Bank of America

Financial Planning and Analysis

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the extensive capabilities of Merrill and Bank of America
• Collect necessary client profile data, following standard KYC procedures
• Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients
• Document all client interactions and opportunities within Salesforce accurately

Financial Advisor – Advisor Development Program

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Merrill Advisor Development Program

Banker

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker

• Identifying needs and developing relationships with high-net worth individuals
• Reviewing financial goals and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and executing customized solutions
• Recommending investment products and services based on client objectives
• Balancing investment growth, referral activities, and personal growth and development
• Organizing and managing resources to run a productive practice
• Seeking expertise of specialists for client planning and strategies
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Houston Galleria Market

Data Analyst

• This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline
• Supports the extraction of data using a variety of programming languages, such as SQL, SAS, Python, or Spark/Scala
• Applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms
• Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge
• Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors
• Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners
• Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership
• Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity

Client Quantitative Analyst I – Data Reporting and Operations Management

Administrative Assistant

• This job is responsible for managing cross-functional and/or inter-departmental projects for Line of Business products, processes, functions, and employee readiness.
• Key responsibilities of the job include partnering with the business to develop a plan to sustain change, evaluating current methods, and developing strategies to implement changes and project improvements.
• Job expectations include overseeing projects, using appropriate tools to drive project completion, and serving as a secondary point of contact to department managers for critical change initiatives.
• The Project Manager is responsible for the Operational project deliverables of multiple strategic initiatives at one time spread across multiple lines of businesses (LOB’s).
• The Project Manager follows the Agile project methodology and adheres to the Global Change Standards as defined by the Bank.
• The Project Manager identifies the key resources required for the project and ensures that their deliverables are completed to meet the timeline requirements.
• The Project Manager is responsible for the successful implementation of project scope as agreed upon with the LOB and documents the success metrics upon project completion.
• Project risks are continually identified and escalated to minimize risk exposure.
• The candidate must be able to work independently, possess a strong process expertise, and demonstrate strategic thinking and tactical planning with a proven ability to turn complex ideas into well-structured processes.
• The candidate must be able to develop concise and succinct presentations that will influence dialogue at all levels.

Project Manager – Transformation, Initiatives, Process Office, Horizontal Project Management, Tools & Services, Delivery

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities.
• Connecting clients to solutions that meet the financial goals.
• Executing the bank's risk culture and striving for operational excellence.
• Building relationships with clients to meet financial needs.
• Following established processes and guidelines in daily activities to do what is right for clients and the bank.
• Adhering to all applicable laws and regulations.
• Growing business knowledge and network by partnering with experts in small business, lending, and investments.
• Managing financial center traffic, appointments, and outbound calls effectively.
• Driving the client experience.

Relationship Banker – Bilingual Spanish Preferred

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
• Recommend investment products and services suitable for prospects
• Balance investment growth, referral activities, and personal growth according to both day-to-day and longer-term planning
• Organize and manage resources to run a productive practice
• Seek the expertise of specialists to identify planning and investment strategies
• Complete mandated training, assessments, and performance goals

Financial Advisor, Utah Market

• Conducting quantitative analytics and complex modeling projects
• Leading the development of new models and analytic processes
• Performing end-to-end market risk stress testing
• Identifying continuous improvements through reviews of approval decisions
• Performing statistical analysis on large datasets
• Creating commentary to effectively explain trends and loss projections
• Collaborating across teams to ensure portfolio and business decision impacts are accounted for.

Senior Quantitative Finance Analyst

AI Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)

Software Engineer III – AI/ML

• Responsible for working with high-net worth individuals identifying needs and developing relationships
• Reviewing financial goals and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Developing a book of business to exceed established performance hurdles
• Prioritizing sourcing prospective clients, assessing customer needs, and executing customized solutions
• Recommending investment products suitable for prospects
• Balancing investment growth, referral activities, and administrative compliance

Financial Advisor – Louisiana/Mississippi Market

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development

Financial Advisor – Development Program

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience.
• Develop a book of business to meet and exceed established performance hurdles.
• Effectively prioritize sourcing prospective clients and executing customized solutions to meet client needs.
• Recommend investment products and services suitable for prospects.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Complete mandated training, assessments, performance goals, and continuing education requirements.

Financial Advisor – Houston Market

DevOps Engineer

• Partnering with leaders across engineering and technology
• Defining objective reliability goals
• Composing observability designs through instrumentation and dashboards
• Identifying root causes of complex/impactful issues
• Automating services to improve reliability and efficiency
• Influencing a culture of innovation and continuous improvement
• Designing, implementing, and maturing reliability engineering capabilities
• Building automation, mentoring engineers, resolving hard platform issues

Financial Advisor – Advisor Development Program

Financial Advisor – Merrill Advisor Development Program

Relationship Banker

Financial Advisor – Houston Galleria Market

Client Quantitative Analyst I – Data Reporting and Operations Management

Project Manager – Transformation, Initiatives, Process Office, Horizontal Project Management, Tools & Services, Delivery

Relationship Banker – Bilingual Spanish Preferred

Financial Advisor, Utah Market

Senior Quantitative Finance Analyst

Software Engineer III – AI/ML

Financial Advisor – Louisiana/Mississippi Market

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Development Program

Financial Advisor – Houston Market

Senior Site Reliability Engineer