Jobs at Bank of America

Provide client service support to Financial Advisors by handling client requests, educating clients on banking and investment offerings, ensuring accuracy of client materials, promoting bank products, supporting operational excellence and risk management, and covering team needs during absences to maintain a client-first experience.

Provide customized financial advice and solutions, manage client relationships, recommend investment strategies, and meet regulatory requirements.

Provide client service support to Financial Advisors by managing client requests, educating clients on banking and investment offerings, ensuring accuracy and compliance with policies, deepening client relationships, and supporting day-to-day team activities including coverage during absences.

Support financial advisors and clients by originating business, advising on hedge fund products, designing and presenting customized hedge fund portfolios, and assessing third-party fund partners to drive utilization for UHNW and institutional clients.

Conduct financial crime investigations from initial review through resolution: analyze transactions and customer data, identify suspicious activity, prepare SARs, document findings, escalate risks to stakeholders, and ensure compliance with regulations and policies while meeting quality and production expectations.

Provide comprehensive financial advice and customized investment solutions to clients, triage leads, refer to internal partners, build financial plans using brokerage and banking products, recommend investments, meet sales goals, and complete required licenses and SAFE Act registration.

Trainee financial advisor who will study for and obtain securities licenses (SIE, Series 7, Series 66), learn consultative advisory skills, acquire and manage client relationships, deliver Bank of America and Merrill banking and investment solutions, perform client reviews, and collaborate with internal partners while adhering to SAFE Act registration requirements.

Conduct AML and financial crime investigations from initial review through documentation and resolution. Analyze customer and transactional data, identify suspicious patterns, prepare timely Suspicious Activity Reports (SARs), escalate findings, and ensure investigations meet regulatory, policy, and quality standards.

Join the Merrill Advisor Development Program to build a book of business, source and service high-net-worth clients, recommend suitable investment solutions, collaborate with specialists, complete training, and document client interactions in Salesforce while meeting performance targets.

Conduct AML and financial crime investigations: analyze transactions and customer data, document findings, prepare timely SARs, escalate risks, and manage full investigation lifecycle while ensuring regulatory compliance and quality standards.

Conduct financial crime investigations by analyzing customer and transaction data, document findings, complete SARs, escalate suspicious activity, and manage cases from intake to resolution while meeting regulatory, quality, and production standards.

Develop, implement and validate quantitative risk and capital models across business domains. Perform end-to-end market risk stress testing, statistical analysis on large datasets, produce technical documentation, collaborate with stakeholders and technology to deploy governed Python implementations, and support model risk management and regulatory requirements.

Processes civil subpoenas, legal orders, levies, garnishments, and related matters for bank clients and accounts. Reviews legal documents, applies state and federal requirements, researches records across banking systems, coordinates with attorneys and government agencies, prepares deposition witnesses, manages caseloads, restricts accounts, submits timely responses, and identifies process improvements while supporting internal and external clients.

The Project Manager will oversee and ensure successful delivery of complex Global Markets initiatives, collaborating with various departments and managing multiple priorities.

Provides client service and operational support to multiple Financial Advisors in a Merrill Wealth Management practice. Responsibilities include responding to client and advisor requests, preparing accurate materials, supporting policy and risk procedures, educating clients on banking and investment offerings, maintaining relationships, identifying referrals, and assisting with daily team activities.

Develop and execute wealth management team business plans, practice operations, pricing strategies, budgets, profitability initiatives, client service processes, and team assignments. Lead hiring, onboarding, compensation, performance monitoring, and coordination with HR, compliance, and market leadership. Support client growth and service strategy while ensuring regulatory compliance, risk management, and effective use of Merrill wealth management products and specialists.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling service requests, following bank policies, managing risk, strengthening client relationships, identifying referral opportunities, and supporting daily team operations. The role requires strong communication, adaptability, attention to detail, discretion, and proficiency with Microsoft Office and Salesforce.

Partner with Business Banking relationship managers to identify and close employee benefits sales (Defined Contribution, Defined Benefit, NQDC, Health Benefit Solutions) for accounts under $10M. Coordinate pipeline with RMs, sales teams and advisors; prepare sales materials, pricing, and proposals; manage client interactions through close. Provide guidance to junior staff. Requires deep retirement/benefits knowledge, strong sales skills, and required securities and insurance licenses.

Facilitates Scrum ceremonies and coaches multiple Agile teams and Release Trains. Manages dependencies, impediments, risks, metrics, delivery visibility, PI planning, release readiness, RAID management, compliance, and continuous improvement. Leads Solution Train coordination across ARTs, suppliers, and shared services while partnering with product, architecture, business, and technology leaders. Supports financial and resource planning, DevSecOps maturity, security readiness, and delivery performance in infrastructure, network, hosting, or cloud environments.

Manages discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include developing customized investment strategies, asset allocation, portfolio construction, security and manager selection, trade execution, risk management, compliance, performance reviews, and proactive client communication. Partners with senior managers, supports client retention and business development, collaborates across investment teams, monitors market and economic trends, and mentors associates.