Merrill Market Client Relationship Manager
Bank of America job in Wellesley, MA
Wellesley Hills, Massachusetts;Providence, Rhode Island **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 (**********************************************************************************************************************
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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
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.
Document Administrator II
Bank of America job in Waltham, MA
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:
The Document Administrator II for the Fulfillment Team within Global Credit Operations will serve as the Business Banking “Loan Closing Coordinator” from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.
Responsibilities:
Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner
Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment
Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions
Required Skills:
1 year of preparing legal loan documents or legal documentation review
2 years of financial services experience
Excellent communication skills both written and verbal and acts with urgency
Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity
Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)
Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines
Commitment to excellent internal and external customer service
Motivated, solution driven and creative thinker
Adapts and embraces change in technology, changes in policies and procedures
Demonstrates the ability to lead and fosters teamwork and change
Desired Skills:
College Degree preferred
Working knowledge of LoanIQ, HotDocs, and Credit Center
Commercial real estate loan experience
Paralegal experience is beneficial
Comprehension of commercial credit operations
Desire the commitment to take on leadership responsibilities and grow within the role
Skills:
Attention to Detail
Customer and Client Focus
Data Collection and Entry
Due Diligence
Prioritization
Adaptability
Business Acumen
Oral Communications
Written Communications
Research
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536) Pay and benefits information Pay range$25.00 - $34.45 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.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.
Auto-ApplyDirector, Technical Program Manager (API Strategies)
Cambridge, MA job
Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms?
About the Team:
As a Director of Technical Program Management (TPM) on Capital One's Enterprise Data team, you will execute on high priority enterprise level initiatives, influence across our organization and drive the implementation of Capital One's future API strategies. Specifically, you will be partnering closely with Product, Engineering, Machine Learning and Supplier Management teams to drive and own upcoming API goals end-to-end. This includes outlining business priorities, deep engagement on Product planning and defining milestones which are tied to annual OKRs & success metrics. This role will be responsible for big picture thinking, strategic direction, presenting to executive/senior stakeholders and holding engineering teams accountable for overarching delivery goals. Expect to lead high-impact projects, foster a culture of continuous improvement and play a pivotal role in shaping the future of data management within the organization.
Our TPM Directors have:
Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle
Exceptional communication and collaboration skills
Excellent problem solving and influencing skills
A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker
Experience as a TPM leader to grow and develop a team of TPMs, while also building the foundations for the TPM practice
Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives
Deep focus on execution, follow-through, accountability, and results
Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done.
Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners
Basic Qualifications:
At least 7 years of experience in technical program management
Bachelor's degree
Preferred Qualifications:
7+ years of experience designing and building data-intensive solutions using distributed computing
3+ years of experience building scope assessments for API platforms
3+ years of Machine Learning experience
3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS
3+ years of experience building highly scalable mobile products & platforms
3+ years of experience with Agile delivery
3+ years years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables and unblock teams to land business impact
Experience in building systems & solutions within a highly regulated environment
Bachelor's degree in a related technical field (Computer Science, Software Engineering)
MBA or Master's Degree in a related technical field (Computer Science, Software Engineering) or equivalent experience
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $226,000 - $257,900 for Director, Technical Program Management
McLean, VA: $226,000 - $257,900 for Director, Technical Program Management
New York, NY: $246,500 - $281,300 for Director, Technical Program Management
Richmond, VA: $205,400 - $234,400 for Director, Technical Program Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Lead Machine Learning Engineer
Cambridge, MA job
Lead Machine Learning Engineer At Capital One, we are changing banking for good by creating responsible and reliable AI-powered systems. Our investments in technology infrastructure and world-class talent - along with our deep experience in machine learning - position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine exceptional products for our customers.
In Risk Tech, we provide the foundation for Capital One to thrive in an uncertain world. Our engaged, empowered, and intelligent people produce outstanding products, working toward the common goal of transforming risk management with technology. We build data-driven tools that use machine learning to prevent risks & automatically detect issues before they impact our customers, our business, or our communities.
In this role at Risk Tech, you will work with our internal Audit team and partners across the company to build and deploy proprietary solutions that are powered by state-of-the-art AI technology. Our products, enhanced with the transformative power of AI, are central to our business and deliver tremendous customer value.
You will:
Partner with a cross-functional team of engineers, data scientists, product managers, and designers to deliver AI-powered products that change how our associates work and provide value to our customers.
Design, develop, test, deploy, and support AI software components utilizing machine learning models, including model evaluation and experimentation, large language model inference, similarity search, guardrails, governance, observability and agentic AI.
Fine-tune, develop and evaluate machine learning and foundation models,
Collaborate as part of a cross-functional Agile team to create and enhance software that utilizes state-of-the-art AI and ML capabilities
Contribute thought leadership and technical vision to the long term roadmap of pioneering AI systems at Capital One.
Leverage a broad stack of Open Source and SaaS AI technologies.
Inform your ML infrastructure decisions using your understanding of ML modeling techniques and issues.
Retrain, maintain, and monitor models in production.
Construct optimized data pipelines to feed ML models.
Ensure all code is well-managed to reduce vulnerabilities, models are well-governed from a risk perspective, and the ML follows best practices in Responsible and Explainable AI.
The Ideal Candidate:
You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good.
You are a passionate communicator, comfortable with explaining complex technical concepts to non-technical partners across the business, sometimes in front of large audiences.
Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production.
You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven.
You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss.
You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown.
Passion for staying abreast of the latest AI research and AI systems, and judiciously applying novel techniques in production
Strategic & Business-Oriented: You think beyond the technology, deeply understanding business needs and how AI can solve them. You don't just build; you strategize and prioritize work that delivers the greatest business value.
Highly Collaborative & Transparent: You are a natural partner, working seamlessly across engineering, product, and data science teams. You communicate your progress, blockers, and decisions clearly and proactively, ensuring everyone is aligned. You love sharing knowledge and insights and are committed to the success of the entire team.
Technically Mature & Humble: You possess a strong foundation in engineering and mathematics. You are a resilient problem-solver who can bring clarity to complex, undefined problems and articulate your findings concisely. You demonstrate professional maturity by committing to and executing on team decisions.
Flexible & Fungible: You are eager to roll up your sleeves and contribute wherever the team needs you most. You are comfortable working across different aspects of the tech stack and adapting to evolving priorities.
A Lifelong Learner: You love staying current with the latest AI research and can apply novel techniques to production systems judiciously, always with a focus on business impact.
Basic Qualifications:
Bachelor's degree
At least 6 years of experience designing and building data-intensive solutions using distributed computing (Internship experience does not apply)
At least 4 years of experience programming with Python, Go, Scala, or Java
At Least 3 years of experience deploying scalable software solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud)
Preferred Qualifications:
Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 2 years of experience developing AI and ML algorithms or technologies
6 years of experience designing, developing, delivering, and supporting AI services at scale
3 years of experience developing AI and ML algorithms or technologies using Python
2 years of experience with Retrieval Augmented Generation (RAG)
Experience deploying scalable AI/ML solutions in a public cloud such as AWS Bedrock, Google Cloud, Azure
Experience designing, implementing, and scaling complex data pipelines for ML models and evaluating their performance
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer)
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $193,400 - $220,700 for Lead Machine Learning Engineer
McLean, VA: $193,400 - $220,700 for Lead Machine Learning Engineer
Richmond, VA: $175,800 - $200,700 for Lead Machine Learning Engineer
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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Sr. Manager, Technical Program Management
Cambridge, MA job
Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms?
About Capital One : At Capital One, we're changing banking for good. We were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper.
We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. That's where you come in.
About the team: As a Senior Manager of Technical Program Management (TPM) on Capital One's Enterprise product & platform organization, we're looking for someone that can help us build solid platforms on mobile and web surfaces that will help Capital One customers to have incredible experiences. The platforms are the foundational blocks on which Capital One's various lines of businesses (like credit card, retail banking, auto finance) will build delightful experiences for our customers.
This Senior Manager of Technical Program Management (TPM) will support our Finance Tech Leadership and Support Team , driving key programs as a part of the integration between Discover and Capital One. We are looking for someone that will bring experience leading large scale data engineering and architecture initiatives, partnering with business and product teams to deliver and manage the dynamic roadmap and ensure successful delivery. The ideal candidate will have a deep understanding of data warehousing concepts, data lakes, ETL/ELT pipeline design, and data modeling leveraging cloud based solutions.
In addition to the technical program, you will also work to pave the way for an expanding TPM discipline within the team, by leveraging your industry knowledge and experience to teach the organization what a great TPM can achieve.
Our TPM Sr. Managers have:
Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle
Exceptional communication and collaboration skills
Excellent problem solving and influencing skills
A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker
Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives
Deep focus on execution, follow-through, accountability, and results
Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done.
Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners
Basic Qualifications:
Bachelor's degree
At least 5 years of experience managing technical programs
Preferred Qualifications:
5+ years of experience designing and building data-intensive solutions using distributed computing
5+ years of experience in data engineering
5+ years of experience in data architecture
3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS
3+ years of experience with Agile delivery
3+ years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables, and unblock teams to land business impact
Experience in building systems & solutions within a highly regulated environment
Bachelor's degree or higher in a related technical field (Computer Science, Software Engineering)
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $193,000 - $220,300 for Sr. Manager, Technical Program Management
McLean, VA: $193,000 - $220,300 for Sr. Manager, Technical Program Management
New York, NY: $210,500 - $240,300 for Sr. Manager, Technical Program Management
Richmond, VA: $175,500 - $200,300 for Sr. Manager, Technical Program Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Senior Data Engineer
Cambridge, MA job
Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who solve real problems and meet real customer needs. We are seeking Data Engineers who are passionate about marrying data with emerging technologies. As a Capital One Data Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One.
What You'll Do:
Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies
Work with a team of developers with deep experience in machine learning, distributed microservices, and full stack systems
Utilize programming languages like Java, Scala, Python and Open Source RDBMS and NoSQL databases and Cloud based data warehousing services such as Redshift and Snowflake
Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, and mentoring other members of the engineering community
Collaborate with digital product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment
Perform unit tests and conduct reviews with other team members to make sure your code is rigorously designed, elegantly coded, and effectively tuned for performance
Basic Qualifications:
Bachelor's Degree
At least 3 years of experience in application development (Internship experience does not apply)
At least 1 year of experience in big data technologies
Preferred Qualifications:
5+ years of experience in application development including Python, SQL, Scala, or Java
2+ years of experience with a public cloud (AWS, Microsoft Azure, Google Cloud)
3+ years experience with Distributed data/computing tools (MapReduce, Hadoop, Hive, EMR, Kafka, Spark, Gurobi, or MySQL)
2+ year experience working on real-time data and streaming applications
2+ years of experience with NoSQL implementation (Mongo, Cassandra)
2+ years of data warehousing experience (Redshift or Snowflake)
3+ years of experience with UNIX/Linux including basic commands and shell scripting
2+ years of experience with Agile engineering practices
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $158,600 - $181,000 for Senior Data Engineer
McLean, VA: $158,600 - $181,000 for Senior Data Engineer
Richmond, VA: $144,200 - $164,600 for Senior Data Engineer
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Commercial Banker-Healthcare, Higher Education & Non-Profit-Vice President
Boston, MA job
JobID: 210677431 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $147,250.00-$215,000.00; Boston,MA $147,250.00-$215,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above.
* Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
* Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
* Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
* Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
* Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
* 5 plus years' direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
Auto-ApplyInvestment Banking- United States - 2026 ReEntry Program
Boston, MA job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplySenior AI Engineer (LLM Core)
Cambridge, MA job
At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent - along with our deep experience in machine learning - position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our customers and businesses who have come to love the products and services we build.
Team Description:
The Intelligent Foundations and Experiences (IFX) team is at the center of bringing our vision for AI at Capital One to life. We work hand-in-hand with our partners across the company to advance the state of the art in science and AI engineering, and we build and deploy proprietary solutions that are central to our business and deliver value to millions of customers. Our AI models and platforms empower teams across Capital One to enhance their products with the transformative power of AI, in responsible and scalable ways for the highest leverage impact.
In this role, you will:
Partner with a cross-functional team of engineers, research scientists, technical program managers, and product managers to deliver AI-powered products that change how our associates work and how our customers interact with Capital One.
Design, develop, test, deploy, and support AI software components including foundation model training, large language model inference, similarity search, guardrails, model evaluation, experimentation, governance, and observability, etc.
Leverage a broad stack of Open Source and SaaS AI technologies such as AWS Ultraclusters, Huggingface, VectorDBs, Nemo Guardrails, PyTorch, and more.
Invent and introduce state-of-the-art LLM optimization techniques to improve the performance - scalability, cost, latency, throughput - of large scale production AI systems.
Contribute to the technical vision and the long term roadmap of foundational AI systems at Capital One.
The Ideal Candidate:
You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good.
Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production.
You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven.
You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss.
You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown.
Basic Qualifications:
Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 3 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 1 year of experience developing AI and ML algorithms or technologies
At least 3 years of experience programming with Python, Go, Scala, or Java
Preferred Qualifications:
4 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud)
Experience developing, delivering, and supporting AI services
Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang
Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost
Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $158,600 - $181,000 for Senior AI Engineer
McLean, VA: $158,600 - $181,000 for Senior AI Engineer
New York, NY: $173,000 - $197,400 for Senior AI Engineer
San Francisco, CA: $173,000 - $197,400 for Senior AI Engineer
San Jose, CA: $173,000 - $197,400 for Senior AI Engineer
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Credit Solutions Advisor - Davis Square
Bank of America job in Somerville, MA
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 originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care.
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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
Responsibilities:
Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Responds to client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience
Required Qualifications:
Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
Knowledge of credit and home lending requirements
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
Strong written and verbal communications skills.
Ability to handle ambiguity and adapt to changing circumstances.
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
Can be flexible to work weekends and/or extended hours as needed.
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
Ability to learn and understand technology.
Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.
Desired Qualifications:
Experience working in a financial center where goals were met or exceeded.
Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
Knowledge of banking products and services.
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Experience in a loan origination role in a retail environment and knowledge of
Mortgage Products (Conventional, Jumbo and HELOC, Government)
Structuring, Processing, underwriting and closing procedures
Federal regulations governing real estate lending
FHA and HUD guidelines
Other Lending Products (Credit Card, Vehicle Loans)
Strong computer skills including MS applications and previous experience utilizing laptop technology.
Skills:
Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Somerville - 406 Highland Ave - Davis Square (MA6141) Pay and benefits information Pay range$25.00 - $29.61 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.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.
Auto-ApplyInvestment Banking - Technology - Analyst
Boston, MA job
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
+ Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
**Required qualifications, capabilities, and skills**
+ Minimum 1 year work experience in investment banking and/or front-office related role
+ Bachelor's degree in Accounting, Economics, Finance or related field
+ Strong accounting, finance, quantitative and business writing skills
+ Understanding of the transaction cycle and the steps in the process and is execution oriented
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Boston,MA $110,000.00 - $110,000.00 / year
Manager, Solution Architecture (Data Architecture)
Cambridge, MA job
In this role, you will work to improve connections between our business and our data by defining and championing holistic data architecture plans and roadmaps across Finance Tech. You will own data architectural design, lead strategic data planning and decisions, orchestrate data standardization and governance, and drive collaboration and influence across the data ecosystem.
Primary Responsibilities:
Lead solutions architecture design for multi-platform/cross-platform solutions
Leading Trade-off and impact analysis work for hard to change technical decisions, and manage technical conflict
Demonstrate thought leadership and strategy in partnership with delivery and product partners
Explain and represent solutions in the Architecture Review Boards, and various product, platform and architecture discussions
Presenting work products and strategies to product managers, technology leadership across Capital One
Function as a primary architecture point of contact for other architecture teams & and delivery teams for solutions and systems
Continuously learn as technology needs evolve
The successful candidate will:
Effectively communicate and build relationships to interact, inform, influence and communicate with key stakeholders at all levels across the company
Exhibit mastery of facilitation and influence across teams, departments and divisions
Enjoy the camaraderie, debates, and leaning that comes from working with a team of passionate technologists
See the impact of near term and long term choices, and are great at explaining it
Possess excellent organizational skills and ability to multitask, while quickly shifting context and priorities
Have a proven track record for leading and enabling technology, architecture and software engineering activities at enterprise scale
Be self-motivated and display an unwavering responsibility to deliver high quality results and commitments
Possess a keen attention to detail and a passion for Architecture, Software Engineering, Technology and Customer Experience
Have an intellectual curiosity and interest to maintain and acquire new business, technology and architecture skills
Basic Qualifications:
Bachelor's Degree
At least 4 years of experience in Software Engineering and Systems Architecture or Technology Solution design
At least 2 years of experience creating solutions architectures in a public cloud (AWS, Microsoft Azure, Google Cloud)
Preferred Qualifications:
Master's Degree in Computer Science, Engineering or Information Technology
5+ years of experience in software engineering
3+ years of experience as a Solutions Architect in large/complex organizations
6+ years of experience architecting, designing, and/or delivering delivering scalable and decoupled systems in a heavily regulated technology environment
2+ years of experience working with internal and external business clients
2+ years of experience with AWS concepts and implementations
Experience to engaging, influencing and driving initiatives by partnering with technology executives
Experience mentoring software engineers or architects
Experience in a regulated environment (HIPAA, PCI, Privacy, etc)
Ability to communicate at all levels in the organizations with required technical depth and breadth
AWS or equivalent certifications (Cloud Practitioner, Solution Architect-Associate, GCP or Azure)
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $193,400 - $220,700 for Manager, Solution Architecture
McLean, VA: $193,400 - $220,700 for Manager, Solution Architecture
Richmond, VA: $175,800 - $200,700 for Manager, Solution Architecture
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Private Wealth Client Associate
Bank of America job in Boston, MA
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:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
Industry knowledge and understanding of investment products
Enjoys a fast-paced environment with changing and evolving responsibilities
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs, delivering complex solutions
Frequent communication and an abundance of discretion with sensitive information
Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
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
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$25.00 - $44.00 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.
Auto-ApplyPart Time (20 Hours) Associate Banker, Westborough Turnpike Rd Branch, Westborough, MA
Westborough, MA job
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.
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
**Base Pay/Salary**
Westborough,MA $22.50 - $27.60 / hour
Manual Ethical Hacker
Bank of America job in Boston, MA
Denver, Colorado;Seattle, Washington; Jersey City, New Jersey; Boston, Massachusetts; Washington, District of Columbia; Charlotte, North Carolina; Jacksonville, Florida; Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
+ Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
+ Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
+ Perform assessments of the security, effectiveness, and practicality of multiple technology systems
+ Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
+ Prepare and present detailed technical information for various media including documents, reports, and notifications
+ Provide clear and practical advice regarding managed risks
+ Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
+ Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
+ Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
+ SQL injection/XSS attack without the use of tools
+ Experience performing manual code reviews for security relevant issues
+ Experience working with SAST tools to identify vulnerabilities
+ Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
+ Experience performing manual web application assessments i.e., must be able to simulate a
+ Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
+ Experience with vulnerability assessment tools and penetration testing techniques
+ Solid programming/debugging skills
+ Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
+ Threat Analysis
+ Innovative Thinking
+ Technology Systems Assessment
+ Technical Documentation
+ Advisory
Desired:
+ CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
+ Strong programming/scripting skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
**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.
Private Bank Associate - Relationship Management/Sales
Bank of America job in Boston, MA
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 all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Responsibilities:
Supports 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 client needs and expectations across all products
Partners with their team to coordinate 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
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
Responsible for providing administrative and analytical support to Portfolio Manager(s)
Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews
Qualifications:
Minimum of 1 year of experience with a financial institution focusing on client service and sales
High net worth client service and sales experience desired
BS/BA degree in Business, Finance or Economics desired
Skills:
Account Management
Attention to Detail
Collaboration
Recording/Organizing Information
Written Communications
Active Listening
Adaptability
Customer and Client Focus
Issue Management
Prioritization
Critical Thinking
Customer Experience Improvement
Decision Making
Pipeline Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$28.52 - $40.29 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.
Auto-ApplyFraud Analytics and Innovation Lead Analyst
Bank of America job in Boston, MA
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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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!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**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.
Financial Solutions Registration Candidate - Boston Market (Bi-Lingual Preferred: Mandarin)
Bank of America job in Boston, MA
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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
• Monday - Fridays and rotating Saturdays
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Strong computer skills with an ability to multitask in a demanding environment.
At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Bi-Lingual Mandarin Preferred
Skills:
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 557 Tremont St - South End (MA5146), US - MA - Boston - 630 Washington St - Chinatown (MA5144), US - MA - Cohasset - 765 Chief Justice Cushing Hwy - COHASSET BC (MA6263), US - MA - Malden - 151 Centre St - MALDEN BC (MA6130), US - MA - Waltham - 1065 Lexington St - WALTHAM NORTH BC (MA6116), US - RI - East Providence - 218 TAUNTON AVE - TAUNTON AVENUE BC (RI1125) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.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.
Auto-ApplyCredit Officer II-Dealer Financial Services
Bank of America job in Boston, MA
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 managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members.
In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager (RM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects.
Responsibilities:
Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury
Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions
Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio
Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners
Negotiates and structures legal documentation related to loans and derivatives
Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle
Trains, coaches, and mentors Credit Analysts and Associates
Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship
Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio
Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship
Underwrite and structure complex credit transactions with minimal oversight
Some travel time with face-to-face interaction with our dealer clients
Involved in the negotiation and closing process for transactions in portfolio
Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports
Required Qualifications:
Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization.
Strong knowledge and comprehension of loan and collateral documentation
Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers
Confidence and ability to develop an independent viewpoint and present a business case to support conclusions
Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus
Coaching and mentoring skills
Strong Microsoft Office Skills
Desired Qualifications:
Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment.
Bachelor's degree in Finance or Accounting
Skills:
Analytical Thinking
Credit and Risk Assessment
Financial Analysis
Loan Structuring
Underwriting
Attention to Detail
Business Acumen
Financial Forecasting and Modeling
Research Analysis
Written Communications
Business Development
Collaboration
Critical Thinking
Portfolio Analysis
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CT - Hartford - 185 ASYLUM ST - CITY PLACE 1 (CT2500), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537) Pay and benefits information Pay range$125,000.00 - $258,700.00 annualized salary, 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.
Auto-ApplyFraud Analytics and Innovation Lead Analyst - Fraud Strategy
Bank of America Corporation job in Boston, MA
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 Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
Are you a strategic, analytical thinker with a passion for fighting financial crime? Ready for the chance to drive real change in an organization? We are searching for a motivated fraud strategy analyst to help drive that transformation within our deposit client identity and onboarding space. The Deposit New Account Fraud Risk Strategies team is keenly focused on supporting product innovation and responsible growth while preventing, detecting and mitigation financial threats against our checking and savings products. This is a highly visible role that will focus on identifying trends and strategy opportunities related to fraudulent applications, subsequent transactional patterns and operational treatment efficiencies.
A successful candidate will be an individual contributor on a team of other analysts responsible for performing strategic analysis to improve portfolio risk, profitability, performance forecasting and operational performance for consumer and small business deposit products. This position requires a rigorous analytical focus on monitoring for shifts in fraud activity, transactional dynamics and effectively communicating trends and opportunities for improvement. Key functions involve developing application and transaction monitoring, identifying business trends based on economic and portfolio conditions and executing/monitoring strategic enhancements.
Sound technical knowledge of SAS / SQL, financial statements, business processes, and fraud subject matter expertise in the areas of KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities are keys to excelling in this role.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
* Responsible for oversight of deposit product application fraud, trend identification and development of mitigation strategies to responsibly manage fraud risk.
* Ensures effective governance and cadence on progress reviews, communication, stakeholder updates
* Guarantees seamless hand off to operations team for new processes
* Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed.
* Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes.
* Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies.
* Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud.
* Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology.
* Ensuring proper risk controls are deployed, while adhering to best practices.
* Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments.
* Providing fraud requirements, testing, and development of strategies for new project and endeavors
* Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention.
* Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies.
* Identify process improvements and efficiencies via data analysis.
* Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals.
Required Qualifications:
* 3+ years of experience in SQL and SAS querying /coding
* 3+ years of experience in fraud prevention and strategic risk mitigation
* Intermediate Excel, PowerPoint and/or Tableau experience
* Demonstrate strong analytical skills
* Strong organizational and written / oral communication skills
* Self-starter capable of generating meaningful work and driving results
* Ability to work in a fast paced, dynamic environment
* Strong strategic thinking skills with a track record of breaking complex problems down and developing clear strategy / action plans
* Proven track record of proactively identifying optimization opportunities for existing processes
* Ability to develop and/or optimize mitigation strategies or manage large fraud programs/initiatives
* Aptitude for working across functional lines and organizational levels to drive results
* Ability to present, lead, support, and influence senior management and business stakeholders
Desired Qualifications:
* BA/BS in Computer Science, Data Science, Statistics, or a related field
* Business analysis / Consulting experience
* Fraud subject matter expertise in these domains: KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities
* 5+ years of SAS or SQL Coding experience
* 5+ years of experience in fraud prevention and strategic risk mitigation
* Background in Technology, Agile, Systems Integration Testing (SIT), or User Acceptance Testing (UAT)
* Leadership and management skills, including development of teams and individuals
* Experience with multiple banking products such as, Digital Money Movement (Zelle, ACH, Wires) Deposit (DDA, Checks), Cards (Credit and Debit)
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40