Bank of America

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals.
• Building a financial plan and recommending brokerage products.
• Applying and expanding knowledge by completing required licenses and trainings.

Financial Solutions Advisor

Operations

• Provides employees with the tools needed to assist clients while resolving toxic access scenarios (may include equipment, system access, skilling, etc.)
• Remediates complex system issues escalated by Business Support Lead II's
• Designs and maintains SharePoint, creating workflows to simplify processes
• Assists operations with performance analysis to address outliers
• Partners with technology and platform engineering to test system impacts of planned updates

Operations Support Lead

Engineer

• Serve as the primary engineer and subject matter expert for SharePoint Subscription Edition (SE)
• Design, configure, and maintain SharePoint SE farms, including patching, upgrades, service applications, and custom solutions
• Ensure high availability, performance, and security of the SharePoint SE environment
• Provide secondary support for SharePoint Online, including site architecture, permissions, and governance
• Administer OneDrive for Business, ensuring reliable access and integration with Microsoft 365 services
• Collaborate with business stakeholders to gather requirements and deliver tailored SharePoint SE solutions
• Develop and maintain technical documentation, including architecture diagrams, operational procedures, and support guides
• Automate administrative tasks using PowerShell and other tools
• Monitor system health, troubleshoot issues, and implement performance improvements
• Ensure compliance with organizational policies, security standards, and data governance.

SharePoint Engineer

• This job is responsible for managing a financial center and its employees on a day-to-day basis.
• Develops talent, including proactive sourcing of candidates.
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention.
• Manages business results through formalized management routines and coaching.
• Creates a world-class client experience environment.
• Manages market-level initiative prescribed by market leaders.
• Drives operational excellence by engaging employees on business strategy.
• Manages organizational priorities and effective execution.

Financial Center Manager

• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
• The ideal candidate will use their deep knowledge of security controls, tools, features, and operations for AWS to implement and enhance detective capabilities for a fully managed AWS environment.
• This role exists at the intersection of detection engineering and operations and will focus primarily on developing and tuning AWS detections while maintaining close operational alignment with the SOC by providing complex escalation support to ensure detections are effective and actionable.
• This will include building a detection engineering lifecycle and culture for a SIEM platform covering on-prem and multi-cloud environments while serving as a technical subject matter expert for the AWS environment.
• The ideal candidate will partner with teams across Global Information Security to design, develop, tune, and maintain detection content to protect the Bank and support the Bank’s information security policies and/or procedures.

Senior Cloud Detection Engineer

• Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments
• Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership
• Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners
• Staying current on trends impacting both the broader financial markets and alternative investment strategies

Alternative Investments Regional Specialist – Private Bank

• 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

Financial Solutions Advisor, Stage II

• Analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit.
• Supporting defined procedures, routine analytics, and creating reports and completing exception processing.
• Investigate Office of Foreign Assets Control (OFAC) alerts for both domestic and international consumer, commercial and wholesale bank businesses or services functions.
• Reviewing and processing OFAC transactions to meet compliance requirements.
• Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.

Operations Analyst – Sanctions Screening

Account Manager

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
• Oversees the client service experience and reviews the approval of new client accounts
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Client Relationship Manager

• 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.

Architect

• Consults with the business and operations to identify and understand challenges and opportunities to improve the use and effectiveness of technology
• Define solution architecture for programs and projects, ensuring alignment with enterprise standards
• Conduct feasibility and impact analysis for proposed solutions
• Develop architecture artifacts such as: Initial Design Approach (IDeA/POV), Solution Architecture Document (SAD), Data Flow Diagrams (DFD), Threat Models
• Provide guidance throughout the solution lifecycle, from ideation to delivery
• Support Agile planning, estimation, and readiness assessments

Architect – Merchant Services

Analyst

• Help implement, manage, and monitor the effectiveness of infrastructure vulnerability identification efforts
• Analyze findings from vulnerability reporting workstreams
• Review current existing vulnerability detection processes for ways to streamline

Cyber Vulnerability Identification QC Analyst

Recruitment

• Managing the end-to-end hiring process
• Developing and executing a sourcing strategy
• Screening/interviewing candidates
• Partnering with senior leaders to achieve hiring objectives
• Leading recruiting within the Enterprise Campus Strategy Team

Talent Acquisition Consultant I – Campus Recruiter

Manager

• Lead and support the development, refinement, and execution of the Next Gen Consumer & Small Business strategy, ensuring initiatives ladder up to a cohesive enterprise vision.
• Translate client insights, competitive intelligence, behavioral analytics, and market trends into actionable strategic priorities that shape the direction of the overall Consumer & Small Business strategy.
• Partner with Line of Business executives to embed client-focused strategies into planning, delivery, and growth objectives across the enterprise.
• Guide scope definition and oversee project management through the execution of new digital capabilities, ensuring solutions are aligned with strategic goals and deliver measurable consumer and business value.
• Evaluate adoption, utilization, and performance of digital capabilities to assess benefit realization and determine strategic enhancements.

Financial Solutions Advisor

Operations Support Lead

SharePoint Engineer

Financial Center Manager

Senior Cloud Detection Engineer

Alternative Investments Regional Specialist – Private Bank

Financial Solutions Advisor

Financial Solutions Advisor, Stage II

Operations Analyst – Sanctions Screening

Client Relationship Manager

Financial Solutions Advisor

Architect – Merchant Services

Cyber Vulnerability Identification QC Analyst

Talent Acquisition Consultant I – Campus Recruiter

Retail Strategy Development Manager