Bank of America
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The Audit Manager oversees audit work, acting as Auditor-in-Charge, and drives risk-based auditing by defining scope, assessing impacts, and drafting reports. Responsibilities include mentoring associates, managing business relationships, and leveraging analytical tools to improve the control environment in Global Markets Equities and related products.
The Treasury Product Associate is responsible for evaluating the competitive landscape of B2B and B2C payments, assisting with product development and operational management, and helping with business performance analytics and risk management. Collaboration with various internal partners is crucial to enhance product profitability and improve the client experience.
The Wealth Management Specialist Trainee supports Financial Advisors by managing client relationships and providing client service. Responsibilities include tracking client activities, attending client meetings, resolving issues, and executing service models. This role requires obtaining necessary licenses and certifications to enhance client support proficiency.
The Wealth Management Client Associate provides support to Financial Advisors by delivering excellent client service, managing client requests, educating clients about banking services, and maintaining client relationships. Responsibilities include ensuring accuracy in client materials and assisting with day-to-day team activities, all while promoting client-first values.
The Merrill Team Financial Advisor is responsible for developing a client base, recommending suitable investment products, managing resources effectively, and completing training and performance goals with mentorship from experienced Advisors.
The Wealth Management Client Associate supports Financial Advisors by providing client service and operational support. Responsibilities include addressing client needs, ensuring compliance with policies, maintaining relationships, and promoting bank offerings. The role emphasizes a client-first mindset and teamwork, while managing various administrative tasks and communication with clients.
The Financial Solutions Advisor provides comprehensive advice and customized financial solutions to clients, helping them achieve financial goals. Responsibilities include triaging client leads, meeting with clients to review goals, building financial plans, and recommending brokerage products while ensuring compliance with the SAFE Act registration requirements.
The Financial Solutions Advisor is responsible for guiding clients in achieving their financial goals through customized financial planning and product recommendations. Responsibilities include triaging client leads, making referrals, meeting with clients, building financial plans, and providing ongoing coaching for referral partners.
The Financial Solutions Advisor provides comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging client leads, meeting clients to review financial and investment goals, building financial plans, and recommending brokerage products while mitigating risk and controlling daily activities.
The Financial Solutions Advisor provides personalized financial advice to clients, helping them achieve their financial goals through customized financial plans and brokerage products. Responsibilities include triaging client leads, making product recommendations, engaging new clients, and ensuring compliance with SAFE Act registration requirements.
The role involves providing personalized financial advice to clients to help meet their financial goals. Responsibilities include building financial plans, recommending products like stocks and mutual funds, triaging client needs, mitigating risks, and engaging new clients through referrals or existing clientele.
As a Financial Solutions Advisor Trainee, you will prepare for your Securities licenses and learn essential skills to provide financial advice to clients. You will work with a centralized team to acquire and manage client relationships, offering investment solutions and financial guidance according to their life goals.
As a Financial Solutions Advisor Trainee, you will begin by obtaining securities licenses and receive training on building and managing client relationships. Your role includes providing holistic financial advice, aligning clients' needs with appropriate Bank of America and Merrill services, and managing client portfolios while focusing on financial solutions to meet their goals.
As a Financial Solutions Advisor I, you will help clients achieve their financial goals by developing relationships and providing financial advice. You will obtain necessary securities licenses, participate in training, and work in a financial center to deliver banking and investment solutions. Success in this role can lead to further advancement within the organization.
The Private Wealth Client Associate role involves providing client service support to Financial Advisors, addressing client needs, ensuring compliance with bank policies, strengthening client relationships, and supporting team activities. The associate serves as a primary contact for client service inquiries and assists with the bank's offerings.
The Wealth Management Client Associate supports Financial Advisors by providing exceptional client service, ensuring timely and accurate processing of client requests, and maintaining client relationships. They educate clients on banking services and align practices with bank policies to promote client advocacy and satisfaction.
The Wealth Management Client Associate provides client service support to Financial Advisors by ensuring excellent customer service, handling client inquiries, and promoting bank offerings. They assist in managing client relationships, support operational goals, and lead with a client-first mindset while ensuring compliance with standards and practices.
The role involves providing analytical support for Global Markets sales, trading, and underwriting, with a focus on Anti-Money Laundering (AML) Know Your Customer (KYC) due diligence. Responsibilities include maintaining client records, conducting research, enhancing processes, and ensuring compliance with regulatory requirements.
The CashPro Product Manager will oversee product management activities for CashPro API, driving the development and execution of product strategies to enhance user experience, promote adoption, and manage risk. This role involves collaboration with global partners to deliver solutions, ensure operational excellence, and commercialize the CashPro API offerings, ultimately supporting the growth of Bank of America's market presence.
The Python Developer/Network Automation Engineer will automate and manage the bank's network, focusing on developing network-focused software applications. Responsibilities include software design, development, documentation, and leading design activities, while serving as an escalation point for operational incidents.