Bank of America
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The Wealth Management Client Associate provides client service support to Financial Advisors, ensuring timely communication and operational excellence in accordance with the bank's policies. Responsibilities include managing client relationships, addressing service needs, and supporting team activities while fostering client connections.
The Senior Business Control Specialist supports the Quality Assurance (QA) team in enhancing risk management and compliance within the Anti-Money Laundering (AML) organization. Responsibilities include executing control tests, improving QA practices, managing regulatory exams, and analyzing data for performance metrics.
The Senior Operations Analyst is responsible for analyzing daily operational issues, developing new procedures, performing complex analytics, creating reports, and ensuring continuous improvement in processes by understanding trends and the operations environment.
The Financial Solutions Advisor is responsible for providing tailored financial advice and investment solutions to clients, helping them achieve their financial goals. This role includes triaging leads, reviewing financial plans, recommending brokerage products, and ensuring compliance with regulations such as the SAFE Act.
The Client Reporting Analyst I at Bank of America is responsible for managing AML/KYC data analytics and reporting solutions, collaborating cross-functionally, analyzing problems, transforming data into actionable insights, and continuously improving processes.
This role oversees internal controls and operational excellence within a business line, focusing on risk management and quality assurance. Responsibilities include monitoring control effectiveness, executing tests, and supporting compliance with regulatory requirements. The candidate will analyze data to identify issues and drive improvements in control processes.
The Senior Architect defines the architectural vision for the business, focusing on network automation and collaboration with technical teams. Responsibilities include creating solution intents, evaluating design decisions, guiding system architecture, and ensuring compliance with non-functional requirements.
The Wealth Management Client Associate provides client service support to Financial Advisors and clients by addressing service needs, promoting the bank's offerings, ensuring compliance with operational policies, and assisting in daily team activities with a client-first mindset.
The Senior Operations Consultant/ Employee Readiness Lead at Bank of America drives employee readiness strategies for Consumer AML Operations. The role focuses on adapting employees to changes, improving consistency and efficiency, managing training and communication, and supporting audit processes. The consultant will leverage technical expertise to develop solutions through a collaborative approach with cross-functional teams and leadership.
The Operations Control Analyst conducts analyses, research, and investigations to ensure compliance with regulations and internal policies. The role involves executing compliance practices, identifying risks, providing operational support, and recommending process improvements. The analyst works closely with managers and participates in special projects with significant risk implications.
The Senior Operations Analyst will be responsible for analyzing daily issues, researching solutions, and resolving various operational challenges. The role involves building new procedures, conducting complex analytics, creating reports, and supporting continuous improvement initiatives within the business unit.
The Sr. Business Controls Specialist is responsible for ensuring adherence to internal control standards and operational excellence within the AML space. Key tasks include monitoring controls, implementing quality assurance practices, conducting quality inspections, and managing regulatory compliance initiatives. This role also involves evaluating data for issue tracking and improvements, while collaborating with various stakeholders to enhance process effectiveness.
The Global Financial Crimes Manager supports the identification and mitigation of compliance and operational risks related to financial crimes. This role involves maintaining regulatory inventories, conducting risk assessments, monitoring compliance controls, and participating in regulatory exams.
The Credit Program Lead will support corporate change initiatives, manage project timelines, track program status, and coordinate activities between related projects. Key responsibilities include delivering executive materials, leading strategic initiatives, and utilizing project management software to track progress in real-time.
The Client Quantitative Analyst I role involves supporting analytical efforts, extracting and transforming data to provide insights, and collaborating with business partners to deliver analytics. Key tasks include utilizing SQL, SAS, Python, and other technologies to analyze data and communicate findings effectively using various software tools.
This role involves supporting analytical efforts by extracting and transforming data to deliver insights for business decision-making. Responsibilities include working with various programming languages, performing quantitative analysis, and communicating complex data findings to business partners. The position requires collaboration with teams to detect data anomalies and enhance operational processes.
The Merrill Team Financial Advisor develops a book of business by sourcing prospective clients, recommending suitable investment products, and managing resources for a productive practice. They undergo training to meet performance hurdles and regulatory requirements while collaborating with a Financial Advisor team to achieve client investment goals.
The Private Wealth Management Client Associate is responsible for providing client service support to multiple Financial Advisors. Responsibilities include educating clients on bank services, ensuring timely and accurate client materials, aligning practices with bank policies, deepening client relationships, and supporting team activities.
The Private Client Advisor at Bank of America will acquire new clients, deepen relationships, and enhance the client experience by leading the Client Management Process. This role involves understanding clients' wealth strategies, advocating for their interests, and collaborating with internal teams to provide comprehensive financial solutions.
The Internal Investment Advisory Specialist at Bank of America supports Financial Advisors by providing guidance on investment platforms and strategies, facilitating portfolio construction, and driving sales growth through proactive outreach and collaboration with other specialists. Responsibilities include managing client requests and recording activities in Salesforce.com for performance metrics.