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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

Bank of America

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - 86th and Lexington Avenue Financial Center

Job Description: The US rates strategy group is responsible for generating financial market research, forecasts, and trade ideas across US &amp; Canadian rates markets. The team covers duration, curve, front end, inflation protected securities, spreads, agency debt, vol, and supply / demand topics. The team partners with key business partners across sales &amp; trading + other business lines throughout the firm. We are looking for someone to support the team &amp; develop into a strong research analyst. Responsibilities: <ul> <li>Serve as key member of Bank of America interest rate strategy team and in support of team production</li> <li>Work closely with senior members of the team in markets analysis &amp; research production</li> <li>Conduct macroeconomic, market, and interest rate analysis to formulate views and trades in the rates market</li> <li>Support stand-out thematic research with a focus on trade idea generation and monetizable ideas across US rates</li> <li>Assist in production of weekly research pieces on macro and micro views on wide range of factors affecting interest rates including monetary policy, fiscal policy and global macro-economic developments</li> <li>Work with the sales force in maintaining relationships with clients by updating with latest market developments, conference calls and one-on-one meetings</li> <li>Use applied statistics to help generate and inform views</li> <li>Periodic travel may be required</li> </ul> Qualifications: <ul> <li>Bachelor’s Degree (Finance, Economics, Statistics or related) or equivalent years of experience</li> <li>1-2 years of experience in relevant field + demonstrated interest in US interest rates / macroeconomics</li> <li>Background in economic &amp; financial market analysis + applied statistics / econometrics</li> <li>Demonstrated ability to manage large data sets and conduct macro &amp; financial markets analysis</li> <li>Excellent communication (written &amp; verbal), presentation, &amp; interpersonal skills</li> <li>Meticulous attention to detail and strong work ethic are required</li> <li>Proven organizational and time management skills as well as ability to work under pressure</li> <li>Capable of working effectively both independently and with multiple teams/individuals</li> <li>Familiarity in R or Matlab is a plus, but not required</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

US Rates Research Analyst - Global Research

Job TitleSpatial Data StrategistJob Description SummaryThe Spatial Data Strategist on a Space Management team is to help solve business problems by building standard and ad hoc dashboards. Provide strategic space and occupancy planning expertise in support of long-term supply and demand planning, real estate strategy, workplace design, space analysis and space efficiency within a Client’s real estate portfolio data.Job DescriptionPrinciple Responsibilities<ul> <li>Building standard and ad hoc BI dashboards</li> <li>Utilization and allocation reporting analysis</li> <li>Work with Spatial data team to create scenarios and long-term strategic planning related to space</li> <li>Contribute to workplace trends/strategies and future ways of working.</li> <li>Work with various levels of the organization to capture project goals, objectives, and the associated requirements.</li> <li>Work with business key stakeholders to determine various KPIs and data reporting needs for various levels</li> <li>Gather requirements for building external and internal data dashboards. Work with vendors and customer to understand data needs</li> <li>Understand various roles and responsibilities in business group for better data governance and data security</li> <li>Cross functional collaboration with other service lines and SME Functions to ensure consistency of data across platforms and processes.</li> <li>Continual focus on innovation, constantly striving to improve delivery of services. This will include actively obtaining feedback from stakeholders and responding to the same, bringing in industry knowledge, innovation and best practice.</li> <li>Show strong verbal presentation skills and ability to communicate to executive level</li> <li>Process work quickly, accurately, and with changing priorities</li> </ul>Targeted Competencies<ul> <li>Advanced skills in Business Intelligence tools (i.e.: Tableau and Power BI)</li> <li>Advanced/Expert skills in Excel</li> <li>Advanced skills in Adobe and Microsoft application suites</li> <li>Strong written and verbal presentation skills, ability to communicate to executive level and internal teams</li> <li>Solid business acumen; ability to understand and anticipate business needs to provide appropriate solutions</li> <li>Strong team player who is adaptable and capable of driving change / change management</li> <li>Possess analytical, organizational and problem-solving skills with a focus on the long term, strategic vision.</li> <li>Advanced understanding of CAFM\IWMS (Serraview preferred) for Space Management preferred</li> <li>Basic understanding of Corporate Real Estate and Financial concepts</li> <li>Bachelor’s degree (BA/BS) in a related discipline or field of study (i.e. Data and Analytics, Computer Science, Information Systems, Architecture, Interior Design, Corporate Real Estate &amp; Facilities Management Planning/Coordination, Facilities, Project or Construction Management, etc.) preferred</li> <li>Seven+ year’s experience in a corporate real estate environment preferred</li> <li>Ability to process work quickly, accurately and with changing priorities</li> <li>Ability to effectively interpret and apply policy and procedure</li> </ul> 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: $84,915.00 - $99,900.00Cushman &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

Spatial Data Strategist

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 risk and developing trading activities with limited direction from senior staff. Key responsibilities include proactively maintaining and building client relationships, supporting clients with buying and selling financial products, and implementing trading strategies to achieve revenue goals. Job expectations include having in-depth knowledge of risk management, hedging, and trading strategies as well as market characteristics. Responsibilities: <ul> <li>Partners with global sales teams to help the bank's clients execute trading activities, while sharing knowledge of the current market environment</li> <li>Performs trading activities in compliance with federal regulations, industry standards, and other requirements and ensures trading orders are executed with the highest degree of accuracy and time efficiency</li> <li>Assigns accounts to pre-defined trading models and administers trades based on product guidelines</li> <li>Operates as a market maker, buying and selling financial instruments in accordance with established trading strategies and risk parameters</li> </ul> Skills: <ul> <li>Business Acumen</li> <li>Trade Monitoring</li> <li>Trading</li> <li>Trading Strategy</li> <li>Trading and Investment Analysis</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Financial Forecasting and Modeling</li> <li>Research Analysis</li> <li>Risk Management</li> <li>Data and Trend Analysis</li> <li>Oral Communications</li> <li>Policies, Procedures, and Guidelines</li> <li>Regulatory Compliance</li> <li>Risk Analytics</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Director, FX Options Trader

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 Summary: Client Protection is looking for an experienced analytical leader to join the digital commerce fraud strategy team. This is an exciting opportunity given the constantly evolving nature of digital adoption and attacks in marketplace as well as in money movement. The incumbent will be responsible for managing a team focused on fraud and scam prevention strategies for key digital money movement channels. Responsibilities will include, working across multiple lines of business; partnering with product, technology, operations, vendors, and others; responsibility for the overall first party fraud loss line; and evaluating various internally developed and vendor provided machine learning tools to maximize client experience while managing fraud most effectively. As a Fraud Strategy Manager with the Client Protection organization, you will capitalize on technical abilities and strategic thinking to solve business challenges and seek opportunities for improvement. You will join a team of fraud professionals who are dedicated to stopping criminals and protecting customers. In the role you will spend time analyzing difficult problems as we try to stay one step ahead of the fraudsters. You will develop complex defenses designed to minimize the impact to good customers while maximizing fraud loss avoidance. You will work across multiple partner organizations and represent our team as a subject matter expert. We are looking for someone with strong communication skills, sound business judgement, results oriented with a track record of thriving in a fast-paced entrepreneurial environment. The role will be responsible for several key areas: • Develop and implement robust third-party fraud and scam detection program rooted in digital space to safeguard the organization against financial fraud. • Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed. • Lead a team of fraud analysts in the identification, investigation, and mitigation of fraud activity. • Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes. • Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies. • Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud. • Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology. • Drive the development of new models designed to detect fraud activity. • Ensuring proper risk controls are deployed, while adhering to best practices. • Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments. • Providing fraud requirements, testing, and development of strategies for new project and endeavors • Lead the team to Develop, implement, and continuously improve fraud detection algorithms and systems. Perform regular audits and analysis of transaction data to detect new fraud trends. • Guiding team to Develop new fraud strategies using statistical and analytical techniques. Goal will be to identify and mitigate new and emerging fraud threats. • Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention. • Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies. • Systems Integration: Integrate fraud detection systems with core banking and transaction processing systems using APIs and middleware solutions. Collaborate with IT and software development teams to ensure seamless integration and functionality of fraud management systems. Manage and optimize the performance of fraud detection systems and tools. • Policy and Strategy Development: Stay updated with the latest fraud trends, regulatory requirements, and best practices. Lead the creation and refinement of fraud detection and prevention strategies. • Work closely with compliance, legal, risk management, and other relevant departments to align fraud management efforts with organizational goals. Conduct training sessions and workshops to educate staff on fraud detection techniques and policies. • Identify process improvements and efficiencies via data analysis. • Deliver accurate metrics related to fraud and claim activity. Validate the integrity and quality of data required for performing analysis. • Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals. Required Qualifications: • 3+ years of experience in advanced to expert level in SQL and SAS • Minimum 7 years of work experience in large financial institution with specialization in data analytics • Minimum 5 years of experience in managing teams. Desired Qualifications: • The candidate must be at an advanced to expert level in SAS and SQL. Should also have familiarity with other programming languages such as Python, R, or Java. Knowledge of data extraction tools such as Hive or Hue will be useful. • Experience in Statistical model utilization • 3+ years of decision tree development • Experience in managing fraud for digital products (Zelle, Wires, ACH, Bill pay) • Expertise in fraud detection and management platforms, specifically SAS Fraud Management and creation of user defined variables for rule development. • Ability to work in a fast-paced, dynamic environment is critical. • Must have exceptional organizational, project management and communications skill. • Candidate must have a proven track record of building and deploying analytical solutions that have resulted in material financial results. • Ability to work independently as well as effectively work in teams with individuals with a variety of skills and backgrounds. • Advanced analytical and quantitative skills with demonstrated ability in using data and metrics to identify root causes. • Basic understanding of 1st and 3rd party fraud (claims to charge-off timing, chargeback recovery rights, etc.) • Proven strong analytical and communication skills. • Experience in working with tools like SAS E-miner and use machine learning models to identify patterns and anomalies in transaction data indicative of fraudulent activity. • Bachelor’s degree, preferably in a quantitative discipline such as mathematics, statistics, operations research, engineering, computer science, finance, or business. Skills: <ul> <li>Analytical Thinking</li> <li>Business Analytics</li> <li>Data Mining</li> <li>Fraud Management</li> <li>Business Process Analysis</li> <li>Critical Thinking</li> <li>Influence</li> <li>Relationship Building</li> <li>Strategy Planning and Development</li> <li>Business Case Analysis</li> <li>Issue Management</li> <li>Leadership Development</li> <li>Process Performance Measurement</li> <li>Recruiting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Fraud Analytics and Innovation Senior Leader - Client Protection

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker - North Ogden Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! 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.• Bilingual Spanish Preferred 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 - Westchester / Bronx Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 managing complex to high risk cross-functional and/or inter-departmental programs or projects for Line of Business products, processes, functions, and employee readiness. Key responsibilities include partnering with the business to develop a plan to sustain change, evaluate current methods, and drive strategies to implement changes/improvements. Job expectations include serving as the primary point of contact to department managers for critical change initiatives, using tools to document program performance, and influencing stakeholders to make strategic changes. The Global Markets Change and Transformation team are looking for a Senior Project Manager. We are a team of 30+, split into two equal sub teams, spread across Chester, London, Dublin and New Jersey. You will be responsible for overseeing projects and workstreams to implement transaction reporting regulation changes. Role will provide project lead oversight of delivery along with local resources. • You will provide management and oversight of multiple regulatory transaction reporting implementation projects within TRCG • You will work closely with internal stakeholders to deliver to regulatory requirements and plan timelines across a number of parallel projects • Liaise with Technology partners to understand costs and timeframes for development work and factor this in to project plans and project communications • Manage and run senior governance routines to manage the project portfolio • Provide senior management updates and engage senior leaders in status updates and escalation discussions • You will liaise with testing and quality assurance processes to confirm accuracy of reporting and ensure project development is aligned to requirements • You will identify critical risks and dependencies and work to mitigate these to maintain project delivery • Help to manage resource alignment and cost allocation in partnership with stakeholder teams Responsibilities: <ul> <li>Defines responsibilities and accountabilities for key project roles and oversees the execution of defined programs and/or project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators</li> <li>Leads the adoption and sustainment of change initiatives and assesses adoption risks</li> <li>Leads remediation requirements documentation efforts based on identified gaps and controls needed for sustained performance</li> <li>Leads and plans programs and projects using appropriate tools and techniques, including Technology platforms used by client facing employees, change management tools, and risk and issue management tools to ensure efficient and effective project completion</li> <li>Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders</li> </ul> Required Skills: • You will have knowledge of financial regulatory reporting requirements e.g. MiFID/MiFIR (TR and PTT), EMIR, SFTR and FinfraG reporting • You will have experience of working with regulatory projects within Investment Banking (Global Markets) or financial services • You will have Project Management experience including analysis techniques and an understanding of project management methodologies. • You will have experience of providing both written and verbal updates for senior leaders and managing effective escalations • Experience of tracking multiple projects/workstreams as part of a portfolio of work and the governance routines required to manage broad workstreams Desired Skills: • Excellent communication, both verbal and written, will be an advantage • Track record of effective stakeholder management • A proven track record of liaising with technology teams will be a plus • Being able to work unsupervised and to tight deadlines would be a plus • Experience working with Microsoft Office and JIRA would be an advantage Skills: <ul> <li>Controls Management</li> <li>Issue Management</li> <li>Problem Solving</li> <li>Process Management</li> <li>Process Performance Measurement</li> <li>Monitoring, Surveillance, and Testing</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Program Management</li> <li>Project Management</li> <li>Critical Thinking</li> <li>Influence</li> <li>Prioritization</li> <li>Process Mapping</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Project Manager

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: Th Fixed Income Currencies &amp; Commodities (FICC) Finance team is part of the CFO organization. The primary focus of our team is to support the FICC Trading business through the implementation and execution of key control processes including legal financial books and records, valuations control, regulatory matters, forecasting, P&amp;L explain, and balance sheet analysis. The desk trades in a range of products including Loans, Bonds, CDS, Interest Rate Swaps, FX and other derivatives. Key priorities for our team include proactive execution of controls, accurate reporting and analysis of financial results and forging strong relationships with business partners to assist in decision making. Areas of responsibility include: <ul> <li>Financial reporting and disclosures</li> <li>General ledger close and reconciliations</li> <li>Management reporting and analysis</li> <li>Regulatory capital disclosures</li> <li>Price Testing</li> <li>Sector analysis</li> <li>Stress Test and Forecasting</li> </ul> Process analysis, documentation of policies and procedures and evidencing of results are also of primary importance in this role. Trading desk support, including interpretation of accounting policies and ad hoc reporting, is another critical requirement. Throughout the tenure of the role, the teammate should gain exposure and acumen in the Global Markets/FICC area of the organization and develop or improve the following skills: GAAP (with a focus on Fixed Income), Management and Regulatory/SEC reporting, as well as written and oral communication skills. Responsibilities: <ul> <li>Supports with preparing and analyzing balance sheets and Profit and Loss (P&amp;L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies</li> <li>Performs month-end close and financial reporting, critical testing and calculations, and periodic analysis</li> <li>Calculates and analyzes Independent Price Verification results</li> <li>Assists in the development of strategic and annual planning efforts and implementations and performs profitability analysis, forecasting, and financial reporting for a product or general ledger account type</li> <li>Partners closely with the front office, Operations, and Technology to support defining business finance processes and implementing related technology solutions</li> <li>Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank</li> </ul> Required Qualifications: <ul> <li>Minimum of 5 years financial industry/banking experience</li> <li>Strong financial analytics experience</li> <li>Advanced experience/skills with Excel and complex spreadsheets</li> <li>Candidate must be able to work both independently and as team member</li> <li>Strong communication and presentation skills</li> <li>Strong problem solving and analytical abilities</li> </ul> Desired Qualifications: <ul> <li>Bachelor Degree in Accounting/Finance</li> <li>Accounting experience</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Financial Accounting</li> <li>Financial Management</li> <li>Reporting</li> <li>Business Analytics</li> <li>Critical Thinking</li> <li>Data Quality Management</li> <li>Financial Processing</li> <li>Price Verification and Valuations</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Financial Control Product Associate- Fixed Income Currencies & Commodities (CFO)

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. We are seeking a talented and driven Quantitative Analyst to join our Commodities Quantitative Strategies and Data Group (QSDG). This mid-to-senior level role focuses on the design, implementation, and maintenance of cutting-edge derivative pricing models and volatility modelling tools used across our global commodities trading business. The ideal candidate will have a strong background in quantitative finance, robust software development skills in both C++ and Python, and prior experience working on derivatives pricing models — ideally within commodities, though experience in FX, equities, or other asset classes with complex volatility dynamics is also relevant. Key Responsibilities: <ul> <li>Develop, implement, and maintain pricing and risk models for a wide range of commodities derivatives.</li> <li>Contribute to the design and calibration of volatility surfaces and models.</li> <li>Design and build scalable model pricing code and quantitative software platforms that support risk analytics and trading needs.</li> <li>Work closely with traders, structurers, and risk managers to deliver high-performance analytics and model-driven tools.</li> <li>Write high-quality production code in C++ and Python, and contribute to the ongoing modernization of the analytics infrastructure.</li> <li>Write comprehensive model documentation to support internal governance and regulatory requirements.</li> <li>Collaborate with model validation and risk control teams throughout the model approval lifecycle.</li> <li>Support day-to-day analytics needs and participate in the continuous improvement of the platform.</li> </ul> Qualifications: <ul> <li>Advanced degree (MSc/PhD) in a quantitative discipline such as Mathematics, Physics, Computer Science, Financial Engineering, or related quantitative field.</li> <li>Experience in a quantitative analytics or quantitative development role within a financial institution or a relevant industry.</li> <li>Strong experience in pricing and modelling derivatives, preferably in commodities, but FX, equities, or other complex products also considered.</li> <li>Solid knowledge of volatility modelling techniques and derivative pricing theory.</li> <li>Proficiency in C++ and Python for numerical computing and model development.</li> <li>Knowledge of working within a structured software development environment. Use of source code control systems, continuous integration environments, testing, release processes, etc.</li> <li>Excellent problem-solving skills, attention to detail, and strong communication abilities.</li> <li>Experience with model documentation and familiarity with model validation processes is a strong plus.</li> </ul> Preferred Skills: <ul> <li>Exposure to commodities markets (including, but not limited to energy, metals, ags, gas, power, index).</li> <li>Familiarity with Monte Carlo methods, PDE solvers, and volatility calibration techniques.</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

347 Jobs in Philadelphia County, Philadelphia, PA, USA