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Job Description: About Us 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! Global Business Services Global Business Services (GBS) delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Job Description* Global Markets Business Finance &amp; Control (BF&amp;C) seeks to provide a support service with particular focus on the relationship between trading risk positions and P&amp;L components. We are looking to recruit an individual to work in the P&amp;L production area covering the Global Rates Trading desks. The candidate’s main responsibility will be to produce and deliver the daily P&amp;L to front office, providing a high standard of analysis and explanation around any issues faced and daily revenue drivers. The candidate will therefore have considerable interaction with the respective Front Office, Middle Office, and Finance and Trade Capture teams so good communication and time management skills are an essential requirement for this job. Primary products covered will include Fixed Income, Money markets, interest rate derivatives, FX derivatives. Responsibilities* <ul> <li>Perform Production and Reporting of daily P&amp;L and balance sheet to Front Office &amp; Senior Management.</li> <li>Perform Reconciliation of actual P&amp;L with trader estimates and review flash/actual variance analysis.</li> <li>Work closely with the trading desks on position, P&amp;L or other issues on an ad-hoc basis.</li> <li>Review Front-to-Back analysis &amp; reconciliations of front office P&amp;L and Balance Sheet to firm sub-ledgers,</li> <li>Assist with execution of month-end controls ensuring management vs financial P&amp;L variances are within thresholds</li> <li>Analyze traders’ risk positions and understand and apply the Greeks (Delta, Vega Gamma) vs daily market moves.</li> <li>Control books, cost center and Business Units for line of business</li> <li>Liaise with various business partners such as Technology, Market Risk, Credit Risk, Operations and Finance to resolve issues / queries.</li> <li>Develop, standardize &amp; continuous improvement of existing processes &amp; workflow.</li> <li>Monitor Testing/UAT for existing or new systems</li> <li>Remediation of issues in an autonomous yet timely manner considering the principles of control and the need to mitigate operational risk</li> <li>Optimize Operational Excellence – act as innovator and change catalyst to drive process redesign and realize efficiency across the platform</li> <li>Manage and drive risk disciplines and internal controls to deliver the best outcomes for our clients and shareholders</li> <li>Be pro-active and engage control partners/ technology to identify and mitigate operational risks</li> <li>Build a culture and process to identify, mitigate, and control operational risk.</li> </ul> Requirements* Education* Qualified Chartered Accountant/CPA /CFA / MBA from Tier I/II institute with relevant experience in Product Control or Global Markets environment and organization of similar scale with US GAAP, IFRS, IAS reporting framework with an interest and aptitude for derivative products Certifications If Any • CFA / FRM certified candidates would be preferred • Advanced education and/or enhanced technical qualifications are a plus Experience Range* 5 to 7 years with at least 4+ years’ experience in Global Markets Foundational skills* <ul> <li>Should have good understanding of financial markets, Derivatives &amp; structured notes-their hedging, funding, credit risk etc.</li> <li>Line experience coupled with a demonstrated ability to lead technology-based change.</li> <li>Proven experience of providing thought leadership to overcome challenges and lead without direct authority, excellent skills with an ability to manage the group of fast paced team supporting multiple business verticals.</li> <li>Strong verbal and written communication skills, and the personal ability to collaborate, operate, and communicate effectively with a culturally diverse group of peers and colleagues.</li> <li>Has the gravity to interact at all levels of management to support resolution of complex business issues.</li> <li>Demonstrated ability to work in a globally matrixes and significantly multi-geography, multi-cultural offshore service delivery environment.</li> <li>A convincing executive presence which conveys composure and confidence in all situations, the credibility and stature to carry stakeholders through influence rather than via the hierarchy.</li> <li>Individual should have the resilience to handle internal pressures and conflicts in dealing with multiple stakeholders.</li> </ul> Desired skills <ul> <li>Alteryx / Python / Tableau knowledge would be an added advantage.</li> <li>Must be proactive and be a highly motivated self-starter</li> <li>Effective communication skills with English proficiency</li> <li>Demonstrated ability to work in a high pressure environment</li> <li>Takes initiative and challenges existing processes and procedures in a proactive manner</li> <li>Strong team player</li> <li>Ability to analyze issues independently and derive solutions</li> <li>Analytical skills</li> <li>Inherent sense of principles of control through experience and sound judgment</li> <li>Reliability</li> </ul> Work Timings* 12:30 PM IST to 9:30 PM IST Job Location* Gurugram/ Hyderabad

Bank of America

Senior 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 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 defining and leading the engineering approach for complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies. Additionally, this job is accountable for end-to-end solution design and delivery. Position Summary: <ul> <li>Technology architecture and design of the Claims Technology capabilities.</li> <li>Stability, resiliency, performance, and disaster recovery strategy/plans/testing of the Claims platform</li> <li>Alignment of technology strategy to enterprise data architecture principles</li> <li>Design and development best practices as well as review processes to ensure consistency. Establishing quantitative metrics to demonstrate adherence to best practices</li> <li>Day-to-day oversight, management, and support of Claims platform</li> <li>Reviewing tools &amp; technologies to improve capabilities and performing proof of concepts to evaluate and integrate new tools &amp; technologies.</li> <li>Design and development of the foundational framework components to promote reusability across the platform.</li> <li>Creating and maintaining technology roadmap for Claims platform in partnership with Business Stakeholders.</li> <li>Providing business domain subject matter expertise in Claims.</li> <li>Ensuring application LOB technology strategy adherence with overall regulatory technology strategy via deep domain and technology expertise and ongoing interaction with enterprise architecture.</li> </ul> Responsibilities: <ul> <li>Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution</li> <li>Define the technology tool stack for the solution and evaluate and adapt new testing tool/framework/practices for team(s)</li> <li>Enables team(s)/applications with Continuous Integration/Continuous Development (CI/CD) capabilities and engages with other technical stakeholders pertaining to efficient functioning of CI-CD pipeline</li> <li>Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews</li> <li>Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level</li> <li>Conducts research, design prototyping and other exploration activities such as evaluating new toolsets and components for release management, CI/CD, and features</li> <li>Works with stakeholders to establish high-level solution needs and with architects for technical requirements</li> </ul> Required Qualifications: <ul> <li>Possess 12+ years of experience as an architect, development lead in a complex financial industry data environment.</li> <li>Extensive experience working in a complex workflow automation and excellent understanding of Banking.</li> <li>Strong proven experience in workflow / Case Management solutions using Pega.</li> <li>Strong proven experience in handling medium to large size Pega Application development projects by providing solution design &amp; architecture.</li> <li>Owns end to end solution architecture and design for a set of applications within the portfolio</li> <li>Extensive hands-on architecture, design and development experience with large-scale application &amp; technology solutions with multiple stakeholders. Reusable framework design/development experience is a plus.</li> <li>Extensive hands-on architecture, design and development of micro services general patterns and practices.</li> <li>Demonstrate strong leadership, communication, analytical and organizational skills.</li> <li>Ability to effectively manage day-to-day interactions and relationships with a diverse group of colleagues.</li> <li>Put people at ease when necessary and instill a high degree of trust quickly and genuinely.</li> <li>Effectively manage resource allocations to match the budget and keep track of it</li> <li>Effectively lead teams and inspire others to achieve goals through innovation, quality and excellence</li> <li>Contribute to improve process efficiencies/ Agile enablement etc. for the benefit of the organization</li> <li>Manage/track team compositions and maintain balance within Agile teams in regard to resource attrition (Dev)</li> </ul> Desired Qualifications: <ul> <li>A motivated individual who is passionate about technology and has demonstrated track record of high integrity, energy and optimism.</li> <li>An individual with excellent communication skills, both oral and written; a person who is articulate and a good presenter of ideas.</li> <li>Be able to work in a fast paced environment to drive quality goals while meeting aggressive delivery deadlines.</li> <li>Be able to develop, convey and defend a point of view</li> <li>A good listener; a person who seeks input and involves others in his/her communications; a person who values and cultivates relationships.</li> <li>An individual with a demonstrated ability to influence without authority.</li> <li>A professional who is apolitical, business-focused and exercises good judgment.</li> <li>An individual with a demonstrated ability to get things done and make things happen; a person who is resourceful, seizes opportunities and is an innovator</li> <li>A bachelor’s and/or master’s degree in computer science (data science) or related field is highly desirable.</li> </ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Engineer

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Upper Providence 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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance. Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Houston Central area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: <ul> <li>Operates as a back up financial center leader within a market</li> <li>Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li> <li>Manages business results through formalized management routines and coaching</li> <li>Creates a world class client experience environment</li> <li>Manages market-level initiative prescribed by market leaders</li> <li>Drives operational excellence</li> </ul> Skills: <ul> <li>Coaching</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Performance Management</li> <li>Talent Development</li> <li>Business Operations Management</li> <li>Recruiting</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Sales Performance Management</li> <li>Inclusive Leadership</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Market Financial Center Manager - Austin North Market

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 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> *****Please note this is a sourcing requisition there might not be an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Central San Diego

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. 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: • 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 - Central Long Island 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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Mgr (Small Business) - Vernon Hills, IL

At Webflow, our mission is to bring development superpowers to everyone. As the pioneer of the Website Experience Platform (WXP), we’re redefining how teams Build, Manage, and Optimize for the web — combining visual development, powerful content management systems, AI-driven personalization, seamless hosting, and end-to-end analytics in a single, unified platform. With AI at the core, Webflow helps teams move faster, create more performant digital experiences, and scale without heavy engineering support. From independent designers and creative agencies to global enterprises, hundreds of thousands of organizations use Webflow to turn ideas into reality — and to power what’s possible on the web. We’re looking for a Senior Enterprise Growth Marketing Manager to help us architect a modern, enterprise-grade digital program. You will architect and own Webflow’s enterprise‑grade digital acquisition strategy and be responsible for designing, executing, and optimizing an always-on engine across SEM, SEO, paid social, CRO/UXO, and emerging AI‑powered channels that consistently generate qualified pipeline for our sales‑led motion. This is a role for the hands‑on keyboard growth marketer who loves rolling up their sleeves to experiment in‑platform—yet can also zoom out to set a forward‑thinking strategy that keeps Webflow ahead of rapid digital and AI innovation. <h1>About the role:</h1> <ul> <li>Location: Remote-first (United States; BC &amp; ON, Canada)</li> <li>Full-time</li> <li>Permanent</li> <li>Exempt</li> <li>The cash compensation for this role is tailored to align with the cost of labor in different geographic markets. We've structured the base pay ranges for this role into zones for our geographic markets, and the specific base pay within the range will be determined by the candidate’s geographic location, job-related experience, knowledge, qualifications, and skills. <ul> <li>United States (all figures cited below are in USD and pertain to workers in the United States) <ul> <li>Zone A: $133,000 - $173,000</li> <li>Zone B: $126,000 - $164,000</li> <li>Zone C: $119,000 - $156,000</li> </ul> </li> <li>Canada (all figures cited below are in CAD and pertain to workers in Canada) <ul> <li>Zone A: 149,000 - 195,000</li> <li>Zone B: 142,000 - 186,000</li> </ul> </li> </ul> </li> </ul> This role is also eligible to participate in Webflow's company-wide bonus program. Target amounts are a percentage of base salary and vary by career level. Payouts are based on company performance against established financial and operational goals. Please visit our <a href="https://webflow.com/careers#pay-zones" target="_blank">Careers page</a> for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter. <ul> <li>Reporting to the Director, Demand Generation</li> </ul> As a Senior Enterprise Growth Marketing Manager, you’ll … <ul> <li>Architect a modern digital growth engine spanning paid search, display, paid social, organic search, CRO/UXO, and AI‑driven channels to drive enterprise lead generation, qualification, and opportunity creation.</li> <li>Own channel strategy &amp; execution with performance team partners: manage campaigns end‑to‑end—ad creation, landing page optimization, conversion rate testing, and budget pacing—to maximize ROAS and pipeline impact.</li> <li>Lead continuous experimentation: develop a rigorous test‑and‑learn roadmap (A/B, multivariate, generative‐AI‑assisted) that improves CPOpportunity, lowers CPL, and scales evergreen programs.</li> <li>Evaluate &amp; deploy AI tools that streamline media buying, creative generation, bidding, reporting, and UX personalization; champion best practices across the team.</li> <li>Analyze performance daily/weekly: produce insights on what’s working, what’s not, and actionable next steps. Maintain a living dashboard of KPIs tied to MQL, SAO (sales accepted opp), and revenue.</li> <li>Collaborate cross‑functionally with Performance Marketing, Marketing Ops, Web, Content, Design, Sales, and Product Marketing to ensure message‑to‑market fit, friction‑free hand‑offs, and full‑funnel alignment.</li> <li>Own channel budgets &amp; forecasting, partnering with the Director of Demand Generation to model spend scenarios that maximize growth potential while meeting efficiency targets.</li> <li>Stay on the bleeding edge of digital and AI innovation—constantly scanning the horizon for new tactics, platforms, and tools that can give Webflow a competitive advantage.</li> </ul> In addition to the responsibilities outlined above, at Webflow we will support you in identifying where your interests and development opportunities lie and we'll help you incorporate them into your role. <h1>About you:</h1> You’ll thrive as a Senior Enterprise Growth Marketing Manager if you: <ul> <li>Have 4+ years owning multi‑channel digital acquisition programs at a B2B SaaS or digital‑first enterprise—ideally supporting a sales‑led motion.</li> <li>Have a proven track record of scaling SEM, SEO, paid social, and CRO/UXO programs that materially increase pipeline and revenue.</li> <li>Possess deep proficiency in Google Ads, LinkedIn Ads, Google Analytics/G4, Search Console, CMS/AB testing platforms</li> <li>Have hands‑on experience leveraging AI/ML‑powered tools for media management, creative iteration, or CRO</li> <li>Are advanced in Excel/Sheets and BI skills; comfortable working with large datasets and translating insights into action.</li> <li>Have a strong grasp of B2B funnel metrics (MQL→SAO→SQO) and attribution modeling.</li> <li>Have excellent written &amp; verbal communication; able to translate technical findings into plain‑English recommendations for exec stakeholders.</li> <li>Stay curious and open to growth — actively building fluency in emerging technologies like AI to unlock creativity, accelerate progress, and amplify impact.</li> </ul> <h3>Our Core Behaviors:</h3> <ul> <li> Obsess over customer experience. We deeply understand what we’re building and who we’re building for and serving. We define the leading edge of what’s possible in our industry and deliver the future for our customers</li> <li> Move with heartfelt urgency. We have a healthy relationship with impatience, channeling it thoughtfully to show up better and faster for our customers and for each other. Time is the most limited thing we have, and we make the most of every moment</li> <li> Say the hard thing with care. Our best work often comes from intelligent debate, critique, and even difficult conversations. We speak our minds and don’t sugarcoat things — and we do so with respect, maturity, and care</li> <li> Make your mark. We seek out new and unique ways to create meaningful impact, and we champion the same from our colleagues. We work as a team to get the job done, and we go out of our way to celebrate and reward those going above and beyond for our customers and our teammates</li> </ul> <h3>Benefits &amp; wellness</h3> <ul> <li>Equity ownership (RSUs) in a growing, privately-owned company</li> <li>100% employer-paid healthcare, vision, and dental insurance coverage for full-time employees (working 30+ hours per week) and their dependents. Full-time employees may also be eligible for voluntary insurance options where applicable in the respective country of employment</li> <li>12 weeks of paid parental leave for both birthing and non-birthing caregivers, as well as an additional 6-8 weeks of pregnancy disability leave for birthing parents to be used before child bonding leave (note: where local requirements are more generous, employees receive the greater benefit); full-time employees also have access to family planning care and reimbursement</li> <li>Flexible PTO for all locations and sabbatical program</li> <li>Access to mental wellness and professional coaching, therapy, and Employee Assistance Program</li> <li>Monthly stipends to support work and wellness</li> <li>401k plan or pension schemes (in countries where statutorily required), and other financial wellness benefits, like CPA and financial advisor coverage</li> </ul> Temporary employees may be eligible for paid holiday and time off, statutory leaves of absence, and company-sponsored medical benefits depending on their Fixed Term Contract and their country/state of employment. <h3>Remote, together</h3> At Webflow, equality is a core tenet of our culture. We are an Equal Opportunity (EEO)/Veterans/Disabled Employer and are <a href="https://webflow.com/diversity-equity-inclusion" target="_blank">committed</a> to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law. Pursuant to the San Francisco Fair Chance Ordinance, Webflow will consider for employment qualified applicants with arrest and conviction records. <h3>Stay connected</h3> Not ready to apply, but want to be part of the Webflow community? Consider following our story on our <a href="https://webflow.com/blog" target="_blank">Webflow Blog</a>, <a href="https://www.linkedin.com/company/webflow-inc-/" target="_blank">LinkedIn</a>, <a href="https://twitter.com/webflow" target="_blank">X (Twitter)</a>, and/or <a href="https://www.glassdoor.com/Reviews/Webflow-Reviews-E890506.htm" target="_blank">Glassdoor</a>. <h3>Please note:</h3> We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Upon interview scheduling, instructions for confidential accommodation requests will be administered. To join Webflow, you'll need a valid right to work authorization depending on the country of employment. If you are extended an offer, that offer may be contingent upon your successful completion of a background check, which will be conducted in accordance with applicable laws. We may obtain one or more background screening reports about you, solely for employment purposes. For information about how Webflow processes your personal information, please review <a href="https://webflow.com/legal/applicant-privacy-notice" target="_blank">Webflow’s Applicant Privacy Notice</a>.

Webflow

Senior Enterprise Growth Marketing Manager

<h2>Company Description</h2> Therapy &amp; Beyond is one of the largest BCBA-owned ABA organizations, founded and led by Dr. Regina Crone, BCBA-D, since 2006. At Therapy &amp; Beyond, we approach the needs of each patient both individually and as part of a dynamic interdisciplinary team working with experts in applied behavior analysis (ABA) therapy, speech-language pathology, occupational therapy, and counseling. We love helping individuals reach their full potential by supporting not only the patient but also their family. We are passionate about what we do while remaining true to our defining core values of: Putting People First, Doing Our Best Together, Making Therapy Fun, and Above All, We grow potential! <h2>Job Description</h2> Why you will love working at Therapy &amp; Beyond with us! <ul> <li>Competitive Compensation: $90,000 to $100,000 salary with uncapped bonuses!</li> <li>Collaboration - Holistic treatment team approach with OTs and SLPs</li> <li>Clinic Culture - Fun work environment with weekly spirit days and team events!</li> <li>Mentorship - Direct Treatment Support from Executive BCBA Leadership</li> <li>Treatment Focused: Centralized Operations and Billing teams dedicated to your admin tasks</li> <li>Work/Life Balance - Recognized Holidays and Generous PTO<ul><li>Paid day off for your birthday! </li></ul> </li> <li>Professional Affiliations and Expanding Knowledge:<ul> <li>Reimbursements for Licensure</li> <li>Individual memberships in CASP</li> <li>3 flexible CEU days and internal CEU opportunities</li> </ul> </li> <li>Generous benefit Package: <ul> <li>Medical, Dental, Vision, and Disability</li> <li>Company Paid- Life Insurance</li> <li>401K with company match</li> <li>Company Paid Short-Term Disability</li> <li>HSA and FSA options</li> <li>Employee Assistance Program </li> <li>Employee Recognition</li> </ul> </li> </ul> What to expect in a typical day: <ul> <li>Facilitate a team approach toward treatment in a clinical setting</li> <li>Train, supervise, and mentor behavior therapists and BCBAs</li> <li>Implement, monitor, collect, and evaluate data.</li> <li>Collaborate with Senior Treatment Leadership</li> <li>Understand and utilize the following skill sets:<ul> <li>Evaluate the Efficacy of Treatment;</li> <li>Perspective-taking of patients, staff, and families;</li> <li>Effective Demonstration of Implementation of Therapy;</li> <li>Demonstration of Professional Behavior;</li> <li>Competence with Crisis Intervention;</li> <li>Facilitating Effective Training with Parents and Staff</li> </ul> </li> </ul> <h2>Qualifications</h2> <ul> <li>Masters in a Behavior related field</li> <li>Active BCBA Certification</li> <li>Minimum 4 years experience as a BCBA</li> <li>Experience in a clinical treatment setting preferred</li> </ul> <h2>Additional Information</h2> All your information will be kept confidential according to EEO guidelines.

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