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Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Registration Candidate- Consumer Investments- Napa Financial Center

Job Description: Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Required Qualifications: <ul> <li>Demonstrates willingness to complete required industry licensing</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - South Houston Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments -Clinton/ Waldorf  Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 - Raleigh/Durham Market

Job Description: This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner. Involved in high-level client contact and exposure to sensitive information, the candidate must use considerable tact, diplomacy and judgment. Responsibilities/ Qualifications: <ul> <li>Strong communication and customer service skills</li> <li>Above average computer skills (particularly with Excel, Word, and PowerPoint)</li> <li>Communicate with executives and line management to gather/convey relevant information</li> <li>Highly organized individual with strong attention to detail, sense of urgency and ability to multi-task</li> <li>Must be polished, proactive and thrive in a demanding, fast-paced and constantly changing environment</li> <li>Phone skills, calendar &amp; travel management, expense reporting skills also required</li> <li>Schedules travel accommodations both domestic and international, including securing travel visa, and performs other duties</li> <li>Works with other assistants in office as a team, backing each other up when needed Works closely with lead analyst and team on planning of events, conferences and marketing </li> <li>Performs diverse, advanced and confidential administrative support functions including reading, screening and responding to incoming mail, ensuring that referrals are made and requests for information or research are followed through</li> <li>May act as liaison to outside groups coordinating events where the executive is traveling and working closely with Sales to set up itinerary of meetings, points of contact and coordinating conference details</li> <li>Must closely track speaking engagements, meetings and conference calls in an internal web based system</li> <li>Involved with shepherding presentations through desktop publishing and compliance channels and occasionally coordinating production and delivery to meetings and conferences</li> </ul> Skill Requirements: <ul> <li>5+ years’ experience supporting a senior level manager </li> <li>MS Office - Outlook, Word, PowerPoint, Excel</li> <li>Strong written and verbal communication skills</li> <li>Highly organized with a strong attention to detail</li> <li>Ability to multi task in a faced paced environment</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Equity Research - Administrative Assistant III

Job Description: Job Title: Client Servicing Advisor Corporate Title: Officer Location: Bromley Company Overview: 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! Location Overview: Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: We are seeking a Client Servicing Advisor to join an established team in Bromley. Working with our varied multi-national Large Corporate client base here in EMEA, you’ll help to support clients with their everyday banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analysing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales &amp; Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support. Responsibilities: <ul> <li>Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.</li> <li>Helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.</li> <li>Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.</li> <li>Form client relationships through regular verbal communication, understanding our clients business and priorities.</li> <li>Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.</li> <li>Face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.</li> <li>Tailoring your service approach according to client needs to influence positive ‘client satisfaction’ survey responses. </li> <li>Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.</li> <li>Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.</li> <li>Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.</li> </ul> What we are looking for: <ul> <li>You will have experience in client service or client facing roles</li> <li>You will have experience gained within financial services or investment banking.</li> <li>Fluency in German or French language.</li> <li>Effective verbal and written communication skills</li> <li>Influencing skills in order foster an optimum and timely resolution for the client</li> <li>The ability to travel to client visits</li> </ul> Skills that will help (optional): <ul> <li>An understanding of cash management and/or treasury products and clearings would be an advantage.</li> <li>Appetite to evolve and add to a continued excellence environment</li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Client Servicing Advisor

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! The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Ensures banking ownership is clear and works across Lines of Business to close relationship coverage gaps, if any</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Drives the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Drives the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>7+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Can work independently with limited supervision</li> <li>Can manage and maintain key relationships with stakeholders</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Client Outreach Manager

Job Description: As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market, earnings forecasts, conducting analyses, producing research reports, and communicating/marketing the team's recommendations and views to both internal and external clients. As an Equity Strategist, the candidate will assist the team with applying a model-driven rigor to market analyses and be able to write in a clear and compelling manner. Key objectives are: <ul> <li>Contribute to key forecasts including S&amp;P 500 target and bottom- up earnings outlook</li> <li>Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning and technical indicators in order to help craft an outlook for the market and determine sector recommendations.</li> <li>Assist in writing reports on the fundamental, macro and quantitative landscape including deep dives on topical macro themes.</li> <li>Market the team’s views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth &amp; Investment Management platform‎) and the media.</li> <li>Service clients’ bespoke project needs with varying degrees of complexity in a timely manner.</li> <li>Seek out new, value-added, and/or unusual sources of information.</li> <li>Develop and maintain databases, indicators, and financial models integral to our research product.</li> <li>Produce collaborative reports across asset classes and with fundamental analysts.</li> <li>Collaborate with junior and senior peers to develop key indicators, models, and relevant themes for the US equity markets, economy, sectors, and industry</li> </ul> Requirements: <ul> <li>Bachelor’s degree or equivalent years of experience</li> <li>2 to 5 years of experience in equity research, accounting or a related field is desired</li> <li>Excellent writing and communication skills</li> <li>Strong analytical background</li> <li>Fundamental equity research or accounting experience preferred. CFA candidacy a plus</li> <li>Strong proficiency in Microsoft Excel, Word and PowerPoint</li> <li>Experience using Bloomberg and FactSet; experience with other market data applications a plus</li> <li>Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)</li> <li>Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision</li> <li>Strong attention to detail‎, ability to work under pressure</li> <li>Team player; ability and desire to collaborate</li> <li>Passion for financial markets</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate: US Equity and Quantitative Strategy Research

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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Responsibilities: <ul> <li>Maintains accuracy of client portfolio using internal and external comparison tools</li> <li>Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling</li> <li>Explores methods to enhance processes, further reduce risks, and boost client experience</li> <li>Partners with colleagues on the trade and sales support teams, as well as external agents</li> <li>Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting</li> <li>Escalates potential risks and exposures to manager in a timely manner</li> <li>Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Line of Business Job Description Full Time Employee to support the AML Onboarding process. The team covers new client onboarding, expansion, data maintenance as its core activities and are responsible for completing AML/CDD checks in line with country standards and CIP/CDD procedures. Responsibilities: <ul> <li>Perform document gap analysis by reviewing available documentation and evaluating information available publicly or through vendors for multiple LATAM jurisdictions</li> <li>Liaise with sales/Fulfillment teams to obtain and validate correct documentation</li> <li>Process AML/CDD by enriching onboarding requests in KYC Core system and performing enhanced due diligence as required</li> <li>Support creation of key business metrics</li> <li>Liaise with internal departments to support KYC issues - Involvement in ad hoc projects for new processes or industry initiatives</li> <li>Participate in remediations, internal/external Audits Requirements</li> <li>Experience in similar role</li> <li>Control focused mindset and good understanding of regulatory and reputational risks</li> </ul> Requirements: <ul> <li>Excellent communications skills and ability to present to an audience.</li> <li>Ability to work under pressure in a team environment.</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds.</li> <li>Knowledge of AML regulation</li> <li>Advanced English Language (Portuguese a plus)</li> <li>ICA/ACAMS (Desired)</li> <li>Self-motivated Bank of America is an equal opportunities employer.</li> </ul> Other Qualifications: <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients/stakeholders to understand future business needs – is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> </ul>

AML Onboarding Analyst

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We're looking for an experienced, motivated Senior Technical Program Manager to oversee high visibility programs for our team and streamline our processes for building great customer and merchant products. As our products scale in complexity to meet our accelerating business and expanding product lines, our program management practices need to scale with it. You will help our Product and Engineering teams develop processes and frameworks for building quality software, while evaluating new technology developments to drive potential features and products. What You’ll Do: <ul> <li>Drive complex, multi-disciplinary, and highly visible technical programs in service of our team’s mission of expanding our consumer product suite and platform capabilities</li> <li>Coordinate across engineering teams and non-engineering stakeholders through the full program lifecycle to plan requirements, identify risks, manage program schedules, and communicate clearly with cross-functional partners across the company</li> <li>Understand technical implementation at the architecture level and propose technical alternatives, ask questions that clarify priorities and push the team to be effective, and develop domain and technical knowledge</li> <li>Partner with Product and Engineering to plan requirements, identify risks, manage program schedules, and drive alignment with cross-functional partners across the company</li> <li>Track progress, resolve dependencies, evaluate risks, and communicate status to upper management and project stakeholders, and engage the project teams to achieve goals</li> </ul> What We Look For: <ul> <li>Bachelor's degree in Computer Science, Electrical Engineering, or equivalent practical experience</li> <li>5 years of proven experience managing technical programs </li> <li>Passion and drive to change consumer finance for the better</li> <li>Organized and strategic approach to collaborating across multi-disciplinary teams</li> <li>Obsesses over getting the details right but knows how to ship on time</li> <li>Working and driving strategic programs and building a remote friendly culture.</li> <li>Track record of successfully driving complex large technology applications and geographically distributed backend systems.</li> <li>Track record of strong stakeholder management with Engineering, Product, Design, Analytics, and other cross-functional teams.</li> <li>Prior experience in FinTech, Payments or Commerce is a plus.</li> </ul> Pay Grade - L Equity Grade - 6 Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.) USA base pay range (CA, WA, NY, NJ, CT) per year: $160,000 - $210,000 USA base pay range (all other U.S. states) per year: $142,000 - $192,000 Please note that visa sponsorship is not available for this position. #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: <ul> <li>Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents </li> <li>Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses</li> <li>Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge</li> <li>ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount</li> </ul> We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's <a href="https://www.affirm.com/global-candidate-privacy-notice" target="_blank">Global Candidate Privacy Notice</a> and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

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