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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining and leading the engineering approach for complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in several technical competencies while designing and implementing secure systems to protect APIs, streaming data pipelines, and databases, ensuring high performance and compliance with cybersecurity standards. The ideal candidate will drive innovation in secure data processing and collaborate across teams to deliver robust solutions. Responsibilities: <ul> <li>Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution.</li> <li>Define the technology tool stack for the solution within ranged of internally approved and supported technologies.</li> <li>Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews.</li> <li>Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level.</li> <li>Collaborate with cross-functional teams to gather requirements and translate them into architectural designs.</li> <li>Ensure data quality, integrity, and security across all data platforms.</li> <li>Optimize performance of existing data processes and warehouse architecture.</li> <li>Mentor and guide junior architects and engineers, promoting best practices in data architecture.</li> <li>Creates ideas on designing multi-layered technology and solution development approaches.</li> <li>Defines the technology tool stack for the solution within ranged of internally approved and supported technologies.</li> <li>Extensive experience with developing and implementing secure and resilient application-level integrations for bidirectional functionality.</li> <li>Have experience with data models, ETL processes, and data pipelines to ingest, transform, and load data efficiently.</li> <li>Extensive experience in designing &amp; implementing multi-tier (including microservices) application platforms.</li> <li>Design, implement, and secure RESTful APIs for enterprise and near real-time data processing.</li> <li>Apply API security configurations and best practices, including OAuth2, OpenID Connect, and JWT-based authentication.</li> <li>Protect APIs from vulnerabilities such as injection, broken authentication, and data leaks (OWASP API Security Top 10).</li> <li>In-Depth knowledge of relational databases (e.g., Oracle, MySQL, PostgreSQL) and NoSQL databases (e.g., MongoDB), and working knowledge of large structured &amp; unstructured dataset processing</li> <li>Secure databases through encryption (at-rest and in-transit), role-based access control (RBAC), and auditing.</li> <li>Optimize and maintain the performance and security of Postgres/MongoDB in a high-availability environment.</li> <li>Document data flows and develop procedures for data protection.</li> </ul> Required Qualifications: <ul> <li>5+ years of technical solutions experience including 3+ years in relevant enterprise data platforms.</li> <li>Expertise in Java and API-based applications, showcasing the ability to navigate complex technical landscapes.</li> <li>Experience in multiple programming disciplines including Java, Python, and Scripting Languages. </li> <li>Deep understanding Virtualize and Containerized platforms: Open shift, Kubernetes, docker, VMware.</li> <li>Understanding of varied data processing engines and strategies: Data bricks, Snowflake, Kafka</li> <li>Exceptional communication and interpersonal skills to engage effectively with stakeholders at all levels.</li> <li>Demonstrated ability to influence and collaborate with senior partners.</li> <li>Ability to work independently and lead a project team.</li> <li>BS in Computer Science, information Technology or related field desired.</li> </ul> Skills: <ul> <li>Application Development</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Python</li> <li>Java</li> <li>PostgreSQL</li> <li>Jira</li> <li>Jenkins</li> <li>Ansible</li> <li>Horizon CI/CD</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Senior Engineer - Integration Lead

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - North Ogden Financial Center

Job Requirements At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as a Dental Office Manager, which at Aspen Dental we call an Operations Manager, you will have the opportunity to give back to communities and positively affect patients’ lives. Job Type: Full-Time Salary: $50000 - $60000 year + monthly and quarterly incentive earnings ** At Aspen Dental, we put You First. We offer:<ul> <li>A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match*</li> <li>Career development and growth opportunities to support you at every stage of your career</li> <li>A fun and supportive culture that encourages collaboration and innovation</li> <li>Free Continuous Learning through TAG U</li> </ul>How You’ll Make a Difference:As a Dental Office Manager, you will lead the office in all office operations in support of the doctors to help create lasting impressions and build trust and loyalty with patients. When you join an Aspen Dental practice, you’ll participate in an extensive, ten-week training program to gain business and leadership knowledge designed to help you succeed and grow within our organization. <ul> <li>Provide superior patient service with compassion and care in accordance with patient needs, company policies and procedures, government regulations, and dental board standards</li> <li>Hire, develop, manage and retain the office staff</li> <li>Consult with patients on treatment options provided by clinical team, verifying insurance payment and collection ensuring high quality of care</li> <li>Review monthly business results, manage profit and loss, align sales plan to support business goals and create strategies to increase profitability </li> <li>Prepare and lead daily huddles with team to level set expectations to optimize patient experience and business performance</li> <li>Additional tasks as required</li> </ul> Preferred Qualifications Minimum of one year of managing a team of direct reportsHigh school diploma or equivalent; college degree is preferredA people centric leader who motivates and inspires othersStrong communication and interpersonal skills, with the ability to build rapport with patients of all ages and backgroundsDemonstrate analytical thinking; place a premium on leveraging data Additional Job DescriptionAspen Dental-branded practices are independently owned and operated by licensed dentists. The practices receive non-clinical business support services from Aspen Dental Management, Inc., a dental support organization.*May vary by independently owned and operated Aspen Dental locations.**Limitations apply, please see recruiter for detailsADMI Corp., d/b/a TAG-The Aspen Group, its affiliates, related companies and independently owned supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Aspen Dental Management Inc.

Dental Office Manager

<h2>This is Engineering at Lattice</h2> Lattice’s Engineering team continuously works to better our product and our craft. We use a modern, cutting-edge tech stack and love experimenting with new technologies. We strive for maintainable, robust, and performant code. We’re highly collaborative and continuously iterative and work closely with designers and product managers. We prioritize not only great technical architecture but also an amazing product experience. <h3>About the Core UI Team</h3> The Core UI team is responsible for the foundational systems that power the user experience across all of Lattice. This team sits at the intersection of design and engineering, owning the UI frameworks, design system components, and information architecture that ensure our products are cohesive, performant, and delightful to use. As the Engineering Manager, you’ll lead a team working on high-impact projects like Global Search, Navigation Redesign, and next-gen design system components, while also driving long-term cross-product UX strategy. You’ll collaborate closely with product, design, and engineering partners across the company to shape the platform-wide experiences that every Lattice user touches. <h2>What You Will Bring to the Table</h2> You have 4+ years of experience directly managing software engineers. In this capacity, you have been responsible for guiding and coaching the development of your direct reports, providing performance feedback, hiring, and fostering a diverse, collaborative, and inclusive team culture. <ul> <li>Proven ability to inspire, mentor, and develop high-performing teams.</li> <li>Track record of aligning technical work with organizational goals and driving impactful outcomes.</li> <li>Exceptional verbal and written communication skills, with an adjustable style to executives, engineers, and nontechnical staff.</li> <li>Ability to navigate complex discussions and build consensus across departments</li> <li>A strong commitment to Lattice’s mission and values, including Ship Shipmate Self, Clear Eyes, Own The Outcome, and What’s Next?</li> <li>You are comfortable with ambiguity, autonomy, and responsibility; you enjoy figuring out what needs to be done—and then doing it.</li> <li>You have an excitement for building teams. You enjoy hiring and tuning the process to identify talent from diverse backgrounds.</li> <li>You are empathetic and employee-focused. You care deeply about the people on your team, helping them to achieve their personal and professional goals and enabling them to do the best work of their lives.</li> <li>Preferably, you have professional experience with the technologies with which we work (Node.js, React, Flow, GraphQL, Postgres, Amazon Web Services).</li> </ul> <h2>What You Will Do</h2> <ul> <li>Translate company strategy into actionable team goals and objectives, aligning technical initiatives with organizational priorities.</li> <li>Manage, coach, and inspire a team of engineers, fostering a culture of collaboration, innovation, learning, and growth.</li> <li>Mentor and coach engineers, promoting technical growth and aligning their development with team &amp; company objectives.</li> <li>Bring a relentless passion for continuous improvement for both engineering craft and processes.</li> <li>You will ensure a delightful, reliable experience for Lattice customers around the globe while simultaneously enabling a rapid pace of development.</li> <li>You will work with your team, Product, and Design to build new customer-facing products, and improve upon existing ones.</li> <li>You will represent your team to the larger org. Ensure they receive public recognition for their success and take ownership of their failures.</li> </ul> __ The estimated annual cash salary for this role is $187,500 - $234,500. This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance; Dental insurance; Vision insurance; Life, AD&amp;D, and Disability Insurance; Emergency Weather Support; Wellness Apps; Paid Parental Leave, Paid Time off inclusive of holidays and sick time; Commuter &amp; Parking Accounts; Lunches in the Office; Internet and Phone Stipend; One time WFH Office Set-Up Stipend; 401(k) retirement plan; Financial Planning; Learning &amp; Development Budget; Sabbatical Program; and Invest in Your People Fund *Note on Pay Transparency: Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on (a) location, as Lattice factors in specific location when benchmarking compensation for most roles; (b) individual candidate skills and qualifications; and (c) individual candidate experience. Additionally, Lattice leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Lattice reserves the right to modify this information at any time, subject to applicable law. #LI-Remote <h2>About Lattice</h2> Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choices than ever before, businesses that put employees first are winning 🏅– and Lattice is building the tools to empower those people-centric companies. Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line 📈. Since launching in 2016, we have grown to over 5,000+ customers globally, including brands like Loom, Robinhood, and Gusto. Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation. By clicking the "Submit Application" button below, you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with<a href="https://lattice.com/privacy/job-applicant-privacy-policy" target="_blank">Lattice's Job Applicant Privacy Policy</a>.

Lattice

Engineering Manager, Core UI

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 Coinbase Advanced Trading Design Team is dedicated to building a best-in-class trading platform that empowers users to navigate and succeed in the world of digital assets. We focus on designing intuitive, powerful tools for professional and advanced traders, blending financial expertise with cutting-edge design to create seamless, effective experiences. This role will be focused on building out our core advanced experience. You will be working closely with product, research, marketing and engineering to help design high-quality experiences that enable advanced traders globally. What you’ll be doing <ul> <li>Work in a small team to iteratively improve user experience</li> <li>Take new features from ideation, to prototyping, to user testing, to production</li> <li>Design web and mobile experiences that are simple and intuitive</li> <li>Participate in regular design reviews where you’ll seek out specific feedback on your designs and incorporate relevant feedback</li> <li>Execute on the product roadmap and help define product strategy</li> <li>Daily collaboration with Engineering, User Research, and Product </li> </ul> What we look for in you <ul> <li>3+ years of professional Product Design experience</li> <li>Bachelor's degree in a related field</li> <li>Experience designing consumer-facing experiences for web and mobile</li> <li>Excellence in UX thinking, visual design, and written communication</li> <li>Experience working in a collaborative environment with engineers, user researchers, and product teams</li> <li>Fluency in Figma and prototyping tools</li> <li>Low ego, collaborative, and open minded</li> </ul> Nice to haves <ul> <li>Interest in crypto or financial products</li> <li>User of Coinbase products</li> <li>Crypto-forward experience, including familiarity with onchain activity such as interacting with Ethereum addresses, using ENS, and engaging with dApps or blockchain-based services.</li> </ul> Job #: GCPD04US *Answers to crypto-related questions may be used to evaluate your onchain experience. *For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. Your interview responses, in the form of a voice recording and/or transcript will be assessed in terms of the job qualifications and characteristics listed in the position description above by a human recruiter. For other select roles, Coinbase is piloting BrightHire, an AI interview intelligence platform, to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. Depending on your role and stage in the application process, you will be informed of the specifics regarding which tool(s) will be used as part of the interview process. These interview tools enable us to give a greater number of candidates an initial interview who meet our mandatory hiring criteria. The above pilots are for testing purposes and Coinbase will not use AI to make an employment decision. To request a reasonable accommodation due to disability, please contact <a href="mailto:accommodations@coinbase.com" target="_blank">accommodations@coinbase.com</a>. #LI-Remote 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: $144,500—$170,000 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

Product Designer II - Consumer Trading

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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Private Wealth Client Associate (FP)

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

Financial Solutions Advisor II - Consumer Investments - Schertz Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Overview ABS Banking &amp; Finance, part of Global Mortgages and Securitized Products, is responsible for origination and execution of term asset-backed securities (ABS) transactions and secured lending transactions. We manage a secured loan portfolio of approximately $40B to provide clients with credit capacity for warehousing collateral for future ABS issuances. We primarily focus on issuers of ABS backed by credit card receivables, auto loans &amp; leases, student loans, equipment loans &amp; leases, and timeshare loans among other assets. We are consistently a top 3 underwriter in the US ABS market. ABSF is a 40 person group comprised mostly of client coverage deal teams. Our teams focus on both “regular way” deals issued by frequent ABS issuers (e.g., credit card and auto issuers) as well as working on new products for markets that are still developing (e.g., securitization of aircraft leases). Our team is responsible for origination, execution and closing of transactions. We interact with deal counsel, outside auditors and the rating agencies as we construct transactions. We work with our ABS Syndicate Desk and Mortgage Sales Force to market the securities to investors. Job Description: This job is responsible for performing financial and statistical analyses, conducting research, and participating in specific client and deal teams. Key responsibilities include developing client presentations and structuring and execution activities. Job expectations may include rotating through any of the multiple client management, credit management, and capital raising product areas across Global Corporate and Investment Banking in a sales function. Responsibilities: <ul> <li>Conducts financial analyses and prepares support documentation for client presentations</li> <li>Researches products and services in the market to gain insight into marketing and sales trends</li> <li>Supports the trading strategy to build effective client relationships and provide customized products and services to clients</li> <li>Participates in due diligence sessions, while communicating and interacting with deal team members</li> <li>Assists with sales, trading, and hedging activities and documents key findings for the team</li> </ul> The ABS Analytics team (which is part of ABSF) supports our origination and execution efforts as follows: <ul> <li>Using BAML’s internal structuring tools, model new/proposed transactions as well as reverse engineer existing transactions and make recommendations on how to improve the efficiency of the trade.</li> <li>Using Intex DealMaker, create a model that will be distributed to Investors to assist them with their investment decisions.</li> <li>Provide a detailed comparative analysis of the recommendations for inclusion into client presentations.</li> <li>Structure, rate and price securities for our issuer clients.</li> <li>Review modeling assumptions in offering documents and tie-out with accountants.</li> <li> Interact with both our issuer and investor clients to explain modeling assumptions and results.​</li> </ul> Skills: <ul> <li>Business Development</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Critical Thinking</li> <li>Financial Analysis</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Regulatory Compliance</li> <li>Research Analysis</li> <li>Risk Analytics</li> <li>Microsoft Office (Excel, PowerPoint), C++, Microsoft VBA, Access, Intex</li> <li>Previous financial modeling experience preferred</li> <li>The candidate should have high technical skills and an interest in learning and working in ABS</li> <li>Strong verbal and written communication, presentation skills</li> <li>Ability to multi-task in a fast-paced environment</li> <li>Financial services experience or related industry experience preferred</li> </ul> Minimum Education Requirement: <ul><li>Bachelor’s Degree required, concentration in Computer Science, Math, Engineering, or Computational Finance preferred</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

ASO, FICC Trading/ Global Mortgages- ABS Banking

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 - Central Florida Market

At Marqeta we’ve built an innovative platform that is a leader in the fintech space. We are redefining what is capable within financial services and are at the vanguard of embedded finance. We are looking to accelerate our growth by adding teammates who have the right qualifications and drive to meet the needs of our current customers and drive the next stage of our expansion! As a Key Account Manager at Marqeta, you will manage strategic accounts, focusing on relationship-building, revenue growth, and addressing customer needs through insightful solutions and data-driven strategies. You will collaborate with cross-functional teams to provide exceptional client service, uncover revenue-generating opportunities, and deliver workable solutions to your customers. This position requires a proactive, resourceful team player who has the ability to take ownership of projects, collaborate with cross-functional teams, and to see those initiatives to completion while streamlining processes and allowing our team to scale the growth of our business. No day is the same in this role, as this role is key to working across our partners, customers, and organization to drive innovation in the industry. We work <a href="https://www.marqeta.com/blog/2022/05/10/flexible-first" target="_blank">Flexible First</a>. This role can be performed remotely anywhere within the United States or from our Oakland office. We’d love for you to join us! The Impact You'll Have This role performs a wide range of activities, including maintaining and growing revenue by identifying new upsell and cross-sell opportunities, in addition to: <ul> <li>Collaborate with AE partners to drive all aspects of a customer growth and retention strategy, including: </li> <li>Day-to-day management of customer portfolio.</li> <li>Ensure partnership and programs are running smoothly and successfully.</li> <li>Be a trusted leader to the customer and help them navigate the payments landscape.</li> <li>Create monthly customer-centric content to keep the broader organization apprised of customer updates, key metrics, and other information pertinent to the Revenue &amp; Go To Market team.</li> <li>Add strategic value to the team by identifying opportunities to drive business and process improvements.</li> <li>Develop and deliver high-impact presentation materials in Powerpoint/Google Slides, Word/Google Docs, and Excel/Google Sheets (QBRs, Executive Briefing Decks, process outlines, etc.).</li> <li>Perform in-depth analysis to identify macro, business, technology, and pipeline trends for key customers.</li> </ul> Who You Are <ul> <li>Typically requires a minimum of 12 years of related experience with a Bachelor’s degree; </li> <li> Organization Master: Staying on top of all matters in-flight by documenting, tracking, and supporting the daily functioning and operations of customer programs. Attention to detail and professionalism is key in all communications.</li> <li> Self-Starter: You don’t sit around and wait for things to happen. You’re aggressive about getting the necessary tasks done while also anticipating needs before they arise.</li> <li> Curious: Your passion for knowledge and learning drives you to constantly dig deeper to understand your customers, Marqeta, our technology, and the payments industry. Come to the table with potential solutions rather than problems. </li> <li> Strategic Connector: Build relationships and navigate internal teams in order to get answers, drive progress, and create solutions in a timely manner.</li> <li> FinTech Fascination: You want to develop a deep knowledge of disruption in the payments space while working with the top innovators in the space. Strong skill-set working with Microsoft Excel and Google Sheets (pivot tables, VLOOKUPs, IF statements, SUMIFs, etc.).</li> </ul> Typical Process <ul> <li>Application submission</li> <li>Recruiter phone call</li> <li>Hiring manager video call</li> <li>Virtual “Onsite” consisting of 4-5, 45 min calls</li> <li>Pitch (panel interview), 45 min</li> <li>Offer!</li> </ul> Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: National: A baseline tier that applies to most of the geographic territory of the United States. Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit <a href="https://www.marqeta.com/company/salaryzones" target="_blank">this page</a> or consult with a Recruiter to determine which tier would be applicable to you. Within our Revenue organization at Marqeta, On Target Earnings (OTE) is composed of a mix between annual salary and variable compensation, which is earned based on your individual performance and that of your immediate team. When determining an OTE figure we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire OTE range for this position is: <ul> <li>National: $151,875 - $202,500</li> <li>Premium: $160,313 - $213,750</li> <li>Premium Plus: $168,750 - $225,000</li> </ul> We also believe in recognizing the contributions of our people. Along with monetary compensation, Marqeta offers <ul> <li>Multiple health insurance options</li> <li>Flexible time off – take what you need</li> <li>Retirement savings program with company contribution and after tax contributions</li> <li>Equity in a publicly-traded company and an Employee Stock Purchase Program</li> <li>Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave</li> <li>Free therapy sessions, financial and professional coaching, and legal advice</li> <li>Monthly stipend to support our remote work model</li> <li>Annual “development dollars” to support our people growth and development</li> </ul> <h4>About Marqeta</h4> Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all. <h4>Marqeta’s Values</h4> – Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do. – Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish. – Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes. – Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team. – Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right. Equal Employment Opportunity, Accommodations and Privacy Marqeta is proud to be an equal opportunity employer that gives consideration to all qualified applicants regardless of race, ancestry, national origin, color, Indigenous, citizenship, religion/creed, sex, sexual orientation, gender identity, gender expression marital status, family status, disability, veteran status, criminal histories consistent with legal requirements, or any other characteristic protected by applicable law. Our dedication to diversity and inclusion extends beyond the categories above. Review Marqeta’s<a href="https://investors.marqeta.com/esg" target="_blank"> ESG Report</a> to see that dedication in action. Fostering an environment where everyone feels valued and respected creates a stronger and more innovative team at Marqeta. We celebrate the unique contributions of each individual and empower all members of our organization. Join us in building a company where diversity thrives and everyone can be their authentic selves. If you require reasonable accommodation for the application process and beyond (including due to a disability), please submit<a href="https://forms.gle/Nx79JaH22WR94nBh7" target="_blank"> this form</a> and we will be more than happy to assist you. Marqeta will make reasonable accommodations for candidates when needed in accordance with applicable law. The<a href="https://www.marqeta.com/company/applicant" target="_blank"> Applicant and Candidate Privacy Notice</a> applies to the personal data that you directly provide to us or that we collect during the application and candidate recruitment process.

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