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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining and leading the engineering approach for solutions at the program or portfolio level, to deliver significant business outcomes. Key responsibilities include continuously improving the design, quality, and reuse of the solution and delivering technology enablers that improve development efficiencies for the solution. Job expectations include familiarity with at least one area of engineering, acting as a “go to” reference across the organization, and applying knowledge to improve technical competencies through recruitment and development activities. Ideally, the Principal Engineer will: <ul> <li>Have deep experience in Merchant Services and Payment Gateways along with expertise technology development patterns and hosting environments (Cloud).</li> <li>Lead and assist with designing modern payment capabilities</li> <li>Lead creation of next generation bank development payment gateway</li> <li>Lead improvement of Developer experience</li> <li>Lead improvement of building, deploying and hosting into Cloud</li> <li>Accountable for MST technology strategy development &amp; transformation</li> </ul> Required Qualifications: <ul> <li>Niche skill set with required knowledge of Merchant Services, Payment gateways, payment terminal development, terminal management, and semi-integrated payment APIs serving ISV partners in multiple verticals such as restaurant, retail, and services.</li> <li>Expertise in public Cloud</li> </ul> Desired Qualifications: <ul><li>Expertise in modern developer experience</li></ul> Responsibilities: <ul> <li>Develops the engineering approach for the entire program/portfolio solution and works with Architecture, to develop/analyze/deliver the implementation of technical enablers</li> <li>Leads the planning, definition, and design of the complex features which span multiple teams and explore solution alternatives</li> <li>Creates ideas on designing complex technology and solution development approaches</li> <li>Leads the technical oversight for teams in solution development including design reviews and code within own domain</li> <li>Defines the technology tool stack for the solution within ranged of internally approved and supported technologies</li> <li>Explores state-of-the-art technologies to improve development efficiencies, quality of test/QA coverage, and release management</li> <li>Leads and is responsible for the end-to-end test strategy/creation/adherence, and the integration between teams for a program/portfolio solution</li> </ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Principle 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: Your background <ul> <li>Minimum 10-12 years of banking / client facing experience</li> <li>Implementation experience in the Banking Sector</li> <li>Project management – industry certifications preferred</li> <li>Strong communication skills – prior front facing experience preferred</li> <li>Solution oriented and ability to collaborate across internal and external stakeholders</li> <li>CA / MBA Preferred</li> <li>Experience in related technology/products such as SAP FI/CO, Oracle, Internet Payment Gateways, SWIFT, SFTP, API, ISOxml etc.</li> </ul> What you can expect The Implementation Advisor is the focal point of contact for clients that wish to establish new and additional Cash Management Products and Services with the Bank. The Implementation Advisor will work closely with their business partners to ensure that all client requests are implemented seamlessly and flawlessly, and delivered by the target date agreed with the client. What you will do <ul> <li>Manage, execute and complete the implementation of treasury and cash management solutions (payments, receivables, treasury, trade, electronic banking, Swift,API)</li> <li>Co-ordinate with internal business partners (e.g. Sales &amp; Relationship Mangers, Product Managers, Compliance and Operations) on client project requirements to ensure successful delivery of all the required products, services and system solutions</li> <li>Work closely with the regional manager, Asia team and global business partners to promote quality solutions for clients</li> <li>Provide guidance to clients on documentation requirements and independently perform reviews of client’s completed documentation</li> <li>Demonstrate attention to detail, team player, take end-to-end ownership and drive for results to grow the business, sustain intensity and optimism while focusing on the client</li> <li>Independent E2E responsibility for project management, client servicing, product implementation &amp; coordination for large, complex and specialized client requirements</li> <li>Maintain up-to-date working knowledge of the bank’s client access products/services, payment and trade capabilities, internal operations and local regulatory requirements</li> <li>Use a metrics- based approach for managing work delivery/ performance of the team and Improve cycle time</li> <li>Engage with Compliance and Legal to handle documentation exceptions and approval process</li> <li>Build and deepen working relationship with business partners</li> <li>Provide support and guidance to Sales Officers during the sales process</li> <li>Ensure sound operating practices through compliance with applicable rules and regulations and audit recommendation</li> </ul>

Vice President; Implementation Advisor

Outlier

Remote Coding Expertise for AI Training (Russian)

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! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Business Job Description: The Funds Trade Support Sr. Specialist will be responsible for handling trade corrections, manual trade exceptions and other financial transactions in support of Domestic and Institutional Mutual Fund Trading. This includes Price Protection. The incumbent will collaborate with various internal and external business partners, including Fund Families, Portfolio Managers, Trading desks, and Transfer Agents. The ideal candidate should be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills. Microsoft Office knowledge is required. Required Skills: <ul> <li>Must have ability to communicate Trade information to external parties.</li> <li>Process manual trade instructions</li> <li>Validate key control reports.</li> <li>Perform Quality Assurance</li> <li>Strong organizational skills</li> <li>Strong communication skills (verbal and written)</li> <li>Strong problem-solving and decision-making skills</li> <li>Time management skills</li> <li>Moderate knowledge of investments and financial markets preferred​</li> </ul> Desired Skills: <ul> <li>​This role typically requires 1+ years' experience in operations functions.</li> <li>Thorough working knowledge of the operational aspects of transactions and products.</li> <li>Proficiency in Microsoft Office products including advanced Excel skills​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops. Analyst - Funds Trade Support

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

Merrill Financial Solutions Advisor - Fort Worth & Associates Market

Merrill Financial Solutions Advisor - Northern New England

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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> 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. 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

Merrill Financial Solutions Advisor - Greater Virginia Market

Job Description: Global Corporate &amp; Investment Banking (GCIB) has a global footprint. As part of its business model, GCIB ensures that it conducts adequate reviews for appropriate mitigation, when required. As part of this team, the individual is expected to have a good understanding of GCIB business. Having a deep understanding of the region-specific policies, procedures and regulatory expectations is also desirable. The individuals on this team are responsible for business controls for electronic communication and other enterprise programs. RESPONSIBILITIES Communication Monitoring <ul> <li>Serve as an escalation point for review team members.</li> <li>Provide primary review coverage, as needed, particularly in specialized areas (BEC, APAC, LATAM, GCIB/COO senior management, etc.)</li> <li>Serve as back-up reviewer across AMRS, APAC EMEA LATAM</li> <li>Develop and execute expanded/enhanced targeted reviews.</li> <li>Develop, execute and oversee Enhanced Monitoring &amp; Supplemental/Manager Review programs.</li> </ul> Enterprise Programs <ul><li>Act as a point of contact for certain Enterprise Programs / Enterprise Common Processes, and manage related business controls (e.g., management reporting, QA and QC and maintenance of related procedures) for various enterprise processes, activities, and programs, including but limited to Business Electronic Communication (BEC), Marketing and Advertising, and Customer Complaints.</li></ul> Governance and Controls <ul><li> Lead and Develop <ul> <li>Drive development and implementation for adherence and oversight for eComm program requirements applicable to GCIB. </li> <li>Actively lead and independently drive strategic goals and deliverables.</li> <li>Drive lexicon development and oversight program.</li> <li>Develop and distribute executive-level reporting to senior managers, including preparing metrics, and reporting surveillance results to senior management to identifying potential trends or themes that may warrant mitigation, further consideration, or action.</li> <li>Represent the group in communication/presentations with management, Compliance, and other internal stakeholders.</li> <li>Point of contact for bankers and GCIB management when matters require attention.</li> </ul> </li></ul> <ul><li> Implement &amp; Improve<ul> <li>Implement program changes to enhance lexicons, update policies, standards, procedures and/or processes to address regulatory / Compliance requirements or industry trends.</li> <li>Participate in implementing new projects to achieve short and long-term business objectives by providing surveillance system analysis, testing and feedback to stakeholders.</li> <li>Analyze and Assess opportunities to enhance operational efficiencies and mitigate risks, including actively monitoring false positives for lexicon enhancements.</li> <li>Help drive process improvement initiatives to create more effective and efficient risk mitigation.</li> <li>Monitor industry developments and changes in regulations applicable to GCIB; reviews with risk partners as appropriate.</li> </ul> </li></ul> <ul><li> Manage &amp; Maintain<ul> <li>Managing, maintaining, and enhancing the control environment, including through Quality Assurance and Quality Adherence (QA/QC) routines</li> <li>Managing, maintaining, and enhancing relevant single process inventory (SPI) attributes pertaining to Performing Communication Monitoring for GCIB within the process owner portal (POP)</li> <li>Where required, participate in industry forums and monitor regulatory expectations, emerging legislation and regulation to identify and mitigate emerging risks.</li> <li>Represent GCIB BCO at various committees, forums and meetings as required.</li> </ul> </li></ul> REQUIRED SKILLS <ul> <li>Ability to operate independently and collaborate across wide span of stakeholders including bankers, senior management, risk partners and regulators/ auditors.</li> <li>Strong leadership qualities and result driven approach.</li> <li>Control focused mindset and good understanding of regulatory and reputational risks</li> <li>Independent and ability to multi-task and meet multiple timelines.</li> <li>Ability to work under pressure in a team environment.</li> <li>Strong decision-making and problem-solving skills.</li> <li>Proven ability to develop Executive-ready presentations.</li> <li>Proven track record in being able to work effectively in a fast-paced, dynamic, highly matrix and complex environment.</li> <li>Self-starter with the ability to deliver across a varied set of priorities, both planned and ad-hoc and adapt within a dynamic and fast paced environment.</li> <li>Excellent business communication skills, ability to work with and communicate with all levels across the organization, leveraging advanced written, verbal and presentation skills.</li> <li>Ability to work collaboratively across multiple stakeholders and deliver results in a timely manner.</li> <li>Attention to detail and high standard for quality work product.</li> <li>Ability to think creatively to solve problems and anticipate potential questions or issues.</li> <li>Effective time management and prioritization, strong multi-tasking abilities.</li> <li>Highly proficient in Microsoft Excel, PowerPoint and Word</li> </ul> Plus <ul> <li>Multiple language skills (Chinese, French, Italian, Japanese, Korean, Portuguese)</li> <li>Data Analytics and Tableau a plus.</li> <li>Proven track record of building and deploying control process and control changes.</li> <li>Banking and Surveillance experience a plus.</li> <li>Knowledge and understanding of Crypto-related activities and Marijuana related regulations.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

GCIB Business Controls Officer, Communications Review & Enterprise Programs Associate / VP

When applying for roles at Tealium, please use our official careers page or LinkedIn company profile. All other sites where Tealium careers may appear may not be legitimate.WHO WE ARETealium is the most trusted and world’s largest independent customer data platform. Tealium connects customer data – spanning web, mobile, offline, and IoT devices — so brands can connect with their customers. Tealium’s turnkey integration ecosystem supports more than 1,300 client-side and server-side vendors and technologies, empowering brands to create a unified, real-time customer data infrastructure. Tealium’s customer data solutions encompass tag management, an API hub, a customer data platform with machine learning and AI, and data management solutions that make customer data more valuable, actionable, and secure. Tealium has been a trusted provider of customer data solutions for more than a decade, and more than 850 top businesses worldwide including Microsoft, Hyatt, Gap, and HSBC rely on Tealium to power their customer data strategies.Team Tealium works and lives across the U.S. and in nearly 20 countries across the world. We are intentional about our culture, our investment in our team members and how we care and connect. Tealium = Teal + Helium. Teal: a vibrant reflection that evokes authenticity, trustworthiness, reliability, open communication and clarity of thought. Helium: we rise above, a kinetic force that elevates our customers’ and our experiences beyond all others. We win together with respect and appreciation for the talents required of all positions and the people who contribute to each of these.WHAT WE ARE LOOKING FORWe are looking for a passionate, motivated, high-performing sales and channel management professional with experience selling data-driven SaaS technology both directly and through partners to accounts &gt;1B in revenue. The ideal candidate historically meets and exceeds quota, thrives on winning and is willing to take the necessary steps to get there, including but not limited to partner development and management, customer expansion, new business prospecting, building and maintaining a pipeline of 4X quota, as well as possessing the ability to strategically navigate through organizations in an effort to get in front of key decision makers.This role will focus on Latin America. The ideal candidate will be open to travel within the region as needed. Fluency in Spanish is required; Portuguese is a plus.YOUR DAY TO DAY<ul> <li>Qualify, build, and manage an accurate sales pipeline working accounts in your assigned territory. Maintain a high volume of activity, including outbound calls, emails, and social selling.</li> <li>Develop and manage channel partners in the LATAM region</li> <li>Manage an existing customer book of business in the LATAM market with a focus on growth and expansion</li> <li>Prospect into enterprise-sized companies with a focus on generating new business.</li> <li>Deliver in-person and web-based sales presentations, illustrating strong product knowledge and sales best practices.</li> <li>Strategically focus and target your territory to close new business, leveraging support staff and providing direction and guidance to your sales prospecting team.</li> <li>Maintain a strong level of proficiency in all products, including the target buyer, product positioning, major benefits and features, as well as the skills to communicate those benefits to customers.</li> <li>Ensure 100% customer satisfaction with all prospective customers</li> </ul>WHAT YOU BRING TO TEALIUM<ul> <li>Spanish language fluency (written and spoken) is required for this position, in addition to English.</li> <li>Understanding of the business culture in the LATAM region</li> <li>LATAM Partner and Channel Management Experience</li> <li>You have the ability to travel monthly for client meetings, trade shows, conferences, etc. (Roughly 25-30% travel required)</li> <li>You bring 5+ years of full-cycle SaaS sales experience in a Digital Marketing or Big Data/Analytics environment. </li> <li>Experience selling to accounts &gt;1B in revenue and closing deals &gt;1M in ARR</li> <li>You have proven success in developing and closing business in LATAM</li> <li>You are technically adept, self-motivated, and driven by results</li> <li>You possess the ability to accurately forecast based on realistic opportunity assessments</li> <li>Bachelor of Science or Bachelor of Administration strongly preferred</li> </ul>WAGE TRANSPARENCYIn many U.S. states, employers are required to include a pay range for posted positions. Although this isn't a requirement in every state, communicating transparently is a cornerstone of our operations at Tealium, and we believe in making this information available to all applicants.The U.S. pay range for this full-time position is listed below, however, base pay offered may vary depending on job-related knowledge, skills, and experience. In addition to a competitive base salary, this position is eligible for a robust benefits package that includes the following:<ul> <li>Employees are eligible to receive an annual bonus and stock options. </li> <li>Employees and their families are eligible for medical, dental, vision, life, and disability insurance. </li> <li>Employees have the option to enroll in our 401k plan and are eligible to receive contributions for company matching.</li> <li>Employees are eligible for flexible paid time-off and extended paid parental leave. </li> <li>We offer 11 paid holidays annually with an additional Healium Be-Well break for most employees.</li> <li>We offer 15 hours of paid work time for volunteer activities and programs. </li> <li> Our sick leave accrual is the following for our employees: <ul> <li>Exempt CA employees (not including San Francisco) including NY : accrue 40 hours each year. Unused sick leave carries over into the next year. Employees cannot exceed 80 hours in a given year.</li> <li>Exempt Non - CA employees (not including NY) including SF: Accrue 1 hour every 30 hours worked. Cannot exceed 180 hours in the calendar year.</li> <li>Non-Exempt: accrue 1 hour every 30 hours worked. Unused carries over to the next year. Not to exceed 108 hours in a calendar year.</li> </ul> </li> </ul>An overview of our benefits and perks can be found on our careers page,<a href="https://tealium.com/careers/" target="_blank"> https://tealium.com/careers/</a>. Additional details regarding the benefits package will be provided during your interview process. Compensation Range: $120,000 - $150,000 Base Salary, PLUS Commission Compensation, PLUS Stock OptionsThis position will earn commission on deals closed pursuant to Tealium’s commission policy, the details of which will be provided upon request.#LI-KK1#LI-RemoteWHY YOU WANT TO WORK HEREAt Tealium, we don’t just offer the ordinary, we provide the extraordinary: <ul> <li> Tealium WOWs (Ways of Work), our award winning culture is how with think, act and connect together at Tealium</li> <li> Mosaic, our commitment to diversity, equity and inclusion is grounded in our mosaic of diverse perspectives and shared belonging as we live in work across the US and in nearly 20 countries</li> <li> Tealium Cares, to promote caring in our communities, 15 hours of paid work time for volunteer activities and programs is offered annually</li> <li> Tealium Connects (remote-first working), enabling many of us to choose where we do our best work and offering new hire stipends to assist with purchasing things we need to support a successful home office environment</li> <li> Tealium Ownership, share in the success of Tealium by becoming an owner of Tealium beginning with new hire equity grants </li> <li> Tealium Time, paid time-off policy to offer flexibility to take time when needed and robust leave programs, including extended paid parental leave and company holidays</li> <li> Healium, health and wellness programs to help us be our best selves in the experiences of health, physical, mental, social, and even financial well-being and wellness</li> <li> Tealium LIFT (Learning is Facilitated at Tealium), offering a myriad of professional development opportunities with over 6,000 courses available on demand to best-in-class manager and leadership development programs</li> <li> Health and Related Benefits Programs, offering market competitive benefits programs</li> </ul>Collectively, we contribute our individual pieces (identity, experiences, heritage, backgrounds, religions, viewpoints, gender and more ) to form the mosaic of Team Tealium. It is our continuing philosophy to recruit and employ the best qualified individuals without regard to race, color, sex, religion, national origin, disability, age, sexual orientation, gender identity, and/or any other protected characteristic. Tealium does not tolerate unlawful discrimination of any kind and strives to be an inclusive and respectful workplace.The highly relevant and differentiated positioning of Tealium’s solutions makes this a unique and rewarding career opportunity.*Offerings vary by level and location.

Tealium

Sr. LATAM Account Executive (Remote)

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 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. • Bilingual Spanish Preferred 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 *Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

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