Bank of America

Business Analyst

• Define and deliver specific reporting solutions and ad-hoc queries assigned to the team
• Partner with various Merchant reporting partners to understand, resolve differences, and align metrics across different business functions and source systems
• Assist with the development of new reporting and the conversion of existing reporting to utilize the Merchant Commerce Authorized Data Source (MCM ADS) and Merchant Commerce Insight Reporting and Analytics (MIRA) data and reporting solutions including the incorporation of latest AI capabilities
• Assist with the identification of other data to be either brought into these data solutions and/or referenced as part of the reporting and analytics
• Ensure adoption of and adherence to Enterprise Data Management policies and standards, including data quality, lineage, controls, and issue management
• Ensure the integrity and quality of critical Metadata
• Provide design input, execution oversight and testing for technology initiatives
• Partner closely with Technology in various data related initiatives to align data strategy, architecture, and governance priorities with business objectives and regulatory expectations
• Act as a thought leader and “trusted expert” of Merchant data for partners across the business, technology, operations, risk, and compliance
• Enable data to support a broad set of enterprise use cases, including regulatory reporting, analytics, and operational needs, with awareness of nonfunctional requirements such as accuracy, traceability, and resiliency.

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triaging client leads, making referrals to business partners based on client needs and asset thresholds
• Meeting with clients to review financial and investment goals and recommend products
• Applying and expanding knowledge by completing required licenses and trainings
• May be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements

Financial Solutions Advisor

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor

• Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Performs monitoring and testing of controls, identifying issues and control improvements for remediation
• Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Manages the performance and productivity of team members that conduct quality inspection reviews
• Ensures timely execution of QA activities including control execution, case management, and results reporting
• Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews
• Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting

Business Control Manager – Technology Risk, Regulatory Engagement Lead

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and refer to business partners based on client needs
• Review financial and investment goals with clients and build financial plans

National Financial Solutions Advisor, Series 7, 66 Required

Associate

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Registered Wealth Management Client Associate

Product Specialist

• The Event Specialist is responsible for coordinating and fulfilling a high volume of virtual webinars and in-person events at Employee Banking and Investment (EBI) Corporate Client locations.
• The EBI Events Team supports EBI's client-centric Financial Wellness program, marketing initiatives, and account opening opportunities in a fast-paced environment with strict deadlines driven by partner timelines.
• This role serves as a key point of coordination for event intake, logistics, communications, staffing, and execution, ensuring events are delivered on time, within budget, and with a focus on exceptional participant experiences.
• The candidate will collaborate closely with EBI Events teammates and Client Managers while partnering across lines of business, including local Market Leaders, Financial Center leadership, Financial Wellness Specialists, Workplace Benefits, Event Registration System (ERS), and Business Controls.
• This role is responsible for managing event requests from intake through fulfillment, balancing competing priorities, and supporting continuous improvement efforts to ensure a seamless client and participant experience.

Product Consultant – Event Specialist, Employee Banking and Investments

Product Operations

• Developing short and long-term product management plans
• Conducting market research and competitor analyses
• Determining product pricing
• Developing short and long-term strategies
• Identifying innovative opportunities to modernize product offerings
• Ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies
• Partnering closely with technology and product/platform teams to ensure a global, consistent approach

Senior Product Manager II – Global Operations

Product Manager

• Responsible for maximizing the value for one or more products
• Working with stakeholders to understand their needs
• Ensuring delivery of products that meet client expectations, including features, security, availability, resiliency, timelines and costs
• Point person for customer presentations and questions related to those technologies
• Generating the vision and roadmap for the program based on customer requirements, industry trends, regulations, and the strategic direction for the business or technology domain
• Communicating the program vision and roadmap to stakeholders, product owners and the teams
• Overseeing the budget(s) for one or more products by working closely with finance partners on both personnel and non-personnel expenses
• Ensuring product availability by partnering closely with demand and capacity teammates
• Developing business cases for new products and additional features for existing products
• Partners with the product owners and the teams to ensure that optimum value is obtained through technology and subject-matter expertise and understanding of the business and industry trends

Product Manager – Tech Delivery

Designer

• Analyzing processes, documenting business case opportunities, and implementing process improvement initiatives
• Executing on change initiatives for cost efficiencies and risk mitigation
• Collaborating with business leaders and subject matter experts
• Driving execution of solutions within budget and timeline
• Designing end-to-end solutions for efficiency and user experience

Process Design Consultant I/II – Enterprise Credit

• Manage the end-to-end product life cycle
• Conduct market research and competitor analyses
• Determine product pricing and develop strategies
• Identify innovative opportunities to modernize product offerings
• Ensure product management efforts integrate with sales, marketing, operations, implementation, and customer service strategies

Product Manager – Enterprise Credit

Project Manager

• Managing complex to high risk cross-functional and/or inter-departmental programs or projects
• Partnering with the business to develop a plan to sustain change
• Evaluating current methods and driving strategies for implementation
• Serving as the primary point of contact for critical change initiatives
• Using tools to document program performance and influence stakeholders

Senior Project Manager – Enterprise Credit

Manager

• produce and deliver the daily P&L to front office
• providing a high standard of analysis and explanation around any issues faced and daily revenue drivers
• considerable interaction with the respective Front Office, Middle Office, and Finance and Trade Capture teams
• strong communication and time management skills
• Primary products covered will include: Collateral, OTC Derivatives, Swaps, Repos & Reverse Repos, Futures and options
• Reconcile actual P&L with trader estimates and provide flash/actual variance analysis
• Working closely with the trading desks on position, P&L or other issues on an ad-hoc basis
• Front-to-Back analysis & reconciliations of front office P&L and balance sheet to firm sub-ledgers
• Assist with execution of month-end controls ensuring management vs financial P&L variances are within thresholds
• Analyze traders’ risk positions and understand and apply the Greeks (Delta, Vega Gamma) vs daily market moves
• typical own set of books / cost center and Business Units
• Liaise with various business partners such as Technology, Market Risk, Rates Risk, Operations and Finance to resolve issues / queries
• Development & continuous improvement of existing processes & workflow
• Testing / UAT for systems work ranging from minor system releases to major system implementations
• Remediation of issues in an autonomous yet timely manner considering the principles of control and the need to mitigate operational risk

Senior Manager

Field Engineer

• Ensure that the design and engineering approach for complex features are consistent with the larger portfolio solution.
• Conduct research, design prototyping and other exploration activities such as evaluating new toolsets and components for release management, CI/CD, features, etc.
• Help define the technology tool stack for the solution.
• Evaluate and adapt new testing tool/framework/practices for team(s).
• Kubernetes and OpenShift platform engineering
• Golang API and microservices development
• Service Mesh (Consul, Istio, Linkerd) enablement and automation
• CI/CD and GitOps platforms (Tekton, ArgoCD)
• Platform onboarding and self-service automation
• Observability, reliability, and platform resiliency
• Accountable for end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level.
• Work with stakeholders to establish high-level solution needs and with architects for technical requirements.
• Lead the technical oversight for teams in solution development.

Senior Software Engineer – Kubernetes Platform Engineering, Service Mesh, Golang APIs

Banker

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• accurately and efficiently processing cash transactions for clients as needed.
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.