Bank of America
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Responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Requires knowledge of investments, products, financial markets, policies, procedures, and processes.
The Quantitative Operations Manager is responsible for developing quantitative models and applications for risk management, overseeing data management policies, and guiding a team of analysts to deliver insights and compliance solutions in AML and KYC processes.
Responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals, including building financial plans, recommending brokerage products, and triaging client requests. Requires Series 7 & 66 licenses and at least one year of experience in the investments industry.
Responsible for providing confidential administrative support including calendar management, coordinating travel arrangements, processing expenses, and responding to communications. The role involves managing multiple tasks, organizing meetings, and ensuring effective communication with executives and line management.
The Audit Supervisor will lead and execute audits focusing on the Operational Risk Management Framework, assess organizational adherence to regulations, execute audit testing responsibilities, and engage with management to improve the control environment while fostering team development.
The Wealth Management Client Associate provides exceptional client service support to Financial Advisors, ensuring accurate and timely communication of services, aligning practices with bank policies, and fostering strong client relationships. This role focuses on understanding client needs and promoting banking services effectively while supporting day-to-day team activities.
The Investment Consultant II is responsible for providing financial guidance to prospects and investors, assisting with their investment needs, executing trade orders, and ensuring high client satisfaction through effective communication and relationship management. The role requires knowledge of investments and financial markets to educate clients about products and services offered by the bank.