The National Financial Solutions Advisor I engages clients in a contact center to provide advice on financial goals, using a consultative approach and leveraging Bank of America and Merrill offerings. The role emphasizes client care and aims to build long-term relationships, with pathways for career advancement within the company.

This role advises clients on banking and borrowing solutions, builds relationships, and ensures compliance with lending regulations while achieving sales performance.

Lead the design and implementation of DLP security measures in cloud environments, manage team activities, and ensure compliance with regulations.

The PWM Market Executive is responsible for market strategy execution, client engagement, talent management, and financial performance oversight.

The Private Client Advisor II is responsible for acquiring and retaining clients, providing tailored financial services, and leading client relationship management efforts.

The Head of Annuity Product Management oversees product strategy, financial performance, client experience, and compliance within the annuity sector.

As a Financial Solutions Advisor Stage I, build and manage client relationships, prepare for required licenses, and provide financial solutions to clients.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

Responsible for resolving client requests through calls, chats, or emails, providing accurate account maintenance and ensuring a great client experience.

Develop and deliver complex financial applications, manage teams, define technology strategy, and ensure compliance and stability in software solutions.

The portfolio manager oversees high net worth clients' investments, develops strategies, and manages portfolios, with a focus on client relationships and investment returns.

Provide comprehensive advice and customized solutions to clients for achieving their financial goals. Key tasks include triaging leads, making referrals, reviewing financial plans, recommending brokerage products, and completing required licensures.

The Finance Manager serves as a finance partner, overseeing financial analysis, forecasting, profitability analysis, and reporting for various business lines, ensuring effective decision-making and strategic direction.

Provide personalized financial advice and solutions to clients, meeting their investment goals and making referrals based on needs.

Responsible for executing audits related to economic sanctions, assessing control environments, and developing business relationships, while recommending improvements.

This role involves leading advanced penetration testing and vulnerability assessments to identify high-risk vulnerabilities, mentoring junior engineers, and coordinating with leadership on security issues.

As a Financial Solutions Advisor Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.

The Private Client Manager II is responsible for managing client relationships, advising on financial needs, driving new business inflows, partnering with internal teams, and ensuring client satisfaction.

The Private Client Manager II expands client relationships, drives new business, leads credit opportunities, mentors colleagues, and delivers a branded client experience. Responsibilities include advising clients, coordinating team efforts, and utilizing digital capabilities.

This role involves managing high-net-worth client relationships, assessing their investment goals, and providing tailored financial advice while aiming to grow a sustainable book of business.