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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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 your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: <ul> <li>BILINGUAL MANDARIN SPEAKING FLUENCY REQUIRED</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

Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee: Visitacion Valley Financial Center (BILINGUAL MANDARIN SPEAKING REQUIRED)

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Business Unit Delivery Team leverages technical programs, platforms, and engineering to help Coinbase scale. What you’ll be doing (ie. job duties): <ul> <li> Design and Execute Programs - Build and run detailed programs to drive continuous process improvements, platform enhancements, and large-scale engineering efforts. Ensure appropriate metrics are available to measure program impact.</li> <li> Coordinate Delivery Across Teams - Support initiative delivery by collaborating across internal teams to manage prioritization, dependencies, scheduling, and stakeholder alignment. Develop and iterate on transparent communication mechanisms.</li> <li> Partner with Product and Engineering - Translate internal and external problems into business requirements. Gather and synthesize feedback to help inform future development and roadmaps.</li> <li> Drive Internal Implementation and Adoption - Work closely with internal operations / engineering teams to drive advocacy, education, and usage of program deliverables.</li> </ul> What we look for in you (ie. job requirements): <ul> <li> Experience: 3-6 years of experience in relevant domains, especially Trust &amp; Risk, DevRel, and / or Solutions Architecture.</li> <li> Program Management Expertise: Deep understanding of program management frameworks, risk mitigation strategies, and various tools / templates.</li> <li> Integrations / Implementation Expertise: Practice defining and implementing complex SaaS solutions and / or integrations.</li> <li> Metrics &amp; Analysis: Strong analytical skills to define, track, and measure program KPIs for program effectiveness.</li> <li> Stakeholder Communication: Exceptional verbal and written communication skills for cross-functional engagement and feedback synthesis into actionable themes for product teams.</li> <li> Education: Bachelor’s degree in a relevant field or equivalent practical experience.</li> </ul> Nice to haves: <ul> <li>Familiarity with global compliance and regulatory frameworks in financial services and / or crypto.</li> <li>Applied knowledge of AI / LLM tools for process automation, scoring / tuning, and orchestration.</li> <li>Interest / passion in web3 technologies.</li> <li>Experience navigating developer forums including Discord, Reddit, Warpcast, Github, etc.</li> </ul> Position ID: P68349 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $140,080—$164,800 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Senior Technical Program Manager

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. Python Developer/ Network Automation Engineer - The network is the hub of it all. It's one of the most valuable assets for professional development and is essential to how the world operates. This is an opportunity to help us automate, manage, and grow the bank's network, both computer and personal. We are seeking a Software Developer/ Network Automation Engineer with at least 5-7 years of professional experience to join our software development team focusing on network automation. Duties include • Provide subject matter expertise as a team member and individual contributor • Work on the design, development, testing, and documentation of new network-focused software applications and automation • Lead and propose solution design activities including data modeling, data repository, data transformation, and analytics • Develop and deploy technologies such as RESTful APIs, software front-ends, and custom integrations into operational systems. • Act as escalation point for operational incidents Required Qualifications: <ul> <li>7+ years’ experience analyzing, designing, and developing software with an OO language (C#, Java, etc)</li> <li>Professional experience with two or more of the following programming languages: Python (preferred), Java, Javascript</li> <li>Understanding of SDLC, agile methodologies and tooling</li> <li>Ability to learn complex and emerging technologies and train other developers</li> <li>Experience troubleshooting, tracing, and debugging complex applications</li> <li>Development experience with frameworks such as Django &amp; FastAPI</li> <li>Excellent written communication, problem solving, process management, and collaborative skills to work with teams throughout the organization</li> <li>Experience with Git, Jira, Jenkins, Continuous Build systems with automated testing (unit and end-to-end testing)</li> </ul> Desired Qualifications: <ul> <li>Experience with designing, developing, and supporting various software architectures (service oriented, microservice, publisher/subscriber, etc.)</li> <li>Experience with infrastructure as code, Configuration Management Systems (Terraform, Ansible, Chef, etc.)</li> <li>Strong understanding of networking concepts (OSI levels 1-3) and controller-based network architectures.</li> <li>Familiarity with YAML, YANG, JINJA or other network modelling standards</li> <li>BS in Computer Science, Engineering, Management Information Systems, or related field (or equivalent work experience)</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Software Engineer

<h1>AI Engineer - LLM Applications Specialist</h1><h2>About the Company:</h2>Great Question is the all-in-one customer research platform loved by teams from Intuit to Amazon, Canva and Figma. We're now looking to bring on an AI Engineer to help us enhance our platform with advanced AI capabilities, creating intelligent research assistants that will revolutionize how our customers conduct research.We're a team of 30+, led by second time founders, who have 3x revenue through 2024, and we're looking to do it again in 2025. This is an opportunity to get in early, work on an exciting AI implementation, have a huge impact on the technology of an early-stage company, and shape the future of AI-assisted customer research.This is a fully remote role open to people in the US or Canada with a strong preference to one of our hubs of Denver/Boulder Colorado, SF Bay Area California, Raleigh North Carolina; or Toronto Canada.<h2>Why join us?</h2>At Great Question, we're building a culture of collaboration, curiosity, and impact.By joining our team, you will:<ul> <li>Work closely with a passionate, mission-driven team</li> <li>Have a direct impact on the growth and success of the company</li> <li>Be at the forefront of implementing practical AI solutions in a SaaS product</li> <li>Shape the direction of our AI strategy and implementation</li> <li>Learn from experienced startup founders (10 years experience, 2 previous exits)</li> <li>Grow with the company - opportunity to specialize deeply in AI engineering or move into technical leadership</li> </ul><h2>Why not join us?</h2>At Great Question, we believe in transparency—not just about our strengths, but also about where we still have room to grow. Here's what you should know before deciding to apply:<ul> <li>Evolving AI Strategy: Our AI implementation is still in its early stages, so expect to help define approaches and best practices</li> <li>Lean Teams, Big Impact: You'll wear multiple hats in the AI development process, from prompt engineering to implementation and evaluation</li> <li>Fast-Paced Growth: We move quickly with high expectations, requiring creativity and comfort with iteration and occasional ambiguity</li> </ul>We're pretty far from perfect, and we don't claim to be. But we'd like to get there. So if you're someone who thrives on solving complex AI problems, enjoys creating intelligent systems from scratch, and loves being part of a dynamic, fast-growing environment, Great Question might be the right place for you.<h2>About the Role:</h2><h3>Role Overview</h3>We are seeking a highly skilled AI Engineer to design and implement an agent-based UI on top of our existing customer research platform. You will be focused on creating an AI research assistant that can help our users create research studies, review documents, and act as an intelligent research companion. The ideal candidate will have expertise in prompt engineering, agent frameworks, and LLM application development with a focus on creating production-ready AI solutions in JavaScript.<h3>Key Responsibilities</h3>AI System Architecture &amp; Development:<ul> <li>Design and build agent-based flows that integrates seamlessly with our existing platform</li> <li>Develop sophisticated prompt templates that effectively interact with our API to create research studies, review documents, and assist in research activities</li> <li>Evaluate and recommend the optimal framework for our use case (LangGraph vs. alternatives)</li> <li>Implement the chosen agentic framework to create a coherent AI agent experience</li> <li>Ensure the AI system can effectively understand user research needs and translate them into actionable research plans</li> </ul>Prompt Engineering &amp; Optimization:<ul> <li>Create robust, reliable prompts that consistently produce high-quality outputs</li> <li>Develop techniques to ensure AI responses remain factual, helpful, and aligned with research best practices</li> <li>Optimize prompts for different use cases within the customer research workflow</li> <li>Document prompt strategies and engineering decisions for knowledge sharing</li> </ul>Framework Selection &amp; Implementation:<ul> <li>Provide expert guidance on the selection of appropriate agentic frameworks (whether LangGraph or alternatives)</li> <li>Explain trade-offs between different frameworks in terms of performance, maintainability, and integration with our JavaScript stack</li> <li>Stay current with the latest advancements in LLM agent frameworks and recommend improvements</li> <li>Implement the chosen framework effectively within our JavaScript environment</li> </ul>Evaluation &amp; Quality Assurance:<ul> <li>Design and implement comprehensive evaluation frameworks to measure AI system performance</li> <li>Create automated tests to ensure consistent AI behavior across different scenarios</li> <li>Develop monitoring systems to track AI system performance and identify areas for improvement</li> <li>Collaborate with the product team to gather user feedback and iterate on AI capabilities</li> </ul>Technical Integration:<ul> <li>Work with our strong frontend resources and app developers to integrate AI capabilities</li> <li>Focus primarily on the prompting strategy and agentic framework rather than frontend implementation</li> <li>Ensure AI features are developed in JavaScript to align with our tech stack</li> <li>Document technical specifications and implementation details for the broader team</li> </ul><h3>Qualifications</h3><ul> <li>Bachelor's degree in Computer Science, AI, or related field</li> <li>5+ years of experience in software development, with at least 1-2 years focused on LLM applications</li> <li>Strong programming skills with experience implementing LLM applications (JS preferred)</li> <li>Demonstrated expertise in prompt engineering and LLM application development</li> <li>In-depth knowledge of various agent frameworks (LangGraph, LangChain, AutoGPT, BabyAGI, etc.) and ability to evaluate their strengths and weaknesses</li> <li>Experience designing, implementing, and evaluating AI systems in production environments</li> <li>Excellent problem-solving skills and attention to detail</li> <li>Strong communication skills and ability to explain complex AI concepts to non-technical stakeholders</li> <li>Experience with evaluation frameworks and testing methodologies for LLM applications</li> </ul><h3>Nice to Have</h3><ul> <li>Knowledge of customer research methodologies and practices</li> <li>Previous work with research or data analysis tools</li> <li>Experience building AI assistants or agents for specific domains</li> <li>Understanding of UX principles for AI interfaces</li> </ul><h2>Support Structure</h2>You'll be working closely with our engineering team who will provide support in:<ul> <li>Strong frontend resources who will handle UI implementation</li> <li>App developers who will assist with platform integration</li> <li>DevOps infrastructure and deployment</li> <li>Web/API programming integration</li> <li>Business domain knowledge and customer research expertise</li> </ul>Your primary focus will be on the AI-specific components: prompt engineering, agentic framework selection and implementation, and ensuring the AI performs effectively for research tasks.<h2>Benefits</h2><ul> <li>Competitive salary</li> <li>Flexible remote work arrangement</li> <li>Opportunity to work on cutting-edge AI applications</li> <li>Potential for long-term relationship based on project success</li> <li>Work with a growing startup making real impact in the customer research space</li> </ul><h2>Hiring Process</h2>We endeavor to deliver a great candidate experience, including notifications of your status in the hiring process throughout.The hiring process includes the following steps and typically happens across 2-3 weeks from first interview:<ol> <li>Initial phone screens for shortlisted candidates</li> <li>Technical Interview with CTO, delving into your AI experience</li> <li>Systems Design Interview</li> <li> Coding Interview</li> <li>Interview with Co-Founder &amp; CEO</li> <li>Reference checks</li> </ol>Note - Each interview is sequential, so you'll only move to the next round if you pass the previous one. After each interview, we'll aim to notify you if you're progressing within 3 days of your interview taking place.<h2>How to Apply</h2>If this sounds like the opportunity you've been waiting for, we'd love to hear from you! Please submit your resume, making sure it's a concise representation of your previous work experience.Where applicable in your resume, please include specific examples of AI systems you've built in JavaScript, with concrete metrics on their performance and impact. We're particularly interested in your experience evaluating and implementing different agentic frameworks.Note, we will only ever contact you over email using a <a href="http://greatquestion.co" target="_blank">greatquestion.co</a> email address.

Great Question

AI Engineer

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: The Global Information Security (GIS) Cyber Crime Defense team investigates and engages external digital threats that impact the bank’s interests. This includes identifying, investigating, and remediating cybersecurity threats. This role would help lead the Protective Intelligence (PI) team in intelligence gathering, manual scanning for cyber threats, managing vendor relationships, performing takedowns, and creating detailed, executive-level reporting. Additionally, the role will provide strategic white glove response functionality to executives, reacting in real-time to threats as they arise utilizing a follow-the-sun methodology. Protective Intelligence Lead role with responsibility for helping drive collaboration, coordination, and response activities across the executive landscape. The role will support the development and implementation of cohesive security strategies that protect our executive leadership, assets, and sensitive information. Key Responsibilities: <ul> <li>Support the Threat Assessment team and partner in the planning and coordination of information across Cyber Security, Corporate Security, Executive Protection functions to ensure unified intelligence-driven protection strategies.</li> <li>Collaborate closely with senior leadership to understand security risks and align protection strategies with organizational priorities.</li> <li>Support a holistic approach to threat management, balancing physical and digital security considerations.</li> <li>Protective Intelligence Coordination:<ul> <li>Support the planning, coordination, and execution of protective measures for executives and key personnel.</li> <li>Ensure that executive protection strategies are informed by real-time intelligence, risk assessments, and situational awareness.</li> <li>Work closely with the Executive Protection team to ensure the safety of executives during travel, public appearances, and in-office environments.</li> <li>Understanding of how to apply open source intelligence (OSINT) skills to gather information and conduct analysis to create intelligence reports. Must be able to convey findings to senior executives orally or in written reports.</li> </ul> </li> </ul> a) Cybersecurity Collaboration: <ul> <li>Collaborate with Information Security teams to ensure the security of critical organizational data, intellectual property, and digital communications.</li> <li>Ensure cross-functional collaboration between physical and cyber security teams to mitigate emerging hybrid threats.</li> <li>Facilitate the integration of cybersecurity and physical security data for a unified understanding of security risks.</li> </ul> b) Crisis Management and Incident Response: <ul> <li>Lead the development and implementation of crisis management plans related to cyber security incidents involving our executive team members, ensuring coordination between all involved teams.</li> <li>Provide leadership during high-stakes cyber security incidents and crises, ensuring a swift and coordinated response across departments.</li> <li>Develop and execute training programs to prepare teams for potential security events, including simulations and tabletop exercises.</li> </ul> c) External Relationship Management: <ul> <li>Build and maintain relationships with law enforcement, intelligence agencies, and other relevant external stakeholders.</li> <li>Represent the company in industry forums, collaborating with peers to stay informed of evolving security trends and best practices.</li> </ul> Required skills: <ul> <li>Demonstrated leadership skills and ability to pivot program based on strategic threat landscape analysis.</li> <li>Should be comfortable working with incomplete facts, be able to quickly rationalize and drive clarity, translate to actionable tasks, and demonstrate tenacity by working assigned tasks through to completion.</li> <li>Understanding of the process to contact hosting providers to remove domains that being used to commit fraud or conducts social engineering attacks including legal parameters and investigative mindset.</li> <li>Proficiency with executive-level tracking and reporting, including expertise in Jira and Excel</li> <li>Must be comfortable in delivering messages to a wide spectrum of individuals having varying degrees of technical understanding.</li> <li>Confident and capable written and oral presentation skills, including proficiency in PowerPoint.</li> <li>Strong project management skills</li> <li>Completing written reports in compliance with current reporting procedures and policies.</li> <li>Document each stage of the investigation and maintain a focus on case logs and details.</li> <li>Ability to work independently with little oversight managing multiple investigations simultaneously.</li> <li>Ability to analyze investigations and data to find patterns and make risk based decisions to improve the processes and program</li> <li>Must have strong leadership skills and qualities which enable you to work with peers and various levels of management.</li> <li>Demonstrated vendor management skills.</li> <li>A broad knowledge of computer networking, log analysis, information security principles, and adversarial tools and techniques</li> <li>Strong analytical skills/problem solving/conceptual thinking.</li> <li>Able to identify, analyze and address cyber security issues or threats, including emerging tactics or techniques.</li> <li>Capability to convey a cybersecurity issue or threat to an external firm in a way that demonstrates how it violates the Terms of Service or Community Standards</li> <li>Ability to resolve issues with minimal negative impact and risk to the organization.</li> </ul> Desired skills: <ul> <li>Bachelor's degree in Information Technology or related field</li> <li>Open source Intelligence skills (OSINT)</li> <li>Experience in the remediation of information security risks/vulnerabilities</li> <li>Experience with network monitoring and intrusion detection systems</li> <li>Ability to work with technical and non-technical individuals.</li> </ul>

Senior Vice President, Protective Intelligence Lead, Global Information Security

Job Description: As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> </ul> As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to <ul> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal. </li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> </ul> We’re a culture that <ul> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li> </ul> Required Qualifications: <ul> <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> 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. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Dayton Office

Outlier

AI Training for Healthcare & Life Sciences

<h2>About the team</h2>The Rentals Sales Team is dedicated to delivering top-notch advertising solutions and business consultation for our Multi-Family partners. Composed of passionate and high-energy professionals, we are committed to helping Zillow Group users make informed decisions about buying, renting, owning, and selling homes. Specifically, our Rentals Enterprise team collaborates with the largest owners and operators of rental properties across the United States, facilitating connections between rental shoppers and their next home. Through innovative technology solutions, strategic data insights, and comprehensive training and development, we empower our clients' growth as true partners in their business. Our team embodies the core values of our organization and plays a vital role in driving our success.<h2>About the role</h2>We are seeking an exceptional Major Market Strategic Advisor to drive exponential growth in the Rentals marketplace. As a Strategic Advisor, you will be fully committed to delivering unparalleled customer service to our Enterprise partners and achieving strong net book growth. Your focus will be on robust retention, consistent property growth, and continued product adoption. With a strong entrepreneurial mindset, you will identify opportunities within existing Enterprise partner portfolios and foster their success. Join us in making a daily impact on the overall business and shaping our success not only in 2024 but also in the future.As a member of the Zillow Rentals Major Market Team, Strategic Advisors thrive in a dynamic, fast-paced environment where change is constant. As a Strategic Advisor, you will be expected to achieve the following objectives:<ul> <li>Oversee relationships with key partners focusing on acquisition and revenue growth.</li> <li>Perform presentations with key decision makers to identify upselling/cross selling opportunities within accounts.</li> <li>Travel (up to 50%) as needed to maintain and strengthen partnerships.</li> <li>Conduct business reviews with clients, providing insights and metrics to ensure their account is set up for success with the goal of helping grow, retain, and engage our client base.</li> <li>Own your book of business and help nurture our next generation of top clients.</li> <li>Serve as a coach, mentor, and educator of our Multifamily clients to encourage mutual success; viewed as an extension of their marketing teams and a consultant on all things multifamily. </li> <li>Represent the voice of the customer to influence product, marketing and sales process and improvement.</li> <li>Facilitate positive client experiences through your expertise of our systems &amp; processes.</li> <li>Demonstrate knowledge of industry trends, market conditions, and advertising tendencies.</li> <li>Conduct and facilitate regular client experience and engagement events to build partnership. </li> <li>Participate in multifamily rentals conferences, association meetings, trade shows, and property management company meetings to increase partnerships, revenue and exposure to the Zillow Rental Network.</li> <li>Meet and exceed assigned goals/quotas on a quarterly basis.</li> <li>Be an expert in all Zillow Rentals Network products and services.</li> </ul>This role has been categorized as a Field position. “Field” employees perform the majority of their work in a specified geographic location set by their management team. Employees are expected to live within a reasonable commuting distance to their region and/or service area. ZG has not defined a reasonable distance and expects employees will use judgment in determining this for themselves and understand the implications regarding time commitment and cost of daily commute.In California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC the standard base pay range for this role is $70,800.00 - $113,200.00 Annually. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC and may not be applicable to other locations.In addition to a competitive base pay, employees in this role are eligible for incentive compensation and equity awards. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>2+ years sales/account management experience</li> <li>Possess a high energy and strong desire to achieve top results with a charismatic, positive can-do attitude virtually and in-person</li> <li>Excel at building relationships to drive revenue growth</li> <li>High degree of ownership and dedication to work quickly and accurately in a rapidly changing environment</li> <li>Ability to present to multiple decision makers including C-Suite</li> <li>A passion for high level conversations with decision makers and influencers</li> <li>Excellent written/verbal communication skills</li> <li>Proven track record meeting and exceeding sales goals and other key performance metrics</li> <li>Highly proficient in Microsoft Office and Windows based applications.</li> <li>Salesfore.com or other CRM experience is preferred.</li> <li>Proficient use of excel, tableau and other data analytic tools, including Google Analytics</li> <li>Ability and willingness to travel up to 50%</li> </ul><h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Strategic Advisor, Major Market, Rentals

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: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally. We are looking for highly motivated self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by technology. The Global Transactional FX, Cross-Border RTP, &amp; Clearing team seeks a driven, highly communicative junior leader to spearhead the development and growth of the U.S. &amp; International variations of the FI FX product suite--both standalone and as a settlement method within the anniclary services and product overlays such as FX Trade and Pay--and to power the refinement and execution of the FI FX Product strategy, in partnership with the Head of FI FX Product and with the Global Clearing team. As a GPS FX Product Associate, candidate will be responsible for partnering with FX Specialized Product Sales, GPS Sales, Client Coverage, eFX Sales, and TFX Trading to grow GPS and TFX revenue aligned to the products managed. Job responsibilities: * The development and execution of strategies aligned to the management of the Transactional FX product suite •Helping to develop the multi-year go-forward strategy across the product suite, in addition to helping to define and execute on the cross-product multi-year investment strategies and approach • Helping to drive revenue and notional value growth through the creation of growth strategies, including marketing campaigns, sales collateral, and internal/external product education • Representing Bank of America as a firm and GPS as a business at industry conferences and acting as a practitioner during product webinars and lunch &amp; learn sessions • Developing analytics by client, country, region and product as well as performing research to understand industry trends • Developing and executing product roadmap in partnership with regional Product, Technology and Operations • Development of business cases (revenue/cost reduction/market share) to invest in product enhancements/product extensions • Working closely with FX Sales and GPS Sales partners to design sales pitches, attend sales calls, and provide detailed product expertise • Working with Sales and Product colleagues across regions to promote cross-currency payments capabilities and pursue marquee deals, including coordination with regional product partners in developing, implementing, and promoting required capabilities • Playing an active role in the management &amp; maintenance of the risk framework across the FI FX product portfolio Required skills: - Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and are quick-thinking, flexible, and continually learning and sharing knowledge -Exhibit the foundation for a breadth of understanding of the business challenges facing the bank’s clients, as they relate to cross-border payments and FX. An ability to translate this knowledge into smart business &amp; process decisions that deepen client relationships and increase market &amp; wallet share. • Ability to analyze, determine, drive and build solutions, both independently and in collaboration with team management and across GPS Product, Platform, &amp; Sales teams. • Propensity to develop strong grasp of critical principles of risk management, including compliance &amp; operational risk. Results Orientation • Track record of developing and executing on product growth plans and strategies or of accomplishing comparable objectives • Demonstrates ownership mindset grounded in intellectual curiosity and desire to add value Relationship Building and Influence • Recognized as a person of impact, engendering trust and loyalty in cross-functional initiatives as well as with clients &amp; stakeholders. • Have the ability to converse and make impact across varying levels of a client’s organization. • Analytical skills sufficient to identify trends/opportunities within financial/market data and to locate/interpret competitive information. • Strong written and verbal presentation skills, particularly in synthesizing large amounts of information into concise messaging for executive management &amp; key stakeholder consumption. Desired skills: • Strategic, logical, and clear thinker. • Highly motivated and tenacious; perseverant and resilient in pursuing objectives despite challenges. • Patient, as internal negotiation/prioritization is required. • Organized and attuned to / curious about detail. • Solid command of Microsoft office software: PowerPoint/Excel/Word Shift:1st shift (United States of America) Hours Per Week: 40

Global Transactional FX Product Associate

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

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