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Job TitleTransaction Manager - Industrial AssetsJob Description SummaryAs part of a high performing team, this role offers candidates to be in a client-facing role and partake in actual deal processing. The candidate will participate in presentations and support existing clients on the full life cycle of a commercial real estate transaction. The position is based in East Rutherford, New Jersey. Attention to detail and the ability to thrive in a fast-paced environment are critical keys to success in this role. A successful candidate must also have previous commercial real estate experience.Job DescriptionJob Responsibilities:• Provides operational coordination to C&amp;W transaction management professionals who are supporting a client’s dispersed portfolio of real estate locations, primarily in North America.• Process paperwork (e.g. ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration, and other service lines as needed)• Coordinate client feedback questionnaires/surveys• Support the transactions team with any documentation required to be used during the transaction’s management process including new leases, renewals, purchases, sales, subleases, options, etc.• Interface directly with clients as needed to report and update stakeholders• Track and report upcoming lease expirations and other critical dates• Draft and process all requests for service or client initiation documents• Draft and process all Co-Broker and agent engagement letters• Manage and oversee transactions occurring all over the world• Participate in client meetings and pitches• Unlimited growth opportunities to manage and close deal transactions.Minimum Requirements• Bachelor’s Degree• 2 or more years of commercial real estate experience• Experience in industrial transactions required• Experience using CoStar and Real Capital Analytics a plus• New Jersey Real Estate Salesperson’s License, or ability to obtain one within six months of employment.• Exceptional analytical skills and rigorous attention to detail• Experience in creating cash flow analyses is preferable• Ability to read and interpret financial statements and leases• Ability to operate efficiently both individually and as part of a team• Strong written and oral communication skills• Ability to multitask and prioritize assignments• If located in the East Rutherford area, there is an in office expectation Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $98,600.00 - $116,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Transaction Manager - Industrial Assets

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! Position Summary: This is an excellent opportunity to be a key individual contributor, responsible for supporting information security technologies across Microsoft and Linux platforms. Just as important as your technical experience will be your ability to connect and work with people. A positive team atmosphere is very important to us so we are looking for people who can collaborate well. The role involves interaction with Business stakeholders as well as other technical teams globally across the company, so we are looking for excellent relationship building and communication skills. Primary Responsibilities: Act as a subject matter expert, providing support and leading the technical triage for problems with applications within the live production environment, contributing to stability and availability, and maintaining a high degree of customer service. Running operations, including, but not limited to, SQL/Data analysis, log analysis, application and operating system troubleshooting, software deployment, patch management oversight, Quality Analysis for standard processes. Incident, Problem and Change Management duties, including ownership and progression of internal and external faults and technical issues. Own and manage failures within systems through to resolution of the issue, whilst controlling and minimizing impact to business areas. Work with Application Managers and Project/Development teams, shadowing projects and enhancements, to ensure minimal impact to the production environments. Required Qualifications: <ul> <li>10+ years of relevant work experience</li> <li>Highly proficient with Windows systems</li> <li>Highly proficient with Linux systems</li> <li>Highly proficient with Database Technologies – Oracle, SQL Server, MySQL</li> <li>Experience of tech tools, e.g. Splunk, Horizon, Ansible Tower, BladeLogic</li> <li>Experience of Information Security applications</li> <li>Experience of monitoring technologies</li> <li>An appreciation of network technologies</li> <li>Data Loss Prevention experience either Administrator or Analyst</li> <li>Strong analytical skills/problem solving/conceptual thinking</li> <li>Demonstration of a professional, team oriented approach coupled with strong self-motivation and personal initiative</li> <li>Be flexible, responsive, enthusiastic, have ability to work alone and as part of a team and to foster positive relationships</li> </ul> Desired Qualifications: <ul> <li>Exhibits strong drive for results and success</li> <li>Persists in the face of significant difficulties, does not give up easily</li> <li>Basic understanding of Cloudera Hadoop would be beneficial</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Production Support</li> <li>Collaboration</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>Solution Design</li> <li>DevOps Practices</li> <li>Innovative Thinking</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Production Services Lead

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

Merrill Financial Solutions Advisor - 5th Ave Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: We are seeking a highly motivated and experienced Credit Risk Oversight Manager to join our Financial Risk Management Oversight Organization. This role is responsible for leading the oversight of the Small business lending products, including their Underwriting and Account Management practices, ensuring that the portfolio is properly managed and is operating according to strategic goals. As part of the Second Line of Defense function, you will provide independent oversight, through defining requirements, effective challenge and risk assessments. To be successful, this role requires strong background in Credit Risk principles, underwriting, analytical skills, and the ability to collaborate, negotiate and influence across multiple functions while maintaining independence. The Global Financial Risk Oversight team enables the delivery of innovative and reliable credit products and services across the world. The team ensures that PayPal’s credit products operate according to its financial strategic objectives, as well as risks are managed comprehensively and effectively by first line of defense functions. Job Description: You will make an impact by ensuring that: <ul> <li>Credit risk management objectives are met.</li> <li>Senior management receives accurate and timely information to make informed decisions.</li> <li>Establish guardrails in which the First Line of Defense must operate, including formulation of policy requirements, metrics and thresholds.</li> <li>Challenge the First Line teams, whenever there are potential deviations to expected results, unsound risk management strategies, or when there is material risk.</li> <li>Products and services are built and maintained to serve our customers.</li> <li>Risk controls are aligned with business requirements.</li> <li>Regulated entities are prepared for internal and external audits, inspections, and inquiries. </li> </ul>In your day-to-day role you will: <ul> <li>Lead the Credit Risk Oversight function to provide independent oversight and effective challenge of SMB credit products offered globally.</li> <li>Advise senior management about risk posture and risk priorities including the emerging risks and the organization’s effectiveness in addressing the risk.</li> <li>Participate in governance committees and forums to provide independent subject matter expertise in credit risk.</li> <li>Validate that the initiatives, strategy, and policy changes are aligned with requirements and objectives.</li> <li>Collaborate with regional and global stakeholders to address the regulatory inquiries, exams and reporting obligations.</li> <li>Pro-actively review the Second Line of Defense framework, and constantly look for opportunities to improve it. </li> </ul>What do you need to bring: <ul> <li>10+ years of experience in financial services and credit risk management, with emphasis on small business lending</li> <li>Strong expertise and background in Credit Risk Management including underwriting, credit limits, pricing and collections. Independent oversight experience in an international or complex financial institution is a differentiating factor.</li> <li>Understanding commercial data and small business lending practices</li> <li>Substantial experience in communicating at the executive level, self-confidence and the ability to challenge in an effective and respectful manner.</li> <li>Excellent written and verbal skills; interpersonal and collaborative skills; and the ability to communicate credit risk concepts to technical and non-technical audiences.</li> <li>Critical thinker with strong influencing, negotiation, and relationship building skills; an ability to interface internally and externally to ensure successful, high-quality outcomes.</li> <li>Ability to work with geographically disperse teams, especially with teams situated abroad and in different time zones.</li> <li>Candidate must have solid experience in Data Analytics or Finance area. Ideally, expertise in high transaction, data intensive, payment services environments.</li> <li>Experience leading a risk function which has produced and maintained risk policies, risk appetite statements and Risk metrics. This must include an understanding of building and operating a 2nd line Risk framework that delivers transparent, well-understood risk policies for stakeholders.</li> <li>Ability to assess, review and analyze current credit strategy and exposure limits/thresholds to ensure alignment to the Risk Appetite. Ensure adherence to changes in the business model and/or regulatory environment.</li> <li>A track record as an established leader who is equally strategic as they are tactical, and of the stature to build a peer relationship with stakeholders. This will enable them to build a fully functionalized model for robust and transparent Risk leadership. </li> </ul> We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is $99300 to $216040 For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0126295

PayPal

Sr Mgr, Risk Oversight (SMB Lending)

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. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Desired Qualifications: <ul> <li>Bilingual Spanish is a plus</li> <li>Energetic individual that is self-motivated, coachable and flexible in thought</li> <li>Enjoys a fast-paced environment with changing and evolving responsibilities</li> <li>Detail oriented</li> <li>Invested in personal development</li> <li>Consistently pursues client experience excellence</li> <li>Works quickly to fulfill client needs, delivering complex solutions</li> <li>Frequent communication and an abundance of discretion with sensitive information</li> <li>Microsoft Word, Excel and PowerPoint experience with Salesforce a plus</li> <li>Professional verbal and written communication​</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Wealth Management Client Associate - RDA

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

Financial Solutions Advisor Stage II - Consumer Investments - Manhattan North Market

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h2>Aptitude in obtaining required industry licenses.</h2></li> <li><h2>Must be self-disciplined in managing time and capacity.</h2></li> <li><h2>Experience in cultivating client relationships, accessing needs and recommending solutions.</h2></li> <li><h2>Success creating strong peer relationships through effective communication and collaboration.</h2></li> <li><h2>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h2></li> <li><h2>Executes multiple tasks simultaneously.</h2></li> <li><h2>Learns and adapts to new technology or applications.</h2></li> </ul> Desired Qualifications: <ul><li><h2>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</h2></li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday, some Saturdays required. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Bay Ridge Financial Center

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: As the Sr. Director of Executive Talent and Learning, you will report directly to the VP of Talent and Belonging and play a critical role on the Talent + Belonging Leadership Team. The Head of Executive Talent and Learning is responsible for leading and managing the organization’s strategies related to executive onboarding, development, selection, and succession planning. This role aims to cultivate a high-performing executive team and ensure a robust pipeline of leadership talent that aligns with the organization's strategic goals. The ideal candidate will possess a deep understanding of executive talent management and a commitment to fostering a culture of continuous learning and leadership excellence. Job Description: Responsibilities: <ul> <li>Executive Onboarding:</li> <ul> <li>Design and implement a comprehensive onboarding program tailored specifically for new executives, ensuring they are integrated smoothly into the organization and its culture.</li> <li>Collaborate with key stakeholders to provide new executives with the resources, introductions, and information they need to succeed in their roles.</li> <li>Continuously assess and enhance onboarding processes based on feedback and best practices. </li> </ul> <li>Executive Development:</li> <ul> <li>Develop and oversee leadership development programs aimed at enhancing the capabilities and effectiveness of the executive team.</li> <li>Identify specific development needs for executives and create personalized growth plans that include coaching, mentoring, and training opportunities.</li> <li>Foster a culture of continuous learning by promoting participation in industry conferences, workshops, and networking events. </li> </ul> <li>Executive Selection:</li> <ul> <li>Partner with the executive recruitment team collaborating with senior leadership and external partners to identify and attract top executive talent.</li> <li>Develop and implement selection criteria and assessment tools that align with the organization’s strategic objectives and culture.</li> <li>Ensure a fair, equitable, and transparent selection process that emphasizes diversity and inclusion. </li> </ul> <li>Succession Planning:</li> <ul> <li>Establish and manage a robust succession planning framework for key executive roles across the organization.</li> <li>Identify and assess high-potential leaders within the organization, creating tailored development plans to prepare them for future leadership opportunities.</li> <li>Regularly review and update succession plans in collaboration with senior leadership to ensure readiness for future leadership transitions. </li> </ul> <li>Stakeholder Engagement:</li> <ul> <li>Collaborate with the executive team and board of directors to align talent and learning strategies with business objectives.</li> <li>Serve as a trusted advisor on executive talent management, providing insights and recommendations to senior leadership. </li> </ul> <li>Data Analysis and Reporting:</li> <ul> <li>Utilize data and analytics to assess the effectiveness of executive talent and learning initiatives, making data-driven recommendations for improvement.</li> <li>Provide regular reports to senior leadership on key metrics related to executive onboarding, development, selection, and succession. </li> </ul> <li>Diversity, Equity, and Inclusion:</li> <ul> <li>Advocate for diversity and inclusion in all executive talent management processes, ensuring equitable access to opportunities for underrepresented groups.</li> <li>Promote initiatives that support a diverse leadership pipeline and foster an inclusive organizational culture. </li> </ul> </ul> About You: <ul> <li>You are a strategic and data-driven leader with a passion for executive talent management. You excel at building high-performing teams and achieving measurable outcomes. </li> <li>Skilled at driving business outcomes through targeted learning interventions; comfortable influencing leaders on the appropriate use of learning to drive business outcomes. </li> </ul> Qualifications: <ul> <li>10+ years of applicable experience in executive talent management, leadership development, or organizational development, with at least 5 years in a leadership role.</li> <li>Proven track record in designing and implementing successful executive onboarding and development programs.</li> <li>Strong understanding of executive selection and assessment methodologies, as well as succession planning best practices.</li> <li>Excellent communication, interpersonal, and influencing skills, with the ability to engage and collaborate with senior leaders.</li> <li>Strong analytical skills and the ability to leverage data to drive decisions and improve talent strategies.</li> <li>A commitment to fostering a culture of diversity, equity, and inclusion within leadership ranks.</li> <li>Exceptional team management and coaching abilities. </li> <li>Ability to work regularly on-site at a PayPal office. </li> </ul>PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is $143400 to $285450 For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0122155

Senior Director, Exec Talent & Learning

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: <ul> <li>Displays confidence working 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>Bilingual Spanish </li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be 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 your immediate termination. Shift:1st shift (United States of America) Hours Per Week: 40

302 Jobs in Oyster Bay, NY, USA