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Job Description: Business Overview Global Mortgages &amp; Securitized Products is engaged in client focused Trading, Origination, Lending, and Sales activities across a broad range of mortgage and asset backed products, including: <ul> <li>Asset-Backed (autos, credit cards, student loans, trade receivables, etc)</li> <li>Commercial Real Estate</li> <li>Residential Mortgages</li> <li>Mortgage and Asset-Backed Finance and Advisory Business</li> </ul> Our global businesses are actively involved in lending, hedging, issuing and trading loans and securities. We work aggressively to tailor solutions and provide liquidity for our customers. Specific product areas include: Agency Pass Through securities, Collateralized Mortgage Obligations (CMOs), Agency ARMS, Non-Agency RMBS and Whole Loans, Consumer ABS, Index, Mortgage Finance, Reverse Mortgages, and Commercial Real Estate. Many of the above activities are transacted utilizing both cash and derivatives used as either trading or financing instruments. Sales Overview <ul> <li>Global Structured Products Sales is responsible for the development, growth and on-going servicing of client relationships</li> <li>Strong analytical and inter-personal skills are crucial in a salespersons ability to deliver the full capabilities of BAML Global Investment Banking to clients</li> <li>Relationship management, understanding and aligning client goals with BAML businesses opportunities</li> <li>Providing solutions and anticipating trading activity within a fast paced, highly competitive and constantly changing work environment</li> <li>Be knowledgeable in all product areas: CMBS, Non-Agency RMBS, Agency RMBS, ABS &amp; esoteric sectors</li> <li>Develop personal relationships with BAML’s clients across their product expertise spectrum</li> <li>Foster mutually beneficial relationships/partnerships with strategic personnel between clients, department colleagues &amp; the firm as a whole.</li> <li>Disarm &amp; amend stressful situations/problems between stake holders.</li> <li>Be able to anticipate &amp; react to market situations given firm risk position &amp; client goals in a timely manner</li> </ul> Roles and Responsibilities <ul> <li>The mortgage and asset backed markets have undergone significant changes over the past few years. There is now an increasing investor demand for securitized products and there are many growth opportunities across these businesses and markets.</li> <li>The associate will be exposed to the daily business flow and market activity and will have one on one interaction with origination, trading, structuring, analytics, and sales personnel. Interns will be expected to provide meaningful contributions to the desk over the course of their rotation. This will include analysis of current trades/structures, assisting in the marketing of products through salesperson interaction, and culminates in a final sales-pitch presentation for a pre-selected offering made to our entire sales/trading team. </li> <li>Securitized products are analytical by nature. Successful bankers, traders, and sales people are very proficient at understanding both the collateral that back these deals as well as the deal structures. Strong analytical skills are necessary to value, trade, and structure these deals and strong communication skills are necessary to explain these deals to clients.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Analyst/Associate, Global Mortgage Products - Mortgage Sales

<a href="https://www.myworkday.com/usfoods/d/task/2998$47185.htmld" target="_blank">ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE</a>Join Our Community of Food People!Provides routine and ad-hoc installation, service and consultation on all beverage equipment, to include bar guns, juice machines, fountain heads, coffee machines, espresso units, bubblers, smoothie and soft serve equipment. Works closely with sales for onsite surveys and record keeping, to include contracts, work orders and service logs. Additionally, the Technician performs preventative maintenance on equipment in the field as well as on-call rotation with other Technicians to properly install, maintain and service equipment.ESSENTIAL DUTIES AND RESPONSIBILITIES <ul> <li>Install new and replacement beverage equipment for new and existing customers</li> <li>Provide routine and ad-hoc maintenance, repair, cleaning and sanitation of beverage equipment for assigned customers</li> <li>Maintain an adequate inventory of all beverage equipment parts – responsible for tracking, maintaining and ordering inventory</li> <li>Partner with customer and sales associate to ensure USF products are being utilized in beverage equipment</li> </ul>SUPERVISION:<ul><li>None</li></ul>RELATIONSHIPS<ul> <li>Internal: Works closely with sales and operations</li> <li>External: Works closely with vendors and customers</li> </ul>WORK ENVIRONMENT<ul><li> Onsite: The associate in this role is expected to perform assigned responsibilities inside a US Foods office-based environment.</li></ul>MINIMUM QUALIFICATIONS <ul> <li>Two years of experience installing and servicing commercial beverage equipment</li> <li>Working knowledge of electricity</li> <li>Working knowledge of plumbing</li> <li>Working knowledge of refrigeration systems</li> <li>Demonstrated mechanical skills</li> <li>Ability to operate effectively/efficiently in a fast-paced, unsupervised environment</li> <li>Ability to operate warehouse equipment (i.e. forklift, pallet jack, cherry picker, etc.)</li> <li>Must have good driving record</li> </ul>EDUCATION<ul><li>High School Diploma or GED</li></ul>PHYSICAL QUALIFICATIONS<ul> <li>Requires the ability to lift a minimum of 60 lbs</li> <li>Must be able to perform the following physical activities for described length of time.</li> </ul>OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVERJOB REQUIRES WORKER TO - FREQUENCY:STAND - CONTINUOUSLYWALK - CONTINUOUSLYDRIVE VEHICLE - CONTINUOUSLYSIT - OCCASIONALLYLIFT:1-10 lbs (Sedentary) -CONTINUOUSLY11-20 lbs (Light) - CONTINUOUSLY21-50 lbs (Medium) - FREQUENTLY51-100 lbs (Heavy) - FREQUENTLYOver 100 lbs (Very Heavy) - OCCASIONALLYCARRY:1-10 lbs (Sedentary) - CONTINUOUSLY11-20 lbs (Light) - CONTINUOUSLY21-50 lbs (Medium) - FREQUENTLY51-100 lbs (Heavy) - FREQUENTLYOver 100 lbs (Very Heavy) - OCCASIONALLYPUSH/PULL 1 - OCCASIONALLYCLIMB/BALANCE 2 - OCCASIONALLYSTOOP/SQUAT - OCCASIONALLYKNEEL - OCCASIONALLYBEND - OCCASIONALLYREACH ABOVE SHOULDER - OCCASIONALLYTWIST - OCCASIONALLYGRASP OBJECTS 3 - CONTINUOUSLYMANIPULATE OBJECTS 4 - CONTINUOUSLYMANUAL DEXTERITY 5 - CONTINUOUSLY1 (Push/Pull: Hand truck, gate, straps, metal ramp, truck door, dolly, boxes, truck gear shift)2 (Climb/Balance: In/Out Truck/Trailer to cab. On/Off ramp to ground level and side doorsteps and Platform of trailer. Stairs)3 (Grasp Objects: Hand truck, boxes, cartons, steering wheel)4 (Manipulate Objects: Boxes, dolly, metal truck ramp, hand truck, paperwork, truck gate, straps)5 (Manual Dexterity: Typing, use of office machines such as copiers, printers)Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between $19 - $29***EOE Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Protected Veteran/Disability Status***

US Foods

Dispenser Technician - New England

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! Bank of America’s Experience Design (XD) team creates world-class end-to-end digital experiences that are intuitive, innovative, engaging and inclusive. We are a multi-disciplinary design organization with expertise across product design, user experience, conversational/AI design, creative direction, ux research and user testing, design program management, production design, content strategy, copywriting, and design technology. The team is constantly defining, iterating, solving problems, and working together to find ways all our digital platforms can empower customers to reach their financial goals by designing and delivering next-level experiences that provide ease, convenience and safety while matching to individual needs and preferences. Bank of America is looking for a Sr. Lead Experience Designer for an interdisciplinary product design team that delivers strategic and tactical solutions in support of the business-critical Consumer and Business Banking portfolio of work. A trusted advisor for Directors, senior leaders and the Experience Design team for highest quality execution across a complex portfolio of projects. Leader for team on vision, quality, execution, professionalism, and delivering on-time and on-budget. The role will shape the vision of experience strategies with deep domain knowledge and continuously craft new frameworks shifting teams from execution to strategy to influence leaders, peers, and stakeholders from across the organization and ensure roadmap projects are delivered with a high bar of adding to a culture of creativity, accountability, discourse, and measurable key results. As a Sr. Lead Experience Designer, you will: <ul> <li>Lead, design, optimize and deliver useful and elegant, best-in-class digital experiences and vision working from a multidisciplinary, holistic perspective from concept to execution and implementation </li> <li>Applying a broad range of product design capabilities across user experience and visual design to craft complete vision, product and experience solutions across domains, programs and lines of business. </li> <li>Trusted advisor to leaders and partners with a diverse set of program stakeholders and cross-functional teams – including product management and engineering – cultivate network required to drive decisions and vision. </li> <li>Serve as a high-level craft and delivery expert on complex work while collaborating with researchers, technologists, designers and delivery managers across the team. </li> <li>Autonomously lead multiple designers to develop and deliver advanced experience design deliverables across the discovery and accountable for delivery design workflow while providing oversight, including information architectures, user flows mapping user journey, wireframes, high fidelity designs, compositions, design specifications, redlines and prototypes. Deliver exemplary solutions while proactively implementing better practices and methods. </li> <li>Drive advanced analysis, clarity, synthesizing, assessing, providing focus and bringing decisive leadership amid ambiguity and guiding to best design approach. Operate at scale by seeking connecting patterns across projects and lines of business. </li> <li>Lead, conceptualize and design digital experiences across web, mobile web, and native apps (iOS and Android), utilizing evaluative testing to refine and enhance the customer journey. </li> <li>Lead, evaluate and benchmark existing product and service experiences, apply design expertise and heuristics and competitive insights and new frameworks to move discussions forward. </li> <li>Organize design critiques, formally mentor other designers, and manage multiple complex programs to drive timely, high-quality outcomes. </li> <li>Work on multiple complex programs or lines of business, managing time and expectations with stakeholders across the organization and XD, staying knowledgeable on project and product details. Drive timely, quality delivery by managing multiple projects and actively providing status updates to XD and partner management. </li> <li>Actively contribute to standards, reflect our design system patterns in work and champion best practices while setting visions on portfolio for innovative digital and technology experiences. </li> <li>Model of excellent visual, communication and storytelling skills. Demonstrate thought leadership by challenging the status-quo, present independently and navigate questions, conceive, pitch, execute creative ideas, patterns and standards. </li> </ul> Required Qualifications: <ul> <li>8+ years of industry design experience operating as an end-to-end multidisciplinary product designer, with strong capabilities across a range of design disciplines </li> <li>An outstanding portfolio that exemplifies excellence in experience design demonstrating end-to-end multidisciplinary product design. </li> <li>A strong track record leading the successful execution of large customer-facing digital experiences, multi-channel consumer-facing applications, responsive web, and websites, including complex, compliant and transactional systems. </li> <li>Expert in user-centered design principles, development of better practices, and rapid ideation processes like Lean UX, Design Sprints, and Agile. </li> <li>Ability to anticipate questions, lead and facilitate discussions and model ability to shift across portfolios and programs. </li> <li>Demonstrated success in influencing and advising executives and cross-functional teams to drive to decisions and resolutions with senior stakeholders and launch complex customer-facing digital products and programs. </li> <li>High level of proficiency in working with and contributing to design systems and adhering to brand guidelines, leveraging quantitative and qualitative data to inform and inspire design. </li> <li>Expert level proficiency with design tools, including Figma, Adobe suite, and Sketch. </li> <li>Exemplifies leadership in envisioning, problem-solving with a strong work ethic, showcasing reliability in issue resolution and time management with a focus on achieving results. </li> <li>Demonstrated ability to lead in collaborative settings, builds and nurtures strong relationships. </li> <li>Continuous learner with strong interest in, and aptitude for learning new design and technology skills </li> <li>Excellent communicator in written and verbal form; strong listening and presentation skills, ability to work well with executives, with proven ability to facilitate and influence. </li> <li>Adapts swiftly and positively to change, embodying curiosity, resilience and flexibility. </li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree in design with corresponding experience. </li> <li>Financial or similar industry experience preferred. </li> <li>Project management experience a plus.</li> </ul> <h3>For internal employees; participation in a work from home posture does not make you ineligible to post</h3> <h3>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</h3> <h3>The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC</h3> Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Lead Experience Designer - Bank of America Experience Design

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! Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank - Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Written Communications</li> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Management</li> <li>Process Simplification</li> <li>Referral Identification</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Settlement Officer II (SO II), Estate Settlement Services (ESS)

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 phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You’re the kind of person that (required skills): • Is client-focused with a passion for excellence and a positive team attitude. • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment. • Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined, hardworking, resilient and willing to learn. You’ll be even more prepared if you have (desired skills): • A bachelor’s degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •Attention to Detail •Critical Thinking •Customer and Client Focus •Oral Communications •Prioritization •Active Listening •Decision Making •Emotional Intelligence •Result Orientation •Written Communications •Account Management •Adaptability •Client Experience Branding •Coaching •Referral Identification Shift:1st shift (United States of America) Hours Per Week: 40

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

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 leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk. Responsibilities:• Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and department • Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting • Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications • Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes • Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation • Leads by example, builds partnerships and connects with others across the organization to achieve results Team Leader Responsibilities: This position may also have responsibilities for team leading associates. At Bank of America, all team leaders at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree &amp; MST or MBA preferred.</li> <li>Years of Experience – 10+</li> </ul> Skills: <ul> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Business Operations Management</li> <li>Business Process Analysis</li> <li>Client Management</li> <li>Learning Delivery</li> <li>Record Keeping</li> <li>Client Experience Branding</li> <li>Office Administration</li> <li>Process Management</li> <li>Succession Planning</li> <li>Tax Administration</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Fiduciary Tax Team Leader

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> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA

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 **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 - Eastern Long Island Market

<h2>About the team</h2>The Capacity Planning Forecast analyst is part of the Contact Center Operations team at Zillow. We support multiple lines of business with planning and setting strategic direction, identifying and influencing how strategy is implemented, and ensuring accountability for the outcomes. We are heavy hitters who think big, adapt quickly, and team up to deliver results!<h2>About the role</h2>The Capacity Planning Forecast Analyst is a key contributor to and leader of planning and strategy for Zillow. The analyst showcases their expertise in forecasting and long-term planning, being able to shift between traditional workforce planning frameworks and new and innovative models to meet the evolving needs of the programs we support. The analyst collaborates with partners across Zillow to improve planning models, optimize staffing strategies, and deliver agile resource allocation. The analyst will be proficient in seeing opportunities in data, producing stories that present those insights, and influencing leaders to adjust or adopt new changes to their strategic plans.<h2>You Will Get To:</h2><ul> <li>Build capacity planning and forecast models from the ground up</li> <li>Innovate on existing workforce planning concepts and create new models which address fast paced operations in a licensed or deferred/funnel sales and support workflow</li> <li>Improve the accuracy of forecasts and provide analysis to identify, assess and mitigate risks associated with changes to key business drivers</li> <li>Influence planning strategies for Operations teams by optimizing staffing inputs and finding opportunities to improve delivery of work hours</li> <li>Partner with Finance, Product, Business Analytics and Operations teams to align on contact center costs for both internal and vendor organizations</li> <li>Drive cost savings initiatives around FTE capacity planning through occupancy and schedule efficiency, queue design, and workload simplification</li> <li>Provide solutions and recommendations to improve operational efficiency, including the optimization of performance and cost per contact metrics</li> <li>Report out on interval, daily, weekly and monthly performance against plan</li> <li>Other duties and responsibilities as assigned</li> </ul>This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>Bachelor's degree or equivalent experience, preferably in Operations, Finance, Business Administration, or other quantitative field preferred</li> <li>3-5 years of forecasting and capacity planning experience in a multi-channel contact center environment</li> <li>Experience using workforce management applications to assist with planning processes (preferably using Aspect)</li> <li>Experience using administrative and reporting functions in interaction (ACD, CRM) platforms such as Genesys or Salesforce</li> <li>Sophisticated user of Microsoft Excel / Google Sheets. Ability to create pivot table, nested formulas, visualizations and build queries to import/export data from multiple sources</li> <li>Strong financial and business sense, and ability to demonstrate analytical capability</li> <li>Proficiency in planning using productive hours models to optimize workforce efficiency</li> <li>Experience collaborating with outsourced vendors to enhance operational performance</li> <li>Able to work independently and creatively in ambiguous environments</li> <li>Excellent verbal and written skills</li> <li>High accuracy of work; champions open two-way communication; be a problem solver; Ask the right questions</li> </ul><h2>Transferable Skills</h2>Here at Zillow - we value the experience and perspective of candidates with non-traditional backgrounds. Do you have transferable skills or related experiences? We encourage you to apply!<h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Senior Capacity Planning Analyst

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 a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key responsibilities include supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. Job expectations include working independently or with minimal guidance, while keeping the ME and Division Supervision Executive informed on significant matters. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. What you’ll accomplish <ul> <li>Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices</li> <li>This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved</li> <li>Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk</li> <li>Coach advisors in supporting the company strategy and continuing to grow their businesses.</li> </ul> Responsibilities: <ul> <li>Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel</li> <li>Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures</li> <li>Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct</li> <li>Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite</li> </ul> Required Qualifications: <ul> <li>Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses</li> <li>Series 3, 31 licenses, if warranted</li> <li>Minimum of 5+ years professional experience</li> <li>Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products</li> </ul> Key Qualifications for the role: <ul> <li>Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way</li> <li>A deep appreciation and understanding of our client centric strategy</li> <li>Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation</li> <li>Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk</li> <li>Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction</li> <li>Strong time management and organization skills with the ability to prioritize appropriately</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​</li> </ul> Skills: <ul> <li>Decision Making</li> <li>Influence</li> <li>Negotiation</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Relationship Building</li> <li>Business Operations Management</li> <li>Client Solutions Advisory</li> <li>Planning</li> <li>Talent Development</li> <li>Written Communications</li> </ul> This role is a unique opportunity to support four thriving markets in the heart of New York City. Depending on the needs of the business, this Market Supervision Manager role will perform supervisory responsibilities in the Rockefeller Center, 5th Avenue , Park, and SD Financial Markets. Shift:1st shift (United States of America) Hours Per Week: 40

108 Jobs in Woonsocket, RI 02895, USA