews of key risks associated with high risk products, payment channels, and clients and to ensure effective GFC automated detection monitoring </li> <li>Directing the completion compliance activities such as: designing monitoring and testing routines and reporting to identify potential AML risks and/or control weaknesses; conducting targeted risk assessments, threat assessments and process understandings to identify new or emerging financial crimes risks; and identifying, aggregating, reporting, escalating, inspecting and challenging the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes </li> <li>Guiding FLUs on potential financial crimes impacts in the client selection and product expansion processes </li> <li>Participating in Regulatory Meetings and Exams to provide Risk Manager perspective on critical issues and engaging directly with Audit to provide advice and guidance on FLU Audits and respond to all Audit requests and inquiries</li> <li>Participating in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Coaching</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Strategy Planning and Development</li> <li>Written Communications</li> <li>External Resource Management</li> <li>Reporting</li> <li>Talent Development</li> </ul> Required Qualifications: <ul> <li>Minimum of 7 years of relevant experience in financial services industry, financial crimes, risk management, AML compliance, regulatory compliance, investigations, operational risk management, business controls, or experience in related field</li> <li>Knowledge of anti-money laundering (AML) and related AML legislation</li> <li>Experience with compliance reporting, regulatory reporting, SARs reports</li> <li>Experience reconciling, analyzing, and manipulating large data</li> <li>Proficiency in compliance technology, case management systems, and data analytics tools is a plus </li> <li>Strong experience and understanding of Transaction Monitoring/CDD Models and Systems</li> <li>Experience in automating manual processes and good understanding of technologies that are designed for specific AML use cases</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s Degree in related field</li> <li>Experience in financial services and/or a related government entity</li> <li>Certified Anti-Money Laundering Specialist (CAMS)</li> <li>Experience and strong ability to work in a fast-paced, high-pressure environment and manage multiple priorities effectively</li> <li>Strong leadership and decision-making capabilities</li> <li>Ability to influence and drive change across the organization</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Banking Lead

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

Financial Solutions Advisor - Consumer Investments - Southern Philly Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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! About the Role The ideal candidate is a data-driven product manager with solid grounding in UX principles and hands-on experience with Generative AI tools and technologies. The role requires a roll-up-your-sleeves attitude, comfort operating in a matrix organization, the ability to lead by influence, and a strong focus on value delivery. You must be comfortable communicating with diverse stakeholders, from senior management to engineers to legal and compliance teams, across multiple regions and time zones. Key Responsibilities <ul> <li>Own the full product lifecycle for GenAI and data-driven solutions—from concept development to delivery and continuous iteration</li> <li>Translate complex workflows into clear requirements, prototypes, and strategic roadmaps while shaping product strategies grounded in user needs, ROI, and platform scalability</li> <li>Collaborate cross-functionally with engineers, quants, and business users to deliver integrated tools that drive value across front-to-back workflows and foster adoption across global markets functions</li> <li>Effectively communicate product vision, roadmap, and value proposition to all stakeholders, securing buy-in and resources to ensure successful execution</li> <li>Partner with businesses across various geographic regions to understand local requirements while maintaining a cohesive global product strategy</li> </ul> Requirements <ul> <li>2-5 years of product management experience, including successful delivery of internal digital tools or platforms</li> <li>Strong end-to-end product management skills: gathering user requirements, defining MVPs, setting priorities, and delivering production-ready solutions with a focus on measurable outcomes</li> <li>Understanding of GenAI capabilities and concepts with demonstrated experience in the Generative AI application landscape</li> <li>Excellent communication and stakeholder management skills, with proven ability to effectively engage senior management, engineering teams, and legal/compliance stakeholders</li> <li>Experience working across global teams and adapting to regional variations in business needs and workflows</li> </ul> Preferred <ul> <li>Experience with GenAI products and capital markets or financial services knowledge</li> <li>Technical background with SQL/Python working knowledge and prompt engineering expertise</li> <li>Comfort operating in an Agile framework using JIRA and Wiki tools for product documentation and project management</li> <li>Experience driving technology adoption across geographically dispersed teams</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate/Vice President, Digital Product Manager - GenAI Solutions

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

325 Jobs in Newark, NJ, USA