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Cincinnati, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + 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 **Required Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) + Possesses advanced industry knowledge and an understanding of investment products + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.** **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210660460 JobSchedule: Full time JobShift: : Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: * Manage fast-paced, complex, cross-functional programs or projects with significant business impact. * Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. * Develop and manage integrated plans, providing regular progress communications to stakeholders. * Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. * Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. * Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: * Bachelor's degree in a related field from an accredited learning institution. * 5+ years of related Program or Project Management experience. * Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. * Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. * Proven ability to manage multiple efforts, resources, and address issues in a timely manner. * Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: * Project Management Professional (PMP). * Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. * Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. * Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. * Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This opportunity may lead to selection into a two-year development rotational program following graduation. The Finance Future Leaders Program Data track has the goal to develop future finance leaders by focusing on data and analytics business components that support finance functions, that leverage strong technical skills and strategic thinking ability through mentorship, training modules, regular and timely performance feedback, and stretch projects that focus on driving business improvement and efficiencies. Each rotational assignment will be approximately 8 months in length but may vary based on business need. Participants can expect to have exposure to assignments within data science, decision science, and business analytics. Example Internship Assignments: Information Stewardship and Data Governance: Leads Finance Information assets and remedies gaps related to Enterprise Data Governance requirements. Builds and implements data monitoring rules using a variety of techniques and tools, supports data management efforts in adherence to USAA internal policies, standards, procedures, and external laws and regulations. Business Intelligence: Analyzes business problems and incidents using data from internal and external sources to provide insight to analysts and decision makers. Builds specifications for reports and analysis based on business needs and required or available data elements. Insight Delivery: Within defined guidelines and frameworks, consults with the business to understand and define opportunities and recommends solutions by analyzing data and providing key insights to advise decisions. Data Science: Within defined guidelines and framework, translates business problems into applied statistical, machine learning, simulation, and optimization solutions to advise actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor. The internships will be based either at the USAA Corporate Headquarters in San Antonio, TX, or Charlotte, NC, based on business needs. What you'll do: Under direct supervision and following risk and compliance procedures and guidance, you will perform routine work assignments and problem resolution to support other team members tasks, including the following. Captures business requirements by partnering with customers to define the business problem and data needs. Ensures that information management practices: Metadata management, Data Quality, Data Lineage, Data Profiling, etc. are coordinated into appropriate business and technology processes in support of the Information Governance policy. Uses basic knowledge of multiple data structures and sources to support the development and implementation of business intelligence solutions, which may include data visualization, business intelligence, data transformation, or data collection. Develops partnerships with IT execution teams on the development of analytic infrastructures, data engineering, or related business intelligence enablement efforts. Includes collaborating on the design and implementation of technical standards and governance practices. Supports the delivery of business insights using machine learning, simulation, and optimization. Acquires knowledge of data analysis techniques, technologies, and methodologies. Works closely with more senior data scientists to perform hands-on model life cycle related tasks. Partners with senior team members to develop and deploy models within the Model Development Life Cycle (MDLC) and Model Risk Management (MRM) framework. What you need to have: To qualify, you must be a bachelor's degree or higher degree, from an accredited college or university, in mathematics, computer science statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026. Graduation date cannot be prior to August 7, 2026 0 to 2 years of experience in Information or Data related practices to include: information governance, information management, information architecture, IT, analysis, and reporting. Foundational experience in one or more dynamic scripted language (Python, R, etc.) and database query language (such as SQL, HQL, NoSQL, etc.) for performing statistical analyses and/or building and scoring AI/ML models. Foundational knowledge of and experience with the concepts and technologies associated with classical supervised and unsupervised modeling. Knowledge and/or awareness of business intelligence and data management platforms (Tableau, Business Objects, Snowflake, Hadoop, Netezza). What sets you apart: Academic concentration in Finance, Business Analytics, Economics, Statistics, Mathematics, Data Science or other quantitative fields Graduation date in Spring 2027 Prior relevant internship experience within data and analytics or business analytics Compensation range: The salary range for this position is: $24 - $35 hourly. Interns will receive an intern stipend to assist with expenses. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank. On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities. As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase. Job Responsibilities: * Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs. * Liaise with AI focused teams that are building proofs of concept. * Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies. * Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions. * Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation. * Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability. * Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams. * Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions. * Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs. Required Qualifications, Capabilities and Skills: * BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations. * Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes. * Ability to evaluate and implement analytics tools and technologies, both in-house and third-party. * Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools). * Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time. * Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios. * Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction. * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences * Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions. * Knowledge of data management and analytics organizations, quantitative methods, and work product development processes Preferred qualifications, capabilities, and skills * Advanced degree in an applicable STEM field * Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements. * Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives. * Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels. * Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.

JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities * Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance * Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels * Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights * Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions * Conduct market and competitor research to inform digital marketing strategies * Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations * Write and optimize SQL queries and stored procedures for data extraction and analysis * Develop and maintain interactive dashboards and reports using data visualization tools * Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities * Mentor and coach team members, support talent onboarding and development * Foster a culture of high performance and innovation Required qualifications, capabilities, and skills * Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) * Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization * Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx * Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis * Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources * Solid understanding of IT processes, databases, and controls reporting * Strong analytical, problem-solving, and communication skills * Proficiency in web analytics platforms and SEO/SEM tools * Flexibility and adaptability to listen, defend, or change direction based on consensus * Superior judgment to mitigate risk and anticipate trends * Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines * Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills * Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms * Proven ability to solve business problems using scientific analytics and translate data insights into strategies * Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies * Experience with A/B testing platforms and tag management systems * Experience conducting market and competitor research to inform digital marketing strategies * Ability to communicate compelling stories from data, highlighting customer behaviors and trends * Lifelong learner with a growth mindset, actively sharing knowledge with the team * Excellent communication skills, able to collaborate with senior leaders to support decision-making

About this role: Wells Fargo is seeking a Lead Commercial Valuations Specialist to join their team. The role involves reviewing valuation assignments of complex commercial properties throughout the U.S. to ensure accuracy and compliance with industry standards and regulatory requirements. Responsibilities include preparing complex valuation reports, collaborating with peers and managers, working independently, and managing business relationships. The ideal candidate should excel at working independently, meeting production goals, and maintaining high-quality standards. In this role, you will: Review complex valuation reports to ensure appropriate content and compliance with federal, regulatory, and bank policy. These tasks may include quality oversight, technical desk reviews, and/or post funding review. Interact, collaborate, and consult with service providers, commercial valuations peers, colleagues, and middle to senior level managers to resolve issues, achieve goals, and to clarify quality concerns or non-compliance identified during the review process. Work independently with minimal amount of supervision and lead commercial valuations projects or serve as a peer mentor. Meet production goals as well as service and high quality standards. Perform management function including the management of business relationships involving internal partners and outside professionals within the context of specific assignments. Integrate use of various appraisal related technologies throughout the appraisal review process. Required Qualifications: 5+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications:· Property-type expertise in the following; Lodging/Hospitality, Large Retail, Senior Housing, Golf Courses, and Low Income Housing Tax Credits. Experience both as a fee appraiser and financial institution (or similar) reviewer Excellent, clear and concise written and oral communication skills Advanced technical skills with appraisal related tools including Argus Enterprise, Microsoft Office, and Collateral 360 preferred Outstanding organization, analytical and problem-solving skills with high attention to detail and accuracy Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment Interact with integrity and a high level of professionalism with all levels of team members and management Professional Valuation designation Job Expectations: Applicant must have an active State Appraisal Certificate Access to reliable transportation and a valid, state issued driver's license Ability to work remote including reliable internet service 100% remote Location can be across the United States This position is not eligible for Visa sponsorship Ability to travel up to 10% of the time Posting End Date: 21 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact. You were made for this. As a Senior Manager of Software Engineering at JPMorganChase within the Business Banking Technology , you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm. As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities. **Job responsibilities** + Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks + Be accountable for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures + Ensures successful collaboration across teams and stakeholders + Identifies and mitigates issues to execute a book of work while escalating issues as necessary + Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team + Creates a culture of diversity, opportunity, inclusion, and respect for team members and prioritizes diverse representation **Required qualifications, capabilities, and skills** + 10 years or more experience in software engineering + Experience leading teams of technologists + Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives + Experience with hiring, developing, and recognizing talent + In-depth knowledge of the services industry and their IT systems + Practical cloud native experience + Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines **Preferred qualifications, capabilities, and skills** + Hands on experience working at code level + Experience leveraging generative AI tools and cloud native architectures + Programming and Frameworks: Java, Spring Boot, Microserives, REST API's Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities * Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. * Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. * Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. * Manage the profitability and performance of assigned portfolio. * Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. * Analyze and document the effectiveness of sales performance and results as related to KPMs. * Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. * Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills * Bachelor's degree * 10+ years of experience in commercial banking or business banking. * Strong knowledge and understanding of Deposits and Treasury products and solutions. * Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. * Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. * Knowledge of accounting principles and financial statement analysis * Strategic thinker who supports the goals and direction of the firm * Ability to partner across lines of businesses and leverage internal resources. * Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills * MBA * Knowledge of consumer lending * Formal credit training * Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting comprehensive needs for complex clients with minimal guidance and oversight. Key responsibilities include executing tasks and completing client requests, managing risk, and identifying opportunities while assisting with client service activities. Job expectations include handling basic credit and complex banking requests along with monitoring account opening and asset transfers, handling client inquiries, making enterprise referrals, and coordinating with specialists and service centers to deliver an integrated service to the client. Responsibilities: Manages and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large and/or complex client needs and expectations across all products Coordinates with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Develops and maintains relationships with clients, while focusing on the long-term retention and growth of their client's portfolios Seeks opportunities to improves various processes, procedures, and technology to enhance the client experience and increase efficiency Qualifications: Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Customer and Client Focus Prioritization Written Communications Active Listening Adaptability Critical Thinking Decision Making Issue Management Collaboration Customer Experience Improvement Pipeline Management Recording/Organizing Information Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375) Pay and benefits information Pay range$30.45 - $46.01 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Jersey City, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Responsibilities:** + Supporting the Cybersecurity Release & Deployment initiatives, which involve the deployment of new security systems for high-profile projects, as well as Lifecycle Management Refresh initiatives aimed at upgrading hardware and software to mitigate risks associated with end-of-life equipment or non-permitted technologies. + Performing lifecycle management activities in support of threat product stack to ensure product compliancy, addressing vulnerabilities and maintenance of overall product health. + Performs baseline configurations and configuration changes of various network security equipment such as proxies, malware inspection devices, and load balancer applications to enhance performance. + Configures web security solutions such as security policies and rules to optimize enterprise performance and security. + Provide remote support and troubleshooting of product stack and installing, maintaining, and testing network security equipment. + Ensure technical planning and logistics occur to achieve targeted schedules and annual commitment to refresh and build requirements are met. + Develop and code automation scripts and performing automation framework scripts via Python, PowerShell, and Java. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience:** + Bachelor's degree or equivalent in Computer Science, Information Science, CIS, MIS, Engineering (any), or related: and + 4 years of experience in the job offered or a related IT occupation. + Must include 4 years of experience in each of the following: + Engineering threat solutions including the design, low level engineering, implementation and delivery of threat products for client applications; + Planning, deploying, and overseeing various Threat platforms across all of the following: Skyhigh Secure Web Gateway, F5 SSLO, Vontu, and Trellix FireEye, ensuring timely delivery and adherence to project scope; + Configuring web security and proxy solutions, including lifeycle management along with creating and optimizing security policies and rules to enhance performance, security, and scalability; + Automating repetitive tasks leveraging knowledge of programming languages including Python, Powershell, and Bash; + Configurating, managing, and customizing SIEM platforms (e.g. Splunk ECSL) to develop threat detection capabilities and security alerts based on enterprise log data; and, + Integrating proxy solutions with existing infrastructure and streamlining communications between devices and systems using HTTP/S, SSL/TLS, and SOCKS for secure traffic routing. + 10% domestic travel required, as necessary. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** Bank of America N.A. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: Manage fast-paced, complex, cross-functional programs or projects with significant business impact. Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. Develop and manage integrated plans, providing regular progress communications to stakeholders. Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: Bachelor's degree in a related field from an accredited learning institution. 5+ years of related Program or Project Management experience. Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. Proven ability to manage multiple efforts, resources, and address issues in a timely manner. Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: Project Management Professional (PMP). Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: Manages backlog of startup healthcare clients during the project phase of loan process Processes disbursements on behalf of clients Communicates frequently with internal/external partners and clients Identifies and delivers to client's needs through loan closing process Collects required documentation from client based on loan conditions Skills: Client Experience Branding Client Solutions Advisory Collaboration Customer and Client Focus Record Keeping Account Management Adaptability Required Qualifications: Proficient computer skills Strong decision-making skills and problem-solving skills Excellent verbal and written communication skills Strong customer service skills Desired Qualifications: Three or more years of previous real estate loan administration experience or real estate paralegal experience Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Self-motivated and results-oriented with excellent organizational skills Experience deepening relationships over the phone with clients Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Pepper Pike, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and 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 **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + 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 + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. 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We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank. On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities. As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced “talk to data” solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase. Job Responsibilities: Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs. Liaise with AI focused teams that are building proofs of concept. Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies. Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions. Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation. Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability. Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams. Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and “talk to data” solutions. Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs. Required Qualifications, Capabilities and Skills: BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations. Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes. Ability to evaluate and implement analytics tools and technologies, both in-house and third-party. Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools). Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time. Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios. Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction. Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions. Knowledge of data management and analytics organizations, quantitative methods, and work product development processes Preferred qualifications, capabilities, and skills Advanced degree in an applicable STEM field Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements. Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives. Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels. Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.

JobID: 210675315 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: 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 Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact. You were made for this. As a Senior Manager of Software Engineering at JPMorganChase within the Business Banking Technology, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm. As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities. Job responsibilities Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks Be accountable for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures Ensures successful collaboration across teams and stakeholders Identifies and mitigates issues to execute a book of work while escalating issues as necessary Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team Creates a culture of diversity, opportunity, inclusion, and respect for team members and prioritizes diverse representation Required qualifications, capabilities, and skills 10 years or more experience in software engineering Experience leading teams of technologists Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives Experience with hiring, developing, and recognizing talent In-depth knowledge of the services industry and their IT systems Practical cloud native experience Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines Preferred qualifications, capabilities, and skills Hands on experience working at code level Experience leveraging generative AI tools and cloud native architectures Programming and Frameworks: Java, Spring Boot, Microserives, REST API's