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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

Bank of America

Merrill Financial Solutions Advisor - Paramus & Associates Market

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

Financial Solutions Advisor - Consumer Investments - Central Long Island Market

<h1>Job Title</h1>Control Systems Lead<h1>Job Description Summary</h1><h1>Job Description</h1>C&amp;W Services is the industry leader in Integrated Maintenance Solutions providing service to more than 600 companies worldwide and is a sister company of Cushman &amp; Wakefield.C&amp;W Services offers:<ul> <li>Weekly Pay!</li> <li>Comprehensive Benefits that start on your first day!</li> <li>Advancement Opportunities!</li> <li>Training to work in a Cutting Edge Facility!</li> <li>A Safety First Culture!</li> </ul>About the Role:As a Control Systems Lead, you will lead service technicians on the team with maintaining, troubleshooting, and modifying Material Handling (MHE) controls systems equipment to ensure operational performance. You will support the Operations Maintenance team by designing solutions for difficult problems and managing projects. You will help train, and mentor service technicians and contract technicians.Responsibilities include, but are not limited to:<ul> <li>Promote a safe working environment by following all safety procedures</li> <li>Troubleshoot and modify software programs for material handling control systems, including PLC/PC controllers, Allen Bradley Controllogix and Compactlogix PLC platform utilizing RSLogix 5000 software package. Including Industrial networks such as Ethernet, ControlNet, DeviceNet, Profibus, AS-I, motor control systems, servo drives, frequency drives, and electrical distribution systems.</li> <li>Act as first level escalation support for the control system technician teams. Appropriately escalate downtime situations to vendors or headquarters for support to restore equipment operation.</li> <li>Apply subject matter expertise in material handling and electronic control systems to maximize building utilization of systems</li> <li>Monitor MHE metrics and partner with Controls Technicians and Mechanics to resolve equipment electrical problems that create performance deficiencies. Perform controls systems assessments to maintain and improve equipment reliability</li> <li>Partner with Facility Operations leadership, equipment vendors and parts suppliers to plan and coordinate new technology installations. Acting as the technical consultant for capital projects inside the building</li> <li>Communicate technical issues and project timelines with building leadership, operations and the maintenance team. Explain production impacts and work closely with operations and engineering to ensure a thorough understanding of impact to systems</li> <li>Develop training plans for Control Systems Technicians</li> </ul>Basic Qualifications:<ul> <li>Associates degree with a focus in in Electronic Technology or equivalent experience </li> <li>5+ years of experience with Motor Controls (motor starts, variable frequency drives, DC drives, and standard electrical components) </li> <li>5+ years of experience with programming HMI components</li> <li>5+ years of experience with Programmable Logic Controls (PLC) programs</li> <li>5+ year of experience with Robotics system components and controls</li> <li>3+ years with SCADA systems and KPI's</li> <li>Experiencing interpreting and modifying mechanical and electrical drawings</li> </ul>Preferred Qualifications:<ul> <li>Bachelor’s degree in Electrical Engineering or related field</li> <li>4+ years of experience in the Electrical fields, or in Control Systems development, troubleshooting and programming</li> <li>4+ years of experience supporting advanced automation controls systems maintenance and development</li> <li>3+ years of experience supporting a wide range of conveyors and sortation systems</li> <li>Leadership and project management experience</li> <li>Experience with ASRS systems and Computerized Maintenance Management Systems (CMMS)</li> </ul>PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.<ul> <li>Ability to reach overhead, kneel, squat, climb steps/ladders and frequently lift a maximum of 50 lbs. of equipment</li> <li>Ability to perform tasks wearing appropriate or required PPE, which may include but is not limited to hard hat, face mask, face shield, and composite toe shoes.</li> <li>Regularly required to crouch or bend and reach to install and move equipment</li> <li>Ability to move between departments, floors, and properties to facilitate work, averaging 6 to 12 miles per day</li> <li>Must be able to work in an environment with fluctuating temperatures</li> <li>Regularly required to type on a computer for 1-2 hours per day</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: $35.80 - $51.50C&amp;W Services 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: “C&amp;W Services”

Cushman & Wakefield

Control Systems Lead

CompanyCox Communications, Inc.Job Family GroupSalesJob ProfileSr Manager, Direct Sales New Business - CCIManagement LevelSr Manager - People Leader Flexible Work Option Hybrid - Ability to work remotely part of the weekTravel %Yes, 25% of the timeWork ShiftDayCompensationCompensation includes a base salary of $117,800.00 - $176,800.00. The salary rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's experience. In addition to the salary range identified herein, this role is also eligible for an annual incentive/commission target of $75,000.00.Job DescriptionAt RapidScale, exceptional technology is powered by exceptional people. As a growing leader in secure, reliable managed cloud solutions, we help SMBs and enterprises alike simplify IT and unleash innovation. With a broad portfolio spanning AWS, Azure and Google to a full set of Private Cloud and Cybersecurity solutions, RapidScale helps companies turn technology into their biggest competitive advantage. As part of the Cox family of companies, we offer best-in-class benefits, a commitment to work-life balance, and an award-winning workplace experience.As the Senior Manager of Public Cloud Sales, you will lead a high-impact team focused on acquiring new customers and growing revenue across RapidScale’s suite of managed cloud services—primarily in AWS, Azure, and Google Cloud. You’ll be responsible for recruiting, developing, and managing a team of Cloud Solution Consultants (CSCs) tasked with identifying, advancing, and closing strategic cloud opportunities.This quota-carrying leadership role requires strong cross-functional collaboration, including working with Cox Business and Indirect Sales teams to accelerate pipeline creation, improve deal velocity, and achieve aggressive growth targets. Your leadership will foster a high-performance, results-driven sales culture while strengthening RapidScale’s reputation as a trusted cloud services partner.<h3>Key Responsibilities</h3><ul> <li>Own and exceed monthly, quarterly, and annual sales targets across net-new and upsell opportunities.</li> <li>Hire, onboard, and coach a team of CSCs to consistently achieve sales goals.</li> <li>Actively support complex cloud sales pursuits and ensure high-quality deal execution.</li> <li>Partner with the Senior Director of Public Cloud Sales to align territory strategies and go-to-market execution.</li> <li>Collaborate with Cox Business and other indirect/channel partners to develop joint strategies and co-sell effectively.</li> <li>Build and maintain relationships with key hyperscaler partners (AWS, Azure, Google Cloud) and strategic clients.</li> <li>Work closely with marketing to drive awareness, lead generation, and brand positioning in target markets.</li> <li>Provide feedback to product, operations, and executive leadership to support continuous improvement and innovation.</li> <li>Represent RapidScale at industry events, partner meetings, and customer engagements.</li> </ul><h3>Required Qualifications</h3><ul> <li>Bachelor’s degree and 8+ years of experience in cloud/managed IT services, including 5+ years in AWS, Azure, or Google Cloud; OR 12+ years of experience in lieu of a degree.</li> <li>At least 3 years in a sales leadership role, with a track record of managing quota-carrying teams.</li> <li>Demonstrated success closing complex, multi-stakeholder cloud solutions for enterprise and mid-market clients.</li> <li>Ability to travel up to 50% to support client, partner, and team engagement across regions.</li> </ul><h3>Preferred Qualifications</h3><ul> <li>Experience in the Managed Services Provider (MSP) space or working for a cloud-focused systems integrator.</li> <li>Established relationships within the AWS, Azure, or Google Cloud partner ecosystems.</li> <li>Technical fluency in cloud architectures and IT services (IaaS, PaaS, DaaS, DRaaS, cybersecurity, etc.).</li> <li>Expertise in driving “sell-with” motions and navigating matrixed sales environments.</li> <li>Familiarity with enterprise channels or partnerships with telecom providers (e.g., Cox, Comcast, Lumen, AT&amp;T).</li> </ul>BenefitsThe Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Cox Communications is all about creating moments of real human connection; and for employees, that’s true both in the workplace and in the problems we solve for customers. From building advertising solutions to unleashing IoT technologies to creating an exceptional experience for customers in our retail locations and online, we’re creating a world that is smarter and more connected. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>

Cox Automotive Inc.

Senior Manager, Public Cloud Sales (RapidScale)

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: The Capital and Funding team is responsible for understanding, advising on, and optimizing the capital and funding requirements of Bank of America both at the top of the house and at the legal entity level. This understanding has to span the existing regulatory framework such as Basel 3 RWA under both advanced and standardized approaches and the liquidity coverage ratio (LCR), as well as pending regulations (e.g. fundamental review of the trading book - FRTB). Responsibilities: <ul> <li>Advise senior management about the current state of the financial resource and/or capital and funding related regulatory environment</li> <li>Responsibility for analyzing and presenting to management the allocation and drivers of capital, balance sheet and liquidity utilization</li> <li>Drive firm wide initiatives to improve financial metric reporting and optimization</li> <li>Developing and implementing financial resource management strategy to achieve revenue goals</li> <li>Advise business on financial resource and/or regulatory impact of specific transactions</li> <li>Review model logic to ensure assumptions reflect market dynamics</li> <li>Providing peer analysis, market color and generating optimization ideas</li> <li>Work with key stakeholders within Global Markets and partners (Finance, Treasury, Risk, Operations, Compliance) to deliver improved returns on financial resources</li> <li>Drive platform development with quantitative and technology teams, deliver tools to end user that enable improved financial performance, including transaction reviews and assessments</li> </ul> Skills: <ul> <li>Excellent analytical, quantitative and problem solving skills are required</li> <li>Technical skills to digest large data sets and deliver a concise story</li> <li>Previous experience with the firms risk and booking systems is preferential</li> <li>Good critical reading skills in order to digest regulation and understand business impact</li> <li>Attention to detail in reviewing calculator and model logic</li> <li>Ability to speak with senior trading staff about complex topics</li> <li>Demonstrate previous experience managing projects and governance routines</li> <li>Anticipating the financial resource requirement of trading businesses</li> <li>Preference for existing funding and liquidity management experience</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

VP, GM Capital and Funding

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! Our Merchant Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class payment acceptance. The Merchant Sales team delivers high-value solutions that answer our business banking clients’ needs and drive revenue growth for our segment. The Merchant Specialist Officer (MSO) is the primary solutions architect working in partnership with the GTS and LOB sales teams and clients across BB, GCB and GCBK. The remit could include general support regionally or a specific industry sector focus such as: Healthcare &amp; Colleges/Universities, Consumer &amp; Retail, Commercial Real Estate, Media &amp; Telecom, and General Industries. Industry specialists will have a deep understanding of segment verticals – including growth, opportunities and challenges; know industry specific tools like Yardi, Real Page, Tempus, InstaMed, Oracle, NCR, etc.; and are well versed in points of integrations to specific industry centric peripherals, workflow tools, ISVs. Regional/LOB aligned associates will need to have a deep and wide understanding of the client segment, Payment ecosystem, merchant processing and how to match our solutions against the needs of our clients. The MS's primary objective is to drive sales within their respective portfolios by serving as the technical consultant to both internal sales teams and their clients. Through the client engagement process, the MS will provide consultative services to highly complex processing configurations that result in architected solution which afford clients the ability to process payments in the most optimal and efficient way possible. The MS bridges knowledge gaps within platform configurations, associated product, feature, functionality, application, and usability while providing critical feedback to the product owners within the commerce organization. The Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant processing needs. The MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Business Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client’s commerce ecosystem and the ability to consult them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the merchant point of contact for our bankers, Treasury Sales Officers and leaders on merchant business development, advice, and overall portfolio management activities. This is an in-office role that requires travel to in-person meetings with clients, internal partners, and senior leaders within the firm. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Associates should be available to meet with clients, prospects, and teams in person to represent the firm. Required Skills •2+ years of direct sales experience or equivalent. •Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury Experience. •Proven experience cultivating and strengthening client and business partner relationships. •Demonstrated experience working with clients on working capital solutions. •Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals. •Demonstrated effective communication skills, including written, oral and presentation skills. •Effective planning, prioritization, and time management skills. •Ability to quickly learn various product solutions. •Strong analytical and organizational skills. Desired Skills •2+ years of years of Core Acquiring (Credit/Debit) industry experience •2+ years of sales/portfolio management experience, including C-level sales •Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients. •Experience within one of the five key industries across BB, GCB and GCBK: Healthcare &amp; Colleges/Universities, Consumer &amp; Retail, Commercial Real Estate, Media &amp; Telecom, and General Industries. •Bachelors or equivalent preferred. Shift:1st shift (United States of America) Hours Per Week: 40

Merchant Sales Officer - Global Payments Solutions  (New York)

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

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 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

Global Banking Lead

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Southern Philly Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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! About the Role The ideal candidate is a data-driven product manager with solid grounding in UX principles and hands-on experience with Generative AI tools and technologies. The role requires a roll-up-your-sleeves attitude, comfort operating in a matrix organization, the ability to lead by influence, and a strong focus on value delivery. You must be comfortable communicating with diverse stakeholders, from senior management to engineers to legal and compliance teams, across multiple regions and time zones. Key Responsibilities <ul> <li>Own the full product lifecycle for GenAI and data-driven solutions—from concept development to delivery and continuous iteration</li> <li>Translate complex workflows into clear requirements, prototypes, and strategic roadmaps while shaping product strategies grounded in user needs, ROI, and platform scalability</li> <li>Collaborate cross-functionally with engineers, quants, and business users to deliver integrated tools that drive value across front-to-back workflows and foster adoption across global markets functions</li> <li>Effectively communicate product vision, roadmap, and value proposition to all stakeholders, securing buy-in and resources to ensure successful execution</li> <li>Partner with businesses across various geographic regions to understand local requirements while maintaining a cohesive global product strategy</li> </ul> Requirements <ul> <li>2-5 years of product management experience, including successful delivery of internal digital tools or platforms</li> <li>Strong end-to-end product management skills: gathering user requirements, defining MVPs, setting priorities, and delivering production-ready solutions with a focus on measurable outcomes</li> <li>Understanding of GenAI capabilities and concepts with demonstrated experience in the Generative AI application landscape</li> <li>Excellent communication and stakeholder management skills, with proven ability to effectively engage senior management, engineering teams, and legal/compliance stakeholders</li> <li>Experience working across global teams and adapting to regional variations in business needs and workflows</li> </ul> Preferred <ul> <li>Experience with GenAI products and capital markets or financial services knowledge</li> <li>Technical background with SQL/Python working knowledge and prompt engineering expertise</li> <li>Comfort operating in an Agile framework using JIRA and Wiki tools for product documentation and project management</li> <li>Experience driving technology adoption across geographically dispersed teams</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

298 Jobs in Stamford, CT, USA