Bank of America

Account Manager

• Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

Software Engineer

• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment.
• Advises on projects and directs activities of a team related to special initiatives.
• Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function.
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control.
• Identifies and recommends responsibilities and accountabilities for key programs/projects.

Operations Consultant – Model Developer

Financial Planning and Analysis

• Work with high-net worth individuals identifying needs
• Develop relationships, reviewing financial goals
• Deliver comprehensive recommendations that align with clients' goals
• Collaborate and be mentored by Merrill Financial Advisor Teams
• Complete mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor

• This is a senior sales leadership role responsible for driving significant growth in Bank of America’s Global Vendor Finance business.
• Candidate will serve as the Program Manager for retail vendor finance programs in the technology market, including managing a team of sales representatives.
• Lead, mentor, and develop high-performing teams of senior sales professionals to exceed production goals.
• Serve as executive-level relationship manager for major technology vendor and program partners, ensuring alignment, operational performance, and long-term strategic growth.
• Drive sales strategy and execution, consistently meeting or exceeding volume, spread, fee, and portfolio goals.
• Oversee complex deal structuring with deep competency in credit, pricing, legal/contracts, and documentation across commercial and public sector markets.
• Partner with cross-functional teams to ensure best‑in‑class execution and client experience.
• Expand and strengthen Global Leasing’s presence within the retail technology ecosystem through disciplined prospecting, program development, and sales leadership.
• Engage directly with senior executives at OEMs, captives, and reseller organizations to shape program strategies and performance.

Leasing Sales Manager – Global Vendor Finance

• Obtain Securities Industry licenses and receive dedicated and personalized classes
• Acquire, build and manage client relationships
• Consider complex financial pictures and provide advice and solutions
• Provide end-to-end comprehensive advice
• Deliver client reviews/presentations with confidence

Financial Solutions Advisor Trainee – Advisor Development Program

Project Manager

• This job is responsible for managing medium to large projects for an operations department or Line of Business.
• Lead line of business projects supporting the transformation of desktop applications used in Bank of America’s retail contact centers from concept through implementation.
• Partner with business, technology, UX design and other key stakeholders to define requirements, coordinate delivery and support successful execution.
• Manage and prioritize the team’s work to ensure initiatives are clearly defined, aligned to business needs and delivered on time.
• Serve as the primary line of business contact for one or more agile teams, providing guidance, answering questions and supporting day-to-day decision-making.
• Lead regular project meetings, monitor progress and escalate issues, risks and dependencies as needed.
• Support testing activities, including script review, user acceptance testing, defect resolution and final signoff.
• Partner with training and release teams to support pilot readiness, implementation planning and post-release stabilization.
• Gather feedback from stakeholders and end users and incorporate it into future priorities and enhancements.

Operations Project Manager – Desktop Transformation

• This job is responsible for managing medium to large projects for an operations department or Line of Business.
• Key responsibilities include determining appropriate test methods, coordinating execution across stakeholders and test groups, managing project scope, planning, and organizing, directing the execution of test plans and scripts.
• Work closely with management on project impact and direction.
• Lead reporting and analytics for transformation programs supporting desktop applications used in Bank of America’s retail contact centers.
• Develop reporting and insights that measure program performance and operational benefits, including call saves, average handle time reduction and associate efficiency.
• Leverage data from multiple backend systems to deliver accurate, timely and actionable reporting for leadership and program teams.
• Support benefit analysis for key initiatives and new business cases, including baseline development, forecasting and benefit tracking.
• Manage overall project reporting to provide visibility into quarterly demand, capacity, prioritization and delivery progress across the book of work.
• Support AI model validation efforts by coordinating reporting, analysis and documentation needed for model risk management tollgates.
• Identify trends, risks and opportunities and present findings clearly to leadership and business partners.

Operations Project Manager – Portfolio Analytics

Manager

• Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location.
• Responsible for the support and resources to enable efficient execution across all Consumer Lending functions.
• Partner with Consumer Banking Region Executives and other leaders with Consumer Lending to plan, coordinate, and execute day-to-day (operations, communication, readiness, talent management, and employee engagement) support and initiatives.
• Responsible for broader Consumer Lending responsibilities including initiative management and executive presentation building.
• Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department.

Business Support Manager II

Business Development Rep

• This job is responsible for identifying and developing new client relationships with healthcare professionals in their respective territories through direct calling and networking efforts.
• Key responsibilities include independently developing referral business through intermediaries (consultants, attorneys, accountants, brokers, and realtors)
• Analyzing client financials and product needs
• Implementing appropriate sales strategies to carry out responsibilities and achieve production goals.
• Job expectations includes 70% travel, credit acumen, knowledge of products, and presentation skills.

Regional Business Development Officer – Practice Solutions

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Financial Solutions Advisor

Product Manager

• Responsible for maximizing the value for one or more products
• Work with stakeholders to understand their needs and align priorities
• Ensure delivery of products that meet client expectations, including features, security, availability, resiliency, timelines, and costs
• Own and define the vision, strategy, and multi-year roadmap for the Data Transport product
• Communicate the program vision and roadmap to stakeholders, product owners, and teams

Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

Operations Consultant – Model Developer

Financial Advisor – Merrill Advisor Development Program

Financial Advisor

Leasing Sales Manager – Global Vendor Finance

Financial Solutions Advisor Trainee – Advisor Development Program

Operations Project Manager – Desktop Transformation

Operations Project Manager – Portfolio Analytics

Business Support Manager II

Regional Business Development Officer – Practice Solutions

Financial Solutions Advisor

Financial Advisor

Data Transport Product Manager