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Global Information Security Regulatory Management Specialist jobs at Bank Of America in United States, Denver

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Denver
24 jobs found
18.11.2025
BOA

Bank Of America Credit Advisor Global Wealth & Investment Management United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements. Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility....
Description:


The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.


• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Required Qualifications:

• 10 plus years of commercial credit or wealth management credit experience

• Strong oral and written communication skills
• Effectively present to Merrill leadership and advisors around Custom Credit
• Strong credit skills (commercial / UHNW)
• Organized and can handle/prioritize several transactions at the same time
• Ability to work well with with underwriting, risk, and other business partners
• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
• Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
• Manage ongoing loan portfolio (reporting, covenants, etc.)


Desired Qualifications:

• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
• BS degree / MBA


• Business Development
• Loan Structuring
• Negotiation
• Prospecting
• Relationship Building
• Active Listening
• Business Acumen
• Client Management
• Customer and Client Focus
• Profitability Analysis
• Influence
• Pipeline Management
• Portfolio Management
• Problem Solving
• Sales Strategy

This job will be open a​nd accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

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08.09.2025
BOA

Bank Of America Reporting Analyst - Global Information Security United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
Maintain and enhance recurring business reports to ensure stakeholders receive accurate and timely insights. Streamline and automate reporting processes to improve efficiency and reduce manual effort. Collaborate with team members...
Description:

Job Description:

Seeking a detail-oriented and proactive team member to help transform business data into clear, actionable insights. This role is responsible for supporting the creation, improvement, and automation of recurring reports, helping leaders make data-driven decisions. Generally requires 5 years of experience.

Key Responsibilities:
• Maintain and enhance recurring business reports to ensure stakeholders receive accurate and timely insights.
• Streamline and automate reporting processes to improve efficiency and reduce manual effort.
• Collaborate with team members and business partners to understand reporting needs and develop solutions that provide clarity and value.
• Support data organization and visualization efforts to help teams easily access and interpret information.
• Identify opportunities to improve reporting processes and deliver actionable recommendations.

REQUIRED QUALIFICATIONS

Experience in Alteryx, Tableau and SharePoint
• Strong attention to detail and organizational skills.
• Ability to work independently while collaborating with multiple stakeholders.
• Comfortable learning and working with tools that help organize, visualize, and automate data (experience with reporting or dashboards is a plus).
• Problem-solving mindset and eagerness to improve processes.

Your work will directly support business decisions by providing timely, clear, and accurate reporting. By improving and automating existing processes, you will help the team work more efficiently and focus on driving results.

1st shift (United States of America)

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07.09.2025
BOA

Bank Of America Credit Advisor Global Wealth & Investment Management United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements. Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility....
Description:


The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.


• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Required Qualifications:

• 10 plus years of commercial credit or wealth management credit experience

• Strong oral and written communication skills
• Effectively present to Merrill leadership and advisors around Custom Credit
• Strong credit skills (commercial / UHNW)
• Organized and can handle/prioritize several transactions at the same time
• Ability to work well with with underwriting, risk, and other business partners
• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
• Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
• Manage ongoing loan portfolio (reporting, covenants, etc.)


Desired Qualifications:

• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
• BS degree / MBA


• Business Development
• Loan Structuring
• Negotiation
• Prospecting
• Relationship Building
• Active Listening
• Business Acumen
• Client Management
• Customer and Client Focus
• Profitability Analysis
• Influence
• Pipeline Management
• Portfolio Management
• Problem Solving
• Sales Strategy

This job will be open a​nd accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

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25.08.2025
BOA

Bank Of America Endpoint Security Engineer United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
Serves as a subject matter expert for one or more security engineering initiatives. Understands key business drivers for security engineering in regard to host-based security and proposes system designs, proposes...
Description:


This job is responsible for supporting multiple security engineering efforts to deliver enterprise security capabilities. Key responsibilities include serving as a subject matter expert of security technology, overseeing major engineering milestones including the design, development, and implementation of systems, and reporting on key metrics. Job expectations include executing on engineering initiatives, partnering with cross-functional teams, solving complex issues within one or more security domains, and mentoring team members. Experience with host-based security is highly desired.

Responsibilities:

  • Serves as a subject matter expert for one or more security engineering initiatives.
  • Understands key business drivers for security engineering in regard to host-based security and proposes system designs, proposes implementation.
  • Serves as a knowledge base on host-based vulnerabilities root cause, exploitation techniques and potential mitigation mechanism.
  • Serves as a subject matter expert with network traffic analysis (layer 7, Layer 3, Layer 4), attack patterns.
  • Possesses understanding of Machine Learning Algorithms.
  • Possesses understanding of certificate management, widely used encryption algorithms, digital signatures.
  • Possesses understanding of data lake tools, common API protocols.
  • Drives complex technical information security projects to ensure on-time delivery and identifies and raises risks and potential vulnerabilities at all stages of the security engineering process.
  • Leverages broad knowledge of information security technologies, techniques, and processes and prepares to grow knowledge within one or more security-engineering domains.
  • Leads the identification, definition, and documentation of system security requirements.
  • Leads work efforts with a diverse set of stakeholders with varying priorities to debate and negotiate paths forward.
  • Drives the development and execution of test plans to produce quantitative results and thinks outside the box to develop and implement multiple solutions to complex problems.

Required Qualifications:

  • 10+ years of Information Security experience in multiple domains.
  • 5+ years of experience configuring endpoint security programs, preference for at least 3 years of experience in CrowdStrike Falcon or similar, i.e.: SentinelOne, MS Defender, Trellix or Symantec Endpoint solutions
  • Proven track record of deploying, configuring, and tuning enterprise EDRs
  • Experience writing and updating queries using CrowdStrike Query Language, Splunk Query Language or similar
  • This is an engineering role that requires designing, configuring and maintaining endpoint tools in production.
  • This role also requires solid understanding of networking (Firewall, DNS, Proxy, Log Analysis etc.)

Skills:

  • Influence
  • Result Orientation
  • Solution Design
  • Stakeholder Management
  • Technical Strategy Development
  • Access and Identity Management
  • Critical Thinking
  • Cyber Security
  • Information Systems Management
  • Risk Management
  • Collaboration
  • DevOps Practices
  • Financial Management
  • Solution Delivery Process
  • Test Engineering

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

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14.08.2025
BOA

Bank Of America Senior Technology Manager – Security Operations Platform United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
Deep expertise in cybersecurity operations, threat detection, and incident response workflows. Proven experience designing and deploying platforms that integrate SIEM, SOAR, TIP, EDR, and cloud-native telemetry. Strong understanding of federated...
Description:

Role Description:

As the development lead, you will drive the strategic vision for a multi environment platform that integrates security tools, telemetry, automation, and analytics into a unified experience. You will collaborate closely with SOC analysts, threat hunters, incident responders, and security engineers to ensure that the interface meets operational needs while reducing friction and improving response times.

Skills

  • Deep expertise in cybersecurity operations, threat detection, and incident response workflows.
  • Proven experience designing and deploying platforms that integrate SIEM, SOAR, TIP, EDR, and cloud-native telemetry
  • Strong understanding of federated data access, log normalization, and real-time streaming (e.g., Cribl, Kafka)
  • Familiarity with LLM orchestration frameworks (e.g., LangChain, LlamaIndex) and AI/ML-driven analytics
  • Experience with advanced SOAR Playbooks and/or AI Agents.
  • Experience with data modeling, schema mapping, and field correlation across hybrid/multi-cloud environments
  • Strong interpersonal and executive communication skills; ability to translate technical vision into business value
  • Demonstrated ability to lead cross-functional teams of engineers, data scientists, and security analysts
  • Experience with agile development, DevSecOps, and secure software lifecycle practices
  • Experience developing technology for MDR, or other large scale cybersecurity platform software providers.

Roles & Responsibilities

  • Partner to lead the development of an AI-augmented threat hunting and security operations platform that unifies telemetry, automation, and analytics
  • Architect and oversee the integration of federated data sources across cloud, on-prem, and legacy environments
  • Collaborate with cybersecurity teams and engineering teams to define use cases for LLMs in threat detection, log correlation, and contextual enrichment
  • Drive the implementation of a modular, scalable platform that supports real-time streaming, historical search, and AI-assisted investigation
  • Champion the use of structured data models and field taxonomies (e.g., OCSF, ECS) to enable semantic search and automation
  • Integrate LLMs to support use cases such as data cataloging, field mapping, log summarization, and hypothesis-driven hunting
  • Establish performance metrics and feedback loops to continuously improve platform usability, detection efficacy, and analyst productivity
  • Partner with SOAR teams to develop agent-based playbooks for automated context gathering and response
  • Ensure platform security, compliance, and auditability across all integrated components

Required Qualifications:

  • 10+ years of experience in cybersecurity engineering, threat detection, or security platform development
  • 7+ years of leadership experience managing cross-functional technical teams
  • Strong background in building or integrating security data platforms (e.g., Splunk, Elastic, Chronicle, Snowflake, Anvilogic)
  • Experience with cloud-native security architectures (AWS, Azure, GCP) and hybrid infrastructure
  • Familiarity with LLMs, vector databases, and AI/ML pipelines for security use cases
  • Hands-on experience with log streaming, data normalization, and federated search technologies (e.g., Cribl, Trino, Anvilogic)
  • Deep understanding of SOC workflows, threat hunting methodologies, and MITRE ATT&CK framework
  • Experience with API-based integrations, open-source security tooling, and secure platform design
  • Secure Coding experience.

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Skills:

  • Influence
  • Risk Management
  • Solution Design
  • Stakeholder Management
  • Technical Strategy Development
  • Analytical Thinking
  • Application Development
  • Collaboration
  • Result Orientation
  • Solution Delivery Process
  • Agile Practices
  • Architecture
  • Automation
  • Data Management
  • DevOps Practices

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

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12.08.2025
BOA

Bank Of America Wealth Management Specialist - NPD United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
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...
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.

This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed.

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 this position requires SAFE Act registration, employees are 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.

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.

This

Responsibilities:

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends

• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns

• Documents client interactions and provides team members with time sensitive updates

• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided

• Provides advice and assists with training for team members

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
  • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
  • Possess and demonstrate strong communication skills
  • Demonstrate an understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
  • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
  • Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth​

Skills:

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

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

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

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12.08.2025
BOA

Bank Of America Global Information Security Regulatory Management Specialist United States, Colorado, Denver

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description:

GIS Policy Regulatory Management Specialist represents Global Information Security (GIS) while working with Compliance, Risk, Legal, FLU's and Enterprise functions, consulting on all regulations with Global Information Security applicability. Expected to read published laws rules regulations and guidance’s (LRRGs), understand how they apply to GIS and map them to GIS policy. Maintain the inventory of LRRGs and mappings in the system of record and update the mappings as needed when policy language changes. Must be able to assess regulatory requirements against GIS policy, controls and assessment proof points. Drive action plans to address any regulatory gaps and ensure accurate risk and compliance reporting. Will work closely with subject matter experts including GIS Policy, Risk, Audit, Lines of Business, Legal, Compliance and external regulators as needed.Additional expectations of role:
• Ensure Laws, Rules, Regulations and Guides (LRRGs) in the GIS inventory are mapped to GIS policies and identified gaps are addressed to ensure policy coverage of regulatory requirements, industry standards and best practices.
• Breakdown and map assigned Laws, Rules, Regulations and Guides (LRRGs) to GIS policy requirements
• Raise any identified policy language gaps to be validated and remediated
• Perform Impact Assessments for any GIS policy changes (standards and baselines) to ensure coverage is maintained to aligned LRRGs
• Perform Impact Assessments for GIS Policy Exception Types to ensure a policy violation is not created based on aligned LRRGs
• Maintain accurate data for all LRRGs and GIS policy mappings in the system of records through BAU and QA routines
• Publish routine reports for Regulatory Landscape, metrics, newsletters, etc
• Maintain process documentation and playbooks
• Analytical mindset and teamwork to support and improve the GIS Policy Governance ecosystem.
• Technical and business knowledge to ensure policy language gaps are covered by policy and have aligned controls.
• Result-oriented, business focused, and successful individual to interface across multiple organizational units, at various levels.
• Knowledge/experience/exposure with information security topics, including the design, development, testing, implementation or governance of information security practices and solutions
• Knowledge of access management/risk identification and mitigation/project management skills.

Minimum Years of Experience
5

Required Qualifications:
• Previous experience in Information Technology / Information Security
• Ability to identify, analyze and address problems to resolve issues whenever possible in a way that minimizes negative impact and risk to the organization
• Strong critical thinking/analytical skills/problem solving/conceptual thinking
• Highly effective written and verbal communication skills.
• Microsoft Office Proficient (Excel, Word, Outlook, Visio, PowerPoint, etc.)
• Ability to communicate complex information in simple terms (oral and written)
• Strong organization skills with the ability to prioritize requests and workload accordingly
• Strong analysis and fact-based decision-making
• Strong leadership skills and qualities which enable you to work with peers and various levels of management
• Proven ability of risk oriented approach and Strong risk management acumen.
• Influence horizontally and vertically across the organization and diverse audiences with varying degrees of technical understanding
• Ability to work independently on initiatives with little oversight.
• Motivated and willing to learn.
• Quick learner and self-starter

Desired Qualifications
• 5 years of experience operating within an information security environment.
• Bachelor's degree in Information Technology or related field
• Prior Governance, Compliance, and or Audit experience desired.
• Broad awareness of information security operations and/or enterprise information technology (Enterprise data management, application development, network management).
• Familiarity with independent audit, assessment, QA/QC functions desired.
• Leadership competency in geographically diverse matrixed environment.
• Must be comfortable communicating technology impacts and risk to various levels of executive management understanding the need to tailor and deliver appropriate content for given audience.
• Ability to work with Technical and Non Technical business owners
• Experience with Project Management or working with Project Managers


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

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

Show more

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Limitless High-tech career opportunities - Expoint
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements. Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility....
Description:


The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.


• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Required Qualifications:

• 10 plus years of commercial credit or wealth management credit experience

• Strong oral and written communication skills
• Effectively present to Merrill leadership and advisors around Custom Credit
• Strong credit skills (commercial / UHNW)
• Organized and can handle/prioritize several transactions at the same time
• Ability to work well with with underwriting, risk, and other business partners
• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
• Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
• Manage ongoing loan portfolio (reporting, covenants, etc.)


Desired Qualifications:

• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
• BS degree / MBA


• Business Development
• Loan Structuring
• Negotiation
• Prospecting
• Relationship Building
• Active Listening
• Business Acumen
• Client Management
• Customer and Client Focus
• Profitability Analysis
• Influence
• Pipeline Management
• Portfolio Management
• Problem Solving
• Sales Strategy

This job will be open a​nd accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

Show more
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