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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 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

Community Lending Officer - Fulton St.

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: Responsible for taking a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts. Plans and organizes resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner. Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary management responsibilities and to ensure significant issues and trends are effectively communicated and acted upon. Desired Quantifications: <ul> <li>Requires a thorough knowledge of the business line's functional structure and products/services set. Working knowledge of fiduciary principles and their application to internal policies and procedures.</li> <li>Bachelor's Degree, J.D. Preferred</li> <li>Minimum 3-5 years trust/fiduciary background</li> <li>Strong verbal &amp; written presentation skills, including all Microsoft Office software</li> <li>Ability to interface with all levels of the business</li> <li>Proven ability to meet organizational objectives</li> <li>Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Advisory</li> <li>Collaboration</li> <li>Corporate Governance Management</li> <li>Critical Thinking</li> <li>Risk Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Learning Delivery</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Fiduciary Officer

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! Candidate will be a part of the Global Markets Data Management (GMDM) team within the GM Platform group. Data Domain Management: The Global Markets Data Management team is responsible for establishing and executing data management strategy and data governance for Global Markets. The team works closely with other groups within Global Markets, other lines of business and Enterprise functions. The team drives strategic initiatives and projects in the areas of data management and governance. Members of the Data Domain Management team within GMDM are engaged in governance of the business data domains managed by the Global Markets LOB. The ideal candidate will have expert knowledge of Global Markets products, data structures, and processes, experience in running data management projects, and understanding the Bank of America policies, standards and procedures. Role Responsibilities: <ul> <li>Lead strategic development of data structures and data control frameworks within Global Markets LOB</li> <li>Manage data governance aspect of existing and new data sourcing projects, interface with tech, quantitative, and business groups representing providers and consumers of the Global Markets data.</li> <li>Enhance data governance of the business data domains managed by the Global Markets LOB.</li> <li>Conduct research of issues related to data quality, definitions, transformations, and applications for specific use cases.</li> </ul> Required Skills: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Strong knowledge of financial markets and traded products</li> <li>In depth knowledge of one or more areas within Global Markets or related functions</li> <li>Experience in managing discussions with multiple stakeholders</li> <li>Strong analytical, critical thinking and problem solving skills</li> <li>Ability to facilitate discussions across various levels of stakeholders</li> <li>Project management skills, ability to multitask and properly prioritize multiple projects</li> <li>Good communication, interpersonal and organizational skills</li> <li>Ability to work with large datasets using advanced Excel or SQL</li> </ul> Desired Skills: <ul><li>Knowledge of the various functions within Global Markets trading organization and other functions interacting with Global Markets, such as Operations, Risk, Finance</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Data Domain Management

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 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. Job Description: The Quantitative Strategies Group at Bank of America is seeking Associate or VP for open positions of Quantitative Strategist to be based in New York, covering the Equity Derivatives trading desks. As part of this role you will work in an exciting, fast-paced environment, working closely with traders and others to improve the performance of existing models and to develop new ones. Our goal is to develop and deliver the best-in-class analytical abilities so that our business partners can better serve client needs and improve profitability. This role is very technical in nature and requires in-depth knowledge of mathematical modeling, programming languages, and understanding of finance and derivatives. In this role you will <ul> <li>Develop expert-level knowledge of Equity Derivatives business and product suites</li> <li>Gain experience working directly with different traders and solving their daily needs.</li> <li>Enhance existing models and help develop new ones. Work through the entire lifecycle of model and product development and software releases.</li> <li>Develop analytical tools and reports when such needs arise.</li> </ul> There will be opportunities of daily interaction with the trading desks as well as working closely with our Risk, Finance, Middle Office, and Technology partners. Candidate Requirements: <ul> <li>Quantitative capabilities and background in Mathematics/Physics/Computer Science/Engineering (up to MSc/PhD level)</li> <li>Strong knowledge and interests in finance. Experience working with different financial products and derivatives modeling preferred.</li> <li>Strong programming and technical skills. Proficiency of at least one programming language required, with experience in C/C++ and/or python preferred.</li> <li>Excellent verbal and written communication skills, as well as the ability to explain complex ideas in a simple and accessible manner.</li> <li>Curiosity to research different methodologies and explore new territories.</li> <li>Ability to multitask and work under pressure. Ability to work with different people and groups.</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 - Equity Derivatives

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! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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 registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7 &amp; 66 required (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift:1st shift (United States of America) Hours Per Week: 40

Investment Consultant II - Merrill Premium

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. Medical Director - SIU (Special Investigations Unit) CVS Health - Special Investigations Unit (SIU) Join our mission to safeguard healthcare integrity and protect patient well-being. As the Medical Director of Healthcare Fraud Investigations, you'll lead our efforts to detect, prevent, and combat fraudulent activities in the healthcare system. **This is a remote based, work from home role.** Key Responsibilities: The Special Investigations Unit (SIU) Medical Director will be responsible for performing reviews of medical records in support of healthcare fraud investigations. Serving as a clinical liaison supporting SIU activities across all lines of business the SIU Medical Director will be responsible for making both pre and post-payment claim payment determinations based on Aetna Clinical Policy and/or state and federal regulations. Additional responsibilities include: <ul><li>Serves as a clinical liaison supporting SIU Investigators, Managers, and Directors in matters pertaining to the investigation of suspected healthcare fraud cases </li></ul> <ul><li>Develops and delivers presentations to internal and external customers regarding healthcare fraud matters and Aetna’s approach to fighting fraud. </li></ul> <ul><li>Provides clinical expertise and business direction in the creation of analytical solutions designed to identify potentially fraudulent scenarios </li></ul> <ul><li>Maintains open communication with constituents within and external to the organization </li></ul> <ul><li>Uses available resources and technology in developing evidence, supporting allegations of fraud, waste, or abuse </li></ul> <ul><li>Documents all appropriate information related to medical review determinations </li></ul> <ul><li>Proactively builds relationships with other internal MDs to obtain clinical guidance when required to ensure accurate decision making </li></ul> <ul><li>Represents Aetna as a witness in legal matters as required, and as approved by the Legal Department. Demonstrates high level of knowledge and acts confidently when providing testimony during civil or criminal proceedings. </li></ul> <ul><li>Responsible for peer to peer reviews of SIU related claims based on provider escalation or state/federal requirements </li></ul> <ul><li>Supports legal efforts by providing expert medical testimony and </li></ul> <ul><li>Conducts root cause analysis to identify potential control gaps in the organization’s existing clinical policy, procedures, claim editing etc., and proactively seeks out appropriate contacts to help implement solutions. </li></ul> <ul><li>Mentor and educate SIU team members on clinical aspects of fraud schemes </li></ul> Required Qualifications: <ul><li>MD or DO with active license, preferably in emergency medicine or primary care </li></ul> <ul><li>5+ years of clinical practice experience </li></ul> <ul><li>Strong analytical and problem-solving skills </li></ul> <ul><li> Excellent communication and leadership abilities </li></ul> Preferred Qualifications: <ul><li>3+ years supporting healthcare fraud investigations or related field </li></ul> <ul><li>Board Certification in Emergency Medicine</li></ul> Education: <ul> <li>Active and current state medical license without encumbrances</li> <li>M.D. or D.O., Board Certification in a recognized specialty including post-graduate direct patient care experience</li> </ul> Pay RangeThe typical pay range for this role is:$174,070.00 - $374,920.00 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: 07/28/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Medical Director - SIU (Special Investigations Unit)

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 working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. The role is responsible for onboarding and strategic account management for Institutional clients across Global Markets, covering a broad range of asset classes including Fixed Income, Equities, Currencies and Commodities. The successful candidate will serve as a client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This role requires a balance of relationship management, regulatory awareness, technology adoption, and data-driven decision-making to ensure a best-in-class client experience: Responsibilities: <ul> <li>Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance</li> <li>Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments</li> <li>Deepens and enhances existing relationships with institutional clients during client meetings and interactions</li> <li>Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients</li> <li>Onboarding Associate serves as the voice of the client, enables the strategic development of the client service model and technology platforms.</li> <li>Participate in and drive collaborative efforts to advance technology adoption, and vendor-led solutions and enhancements to better serve an evolving client base.</li> <li>Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction and client satisfaction.</li> <li>Project manage the end-to-end onboarding process, successfully juggling multiple workstreams, timelines, and milestones to ensure smooth execution and integration.</li> <li>Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the onboarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best-in-class onboarding.</li> <li>Protect existing revenue and to enable new revenue through fund onboards and mandates won for multi-fund launches.</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Legal Structures and Legal Forms</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Recording/Organizing Information</li> <li>Written Communications</li> <li>Data Collection and Entry</li> </ul> Requirements: <ul> <li>2-3 years Onboarding experience (asset managers, hedge funds, or other client types)</li> <li>Experience in Prime brokerage</li> <li>Strong understanding of institutional client needs, market structure, and regulatory considerations within Global Markets.</li> <li>Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (e.g. Dodd-Frank, MiFID II, EMIR etc.).</li> <li>Commercially minded with strong problem solving, relationship management and communication skills with ability to present to an audience.</li> <li>Ability to collaborate across sales, product, client service and other internal teams to drive results.</li> <li>Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.</li> <li>Ability to work under pressure in a team environment.</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds.</li> <li>Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.</li> </ul> This requisite requires someone with client-facing experience, markets product knowledge and has a KYC background. The onboarding associate will manage the client/KYC pipeline, will be facing off with Senior Sales Partners and looking for any inefficiencies to improve the end-to-end onboarding process. Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Client Onboarder

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: Responsible for creating technical plans from requirements expressed in a non-technical language and delivering significant components of large projects or full smaller projects. Effectively structures communication and communicates with influence and nuance outside of immediate team. Often manages planning, technical, team, and relationship needs of projects. Creates approaches to solving business problems and is very familiar with the business components that guide problem selection. Is a team expert in some relevant class of models and runs models through their entire lifecycle. Key Responsibilities: <ul> <li>Develop Marketing Mix Models using appropriate statistical approaches; draw inference and conclusion based on model results </li> <li>Effectively articulate the model results to stakeholders, properly incorporate business feedback into the model </li> <li>Regularly monitor the model performance, recalibrate/redevelop the model as needed </li> <li>Document the model development process and model changes with internally required standard </li> <li>Understand nuanced communication; adjust to the tone of the room; effectively structure communication; speak clearly and effectively to multiple stakeholders including skip-level manager; manage technical aspects of projects </li> <li>Understand the structure and purpose of our work streams; learn how our business clients work; plan parts of projects and keep track of relevant details </li> <li>Independently derive the correct lessons from raw data; balance well the competing needs of the model development lifecycle </li> <li>Master the standard capabilities of Python </li> <li>Write efficient computer code using white space, comments, indentation, arrays, control blocks, and modularization </li> <li>Build datasets from complex data warehouses </li> </ul> Skills: <ul> <li>Artificial Intelligence/Machine Learning</li> <li>Data Mining</li> <li>Model Development</li> <li>Problem Solving</li> <li>Risk Modeling</li> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Oral Communications</li> <li>Technical Documentation</li> <li>Written Communications</li> <li>Critical Thinking</li> <li>Decision Making</li> <li>Innovative Thinking</li> <li>Presentation Skills</li> </ul> Required Qualifications: <ul> <li>3-7 years of modeling experience; direct experience in Marketing Mix Modeling is strongly preferred</li> <li>Advanced Python programming skills</li> <li>Proficient in modern modeling methods</li> <li>Demonstrated ability to speak and write clearly and concisely to convey complex data to a non-technical audience</li> <li>Demonstrated ability to work effectively both in a team environment and independently</li> <li>Self-motivation, self-direction, organizational skills, and the ability to manage multiple priorities without sacrificing quality or timelines</li> <li>Understand important parts of our data flows</li> </ul> Minimum Education Requirement: Advanced degree in statistics or related field, such as econometrics, engineering, applied mathematics, the applied sciences, or other heavily quantitative disciplines or equivalent work experience 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

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