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We are looking for a motivated Sales Engineer to manage the sales and promotion of our products and services across the Northern California region. In this role, you'll focus on identifying new business opportunities, maintaining and growing existing accounts, and supporting the promotion of our products. You'll take a hands-on approach to managing customer relationships; uncovering new opportunities, and contributing to the region's growth. This is an excellent opportunity for someone looking to make a direct impact through their efforts, helping us achieve our goals and drive success in the business. What you will do: Sales Process Management You will manage all aspects of the sales process for accounts within your assigned territory which include: <ul> <li>Qualify customers and generating sales opportunities.</li> <li>Qualify and nurturing opportunities through the sales pipeline.</li> <li>Gather engineering data to identify the best solutions for customer needs.</li> <li>Recommend solutions tailored to customers.</li> <li>Develop strategies to win identified opportunities and follow up on quotes.</li> <li>Secure purchase orders and manage customer expectations.</li> <li>Effectively communicate customer needs to other internal parties (inside sales, operations, etc.).</li> </ul> Customer Relationship Management You will be the primary point of contact between the customer and various internal teams, ensuring smooth communication and strong partnerships. This includes: <ul> <li>Liaise with manufacturing and customers to manage delivery changes proactively.</li> <li>Coordinate with quality assurance to r4esolve any quality issues swiftly and effectively.</li> <li>Collaborate with engineering to address technical problems and/or develop prototypes.</li> <li>Ensure timely delivery and customer satisfaction.</li> <li>Manage all other customer interactions and ensure a high level of service.</li> </ul> Collaboration and Support You will collaborate with local reps and rep forms (if applicable) to streamline the sales process. Additionally, you will support the company's market implementation activities such as: <ul> <li>Lead generation, qualification, and follow-up.</li> <li>Participation in trade shows and promotional activities.</li> </ul> Reporting &amp; Business Planning <ul> <li>Provide reports on customer interactions and developments.</li> <li>Deliver quarterly business reviews for your territory.</li> <li>Contribute to the company's goals for the fiscal year.</li> </ul> We are looking for: <ul> <li>Bachelor's Degree in a technical or related field, or equivalent combination of education and experience.</li> <li>3 years of direct sales experience.</li> <li>Proficiency with Microsoft Office products and CRM software.</li> <li>Strong verbal and written communication skills, with an emphasis on clear, service-oriented interactions.</li> <li>A team player who thrives in collaborative environments, while also demonstrating the ability to work independently, show initiative, and drive results.</li> <li>Ability to travel domestically and internationally.</li> </ul> Must reside within the assigned territory.

AMETEK

Sales Engineer - West Coast

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 advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Required Qualifications: <ul> <li>5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required</li> <li>Management of an extensive portfolio of clients with annual revenues of $20-$50 million</li> <li>Proven track record of sales, prospecting new business and enhancing existing relationships</li> <li>Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends</li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience</li></ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk 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

Bank of America

Business Banking Sr. Relationship Manager

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> The Product Manager owns the strategy and execution for data display and visualizations across Addepar’s client engagement tools, specifically dashboards, PDF reports, and the client portal. The Product Manager will define detailed feature requirements and guide a cross-functional team to improve their efficiency and productivity. The Product Manager will collaborate with stakeholders to ensure consistent implementation of data display and visualization standards across the platform and prioritize new offerings and feature enhancements. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $190,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Demonstrate a thorough understanding of standard data visualizations employed by Family Offices, RIAs, and institutions for data representation in content used for financial reporting.</li> <li>Develop and maintain comprehensive knowledge of the product, including user needs, business value drivers, technical architecture, data flows, vendor relationships, and integration points within the broader Addepar ecosystem.</li> <li>Proactively identify and engage with key users, stakeholders, competitors, and relevant market trends to gather critical insights and inform product strategy.</li> <li>Clearly define, document, and communicate the product goals and roadmap, with a specific focus on deliverables and milestones for the next 6-12 months.</li> <li>Collaborate effectively with the cross-functional team to build consensus on prioritizing and defining actionable work increments, considering factors such as level of effort, interdependencies, and strategic alignment.</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years of relevant work experience and education that demonstrate proficiency in product management</li> <li>Domain knowledge regarding finance / investments, particularly regarding the valuation of investments in different asset classes</li> <li>An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work</li> <li>Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals</li> <li>Ability to identify the appropriate tools and techniques to accomplish objectives</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Product Manager - Visualizations

The Service Technician is a service expert on all burglar and fire alarms, network based CCTV and card access control systems. A Service Technician will also possess an extremely high level troubleshooting and communication skills. They will be able to alleviate concerns the customer may have regarding their security system and/or explain the systems operating features. Advises customers and the service scheduling department of the status of systems and processes inspections. Minimum of five plus years performing similar type duties, preferably in the residential and commercial security, cable TV, telephone service or home improvement industries. Valid driver’s license. Trade licenses, registrations in accordance with state/local regulations as required. Ability to work evenings or alternating work schedules as necessary.

Advance Alarms, Inc.

Licensed Service Technician

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: As an Azure Senior Cloud Operations Specialist, you will play a pivotal role in our organization’s growth and evolution. You will be responsible for modernizing our existing and future cloud operations workflows to simplify, optimize and ensure consistency in quality and urgency of investigations within our organization and a well-defined decision matrix for escalations to our partner organizations. You will also collaborate with partner teams to continually identify opportunities to reduce event volume, to increase event fidelity, and to engineer detections for new threats and risks. Additionally, you will support development and maintenance of innovate training programs to quickly upskill existing cybersecurity operations professionals to operate in an Azure cloud operations environment as well as to be a representative for the organization on cloud related operations in any audit or regulatory examinations. Key Responsibilities: <ul> <li>Investigate security events and incidents within cloud environments, utilizing advanced tools and techniques to identify threats and vulnerabilities.</li> <li>Design and implement comprehensive workflows for handling security events, ensuring timely and effective response procedures.</li> <li>Collaborate with cross-functional teams to develop and refine security policies, procedures, and best practices tailored to Azure cloud security operations.</li> <li>Provide guidance and mentorship to junior team members, fostering their professional development and enhancing overall team capabilities.</li> <li>Stay abreast of emerging threats, vulnerabilities, and industry trends, continually updating skills and knowledge to maintain expertise in cloud security.</li> </ul> Qualifications: <ul> <li>Extensive experience (7+ years) in cybersecurity operations, with a focus on Azure.</li> <li>Proven expertise in investigating security events and incidents within cloud environments, demonstrating strong analytical and problem-solving skills.</li> <li>Solid understanding of regulatory compliance requirements, particularly in highly regulated industries (e.g., healthcare, finance, government).</li> <li>Experience in designing and implementing workflows for security event investigation and response.</li> <li>Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and mentor junior team members.</li> <li>Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.</li> </ul> Required Skills: <ul> <li>Understanding of Azure and its associated technologies, both from Security and Cloud Ops perspective.</li> <li>8+ years relevant Cyber Security experience with at least five (5) years in Cloud SOC and/or Purple Team roles.</li> <li>Experience designing and implementing technical solutions to enhance visibility, alerting capabilities, and reduce risk within Cloud IaaS, PaaS, and M365 environments.</li> <li>Experience reviewing applications, infrastructure, and architectural designs to identify threats and vulnerabilities.</li> <li>Experience with a range of Azure native services and tools.</li> <li>Experience writing and modifying Analytic Rules.</li> <li>Experience designing and implementing SOAR capabilities within Azure.</li> <li>Deep understanding of Cyber Security control environments and their relationship to zero-trust networks.</li> <li>Understanding of Terraform.</li> <li>Understanding of threat frameworks, such as MITRE ATT&amp;CK for Cloud and D3FEND.</li> <li>Understanding of Risk Management principles.</li> <li>Experience in building, configuring, operating and/or securing cloud infrastructure and applications in Azure with either native cloud service provider capabilities or 3rd party vendor tools.</li> <li>Proven ability to leverage Azure native capabilities to build custom reports and dashboards.</li> <li>Ability to independently assess risks and identify vulnerabilities in infrastructure with an eagerness to suggest new processes, policies, and overall improvements to internal security controls.</li> <li>Ability to perform root cause analyses.</li> <li>Experience partnering with incident response teams, threat intelligence researchers, Red/Purple teams, and/or HUNT researchers.</li> <li>Ability to support 24x7x365 global support through rotational on-call.</li> <li>Highly organized and motivated self-starter who can deliver results with minimal direction.</li> <li>Ability to navigate and collaborate effectively within a geographically complex and dispersed global corporation.</li> <li>Excellent verbal and written communication skills with ability to distill key data points and effectively present information.</li> </ul> Preferable Certifications: <ul> <li>AZ-500: Azure Security Engineer Associate</li> <li>CISSP</li> <li>CISM</li> </ul>

Azure Cloud Security Operations Sr Analyst, Global Information Security

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 managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: <ul> <li>Manages client traffic, engaging and appropriately routing clients, and fosters client retention</li> <li>Manages business results through formalized management routines and coaching</li> <li>Creates a world class client experience environment</li> <li>Manages market-level initiatives prescribed by market leaders</li> <li>Drives operational excellence by engaging employees on business strategy</li> <li>Manages organizational priorities and effective execution</li> </ul> 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 clients based on their needs and can resolve problems independently or bring in others as needed</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>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>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Bilingual English/Spanish Required</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience in mortgage, retail and/or hospitality</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> <li>Bilingual skills</li> </ul> Skills: <ul> <li>Coaching</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Performance Management</li> <li>Talent Development</li> <li>Business Operations Management</li> <li>Recruiting</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Sales Performance Management</li> <li>Inclusive Leadership</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Referral Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Assistant Manager - Spanish Required

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

Merrill Financial Solutions Advisor - Silicon Valley Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Monitor and understand the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Support the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Support the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Support the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>4+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> <li>Native level Japanese is MUST.</li> </ul>

Assistant Vice President, Client Outreach Specialist, GCIB KYC Outreach, Japan

Job Description Do you have a passion for supporting national clients? We have an opportunity for you within Terracon’s Digital Infrastructure Sector to grow our accounts with existing and new clients who have significant plans to grow and expand their business. Our existing clients include a “Who’s who” of the Top 25 data center owner/operators and we are looking to add a National Account Manager (NAM) who will play a key role in expanding Terracon’s engagement both geographically and across all Terracon services with these clients. The ideal candidate will have a strong background in national client development and management, specifically in the Digital Infrastructure market. In this role, you will work to build trust with existing and new clients and foster long-term and sustainable client relationships; connect resources internally and externally, leading to opportunities with existing and prospective clients; and advance the prosperous growth of Terracon’s Digital Infrastructure Sector as well as our national account program. This is a remote position but would be beneficial for the candidate to be close to a Terracon office. Essential Roles and Responsibilities:<ul> <li>Partner with large opportunity national clients having an impact on the Digital Infrastructure Sector including data center developers and developers of power behind the meter in support of large data center complexesto understand and meet their business objectives, while increasing revenue and profit. </li> <li>Act as the single point of contact, where applicable, to promote existing and new services; set targets; manage and lead cross-selling, proposal development, and contract negotiation of multiple service lines; and ensure healthy relationships between Terracon and clients.</li> <li>Help connect clients’ needs to Terracon’s expertise and resources on one-off, portfolio, and programmatic projects nationwide and ensures clients’ interests are protected and their business expectations are achieved.</li> <li>Champion the identification, pursuit, and generation of new leads with prospective and existing clients.</li> <li>Work closely with local operations management to optimize national account performance.</li> <li>Use company platforms such as CRM, Power BI, Compass, ProjectXchange and others to help track the progress and results of strategic goals.</li> <li>Actively participate and seek leadership roles in selected industry professional organizations, associations, and technical meetings/events as a representative of Terracon.</li> <li>Help create and model a safe work environment; demonstrate safe work practices and always promote an Incident &amp; Injury Free (IIFTM) culture. </li> <li>Travel nationally for client meetings, conferences, and internal meetings as required.</li> </ul> Requirements:<ul> <li> Bachelor’s degree in business, civil engineering, environmental sciences, construction management or related field and a minimum of 15 years' related experience. Or, in lieu of a degree, a minimum of 19 years' related experience. </li> <li>Minimum 15 years’ experience in senior level client relations and managing large accounts in the A/E/C industry. Preference to the Digital Infrastructure market.</li> <li>Experience in marketing professional services and managing accounts in one or more of the following fields: data center development and construction, power generation and industrial services.</li> <li>Valid driver’s license with acceptable violation history.</li> </ul> Preferred:<ul><li> PE, PG, CPSM, LEED AP or other professional designation aligned with Terracon services and/or the A/E/C Industry. </li></ul> #LI-TB1 About Terracon Terracon is a 100 percent employee-owned multidiscipline consulting firm comprised of more than 7,000 curious minds focused on solving engineering and technical challenges from more than 180 locations nationwide. Since 1965, Terracon has evolved into a successful multi-discipline firm specializing in environmental, facilities, geotechnical, and materials services. Terracon’s growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities in the marketplace. Terracon’s vision of “Together, we are best at people” is demonstrated through our excellent compensation and benefits package. Based on eligibility, role and job status, we offer many programs including medical, dental, vision, life insurance, 401(k) plan, paid time off and holidays, education reimbursement, and various bonus programs. EEO Statement Terracon is an EEO employer. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment, or any employee because of race, color, religion, national origin, age, sex, sexual orientation, gender identity, gender, disability, age, or military status.

Terracon

National Account Manager, Digital Infrastructure

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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Cybersecurity SDLC Sr. Manager will lead the integration of security practices throughout the Software Development Life Cycle (SDLC). This role involves developing and enforcing security policies, managing risk assessments, and ensuring compliance with Application Security Standards. The executive will collaborate with cross-functional teams to implement secure coding practices, policy development, and training and awareness across the stakeholder community. They will also monitor emerging cybersecurity threats and drive continuous improvement initiatives to enhance overall software security. A deep understanding of cybersecurity frameworks and risk management is required. 10+ years of experience is generally required Required Skills: <ul> <li>Strategic Leadership: Develop and implement cybersecurity strategies throughout the Software Development Life Cycle (SDLC).</li> <li>Risk Management: Identify and mitigate security risks associated with software development and deployment.</li> <li>Policy Development: Create and enforce security policies, standards, and guidelines related to SDLC processes.</li> <li>Teams Collaboration: Collaborate with development, QA, and operations teams to ensure security best practices are integrated at every stage of the SDLC.</li> <li>Training &amp; Awareness: Lead training programs to enhance team awareness of secure coding practices and cybersecurity threats.</li> <li>Compliance Oversight: Ensure adherence to industry regulations and compliance standards (e.g., GDPR, HIPAA).</li> <li>Continuous Improvement: Monitor and assess the effectiveness of security measures, driving continuous improvement initiatives.</li> <li>Stakeholder Engagement: Communicate security risks and strategies to senior management and other stakeholders.</li> <li>Technical Expertise: Significant knowledge of cybersecurity threats, controls and technologies, with a deep understanding/experience with software developer experiences</li> </ul> Responsibilities are the stabilization and transformation of the GIS Secure coding work and continued partnership with EET on the future state of Development Pipeline transformation. <ul> <li>Stability Secure Coding Risk and Issues.</li> <li>Establish and execute a clear path forward for executing Secure Coding and SbD Integration.</li> <li>Establish long term direction for Secure Coding; Start/Stop/Continue</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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