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At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryIn this role, you will be the BPO (Business Product Owner) of the Computational Engine which is an application that is part of a broader project to modernize CVS Health’s prescription pricing model. This project is vital to the success of the Underwriting transformation initiative driving profitability across the Enterprise.As a Sr. Manager, you will be the subject matter expert responsible for supporting the design and implementation of logic that underlies the Profit &amp; Loss statement within the new Underwriting model. You will be responsible for leading discovery and solutioning exercises for new features as well as ensuring proper implementation of those initiatives by the technical teams.In this role, you will not only be involved in development of business logic, but you will also support UAT efforts. As the key business decision maker on this product, you will work with the QA teams to outline testing parameters and provide final review and sign-off of features. Finally, you will leverage your knowledge of the business and the product to assist with live client support ensuring integrity of the financial results used by leaders and decision makers.This is a unique role as you will have ownership over the logic and development of significant pieces of the new Underwriting model. This role will work closely with a variety of individuals across the enterprise including business leaders, other product owners, technical teams, and business SMEs to drive product development. In addition, this role will be asked to support adhoc financial analyses to support various initiatives such as assumption development and model validation. Being able to communicate and partner with a wide variety of audiences will be a key skill needed to be successful in this role. Required Qualifications<ul> <li>7+ years of analytical, actuarial or underwriting experience</li> <li>1+ years of PBM experience</li> </ul>Preferred Qualifications<ul> <li>4+ years actuarial experience</li> <li>Extensive PBM and/or Healthcare experience</li> <li>Financial modeling experience</li> <li>Experience working with IT and Scrum methodology</li> <li>Strong collaboration skills and willingness to work across business units within a complex organization</li> <li> Excellent oral and written communications skills; Ability to convey complex topics in clear and concise terms.</li> <li>Experience prioritizing work and communicating in a manner that is clear, logical, consistent, and effective</li> <li>Innovative mindset and ability to work outside of established boundaries</li> <li>Results oriented with ability to keep others on task to meet defined goals</li> <li>Experience developing complex financial solutions and working with technical audience to ensure proper implementation</li> <li>Degree related to finance, mathematics, statistics, actuarial science, economics, or other data related fields</li> </ul><ul><li>Experience working in a dynamic environment with continually evolving priorities</li></ul> Education<ul> <li>Bachelor’s degree or relevant work experience required</li> <li>FSA (Fellowship of the Society of Actuaries) or ASA (Associate of the Society of Actuaries) preferred</li> </ul>Pay RangeThe typical pay range for this role is:$118,450.00 - $260,590.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/31/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Sr. Manager, Business Product Owner of the Computational Engine

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 resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include maintaining internal operational and financial controls and ensuring that they are observed for all assigned cases. Job expectations include ensuring that all cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system, and financial controls, and escalating matters or issues to leadership to ensure minimum risk occurs. The Research and Adjustments Representative II role is an in office position that is responsible for receiving and sorting incoming mail, scanning mail and getting it the appropriate team, processing payments, extensive account research and completing maintenance on delinquent and/or charged off Business Lending, Deposit and Consumer Vehicle Lending products. This role requires advanced account review and problem solving skills. Primary responsibilities include loss mitigation of delinquent or charged accounts. Navigates a computerized data entry system and other relevant applications. They understand account terms, regulatory and compliance requirements that apply to the process and are able to work within these guidelines. Also, must adhere to internal operational and financial controls and ensures that they are observed for all assigned cases. May provide support to and training to other researchers within the department. Schedule: Monday – Friday, 7:30 – 4:00pm Responsibilities: <ul> <li>Works on daily incoming exceptions and maintains aged exceptions to a minimum</li> <li>Enters daily entries through internet based applications</li> <li>Performs routine or complex account maintenance depending on client account type</li> <li>Maintains high-volume portfolios</li> <li>Investigates and resolves issues and requests</li> </ul> Required Qualifications: <ul> <li>Self-motivated and goal oriented</li> <li>Ability to adapt quickly to changes in the environment</li> <li>Must be detail oriented, an independent thinker, and able to handle multiple tasks concurrently</li> <li>Must be able to work in a team environment</li> <li>Ability to navigate multiple computer systems</li> <li>Ability to think critically and use sound judgement in decision making</li> <li>Analytical and problem resolution skills</li> </ul> Desired Qualifications: <ul> <li>Previous Collections or Recovery experience</li> <li>College degree or commensurate work experience preferred</li> <li>Knowledge of Deposit and Card/Loan systems</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Research</li> <li>Critical Thinking</li> <li>Decision Making</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Adaptability</li> <li>Collaboration</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Research & Adjustments Representative II - Offset

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! **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 managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. Responsibilities: • Develops talent, including proactive sourcing of candidates • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance • Efficiently allocates and manages resources across the organization to drive short and long term profitability • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs • Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4 Required Qualifications: • 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team • 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 clients based on their needs and can resolve problems independently or bring in others as needed. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • 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 your time and capacity. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Can interpret performance results, find opportunities to drive success and hold others accountable to results. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • 1+ years management experience including hiring, coaching, and developing direct reports • Experience in financial services and knowledge of financial services industry, products and solutions. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. • Bilingual skills. Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Manager - Fern Ridge Parkway 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. 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: The PCLS team is primarily responsible for the tracking and clearing of documentation related to collateral supporting GWIM Credit. The team reviews and is involved with various processes related to the supported collateral. In addition, the PCLS will work closely with Client and Credit Teams to clear document exceptions. Job Responsible for : <ul> <li>Collaborating with our business partners with Credit and Operations to ensure proper engagements.</li> <li>Monitors collateral/documentation exceptions reports for the receipt of trailing loan documentation.</li> <li>Actively research various internal and external applications/websites for various collateral jurisdictional documents</li> <li>Prepares Secured Based Lending documents for the addition and deletion of investment accounts.</li> <li>Partners with Credit Managers and Client Teams to resolve outstanding exceptions.</li> </ul> Required Skills: <ul> <li>Solid understanding of loan documentation required to perfect the Bank’s security possession.</li> <li>Thorough attention to detail, ability to multi-task, and ability to function independently.</li> <li>Ability to multitask and meet deadlines in a fast-paced environment.</li> <li>Strong verbal and written communication skills.</li> <li>Work effectively with business partners and clients toward a common goal.</li> <li>Strong PC skills including WORD and EXCEL</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Post Closing Loan Specialist

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

Merrill Financial Solutions Advisor - St. Louis Metro Market

Job TitleDirector, Portfolio AdministrationJob Description SummaryPosition operates as a part of the North American Portfolio Administration Leadership team. Responsible to serve as point of contact for the client ensuring the highest level of customer service and to ensure Portfolio Lease Administration are sold, executed, and performed to the highest industry standards.Job Description<ul><li>Maintain track record of value creation and contribute to profitable/cost effective operations</li></ul><ul><li>Ensure financial performance of designated account(s) within the Portfolio Lease Administration Service Line</li></ul><ul><li>Develop and recommend department operations policy; provide strategic leadership within the department</li></ul><ul><li>Assist with the development of proposals and presentations for prospective projects</li></ul><ul><li>Coordinate and/or prepare reports, annual budgets, or needed financial documents</li></ul><ul><li>Deliver budgeted financial targets and other standards set forth in approved business plans for the combined businesses/accounts within the region</li></ul><ul><li>Provide strategic and tactical decisions of the business unit, including the identification of product line expansion/diversification opportunities and playing a key role in marketing for new business</li></ul><ul><li>Develop and cultivate customer relationships for long-term business opportunities</li></ul><ul><li>Manage a group if direct reports between 3-10 people.</li></ul><ul><li>Performs other related duties as required or requested.</li></ul> 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

Director, Portfolio Administration

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

Financial Solutions Advisor - Consumer Investments - MO/KC Market

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I-Registration Candidate-Consumer Investments - FORSYTH - CLAYTON, MO Financial Center

<h1>Company Overview</h1><h1>Bridgestone Americas, Inc. (BSAM), headquartered in Nashville, Tennessee, and Bridgestone Europe, Middle East and Africa (BSEMEA), headquartered in Brussels, Belgium, operate collectively as a “Bridgestone West” strategic region. This region services the strategic business needs of teams across the Americas, Europe, Middle East and Africa. BSAM and BSEMEA are subsidiaries of Bridgestone Corporation, globally headquartered in Japan. Bridgestone and its subsidiaries develop, manufacture and market a wide range of Bridgestone, Firestone and associate brand products and solutions to address the needs of a broad range of customers and industries.</h1><h1>At Bridgestone, you are Free to Be</h1><h1>We believe people can only provide superior service and quality to others when they bring their whole self to work. We believe in championing all perspectives, individuals and teams because we understand the importance of seeing the world and our business through many different lenses. We are building a team as diverse as the world we serve. So, show us what you are made of, because who you are is what we need.</h1><h1>Job Category</h1>Sales, Marketing &amp; Product Management<h1>Position Summary</h1>The Corporate Account Representative (CAR) will develop business with new and existing customer while creating strategies to meet short-term and long-term sales targets. This role is responsible for retaining long-term relationships with existing customers while providing exceptional customer service. Job requires up to 75% overnight travel. **Our ideal candidate will need to live in one of the following markets: Milwaukee/Detroit/Chicago**Pay Range: $57,000.00 - $105,000.00 <h1>Responsibilities</h1>In this role, your work will be focused on face-to-face selling of a variety of products, services and/or solutions to the end customer via intermediaries such as distributors and re-sellers (i.e., channels) including:<ul> <li>Face-to-face selling to new channel partners/distributors and cross/up/repeat sales to existing channel partners/distributors</li> <li>Maintaining and expanding existing relationships with organizations distributing products, services and/or solutions</li> <li>Developing and delivering product demonstrations, sales bids and presentations to channel partners/distributors and may also train channel partner/distributor sales personnel in product use and sales techniques</li> <li>Managing the relationship with the channel partners/distributors Incumbents matching to this specialization are compensated based on the achievement of sales targets.</li> </ul><h1>Minimum Qualifications</h1><ul><li>Typically requires a bachelor’s degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience</li></ul><h1>What we offer</h1><h1>At Bridgestone, what really matters is to foster co-creation opportunities and empowering you to be creative and curious to make mobility safer, more efficient, and more sustainable for future generations. Whatever role you fill, when you represent Bridgestone, you are a valued teammate, and part of our larger mission to “Serve Society with Superior Quality”, for that, we offer you more than just a competitive compensation; we will provide you:</h1><ul> <li><h1>A supportive and engaging onboarding experience to ensure a smooth transition into our team.</h1></li> <li><h1>The opportunity to develop and grow, through training and regular mentorship.</h1></li> <li><h1>Corporate Social Responsibility activities.</h1></li> <li><h1>A truly global, dynamic and challenging work environment.</h1></li> <li><h1>Agility and work/life effectiveness and your long-term well-being.</h1></li> <li><h1>A diverse and inclusive team.</h1></li> </ul>Bridgestone is proud to be an Equal Employment Opportunity employer. It is our policy to consider for employment all individuals regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, gender, sex, sexual orientation, gender identity and/or expression, genetic information, veteran status, or any other characteristic protected by federal, state or local law. Employment EligibilityIf hired, a Form I-9 Employment Eligibility Verification must be completed at the start of employment. Temporary work authorization or the need for sponsorship may disqualify you from employment.

FirestoneBridgestone

Corporate Account Representative

Job TitleSenior Manager, Transformation Americas ServicesJob Description SummaryOverall responsible to identify and drive transformation opportunities to meet business needs across Investors Services. Requires independent business interactions across cross functional teams with ability to gather and evaluate requirements, quantify business value of opportunities, design efficient and effective processes, and pilot and implement robust solutions.Job DescriptionResponsibilities:<ul> <li>Manage teams and projects, lead business interactions and assist with transformation proposals within the organization</li> <li>Identify transformation opportunities and business needs; maintain and utilize relationships as well as communication of value proposition</li> <li>Prepare and / or coordinate complex written presentation materials</li> <li>Lead, coach and develop Analysts, providing day to day leadership</li> <li>Perform accurate analysis and design effective solutions to a variety or organizational issues.</li> <li>Strong ability to develop, create, and analyze key metrics.</li> <li>Organize and communicate data in a meaningful way.</li> <li>Ability to evaluation, prioritize and build automations to maximize efficiencies.</li> </ul>Qualifications: <ul> <li>Bachelor’s degree in Finance or Accounting a plus</li> <li>7+ years of related professional work experience </li> <li>Prior people management experience of a small team</li> <li>Ability to assess granular level details to facilitate strategic high-level decision making</li> <li>Effective and efficient time management skills and ability to multi-task</li> <li>Detail oriented, organized, and thorough</li> <li>Proven record of providing excellent internal and external customer service and relationship development</li> <li>Excellent oral and written communications skills, including presentation skills</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $106,250.00 - $125,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

20 Jobs in Springfield, IL, USA