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We are looking for the right people — people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world’s largest providers of products and services to the global energy industry. <h2>Responsibilities &amp; Qualifications</h2> Responsibilities: • Acts as a project lead by establishing development plans and preparing for design reviews. • Guides others on engineering tools, test specifications and assesses application of Health, Safety, and Environment techniques during the design process. • Applies and interprets engineering calculations to obtain design solutions and troubleshoot erroneous results. • Defines input requirements and develops functional specifications by utilizing basic statistical methods and reliability techniques. • Contributes to Halliburton's Intellectual Property portfolio by delivering innovative and commercially successful solutions. • Creates an impactful relationship with Halliburton's technical community, customers, and vendors by proactively collaborating with key stakeholders. • Participates in professional societies in area of specialization. Qualifications: • Mid- level CFD analyst • Fundamental understanding and extensive knowledge of Fluid Mechanics and Computational Fluid Dynamics • Demonstrated critical thinking and problem-solving capability • Self-motivated, team player • Experience with turbulent flow and multiphase flow analysis, turbomachinery/pumps analysis • Extensive experience with ANSYS CFX/FLUENT highly desire • Ability to communicate clearly and confidently with internal and external customers • Advanced degree required, Ph.D. in relevant disciplines preferred. Candidates with qualifications exceeding the minimum job requirements will be considered for higher-level positions based on their experience, additional job requirements, and current business needs. Depending on their education, experience, and skill level, candidates may be eligible for a range of job opportunities, including positions ranging from Senior R&amp;D Mechanical Engineer to Principal R&amp;D Mechanical Engineer. *ON-SITE* <h2>World Class Benefits</h2> <ul> <li>Medical, dental, vision, coverage in additional to life and disability insurance plans</li> <li>Paid Vacation Days, Paid Holidays and the ability to purchase additional days off</li> <li>Retirement and Savings (401K) Plan with matching contribution</li> <li>Family Care program including paid time off to care for sick or injured immediate family members, adoption reimbursement, paternal and maternal leave for baby bonding and more</li> <li>Employee Job Referral Bonus Program</li> <li>Employee Stock Purchase Program</li> <li>Educational Assistance</li> </ul> Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. Location 835 W 41st St South, Tulsa, Oklahoma, 74104, United States Job Details Requisition Number: 199991 Experience Level: Experienced Hire Job Family: Engineering/Science/Technology Product Service Line: Completion Tools Full Time / Part Time: Full Time Additional Locations for this position: Compensation Information Compensation is competitive and commensurate with experience.

Halliburton

R&D Mechanical Engineer (Senior - Principal) Artificial Lift

<h1>Future Technician (Mechanic) Opportunity with EquipmentShare!</h1> <h2>EquipmentShare is accepting applications for future Technician (Mechanic) openings in the Tulsa, OK area. </h2> At EquipmentShare, we’re always looking ahead - and that means continuously building a pipeline of talented, driven individuals who align with our mission to improve the construction industry through innovation and service. While this posting does not represent a current open position, it allows you to express interest and share your experience with us. By applying here, you’ll become part of our talent network and be among the first considered when future opportunities arise. We’re a company in constant growth and evolution. Let’s build something great together! For this role, we look for individuals to be responsible for providing maintenance and repair for a variety of customer and company-owned heavy equipment machinery and aerial lifts. Mechanics will have the opportunity to work on the newest fleet in the industry. <h2>Primary Responsibilities</h2> <ul> <li>Practice safe job practices for repairing equipment</li> <li>Use technology (laptops and tablets) comfortably</li> <li>Maintenance and repair of complex mechanical, electrical, hydraulic, and diesel systems on a variety of rental and customer equipment and tools while using a high degree of independent judgment</li> <li>Assist in the training of lower level technicians as needed</li> <li>Maintain paperwork/electronic documentation of work performed (work orders) in a complete and timely manner on a daily basis</li> <li>Assist with pick-up and delivery of equipment &amp; parts</li> <li>Be knowledgeable of OSHA requirements (preferred)</li> <li>Field Mechanics: When required, travel to customer job sites for repair/maintenance of rental or customer owned equipment; must maintain service vehicle in a clean and professional manner</li> <li>Year-round company provided OEM training</li> <li>Other duties, assigned as needed</li> </ul> <h2>Skills &amp; Qualifications </h2> <ul> <li>Must own tools applicable to position</li> <li>Advanced mechanical aptitude and working knowledge of tools</li> <li>Extensive knowledge of construction equipment with an advanced understanding of schematics and diagrams</li> <li>Superior customer service, teamwork and verbal/written communication skills</li> <li>High School diploma, Trade school certificate preferred </li> <li>Experience in field service, maintenance and repair preferred</li> <li>Field mechanics: Valid driver's license with acceptable driving record. Must be at least 21 years old to operate company vehicle.</li> <li>Must be able to move, stand, stoop and bend freely</li> <li>Must be able to lift up to 50 pounds at times</li> <li>Field Technicians: may be required to be clean shaven in order to enter worksites for EquipmentShare customers who have this requirement</li> <li>This is a safety sensitive position and any offer of employment will be contingent on passing a 10 panel drug screen</li> </ul> <h2>Why We’re a Better Place to Work</h2> <ul> <li>Competitive salary</li> <li>Medical, Dental, and Vision benefits coverage for full-time employees</li> <li>Generous paid time off (PTO) plus company-paid holidays</li> <li>401(k) and company match</li> <li>Annual tool and boot reimbursements for those in applicable jobs</li> <li>Fitness Membership stipends plus seasonal and year-round wellness challenges in applicable jobs</li> <li>Company-sponsored events (annual family gatherings, food truck nights, and more)</li> <li>Volunteering and local charity initiatives that help you nurture and grow the communities you call home. Employees receive paid volunteer time every year</li> <li>Opportunities for career advancement and professional development</li> </ul> <h2>About You </h2> Our mission to change an entire industry is not easily achieved, so we only hire people who are inspired by the goal and up for the challenge. In turn, our employees have every opportunity to grow with us, achieve personal and professional success and enjoy making a tangible difference in an industry that’s long been resistant to change. EquipmentShare is an EOE M/F/D/V

EquipmentShare

Future Technicians

CymSTAR

Software Engineer, Senior - Tulsa

Job TitleSenior Transaction ManagerJob Description SummaryAs part of a high performing team, this role offers candidates to be in a client facing role and partake in actual deal processing. The candidate will participate in presentations and support existing clients on the full life cycle of a commercial real estate transaction.Job DescriptionJob DescriptionPrimary Job responsibilities include, but are not limited to:• Provides operational coordination to C&amp;W transaction management professionals who are supporting a client’s dispersed portfolio of real estate locations, primarily in North America.• Process paperwork (e.g. ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration, and other service lines as needed)• Coordinate client feedback questionnaires/surveys• Support the transactions team with any documentation required to be used during the transaction’s management process including new leases, renewals, purchases, sales, subleases, options, etc.• Interface directly with clients as needed to report and update stakeholders• Track and report upcoming lease expirations and other critical dates• Draft and process all requests for service or client initiation documents• Draft and process all Co-Broker and agent engagement letters• Manage and oversee transactions occurring all over the world• Participate in client meetings and pitches• Unlimited growth opportunities to manage and close deal transactions.Minimum Requirements• Bachelor’s Degree• 5-8 years of commercial real estate experience• Experience using CoStar and Real Capital Analytics a plus• Holds Real Estate Salesperson’s License, or ability to obtain one within six months of employment.• Exceptional analytical skills and rigorous attention to detail• Experience in creating cash flow analyses is preferable• Ability to read and interpret financial statements and leases• Ability to operate efficiently both individually and as part of a team• Strong written and oral communication skills• Ability to multitask and prioritize assignments 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: $127,500.00 - $150,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Senior Transaction Manager

<h1>Enterprise Applications - Programmer Analyst 134-2003</h1> Tulsa, OK, USA Req #838 Tuesday, June 3, 2025 JOB SUMMARY: Responsible for the development and implementation of new computer applications in addition to maintaining and executing applications. KEY RESPONSIBILITIES: <ul> <li>Design, code and implement applications related to operations and system functions. </li> <li>Maintain and update existing applications, processes and required system functions. </li> <li>Perform special projects. </li> <li>Train end-users as needed.</li> <li>Perform other duties as assigned. </li> </ul> QUALIFICATIONS: <ul> <li>Ability to assess and prioritize issues and notify appropriate next higher level of support.</li> <li>Ability to manage multiple projects simultaneously.</li> <li>Basic knowledge of systems and programming languages.</li> <li>Ability to communicate technical information in concise understandable terms.</li> <li>Proficient in Microsoft applications.</li> <li>Ability to converse and write fluently in English.</li> <li>Successful completion of Health Care Sanctions background check.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>Associate degree in Computer Science or Engineering discipline OR equivalent coursework at a technical school or similar; Bachelor’s degree preferred.</li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Enterprise Applications - Programmer Analyst 134-2003

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 moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Line of Business Job Description: Perform Bookkeeping for Merrill Clients team supports the validation of financial transactions for Merrill brokerage accounts. <ul> <li>​​​​​Gains a full understanding of each request with careful reading, research and application of product knowledge</li> <li>Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems</li> <li>Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request</li> <li>Documents all actions taken in the applicable system accurately and in a business writing style</li> <li>Meets or exceeds productivity and quality goals</li> <li>Adapts to ever changing products and services</li> <li>Complies with all Bank of America policies</li> </ul> Required Skills: <ul> <li>Account Management: ability to provide services and support to clients</li> <li>Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages</li> <li>Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications</li> <li>Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently</li> <li>Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience</li> <li>Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request</li> <li>Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request</li> <li>Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Transaction Management Ops Analyst - BPRO ML Bookkeeping

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

Relationship Banker - Vinnin Square 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. 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 - Atlanta Buckhead & Associates Market

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 performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. 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 maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools</li> <li>Monitors, analyzes, and reviews the current market environment and research portfolio recommendations</li> <li>Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons</li> <li>Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates</li> <li>Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns</li> <li>Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must maintain 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>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk</li> <li>Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​</li> </ul> Skills: <ul> <li>Causation Analysis</li> <li>Financial Management</li> <li>Investment Management</li> <li>Trading Strategy</li> <li>Trading and Investment Analysis</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Price Verification and Valuation</li> <li>Trade Monitoring</li> <li>Trading</li> <li>Client Investments Management</li> <li>Client Solutions Advisory</li> <li>Financial Analysis</li> <li>Financial Forecasting and Modeling</li> <li>Wealth Planning</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Investment Management Specialist (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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Global Financial Crime (“GFC”) Lead contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations, and regulatory guidance. The GFC Lead serves as a trusted advisor to the Compliance and Operational Risk (“C&amp;OR”) Officers of the Front Line Units (“FLU”) and Control Functions (“CF”) for the company and to the leaders of the FLUs and CFs directly. This role is responsible for executing the Company's Global Financial Crimes Program related to Correspondent Banking Program Management and requires a strong risk management discipline and experience with operational risk processes. This role will lead a team responsible for identifying and assessing inherent financial crimes risk and controls associated with correspondent banking, new product initiatives and program management. This role is responsible for advising the front line units (FLUs) on Bank Secrecy Act/Anti-Money Laundering laws, rules and regulations and the Global Financial Crimes Policy and Standards. This individual will be responsible for leading a team accountable for identifying, escalating and mitigating financial crimes compliance and operational risk. This individual will be responsible for evaluating and communicating the effectiveness of FLU controls and be able to drive the consistent improvement and strengthening of these controls to improve upon the Company's ability to detect and prevent unusual or suspicious activity. The selected candidate will be or will have: <ul> <li>A self-motivated worker who is comfortable and effective providing guidance to junior teammates </li> <li>Strong personal drive, attention to detail, individual initiative, a sense of urgency and responsiveness, with a desire to grow, learn, and take on increasing levels of responsibility </li> <li>Ability to successfully communicate to influence management and lead change on both strategic and tactical initiatives. </li> </ul> This position additionally entails: <ul> <li>Leading discussions with the Global Payments Services Front Line Unit (FLU), Global Banking FLUs, Global Compliance &amp; Operational Risk (GCOR) and Global Financial Crimes (GFC) partners to analyze business processes, internal controls, client behavior and transaction trends </li> <li>Contributing to the creation and implementation of GFC Coverage Plan which defines the scope of coverage for Global Payments Services and Global Banking FLUs – U.S and International </li> <li>Establishing the strategic direction for monitoring and reporting on GFC, FLU and Enterprise risk tolerance metrics that are reflective of key risks within the areas of coverage and escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees </li> <li>Engaging with the Financial Crimes Analytics Team the Financial Intelligence Unit to drive thematic reviews of key risks associated with high risk products, payment channels, and clients and to ensure effective GFC automated detection monitoring </li> <li>Directing the completion compliance activities such as: designing monitoring and testing routines and reporting to identify potential AML risks and/or control weaknesses; conducting targeted risk assessments, threat assessments and process understandings to identify new or emerging financial crimes risks; and identifying, aggregating, reporting, escalating, inspecting and challenging the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes </li> <li>Guiding FLUs on potential financial crimes impacts in the client selection and product expansion processes </li> <li>Participating in Regulatory Meetings and Exams to provide Risk Manager perspective on critical issues and engaging directly with Audit to provide advice and guidance on FLU Audits and respond to all Audit requests and inquiries</li> <li>Participating in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Coaching</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Strategy Planning and Development</li> <li>Written Communications</li> <li>External Resource Management</li> <li>Reporting</li> <li>Talent Development</li> </ul> Required Qualifications: <ul> <li>Minimum of 7 years of relevant experience in financial services industry, financial crimes, risk management, AML compliance, regulatory compliance, investigations, operational risk management, business controls, or experience in related field</li> <li>Knowledge of anti-money laundering (AML) and related AML legislation</li> <li>Experience with compliance reporting, regulatory reporting, SARs reports</li> <li>Experience reconciling, analyzing, and manipulating large data</li> <li>Proficiency in compliance technology, case management systems, and data analytics tools is a plus </li> <li>Strong experience and understanding of Transaction Monitoring/CDD Models and Systems</li> <li>Experience in automating manual processes and good understanding of technologies that are designed for specific AML use cases</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s Degree in related field</li> <li>Experience in financial services and/or a related government entity</li> <li>Certified Anti-Money Laundering Specialist (CAMS)</li> <li>Experience and strong ability to work in a fast-paced, high-pressure environment and manage multiple priorities effectively</li> <li>Strong leadership and decision-making capabilities</li> <li>Ability to influence and drive change across the organization</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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