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At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position Summary This individual contributor position reports to the Lead Director, Medicare Member Materials. This is an exciting opportunity to join our team! You will be responsible for directly creating and influencing our Medicare materials, specifically the Mid-Year Enrollee Notification of Available Supplemental Benefits, sent to all beneficiaries outlining usage of supplemental benefits during the plan year.This role involves logic-based programming similar to advanced Excel formulas, not back-end software development.What You Will DoWhether it’s developing strategic logic-based configurations or troubleshooting issues in document logic, your role will be a very important one to ensuring our documents are created accurately. Day to day responsibilities include:<ul> <li>Responsible for configuration logic and rules for Medicare Advantage health plan documents using our proprietary front-end document authoring tools</li> <li>Participating in peer review and auditing to support accuracy</li> <li>Identifying coding issues and debugging</li> <li>Troubleshooting application errors</li> <li>Identifying gaps in processes or organization, and challenge self and others to develop and implement solutions</li> <li>Supporting a sense of urgency regarding managing tasks and timelines</li> <li>Promoting synergy through inter-departmental partnerships</li> <li>Managing projects and tasks in an independent manner</li> <li>Influencing all stake holders to support key projects/programs to ensure positive outcomes that deliver on results</li> <li>Collaborating and partnering with other functional/business areas to ensure all workflow processes and interdependencies are identified and addressed</li> <li>Acting as an advocate for change requiring influencing others to see the value in project</li> </ul> Required Qualifications<ul> <li>3+ years of Medicare member materials experience at a regional or national health plan</li> <li>3+ years of experience supporting health care applications</li> <li>Ability to use logical thinking to design efficient front-end rules and logic (similar to conditional formulas or scripting) to achieve desired outcomes</li> <li>Ability to troubleshoot document logic or rule-based configuration errors as well as application errors</li> <li>Ability to meet strict deadlines</li> <li>Excellent communication and interpersonal skills</li> <li>Strong attention to detail</li> <li>Drives change to improve performance results, organization effectiveness and/or systems/quality/services (e.g., policies, processes or systems)</li> </ul> Preferred Qualifications<ul> <li>Prior experience in working with translation vendors to support creating multi-lingual materials</li> <li>Demonstrated success working to build new technologies and software to support member materials compliance</li> <li>Knowledge of Medicare Advantage rules, including the Medicare Managed Care Manual and Medicare Marketing Guidelines</li> <li>Familiarity with markup or logic-based languages (e.g., HTML, XML, or conditional scripting)</li> <li>Master’s degree</li> </ul> EducationBachelor's degree or equivalent experiencePay RangeThe typical pay range for this role is:$67,900.00 - $149,328.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/15/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Sr. Manager, Medicare Member Materials Configuration

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! Responsibilities <ul> <li>Support the origination and execution of investment banking transaction mandates for large-cap and middle-market private equity clients operating in various sectors including cross-border transactions and capital markets processes, including debt and equity offerings.</li> <li>Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.</li> <li>Lead due diligence processes for investment banking transactions including buy and sell-side M&amp;A, inclusive of cross-boarder transactions, as well as capital markets processes, including and equity offerings.</li> <li>Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis.</li> <li>Oversee analysts and associates on client coverage, origination and transaction execution teams.</li> <li>Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions.</li> <li>Attend and oversee client meetings with prospective buyers in sell-side M&amp;A processes, including management presentations and due diligence.</li> <li>Support internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee.</li> <li>Build client relationships as lead coverage investment banker of key private equity clients and portfolio companies.</li> <li>Global bank/bulge bracket investment banking transactions.</li> <li>Execute investment banking transactions and processes in a global firm environment, including both M&amp;A and capital markets products.</li> <li>Prepare financial analysis, include detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis.</li> <li>Conduct due diligence in connection with investment banking transactions.</li> <li>Prepare materials for clients and participating in client meetings during the course of investment banking deal origination and execution.</li> <li>Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.</li> </ul> Required Skills &amp; Experience <ul> <li>Master's degree or equivalent in Finance, Economics, Business Administration or related: and</li> <li>3 years of experience in the job offered or a related Finance occupation.</li> <li>Must have 3 years of experience in the job offered or a related finance occupation. Must include 3 years of experience in each of the following:</li> <li>Global bank/bulge bracket investment banking transactions;</li> <li>Executing investment banking transactions and processes in a global firm environment, including both M&amp;A and capital markets products;</li> <li>Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis;</li> <li>Conducting due diligence in connection with investment banking transactions;</li> <li>Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,</li> <li>Leading teams of junior investment bankers to execute transactions, preparing client materials, and managing transaction processes.</li> <li>In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.</li> <li>30% domestic/international travel required, as necessary.</li> </ul> If interested apply online at <a href="http://www.bankofamerica.com/careers" target="_blank">www.bankofamerica.com/careers</a> or email your resume to <a href="#">bofajobs@bofa.com</a> and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Vice President; Investment Banker

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description Summary Responsible for designing trading system architecture in collaboration with Technology teams, and developing quantitative and algorithmic trading applications. Incumbents possess excellent quantitative/analytic and coding skills, and a broad knowledge of financial markets and products. Job Description: This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Within the FICC Quantitative Strategies and Data Group is our Global Rates Electronic Trading Strats team, one of the fastest growing and dynamic areas at Bank of America. The Global Rates team is a growing and ambitious organisation, and eTrading continues to be recognized as a focus of future investment and a driver of innovation. Responsibilities: <ul> <li>Responsibilities of this role include working with Global Rates business to research, design and build the trading models and electronic systems for pricing, electronic market making and automatic risk management for the Rates trading desks. This role operates in close co-operation with our partners in Trading, Sales and Technology as well as other lines of business across FICC.</li> <li>Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers</li> <li>Supports the planning related to setting quantitative work priorities in line with the bank’s overall strategy and prioritization</li> <li>Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation</li> <li>Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite</li> <li>Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk</li> <li>Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes</li> <li>Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches</li> </ul> Skills: <ul> <li>Experience in designing and building production trading systems and knowledge of underlying trading infrastructure, with an emphasis on distributed low latency, high availability systems, including pricing and risk management, trade &amp; order lifecycle management, algorithmic execution</li> <li>Exceptional development skills in Java with experience working on multi-threaded programming and dependency injection frameworks like Google Guice or Spring</li> <li>Academic background at undergraduate or, ideally, Masters/PhD level in a quantitative subject (Mathematics, Statistics, Physics, Engineering, Computer Science or other analytical background)</li> <li>Financial markets experience</li> <li>Experience in quantitative modelling and working with large datasets </li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

VP, Quant Strategist - Rates eTrading

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! Responsibilities <ul> <li>This role reports directly to the Technology Executive for Authentication, Privilege Access Management Service and Cloud IAM. This role is primarily responsible for ensuring that relevant Privileged Access Controls are adequately enforced across platforms and applications to comply with IAM Standard.</li> <li>Partner with PAM Governance leads to ensure that Privileged Access Controls are appropriately measured, reported and governed.</li> <li>Appropriately assess Privileged Access risk when business and technology decisions are made, demonstrating risk management mindset and practices to safeguard BAC’s reputation, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to BAC Policy and Standards.</li> <li>Monitors industry information security and PAM trends and engages peer organizations to refine and enhance BAC’s PAM strategy.</li> <li>Apply industry PAM best practices, templates, and documentation while also proposing improvements based on practical knowledge.</li> <li>Provide extensive Active Directory security best practices and consultation to the cross functional teams, ensuring compliance with IAM standards, and better protect privileged accounts against cyberattacks.</li> <li>Develop new PAM requirements and cloud-based security solutions and govern cloud identities.</li> <li>Establish and maintain strong partnership with other Global Information Security (GIS) functions, Core Technology Infrastructure (CTI), Cyber Security Technology (CST), Third Party management, Global Compliance and Operations Risk (CGOR), internal audit, and regulatory agencies.</li> <li>Influence technology and PAM tools owners to build/implement enhanced PAM solutions that are efficient, effective, and modern and able to result in material risk reduction in sustainable manner.</li> <li>Collaborate with stakeholders to develop PAM requirements that iteratively support long term PAM modernization and transformation (covers Process, Data and Technology aspects).</li> <li>Engage with Product Managers and Senior Architects to comprehend the strategic PAM technology roadmap, which dictates the need for modernized security principles.</li> <li>Consult with the business to identify gaps and governance issues, leveraging own domain expertise to find effective solutions.</li> <li>Clearly articulate reasons and methods behind proposed changes through informative materials for educating others.</li> </ul> <ul> <li>Provide education to team members and technology partners regarding the proposed changes.</li> <li>Partners with the policy governance team for socialization and publication of proposed changes to the PAM Standard</li> <li>Takes accountability for addressing PAM risks. Proactively identify risk and ways to continuously enhance and improve BAC’s PAM controls. Implement and take decisive actions in finding solutions. Drives towards intended outcomes.</li> <li>Engage senior management to provide factual, transparent, and timely reporting on existing and emerging PAM or information security risks.</li> <li>Active participation in GIS IAM/PAM forums including but not limited to Monthly IAM Stakeholder Forum and Control Owner Forum for standard and Single Process Inventory (SPI) enhancements.</li> <li>Supports audit issues for closure and sustainability</li> </ul> Required Qualifications: <ul> <li>Extensive knowledge and understanding of PAM-specific laws, rules, and regulations within the financial services sector.</li> <li>Understanding and interpreting BAC’s established information security Policy, Standards, Procedure and Guides, and applying this knowledge to related PAM decisions and response. Serve as the Subject Matter Experts in advising BAC business and technology counterparts on effective ways to achieve or exceed compliance with applicable Policy, Standards, Procedures and Guides</li> <li>Proficient in implementing and governing Risk and Role based access security controls.</li> <li>Extensive experience in managing Active Directory to enforce privileged access controls.</li> <li>Ability to influence cloud technology owners to build more secure processes.</li> <li>Strong understanding and risk management mindset, proactively mitigating PAM related risks.</li> <li>Familiarity with security standards such as NIST, ISO/EC, FFIEC.</li> <li>Possession of CISSP certification would be an advantage.</li> <li>Expert level knowledge of privileged access management methodologies and techniques for on-prem and Cloud implementation.</li> <li>Expert knowledge of PAM related tools which support session proxy, vaulting, just-in-time provision, integration with service management tool would be an advantage.</li> <li>10 years relevant hands-on experience in PAM with at least of 5 years of management experience</li> <li>Deep security knowledge which covers core technology infrastructure (network, storage, servers, databases, etc.) identity management and application security practice.</li> <li>Deep experience with Linux, Windows, Cloud scale Identity, Access Management (Single Sign-On, Multi Factor Authentication), Authorization services or design and architecture of PAM services</li> <li>Expert level knowledge of authentication platforms such as Active Directory, LDAP, Kerberos, LDAP, Radius.</li> <li>Deep knowledge on Federation platforms or protocols such as Oauth, OpenID, SAML, WS-Fed, etc.</li> </ul> Desired Qualifications <ul> <li>Working level experience with IAM platforms such as Ping Identity, Active Directory OpenLDAP, OpenDJ</li> <li>Experience in consumption of Web Service APIs such as JSON / XML</li> <li>Hand on experience and proficient with AWS, Azure, GCP, and/or Cloud Technologies will be an advantage.</li> <li>Proficient in articulating facts and data-driven plans and to partner with stakeholders to implement intended solutions to drive risk reductions and adherence to PAM standards.</li> <li>Strong attention to detail and advanced analytical skills.</li> <li>Excellent communication and presentation skills.</li> <li>Excellent organizational skills and be able to effectively prioritize multiple tasks</li> <li>Hands on experience and involvement in large and complex projects</li> <li>Proficient in data management which includes strong data analytical capability with advanced understanding of the collection and management of metadata</li> <li>Efficient in motivating, engaging, and leveraging other teams and business partners to efficiently deliver business solutions. Proven track record of influencing and relationship management skills.</li> <li>Proficient in Microsoft Office suite of products with ability to quickly analyze and synthesize large volumes of data</li> <li>Pro-active and able to drive direction of work that needs to be completed, ability to work independently on initiatives with little oversight. Motivated and willing to learn.</li> <li>Confident and effective in delivering messages across a wide spectrum of individuals with varying degrees of technical and business understanding</li> <li>Deep knowledge of bank financial practices and policies and ability to adapt to fast changing environment</li> <li>Knowledge of Compliance Certifications such as SOX, SOC, SOC2.</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

Privileged Access Management (PAM) Sr. Specialist

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: Responsible for identification and management of business governance issues associated with the delivery of retirement products and services. The Alternative Investments (“AI”) group at Bank of America offers distinctive capabilities focused on sourcing and delivering differentiated complex investment strategies to clients including Private Equity and Hedge Funds products. The Investment Solutions Group ("ISG") Product Governance Team is responsible for fostering a best in class operating and risk management culture across ISG product organizations. The team collaborates with all the product groups across ISG to understand the different products and processes in order to ensure consistent operations, controls and governance. The team is looking for a highly motivated individual to participate of key initiatives and support business oversight risk routines across the AI and Investment Solutions Group (“ISG”) product organizations. This position will report directly to the Head of ISG Product Governance. Responsibilities: • Participating initiatives designed to enhance controls and governance and oversee their implementation • Manage governance committees, counsels, forums, and working groups • Working collaboratively with business units and other control groups on key organizational projects • Create, Update and Maintain policies and procedures • Performing business oversight processes for AI, PRS, and the Investment Solutions Group Required Qualifications: • Strong organizational skills; ability to work independently and manage to aggressive deadlines • Ability to multi-task, managing various tasks and deliverables with simultaneous deadlines • Ability to build effective relationships • Flexibility and quick adaptation to changing priorities, methodologies, processes and systems • Proficient in Microsoft Office (Intermediate Excel (Vlookup, Pivot tables, charts, etc.), PowerPoint • Background in corporate governance or alternative investments is a plus but not required Desired Qualifications: • Bachelor’s degree or equivalent experience • 2-5+ years financial services or related field experience Skills: <ul> <li>Controls Management</li> <li>Organizational Effectiveness</li> <li>Regulatory Relations</li> <li>Risk Management</li> <li>Written Communications</li> <li>Adaptability</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Oral Communications</li> <li>Stakeholder Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Management</li> <li>Process Performance Management</li> <li>Reporting</li> <li>Research</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Alternative Investments Business Governance Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. Additionally, this job requires prospecting for existing clients with merchant services needs. Responsibilities: <ul> <li>Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs</li> <li>Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions</li> <li>Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements</li> <li>Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security</li> <li>Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients</li> <li>Acts as a champion for clients by connecting expertise across the company to help them achieve their goals</li> <li>Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment</li> <li>Independently identify sales opportunities from the bank’s portfolio of clients</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Payment Processing</li> <li>Pipeline Management</li> <li>Consulting</li> <li>Credit Documentation Requirements</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Financial Analysis</li> <li>Prospecting</li> <li>Written Communications</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Complaints Management</li> </ul> Required Qualifications: <ul> <li>Customer focus</li> <li>Prospecting and referral sales</li> <li>Consultative sales</li> <li>Pipeline management</li> <li>Time management</li> <li>Technical expertise</li> <li>Relationship building</li> <li>Oral &amp; Written communication</li> <li>Problem solving</li> <li>Teamwork</li> <li>Presentation skills</li> <li>2+ years of sales experience</li> </ul> Desired Qualifications: <ul> <li>Merchant products and solutions</li> <li>Industry business acumen</li> <li>Multi-lingual ability is a plus</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Merchant Consultant - Brooklyn Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk. Responsibilities:• Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and department • Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting • Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications • Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes • Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation • Leads by example, builds partnerships and connects with others across the organization to achieve results Team Leader Responsibilities: This position may also have responsibilities for team leading associates. At Bank of America, all team leaders at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree &amp; MST or MBA preferred.</li> <li>Years of Experience – 10+</li> </ul> Skills: <ul> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Business Operations Management</li> <li>Business Process Analysis</li> <li>Client Management</li> <li>Learning Delivery</li> <li>Record Keeping</li> <li>Client Experience Branding</li> <li>Office Administration</li> <li>Process Management</li> <li>Succession Planning</li> <li>Tax Administration</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Fiduciary Tax Team Leader

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Prepares legal entity, balance sheet, liquidity, capital and FX reports filed with regulators and variance analysis. Prepare regulatory calculations, performs and documents control processes for local Banks, Broker Dealers and other legal entities, prepares/reviews data submissions for regulatory reporting teams. The Regulatory Reporting Controller II role is within the GRR Broker Dealer organization responsible for the preparation of Regulatory Reporting calculations (SEC Rule 15c3-3) for locally regulated entities including broker dealers, swap dealers and other legal entities. Responsible for performing and documenting control processes, and the preparation of data submissions for regulatory reporting teams. Responsibilities: This job is responsible for the preparation of Regulatory Reporting for locally regulated entities including broker dealers, swap dealers and other legal entities. Key responsibilities include performing and documenting control processes, performing variance analysis, preparing data submissions for regulatory reporting teams, and regulatory change initiatives. Key expectations include the ability to prepare and analyze financial reports, perform risk analysis, proficiency within Microsoft suite, be able to work within a team setting and independently, and be an effective communicator. - Prepares complete and accurate regulatory reporting calculations in a timely manner - Prepares reconciliations and variance analysis for daily/monthly computations - Prepares and reviews trend and analytical reporting related to Broker Dealer computations - Works with internal controls functions and External Auditors - Assists with local regulators and other regulatory examination inquires - Supports regulatory change projects in testing and documentation - Supports Operational Excellence (OpEx) initiatives to streamline processes improvements Skills: <ul> <li>Analytical Thinking</li> <li>Controls Management</li> <li>Financial Accounting</li> <li>Financial Analysis</li> <li>Reporting</li> <li>Attention to Detail</li> <li>Oral Communications</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Written Communications</li> <li>Continuous Improvement</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Project Management</li> <li>Regulatory Compliance</li> <li>Stakeholder Management</li> </ul> Required Qualifications: <ul> <li>Minimum 2 years of relevant professional experience in accounting/finance</li> <li>Strong financial analytics skills with attention to detail</li> <li>Advanced skills within the Microsoft suite specifically related to Excel, Word, and PowerPoint</li> <li>Candidate must be able to work both independently and as team member</li> <li>Self-Starter with strong communication and presentation skills</li> </ul> Desired Qualifications: <ul> <li>Bachelors' degree in Accounting/Finance</li> <li>Previous experience in the financial services industry</li> <li>FINRA Series 99 or 27</li> <li>CPA or equivalent a plus</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

CFO Regulatory Reporting Controller II (Global Financial Controls)

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics: The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As an WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 &amp; 66 must be obtained within 120 days; (63 &amp; 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the role of Merrill Financial Solutions Advisor (MFSA). You will complete dedicated training preparing you for the role of an MFSA. Once you complete training you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as an MFSA, you will then progress further within the ADP program, with the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. Required Qualifications: <ul> <li>Displays confidence working as a self-starter in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> <li>Possesses strong verbal and written communication skills</li> <li>Desires to build and grow an external network of contacts</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of work experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</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>Trade Operations Management</li> <li>Administrative Services</li> <li>Client Investments Management</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 37.5

Advisor Development Program Client Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> </ul> Skills: <ul> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan StructuringAt 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! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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: </li> <li>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> <li> Required Qualifications: </li> <li>2+ years of experience in loan originations and/or home buyer education</li> <li>Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs</li> <li>Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending</li> <li>Ability to organize and deliver Home Buyer Workshop presentations</li> <li>Knowledge of community housing counseling agencies</li> <li>Knowledge of community grant / downpayment programs</li> <li>Strong written and verbal communications skills</li> <li>Self-motivated and highly organized</li> <li>Ability to prioritize multiple competing tasks​</li> <li> Desired Qualifications: </li> <li>Experience in first mortgage and HELOC</li> <li>Familiar with FHA and HUD guidelines</li> <li>Knowledge of local competition product offerings and real estate market dynamics</li> <li>Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information</li> <li>Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences</li> <li>Ability to analyze and comprehend complex financial data and provide appropriate financial solutions</li> <li>Professional and effective interpersonal skills</li> <li> Skills: </li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan Structuring</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline Management</li> <li> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent </li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline 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

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