Bank of America

Financial Planning and Analysis

• Responsible for working with high-net worth individuals identifying needs, developing relationships, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth
• Developing a book of business to meet and exceed performance hurdles
• Recommending investment products and services suitable for client objectives
• Balancing investment growth with administrative compliance and personal growth

Financial Advisor – North Florida Market

• Work with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth
• Develop a book of business to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
• Recommend investment products and services suitable for prospects based on their objectives, resources, and preferences
• Organize and manage resources to run a productive practice
• Seek expertise of specialists to identify planning strategies for clients
• Complete mandated training, assessments, performance goals, and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

Manager

• Directs and leads a delivery team aligned to a portfolio and mentors Delivery Leads
• Manages and improves portfolio operations and governance processes, ensuring risks and roadblocks are escalated and resolved quickly
• Builds relationships with business and technology executives across multiple organizations, as well as Compliance and Risk
• Partners with the key stakeholders and leaders to define the vision and creating the portfolio roadmap aligned to strategic goals
• Provides status updates and reporting for the portfolio to stakeholders and leadership pertaining to the desired outcomes, delivery, risks, issues, and schedule
• Manages overall portfolio financials, Profit and Loss (P&L), and performance
• Ensures adherence with Enterprise Change Management standards

Portfolio Delivery Manager

Digital Marketing

• Responsible for significant contributions to the overall marketing strategy for a portfolio of medium to large programs, products, and processes
• Use data to inform marketing program deliverables
• Interact actively with multiple business partners to support priorities and project direction
• Use advanced logic to make complex decisions and judgments with a noticeable impact on functional results
• Identify risks and opportunities and define strategic solutions
• Manage a diverse set of activities related to learning agendas, readiness/training, platform integration, and data usage strategy
• Strong relationship management skills to interact with senior leadership and managers throughout the organization

Digital Marketing Strategy Integration

Operations

• Moderately complex transaction and fulfillment processing including the movement of assets
• Reconciliation, settlement, and trade and transfer support
• Providing quality service and operations support for internal partners and external clients
• Handling operational processes with medium to high monetary risk
• Assisting in training less experienced team members

Transaction Management Ops Analyst

IT Support

• Support Credit Officers in the underwriting, monitoring, and management of portfolios
• Coordinate pre- and post-closing activities
• Monitor requirements and create necessary documents
• Identify and resolve data quality issues
• Ensure compliance with policies and procedures
• Respond to inquiries from credit officers

Wholesale Credit Admin Associate II

• Support strategy and business planning across Alts; assist in analyzing product usage, advisor conversion trends, and competitive intelligence; contribute to quarterly business reviews and the Alts business plan
• Build and refine executive ready decks (invitationals, offsites, leadership forums); coordinate seminars/events and leverage third party educational content; engage with industry/FinTech partners
• Collaborate with Marketing, Finance, Specialists, and Relationship Management teams to translate insights into adoption plays and measurable results
• Coordinate Alts leadership forums and operating reviews (agenda, logistics, materials); track projects and SPI/process mapping; assist with policy/procedure documentation and audit/EIT/QA testing
• Manage vendor interactions and oversight; system provisioning and guides; facilitate access approvals to resources
• Assist with Client Journey, Operational Excellence, and Ops Resiliency initiatives
• Maintain experience/enhancement communications and conference/technology forums; run stakeholder sessions
• Partner on educational presentations/trainings; steward knowledge management, website, centralized resources maintenance and quality assurance; supervise communications and content posting
• Oversee returns/performance quality assurance; maintain marketing e-mail templates, distributions groups, disclosures, and digital delivery adoption
• Track fund launch pipeline, timelines, and status changes; maintain signature pages and transactional templates; collaborate on investor tax summary letters
• Liaise with fund administrators/transfer agents on technology build outs; configure investor specific questions and non standard fund terms (in partnership with product, ops, legal)

Platform Consultant

Product Manager

• Help develop the USD Clearing and Correspondent Banking product strategy, including domestic and cross border USD payment flows, nostro/vostro services, and liquidity management for global respondent banks.
• Define and manage multi year product roadmaps aligned to Bank of America’s Responsible Growth framework, balancing client value, risk discipline, and revenue growth.
• Support product modernization initiatives, including ISO 20022, CHIPS and Fedwire enhancements, internal platform modernization and enhancements and SWIFT CBPR+ interoperability.
• Act as a subject matter expert on USD clearing infrastructures, including CHIPS and Fedwire Funds Service, settlement models, CLS, liquidity optimization, cut off management, and exception handling.
• Partner with technology teams to translate clearing and correspondent banking requirements into scalable, resilient platforms.
• Ensure high availability, straight through processing, and operational scalability for high value, time critical USD payments.
• Lead product capabilities supporting global correspondent banking clients, including foreign financial institutions relying on Bank of America for USD access, clearing, and settlement.
• Drive enhancements in cross border payment transparency, speed, and data richness, leveraging SWIFT gpi, payment tracking, and enriched remittance information.
• Collaborate with regional partners across EMEA, APAC, and LATAM to ensure products meet local market, regulatory, and liquidity requirements.
• Own product P&L, pricing frameworks, and commercial models for USD clearing and correspondent banking services.

US Dollar Clearing Product Manager

• Deliver specialized portions of marketing initiative
• Measure and report on campaign performance
• Manage team communications and lead associate forums
• Provide operational support for marketing campaigns
• Analyze and optimize campaign performance

Digital Marketing Channel Specialist

Risk

• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
• This job is responsible for leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF).
• Key responsibilities include executing LOB or ECF processes and tools to drive adherence to enterprise-wide standards.
• Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones.
• The GT Model Governance Portfolio Manager plays a critical leadership role in strengthening the governance, oversight, and risk management of AI models, traditional models, and critical-use spreadsheets across Global Technology – Global Information Security (GT‑GIS), while also supporting broader CIO divisions.
• This role is responsible for ensuring end‑to‑end compliance with Enterprise AI, Model Risk Management (MRM), and Critical Use Spreadsheet Policies, including documentation, inventory management, health monitoring, reporting, and quarterly attestations.
• The Portfolio Manager drives the model risk strategy for Global Technology by enabling strong governance practices, proactive risk identification, and continuous improvement.

Business Control Manager – GT Model Governance Portfolio Manager

Content Marketing Manager

• Lead and evolve AI-powered experience platforms and ecosystems.
• Design and govern semantic systems including taxonomies, ontologies, and retrieval strategies.
• Specify agentic behaviors, manage taxonomy, enforce brand voice and compliance.
• Lead exploration, prototyping, and validation of new AI interaction models.
• Serve as a craft expert, ambassador, and role model across design, product, and engineering.
• Deliver the taxonomy and semantic foundations for scalable, high quality AI conversations.
• Act as a senior problem solver for the organization’s most ambiguous and high impact AI initiatives.
• Serve as a strategic thought partner to executives, influencing AI investment decisions.

Experience Design Principal, Content Design

Compliance

• Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Supports the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation
• Implements optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness
• Performs QA activities including executing on controls, managing cases, and reporting results
• Executes initiatives by identifying areas of potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities to enhance QA program success
• Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting
• Drives a risk identification and process simplification culture within the business

Senior Business Control Specialist – Regulatory and Issues Management

Designer

• Conduct comprehensive assessments of current-state processes.
• Collaborate with stakeholders to gather and refine business requirements.
• Design end-to-end solutions that drive efficiency, consistency, and transformation across the credit lifecycle.
• Implements low to moderately complex solutions to address issues and risks, optimize efficiency, reduce variability, and improve controls, quality, and sustainability.
• Works directly with Line of Business partners to gather information needed to identify and implement solutions that resolve critical business challenges and opportunities.
• Establishes a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions.
• Leverages analytics and critical thinking to solve complex business problems and translate issues into structured design oriented solutions with clearly defined business case benefits.
• Supports the development of enterprise change management deliverables for material projects including project charters, Suppliers, Inputs, Outputs, and Customers (SIPOC), Responsible, Accountable, Consulted, and Informed (RACI) process maps, risk assessments, control plans, and related artifacts.

Process Design Consultant I

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Develop a book of business to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, assessing customer needs, and executing customized solutions
• Recommend investment products and services that are suitable for prospects
• Organize and manage resources (time, people, budget) to run a productive practice
• Complete mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Philadelphia Market

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• 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
• Recommending investment products and services 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
• Organizing and managing resources to run a productive practice
• Seeking the expertise of specialists to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements