Bank of America

Financial Planning and Analysis

• Obtain Securities Industry licenses
• Build and manage client relationships
• Deliver comprehensive financial advice
• Collaborate with banking and investment partners
• Progress through different stages of advisor development

Financial Solutions Advisor

Account Manager

• Responsible for executing local market strategy in the Metro market segment
• Partnership with Market Executive and local President to drive responsible growth through communications and initiatives
• Up to 20% travel for developing relationships to further engagement
• Manage local volunteerism and community development services standards
• Execute internal and external communication plans, including newsletters and social media
• Support market events, including material setup

Community Relations Manager I

Director

• Executes components of the region business plan with a focus on advisor productivity, strategic flows, and revenue growth.
• Recruits, coaches, and retains high-performing talent, fostering a culture of inclusion, innovation, and respect regardless of team size or tenure.
• Influences advisor engagement and client experience, ensuring alignment with enterprise priorities and directly coaching advisors to optimize impact.
• Serves as a trusted advisor and problem solver for UHNW clients delivering customized, integrated solutions embedded in a strong risk culture.
• Builds relationships across lines of business and product groups to deliver the enterprise’s full capabilities, orchestrating firm and enterprise resources to solve complex client needs.
• Acts as the regulatory supervisor for multiple groups of private wealth advisors, partnering with Supervision and Control partners to oversee activities that require advanced licensing (Series 9/10 and 3/31).

Associate Regional Director

Program Manager

• Guides the strategic direction of enterprise-wide initiatives to drive transformation and performance across business segments
• Provides strategic guidance to senior managers and engage executive stakeholders to align priorities and ensure successful program execution
• Fosters collaboration across product, channel, and operations teams to ensure integrated and cohesive delivery of initiatives
• Ensures governance frameworks are followed and deliver measurable outcomes through disciplined execution and performance tracking
• Drives innovation and lead change initiatives that enhance enterprise capabilities and support continuous improvement

Business Strategy & Intelligence Manager – Strategic Alliances, Program Manager

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
• This position may also have responsibilities for managing associates

Market Financial Center Manager

Operations

• This job is responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations
• Key responsibilities include identifying, analyzing, and resolving complex problems related to product lines, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency
• Job expectations include supervising day-to-day activities of employees such as executing transactions
• Provides strategic guidance to develop and analyze procedures to enhance unit and/or product-related activities while overseeing budget and expense management, reporting, and forecasting for designated areas
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process, identifying data, metrics, and key performance indicators to measure process effectiveness
• Aligns bank priorities and strategies to employee metrics and goals and provides interventions as needed to recognize, encourage, and improve team performance to support an inclusive work environment
• Leads and ensures teams adhere to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
• Forecasts and manages staffing levels and capacities, prioritizes employee development by providing effective coaching, and shares constructive feedback to drive Operational Excellence

Group Operations Manager

Financial Crime

• Performing end-to-end investigations of external financial crimes activities across one or more lines of business
• Conducting routine to complex investigations, including money laundering, or terrorist financing
• Acting as the liaison to Law Enforcement
• Providing coaching and inputs to investigators to improve case quality
• Ensuring all cases are sufficiently investigated and findings are adequately documented

GFC Investigator – Commercial, AML

IT Support

• managing the branch pipeline
• supporting Wealth Management Lending Officers
• ensuring regulatory compliance
• contributing to team productivity and process improvement
• serve as a central liaison between clients, financial advisors, and sales teams

Wealth Management, Credit Administrator

• Managing the branch pipeline.
• Supporting Wealth Management Lending Officers, Lending Client Advocates.
• Ensuring regulatory compliance while contributing to team productivity, coaching, and process improvement.
• Serving as a central liaison between clients, financial advisors, LCA’s, fulfillment, underwriting, and sales teams.

Wealth Management – Credit Administrator

• Manage the branch pipeline and support Wealth Management Lending Officers
• Ensure regulatory compliance and contribute to team productivity
• Serve as a liaison between clients, financial advisors, and sales teams to deliver lending experience

• The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending Client Associate (LCA) with the strategic oversight of a Lending Client Support Manager (LCSM).
• Responsible for managing the branch pipeline, supporting Wealth Management Lending Officers, Lending Client Advocates and ensuring regulatory compliance while also contributing to team productivity, coaching, and process improvement.
• Serves as a central liaison between clients, financial advisors, LCA’s, fulfillment, underwriting, and sales teams to deliver an exceptional lending experience.
• Monitor and manage loan pipelines to ensure timely and accurate processing.
• Identify and resolve bottlenecks, escalations, and rush requests in collaboration with the team and partners.
• Serve as a primary contact for clients throughout the loan process, ensuring timely communication and document collection as required for coverage needs.
• Conduct outbound calls, emails, and digital outreach to support WMLO’s and maintain client engagement as needed.
• Ensure LCA’s are helping clients to be connected to the bank’s digital capabilities and oversee consistent follow-up routines to meet client needs.
• Review lending pipelines to identify documentation gaps and proactively resolve them to avoid delays.

• Managing the branch pipeline
• Supporting Wealth Management Lending Officers and Lending Client Advocates
• Ensuring regulatory compliance
• Contributing to team productivity, coaching, and process improvement
• Serving as a central liaison between clients, financial advisors, and teams to deliver an exceptional lending experience
• Monitoring and managing loan pipelines for timely and accurate processing
• Identifying and resolving bottlenecks and escalations
• Conducting outbound calls, emails, and digital outreach to support WMLO’s and maintain client engagement
• Reviewing lending pipelines to identify documentation gaps and proactively resolving them
• Partnering with Lending Client Delivery Managers on client escalations

• The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending Client Associate with the strategic oversight of a Lending Client Support Manager.
• Responsible for managing the branch pipeline, supporting Wealth Management Lending Officers, Lending Client Advocates and ensuring regulatory compliance while also contributing to team productivity, coaching, and process improvement.
• Serve as a central liaison between clients, financial advisors, Lending Client Associates, fulfillment, underwriting, and sales teams to deliver an exceptional lending experience.
• Monitor and manage loan pipelines to ensure timely and accurate processing.
• Provide coverage during planned/unplanned absences to maintain business continuity.
• Identify and resolve bottlenecks, escalations, and rush requests in collaboration with the team and partners.
• Review lending pipelines to identify documentation gaps and proactively resolve them to avoid delays.

Client Services Representative

• Managing lending operations and support teams.
• Overseeing compliance processes.
• Serving as the primary point of contact for lending, fulfillment, and underwriting leaders.
• Performing pipeline reviews to ensure completion of tasks.
• Creating comprehensive pipeline management strategies.
• Motivating and coaching associates.

Wealth Management – Lending Client Support Manager

Product Manager

• Developing and managing the end-to-end product life cycle for highly complex products
• Conducting market research and competitor analyses
• Determining product pricing
• Developing short and long-term strategies
• Identifying innovative opportunities to modernize product offerings and deliver a more unified customer experience
• Ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies
• Executing on tactical elements of partner management, benefits procurement, and cross-functional business coordination
• Supporting the UHNW Lifestyle Services Program Executive
• Monitoring the competitive landscape and emerging trends
• Collaborating with the Loyalty & Rewards and Procurement teams
• Managing ongoing third party relationships
• Coordinating and overseeing end-to-end execution of virtual and in-person events
• Training and coaching client teams

Financial Solutions Advisor

Community Relations Manager I

Associate Regional Director

Business Strategy & Intelligence Manager – Strategic Alliances, Program Manager

Market Financial Center Manager

Group Operations Manager

GFC Investigator – Commercial, AML

Wealth Management, Credit Administrator

Wealth Management – Credit Administrator

Wealth Management, Credit Administrator

Wealth Management, Credit Administrator

Wealth Management, Credit Administrator

Wealth Management, Credit Administrator

Wealth Management – Lending Client Support Manager

Senior Product Manager – Ultra High Net Worth Lifestyle Services