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Job TitleProject CoordinatorJob Description SummaryJob DescriptionJob DescriptionJob Description ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • Review requisitions, change orders and invoices associated with the project in multiple platforms. • Maintaining, updating, and reporting all financial data relative to all projects and program development. Obtaining all required financial documentation from project vendors. Ownership of purchase order requisitions, invoice processing and ongoing communication/interaction with various finance teams • Support the project/facility manager teams and other stakeholders as needed working in a collaborative manner. Ensure completion of all initiated projects and those belonging to assigned sub regions. Maintaining overarching awareness of the projects to help identify potential risks and engaging problem-solving techniques as needed . • Issue regular status reports to personnel regarding work in progress. • Get buy in and obtain appropriate approval for organizational changes, project plans and expenditures in excess of approved budget. • Perform related assignments, as required, in the daily operation of the group. • Support and assistance throughout the pre-audit exercises (internal or external) carried out by the client. Review PO, budget, and financial closure documentation to ensure we are operating under compliance guidelines . • Review of the data quality input in clients and CW's systems and ensure accuracy. • Participate in weekly sub region/area meetings, to ensure alignment with client objectives • Identification and escalation of risks to management • Closure of projects in a timely manner per client KPI. KEY COMPETENCIES 1. Client Focus 2. Multi-Tasking 3. Organizational Skills 4. Time Management 5. Communication Proficiency (oral and written) 6. Team Orientation, can foster an environment of collaboration and Teamwork by introducing best practices and encouraging others to do so 7. Proficient user of Microsoft office , adobe acrobat and TEAMS 8. A plus but not a must: Power BI, SharePoint, OneDrive and accounting basic knowledge. IMPORTANT EDUCATION • A high school diploma is required. • A Bachelors degree with a major in architecture, engineering, building construction or other related technical area is preferred but not required. IMPORTANT EXPERIENCE • A minimum of 2 years of prior work experience in architecture, construction or project management field is preferred but not required 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. Cushman &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

Project Coordinator

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! Business Overview As one of the largest commercial banks in the U.S., GCB (Global Commercial Banking) provides financial services for clients with revenues of $50 million to $2 billion, primarily in the U.S. and Canada, as well as their international subsidiaries. Thirty-four percent of U.S. Fortune 1,000 companies are covered by GCB. Serving one in five middle market companies in the U.S., specialty functions focus on: <ul> <li>Automotive/vehicle companies</li> <li>Commercial real estate firms</li> <li>Educational institutions</li> <li>Healthcare companies</li> <li>Not-for-profit organizations</li> <li>Restaurants</li> <li>Sports leagues, teams and stadiums</li> <li>Technology companies</li> </ul> Our client relationship teammates, located in the U.S. and around the globe, partner across our company to provide a wide range of financial services, integrated working capital management and treasury solutions, and underwriting and advisory services. Team Overview The International client relationship team covers GCB client subsidiaries located outside of the U.S. and Canada. The team is made of seasoned subsidiary Relationship Managers who each have a dedicated portfolio of subsidiary clients and prospects. We have teammates in 17 key countries to drive local client engagement and serve as an extension of the parent relationship team located in the U.S. and Canada. How you’ll make an impact A client operating on a global scale with subsidiaries around the world needs a banking partner who can provide local market expertise and understands the concerns and opportunities that each jurisdiction brings. As a subsidiary relationship manager, you’ll deliver this expertise and serve as a client’s local bank advocate and a key financial advisor to deliver solutions from across the whole bank and lead them to success. Your day-to-day will include: <ul> <li>Responsibility to drive business development of GCB clients in Bangalore and undertaking ad hoc projects and initiatives for GCB India team as and when required. </li> <li>Responsibility for new business analytics to support the GCB India team, focusing on enhancing existing relationships and identifying new opportunities with both existing relationship and prospects.</li> <li>Managing client relationships, growing portfolio revenues and delivering client satisfaction.</li> <li>Focusing on cross-selling the Bank’s commercial banking products including Credit, Asset Based Lending, Leasing, Supply Chain Finance, Trade Finance, Cash and Liquidity Management, FX and Rates.</li> <li>Developing and growing the assigned client relationships through coordination of regular client planning, actively prospecting and working closely with GCB Global &amp; Regional client teams and product partners.</li> <li>Demonstrating value-add to the international client base, combining strong local market &amp; regulatory knowledge with a detailed understanding of their challenges and opportunities.</li> <li>Working with in-country / regional / global banking and credit teams to manage credit exposure, capital commitments &amp; relationship returns. Liaise with Risk &amp; Wholesale Credit partners to manage credit risk of the client portfolio with control and oversight on operational and compliance risk.</li> <li>Being an active stakeholder in the development of the GCB APAC business, generating ideas, taking ownership and demonstrating leadership as a banker.</li> <li>Being an active risk manager and ensure the Bank’s activities are conducted in a compliant and risk free manner.</li> <li>Delivering world-class products and services while identifying opportunities to introduce the full capabilities of Bank of America.</li> </ul> What you’ll bring to the team: <ul> <li>7+ years of experience in corporate relationship management, commercial lending, investment banking or relevant financial services businesses.</li> <li>An post graduate degree in business, ideally with a focus in finance or economics (or equivalent work experience).</li> <li>Financial modeling experience with the completion of formal credit training, plus strong corporate finance, capital markets, and accounting acumen.</li> <li>Passion and desire to work with Commercial banking clients. Proven track record of managing a portfolio of corporate clients, prospecting new business, selling solutions, and closing profitable transactions.</li> <li>Excellent communication skills with a knack for building relationships with clients and prospects.</li> <li>Strong knowledge of the industry/market practices/trends and subsidiary banking needs</li> <li>Solid understanding of the core Commercial banking products across credit, treasury &amp; foreign exchange</li> <li>Able to manage multi-tasks and self-starter with ability to work independently and collaboratively across the matrix and establish a robust internal/ external network</li> <li>Experienced at navigating a large international organization and influencing key internal stakeholders.</li> <li>Strong educational qualifications with demonstrated analytical and quantitative skills</li> </ul> How to stand out: <ul> <li>An MBA or a post graduate degree in finance.</li> <li>Experience managing a portfolio of middle-market clients with annual revenues over $50 million.</li> <li>Existing knowledge of the local market’s business dynamics.</li> <li>Established network of contacts and centers of influence within the local market.</li> <li>Actively involved with local community organizations.</li> </ul> How we’ll support you: <ul> <li>Robust training and development programs, plus one-on-one coaching from local and regional executives to help you thrive in your career.</li> <li>Comprehensive tools, proprietary research and analytics, and cutting-edge digital solutions to support you and your clients.</li> <li>Powerful connections to expand your professional network as part of a global team.</li> <li>Ongoing marketing support and community engagement opportunities to help you reach a wider audience and make a greater impact.</li> <li>Industry-leading benefits with an integrated approach to wellness – covering the physical, emotional, and financial resources you need to be well at every stage of life.</li> </ul>

Bank of America

Vice President - GCB Relationship 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. 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 Payments Solutions Overview At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. Job Description The Treasury Product Manager (VP/DIR) role will focus on developing strategies to grow revenue with a portfolio of clients in Latin America. Key accountabilities include independent focus of managing a client portfolio, supporting all activities from executing on daily client transaction activity, ongoing client relationship management, overall driving, and attainment of Global Banknotes revenue goals. This role will also be responsible for supporting the Banknote Exposure and Inventory management functions. To be successful in the role, the TPM must maintain and build a strong client focus, and awareness and understanding of the banknotes foreign exchange market in addition to possessing good interpersonal, communication and presentation skills. Responsibilities <ul> <li>Manage assigned client portfolio with end to end understanding of client’s banknote activity exceeding portfolio growth goals; including executing buy and sell foreign banknotes (cash) transactions in accordance with business objectives, client needs and established limits for Banknote clients.</li> <li>Identifying solutions to client needs as requested or as a result of needs analysis.</li> <li>Schedule and perform client portfolio reviews while exploring cross sell opportunities.</li> <li>Produce pricing/cost benefit models for instituting effective pricing management initiatives.</li> <li>Partner with GPS sales to manage the sales pipeline; ensuring deals are properly advanced.</li> <li>Accountable for accuracy of banknotes related data within related tracking systems.</li> <li>Work with other key stakeholders such as GPS Sales, Credit, Compliance and Operations to manage client relationships, business development and process improvements.</li> <li>Understand and apply the bank’s risk framework when dealing with clients.</li> <li>Liaise with transportation agents to coordinate shipments and negotiate competitive pricing.</li> <li>Support global inventory management and balance sheet functions for the Global Banknote business.</li> </ul> Requirements: <ul> <li>Minimum of 5-7+ years of experience in the Global Banknotes market (preferred).</li> <li>Fluency in Spanish both verbal and written is required.</li> <li>Bachelor's degree or equivalent work experience.</li> <li>Strong knowledge of foreign currency banknotes and foreign exchange including pricing, FX rate calculation and transportation logistics.</li> <li>Strong mathematical and data analytic skills.</li> <li>Client and solution focused with ability to multi-task and adapt to change.</li> <li>Proven experience working in a fast-paced environment as part of a larger team.</li> <li>Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience.</li> <li>Exposure to International markets.</li> </ul> Behavioral Qualifications <ul> <li>Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds.</li> <li>Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities.</li> <li>Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo.</li> <li>Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.</li> </ul> Desired Skills: <ul> <li>Leadership Development</li> <li>Product Design and Development</li> <li>Product Management</li> <li>Project Management</li> <li>Strategy Planning and Development</li> <li>Innovative Thinking</li> <li>Performance Management</li> <li>Process Management</li> <li>Relationship Building</li> <li>Agile Practices</li> <li>Business Acumen</li> <li>Business Development</li> <li>Oral Communications</li> <li>Process Effectiveness</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Treasury Product Manager - Banknotes - Vice President/Director

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 - Washington & 12th Financial Center

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. 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>Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction</li> <li>Attends client review meetings to assist with relationship deepening conversations</li> <li>Executes on the team service model, including engaging with specialists/partners to address client's needs</li> <li>Manages aspects of the client relationship process, including client onboarding and resolving escalations</li> <li>Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Acumen</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Portfolio Management</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Administrative Services</li> <li>Client Investments Management</li> <li>Customer Service Management</li> <li>Process Simplification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>Maintain at least one firm approved designation</li> <li>Possess and demonstrate strong communication skills</li> <li>Ability to lead through collaboration and influence without direct authority</li> <li>Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Proven ability to manage risk and support sound decisions</li> <li>Ability to research escalated client issues for response/resolution​</li> </ul> **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Manager - EGP

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 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. **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.** 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker -San Rafael area

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Required Qualifications: <ul> <li>FINRA Securities Industry Essentials (SIE), Series 7 &amp; 66 (or both 63/65 in lieu of 66)</li> <li> Displays advanced industry knowledge and understanding of investment products</li> </ul> Desired Qualifications: <ul> <li>Energetic individual that is self-motivated, coachable and flexible in thought</li> <li>Enjoys a fast-paced environment with changing and evolving responsibilities</li> <li>Detail oriented</li> <li>Invested in personal development</li> <li>Consistently pursues client experience excellence</li> <li>Works quickly to fulfill client needs, delivering complex solutions</li> <li>Frequent communication and an abundance of discretion with sensitive information</li> <li>Microsoft Word, Excel and PowerPoint experience with Salesforce a plus</li> <li>Professional verbal and written communication​​</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 37.5

Registered Wealth Management Client Associate (FP)

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: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: <ul> <li>Manages backlog of startup healthcare clients during the project phase of loan process</li> <li>Processes disbursements on behalf of clients</li> <li>Communicates frequently with internal/external partners and clients</li> <li>Identifies and delivers to client's needs through loan closing process</li> <li>Collects required documentation from client based on loan conditions</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Record Keeping</li> <li>Account Management</li> <li>Adaptability</li> </ul> Required Qualifications: <ul> <li>Proficient computer skills</li> <li>Strong decision-making skills and problem-solving skills</li> <li>Excellent verbal and written communication skills</li> <li>Strong customer service skills</li> </ul> Desired Qualifications: <ul> <li>Three or more years of previous real estate loan administration experience or real estate paralegal experience</li> <li>Ability to learn and adapt to ongoing changes and new technology platforms</li> <li>Experience in receiving and implementing performance feedback and coaching</li> <li>Self-motivated and results-oriented with excellent organizational skills</li> <li>Experience deepening relationships over the phone with clients</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Project Consultant I - Practice Solutions

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Responsibilities: The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. Initiatives specifically include: •Sourcing managers/funds •Onboarding managers and launching funds, including: •Determining offering and pricing structures •Negotiating terms •Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients •Managing existing products &amp; external fund relationships Specific responsibilities for Origination efforts include: • Developing fund marketing collateral and coordinating internal reviews • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence • Developing an appropriate legal structure and operational process for each product • Negotiating business and operating terms with fund managers • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials • Coordinating investment and business due diligence efforts • Ensuring proper internal and external legal review • Creating offering documents, contractual agreements, and business proposals • Analyzing private equity organization and offering documents to determine business, legal, and headline risk • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends • Running product based analyses and comparisons to determine the competitive landscape Specific responsibilities for the management of existing products and external fund relationship efforts include: • Maintaining fund marketing collateral • Ongoing maintenance of platform offering documents • Ongoing relationship management with fund managers • Coordinating appropriate actions to address issues with existing private equity funds • Drafting formal communications for Merrill Lynch Financial Advisors and clients Qualifications: • 2-5+ years of relative experience • SIE, Series 7, 63/65 or Series 66 or must be willing to obtain within 120 days of start date • Proficiency in Excel and PowerPoint • Knowledge of financial markets • Ability to simultaneously manage and execute multiple projects • Ability to coordinate with other areas of the GWIM organization • Bachelor’s degree (concentrated in Finance or Business preferred) or equivalent work experience • Experience as a Paralegal is a plus Skills: <ul> <li>Analytical Thinking</li> <li>Financial Forecasting and Modeling</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Monitoring, Surveillance, and Testing</li> <li>Product Marketing and Branding</li> <li>Business Analytics</li> <li>Data Visualization</li> <li>Networking</li> <li>Product Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Equity Product Origination Analyst

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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: <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 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

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