Bank of America

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

Financial Solutions Advisor

System Administrator

• Responsible for the Operational support of LINUX/UNIX-based messaging systems.
• Primarily responsible for system availability, troubleshooting/triage for production problems.
• Participates in a service monitoring function with responsibilities in areas of incident and problem management.
• Role will contribute to product/service design, development and implementation deliverables, to include assessment and optimization of systems and review of user requirements.
• Serves as a fully seasoned/proficient technical resource; provides technical knowledge and capabilities as team member and individual contributor.
• Executes processes in support of the IT infrastructure and resources required to plan for, develop, deliver and support IT services and products to meet the needs of a business within required SLAs.
• Manage and support Email Routing infrastructure applications on a day to day basis.
• Installs, configures and troubleshoots Applications used to support Email Routing Infrastructure.
• Monitor, measure, report and review current performance of application services and ensure availability and capacity meet business demand.
• Facilitates the resolution (both reactive and proactive) of problems throughout the information system lifecycle, including classification, prioritization and initiation of action.
• Documentation of root causes and implementation of remedies to prevent future incidents.
• Collaborates effectively with their Architecture/Engineering peers for new initiative solution planning, testing/validation, complex troubleshooting, and problem resolution.
• On-Call support responsibilities (coverage nights & weekends).

Collaboration Operations System Administrator – Linux/Unix

• Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders
• Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations
• Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations
• Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent
• Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data
• Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders
• Drive end-to-end learning strategy for client organizations, working closely with learning consultants and leveraging internal learning resources
• Consults with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans
• Serves in advisory roles for horizontal initiatives, working with line of business and HR partners to consult

Talent Consultant II – CFO

Operations

• Responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations
• Identifying, analyzing, and resolving complex problems related to product lines
• Ensuring compliance with policies
• Identifying opportunities to improve process performance and operating efficiency
• Supervising day-to-day activities of employees such as executing transactions
• Leading a critical Operations Portfolio with National oversight & execution within the Home Loans Sales Channel
• Evaluating efficiencies and identifying areas of improvement and growth to the overall process

Group Operations Manager

Manager

• Developing and implementing business strategies by managing platform development initiatives from idea creation through deployment.
• Identifying customer needs, working with Technology on design options, and validating concepts.
• Developing business cases, partnering with Technology and key operational stakeholders to conduct analyses, and writing business and functional requirements documentation.
• Defining the strategic vision for key user experience functionalities, identifying administrative modifications and opportunities to streamline data entry processes.
• Driving innovation and improving platforms used by bank employees and support organizations to maximize system stability, while minimizing user disruption.
• Interacting with key program stakeholders such as platform and process design teams to facilitate solutions and remedies to any risks/issues identified during platform deployment.
• Leading the end-to-end requirement gathering and release execution process from an operational validation perspective with Technology partners.
• Managing User Acceptance Testing execution and documents evidence of success prior to release.
• Partnering with Technology to plan, implement, and deploy business strategies, while prioritizing the bank's long and short-term goals.
• Becoming a subject matter expert in CreditCenter across multiple applicable businesses and functions.
• Leveraging knowledge of underwriting, monitoring, and/or fulfillment processes to aid regression scenario definitions and ensure comprehensive regression suite test coverage.
• Leveraging executive presence skills to influence senior business stakeholders and program leadership on roadmap prioritization decisions.

Platform Manager

Marketing

• Achieving goals through coding and/or metadata management
• Support and technical direction for platforms and operations
• Interacting with managers and partners to identify, research, analyze and resolve complex problems or to develop significant process enhancements
• Translating business needs into technical requirements for supported platforms
• Working independently with direction
• Delivery of tactical plans to achieve goals through coding and/or metadata management, support and technical direction for platforms and operations
• Supporting the delivery of marketing campaigns in the Offers Management/Insights Engine platforms across all products in associate & digital channels
• End-to-end process to launch new offers and change existing offer design
• Capturing requirements, driving execution timeline, writing & executing test scripts, UAT and production validation
• Supporting channel integration and expansion initiatives
• Developing implementation plans for targeted offers and referrals, consulting with partners across marketing
• Translating the intended customer and associate experience into technical requirements for offer display
• SME for integration and functionality across delivery platforms, real-time rules, file delivery, front-end and back-end applications
• Managing strict execution timelines and SLAs for implementation plans, test script preparation, test data requests to ensure on-time and error-free deployment
• Performing user acceptance testing and production certification and ongoing monitoring of a production environment to reduce the risk of defects

Marketing Channel Execution Manager

Administrative Assistant

• Provide diverse and confidential administrative support, including extensive calendar management
• Support 6-8 Bands 2&3 employees with minimal indirect support for their direct reports
• Communicate and interact with all levels of the Bank of America including senior executives across other business lines and support partners
• May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and Judgment.
• Manage multiple objectives, projects or activities all at once
• Perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence
• Proactively manage executive calendar, key deadlines, delivery commitments, routines
• Coordinate schedule for executive to maximize time and create efficiencies; proactively anticipate issues/challenges
• Phone coverage, travel scheduling for both domestic and international travel and expense processing, invoice processing where needed
• Assist in organizing and executing All Hands/Staff Meetings
• Prepare meeting minutes and related meeting documents, utilizing written and oral communication skills
• Prepare correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems

Administrative Assistant III

• Manage platform operations, including system health, issue resolution, and user support
• Execute platform roadmap and enhancements aligned to business priorities
• Ensure adherence to SPI processes, controls, and governance standards
• Lead delivery of platform initiatives (requirements, development, testing, deployment)
• Coordinate across Marketing, Technology, and Operations stakeholders
• Support change management including training, communication, and adoption

Marketing Platform Manager – Senior Marketing Specialist

Engineer

• This job is responsible for defining and leading the engineering approach for complex features to deliver significant business outcomes.
• Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies.
• Additionally, this job is accountable for end-to-end solution design and delivery.

Senior Engineer – Modern Continuous Delivery (CD) Platform

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

• Shape, drive, and govern $4B+ technology initiatives investment portfolio
• Oversee end-to-end technology portfolio lifecycle
• Manage and activate enterprise 'Speak Up' ideas within Technology
• Align continuous improvement initiatives with strategic transformation priorities
• Instill a culture of simplification, accountability, and measurable performance improvement

Global Technology Initiative Portfolio & Operational Excellence Executive

Client Partner

• This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
• Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
• Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
• Drives inflows of new business across all product lines into existing book of business.
• Leads complex credit opportunities, including structured credit deals.
• Grows book balances and Year over Year revenue.
• Partners with and mentors Private Client Managers on more complex products and client relationships.
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.

Private Client Manager – Investments

• This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes.
• Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices.
• Responsibilities: The Testing Manager is responsible for leading and evolving the quality engineering function with a strong focus on reducing testing toil and improving product quality through intelligent automation and AI‑driven practices.
• This role will own test strategy, execution, and continuous improvement across the SDLC, while introducing pragmatic applications of Artificial Intelligence to increase test effectiveness, speed, and coverage.
• The manager will lead and mentor a team of testers and automation engineers, partner closely with development and product teams, and drive measurable improvements in quality, cycle time, and release confidence.
• Success in this role requires a balance of strong testing fundamentals, technical depth, leadership capability, and the ability to translate AI innovations into practical value for the organization.

Senior Technology Manager

• This job is responsible for managing a financial center and it's employees on a day-to-day basis.
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• Develops talent, including proactive sourcing of candidates
• 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 by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Manager

Analyst

• Performing more complex analysis and modeling to minimize fraud loss exposure and negative impacts to the customer experience.
• Utilizing a variety of systems, such as Excel, SAS, SQL, Tableau, and other relational data bases, to provide analytical support on strategies.
• Evaluating data to assess potential fraud risk and creating mitigation strategies.
• Supporting Emerging Risk Fraud Strategies primarily in Digital products; Zelle/Wires/BillPay.
• Responsible for creating fraud strategies and ensuring proper risk controls are deployed adhering to best practices.
• Conducting defect reviews of 3rd party fraud loss cases to identify any gaps in Fraud strategy and/or procedural adjustments.