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Private Wealth Management Specialist jobs at Bank Of America in United States, Chicago

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State
Chicago
64 jobs found
09.09.2025
BOA

Bank Of America Critical Application Monitoring Control Specialist United States, Illinois, Chicago

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Description:

Job Description:

The Critical Application Monitoring Control Specialist role will execute against the Cyber Security Application Monitoring strategy by building detection use case parameters for critical applications. To succeed in this role, you should have enterprise level experience translating business requirements into technical requirements, worked with Splunk and/or other logging technologies, and be able to discuss Cyber Security detections with Application Managers.

You should also possess strong written and verbal communication skills including ability to communicate clearly and concisely to various levels, up to and including executive level management, and explain the need for key controls to technical and non-technical resources.

Technical skills required include but not limited to:
• Enterprise Business Analysis
• Information Security Controls
• Enterprise Risk Management
• Application Security
• Splunk and/or other logging technologies
• Ability to read, understand and interpret application logs

Required Qualifications:
• Minimum of 5 years of enterprise IT or Cybersecurity (preferred) experience
• Previous information technology/application oversight/logging and monitoring experience
• Ability to work both independently as well as part of a team
• Ability to plan, execute and document assessment activities following established processes and procedures

Skills:

  • Customer and Client Focus

  • Interpret Relevant Laws, Rules, and Regulations

  • Policies, Procedures, and Guidelines

  • Problem Solving

  • Quality Assurance

  • Business Acumen

  • Controls Management

  • Innovative Thinking

  • Process Management

  • Stakeholder Management

  • Business Process Analysis

  • Data Governance

  • Data Privacy and Protection

  • Data and Trend Analysis

  • Risk Analytics

1st shift (United States of America)

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08.09.2025
BOA

Bank Of America Cloud Security Engineer – AWS Vulnerability & Misconfigurati... United States, Illinois, Chicago

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Description:

Job Description:

This role requires 3 years of experience.

Job Responsibilities:
• Identify vulnerabilities and misconfigurations across the AWS platform, resources, and workloads.
• Maintain cloud security posture management (CSPM) and vulnerability management tools such as Inspector, Wiz, Qualys, CrowdStrike.
• Develop automated detection and monitoring for insecure configurations, excessive permissions, and non-compliant deployments.
• Partner with engineering, DevOps, and application teams to provide remediation guidance and drive secure by design solutions.
• Triage and report vulnerabilities with risk ratings to ensure timely remediation.
• Research and stay ahead of emerging cloud threats, vulnerabilities, and industry best practices.
• Contribute to cloud security standards, baselines, and playbooks to improve enterprise-wide security posture.
• Support governance, risk, and compliance requirements by ensuring alignments with regulatory and internal policy standards.
• Drive Cloud Security solutions in alignment with the Bank’s cloud strategy and in accordance with security best practices.
• Develops strong partnerships by demonstrating operational expertise as a subject matter expert.

Required Qualifications:
• Experience with AWS native services, tools, and architecture.
• Understanding of cloud security principles and practice
• Working knowledge of cloud threat landscape
• Technical experience in infrastructure and/or security functions
• Understanding of DevSecOps and CI/CD pipeline integration through security engineering lifecycles.
• Understanding of Threat modeling and frameworks
• Understanding of vulnerability management and scanning tools
• Experience in project management
• Well-developed analytic, qualitative, and quantitative reasoning skills with a demonstrated creative problem-solving ability.
• Ability to work independently with little oversight on complex initiatives.
• Extremely motivated, hungry to learn
• Ability to communicate complex concepts to all levels of understanding and technical ability.

Desired Qualifications
• CISSP/CCSP/CISM
• Cloud specific Security certifications such as SANS/GIAC
• Vendor specific and relevant certifications – AZ-500, SC-200, AZ-204, CKA, CKS, RHCE, etc.
• Bachelors degree in a technical field

1st shift (United States of America)

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08.09.2025
BOA

Bank Of America Technology Operations Specialist II United States, Illinois, Chicago

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Description:

Job Description:

Support Sybase re-platform project and coordinate the remediation of BOABs, Risk, compliance, NPT, and dormancy effort for Sybase, MySQL and MongoDB

Sybase re-platform is a multi-year project to migrate Sybase applications to suitable core or emerging technologies. This project involves migrating 85 AITs including UCAL and critical global systems. This will require a resource with strong knowledge of various database technology and project management skills. Additional resource is required to support these critical projects so we can ensure the migrations are done according to the project plan and complete in a timely manner to meet the aggressive timelines.

Required Qualifications:

  • 5+ years of experience in Database administration (Sybase)
  • Installation, configuration and upgrading of database software and related products
  • Should be strong in performance tuning and trouble shooting
  • Able to handle pressure situations since team has got stringent SLAs.
  • Establish and maintain sound backup and recovery policies and procedures
  • Plan growth and changes (capacity planning)
  • Work as part of a team and provide 8x5 support when required
  • A good understanding of the underlying operating system
  • Experience in code migration, database change management and data management through the various stages of the development life cycle
  • Should have sound communication skills with management, development teams, vendors and systems administrators
  • Should have the ability to handle multiple projects and deadlines
  • Should possess a sound understanding of the business
  • Exposure to Enterprise monitoring tools

Desired Qualifications:

  • Linux and scripting knowledge

Skills:

  • Innovative Thinking
  • Production Support
  • Result Orientation
  • Risk Management
  • Solution Design
  • Adaptability
  • Analytical Thinking
  • Collaboration
  • Influence
  • Solution Delivery Process
  • Architecture
  • Automation
  • DevOps Practices
  • Project Management
  • Stakeholder Management
1st shift (United States of America)

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08.09.2025
BOA

Bank Of America Application Control Specialist United States, Illinois, Chicago

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Description:

Job Description:

Job Description:

This role is responsible for completing and tracking compliance deliverables to ensure applications adhere to applicable policies and standards as well as local laws, rules and regulations (LRR). Key responsibilities include completing administrative and non-technical tasks related to compliance deliverables and infrastructure requests for the applications they support. They support vendors, development teams and technology managers to ensure technical security, risk, and other compliance activities are completed on-time and per requirements. These individuals partner closely with control functions, risk management and Global Information Security (GIS) and are familiar with the applicable policies, standards, LRRs, contacts and procedures so that the compliance deliverables are completed effectively and efficiently.

Key Responsibilities:

  • Ensure that risk, security, and other compliance deliverables are completed on time and per requirements for the applications they support.
  • Complete administrative and non-technical tasks related to compliance deliverables (for example: access reviews, assessments, questionnaires, procedural requirements, etc.).
  • Assist with audit exams and risk assessments for the applications.
  • Track and support the technical security and risk activities performed by the development teams (for example: remediation of non-permitted technology or security vulnerabilities, technical recovery planning, disaster recovery exercises, etc.).
  • Maintain data about the application in AppHQ and other systems of record.
  • Work closely with vendors for vendor applications to ensure the application meets bank requirements.
  • Assist with ad hoc inquiries and questions about the application.
  • Interface with technology infrastructure teams for infrastructure requirements like requests for additional storage.

Required Qualifications

  • 2+ years of experience working in regulated environment.
  • Basic understanding of technology, Intellectually curious and eager to learn.
  • Exceptional communication and interpersonal skills, with the ability to understand complex technical concepts.
  • Strong analytical and problem-solving skills to make informed decisions, prioritize effectively.
  • Detail-oriented mindset, time management and strategic planning to successfully meet aggressive deadlines.
  • The ability to handle stressful situations.

Skills:

  • Collaboration
  • Risk Management
  • Analytical Thinking
  • Data Management
  • Solution Delivery Process
  • Agile Practices
  • Automation
  • Result Orientation
  • Solution Design
  • Test Engineering
  • Application Development
  • Architecture
1st shift (United States of America)

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26.08.2025
BOA

Bank Of America Wealth Management Specialist - NPD United States, Illinois, Chicago

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Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This EGP Specialist Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice (EGP). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Requirements: Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65.

Elite Growth Practice (EGP) Wealth Management Specialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

Thisis responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition.


Responsibilities:

  • Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
  • Attends client review meetings to assist with relationship deepening conversations
  • Executes on the team service model, including engaging with specialists/partners to address client's needs
  • Manages aspects of the client relationship process, including client onboarding and resolving escalations
  • Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Required Qualifications:

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration; ADV-2B Required
  • Obtain and/or maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills
  • Ability to lead through collaboration and influence without direct authority
  • Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution​

Skills:

  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process Simplification

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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25.08.2025
BOA

Bank Of America Private Wealth Client Associate United States, Illinois, Chicago

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Description:


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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25.08.2025
BOA

Bank Of America Production Specialist II - 1st Shift United States, Illinois, Chicago

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Description:


This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Line of Business Job Description:

1st Shift Friday - Tuesday 7:00am-3:30pm

Responsibilities:

  • Addresses issues in production proactively and handles complex client escalations
  • Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
  • Monitors and reviews documentation requirements
  • Resolves peer or customer escalations and inquiries
  • Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required Qualifications:

  • 1+ years relatable experience
  • Ability to process transactions based on documented procedures
  • Basic Banking Operations experience
  • Team player with ability to multitask
  • Attention to detail
  • Adapts to change and a quick learnerReceptive to coaching
  • Proficient in MS Office

Desired Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.

Skills:

  • Adaptability
  • Attention to Detail
  • Business Operations Management
  • Customer and Client Focus
  • Policies, Procedures, and Guidelines Management
  • Collaboration
  • Issue Management
  • Organizational Effectiveness
  • Prioritization
  • Problem Solving
  • Confronting Bias

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Expand
Limitless High-tech career opportunities - Expoint
Description:

Job Description:

The Critical Application Monitoring Control Specialist role will execute against the Cyber Security Application Monitoring strategy by building detection use case parameters for critical applications. To succeed in this role, you should have enterprise level experience translating business requirements into technical requirements, worked with Splunk and/or other logging technologies, and be able to discuss Cyber Security detections with Application Managers.

You should also possess strong written and verbal communication skills including ability to communicate clearly and concisely to various levels, up to and including executive level management, and explain the need for key controls to technical and non-technical resources.

Technical skills required include but not limited to:
• Enterprise Business Analysis
• Information Security Controls
• Enterprise Risk Management
• Application Security
• Splunk and/or other logging technologies
• Ability to read, understand and interpret application logs

Required Qualifications:
• Minimum of 5 years of enterprise IT or Cybersecurity (preferred) experience
• Previous information technology/application oversight/logging and monitoring experience
• Ability to work both independently as well as part of a team
• Ability to plan, execute and document assessment activities following established processes and procedures

Skills:

  • Customer and Client Focus

  • Interpret Relevant Laws, Rules, and Regulations

  • Policies, Procedures, and Guidelines

  • Problem Solving

  • Quality Assurance

  • Business Acumen

  • Controls Management

  • Innovative Thinking

  • Process Management

  • Stakeholder Management

  • Business Process Analysis

  • Data Governance

  • Data Privacy and Protection

  • Data and Trend Analysis

  • Risk Analytics

1st shift (United States of America)

Expand
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