Portfolio Management Senior Associate - Private Bank jobs at Bank Of America in United States, Downtown Kansas City

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• Associate's Degree or Bachelor's Degree in business, finance or a related field
• Experience working in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Skills:

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

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. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.

Responsibilities:

• Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives

• Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills

• Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met

• Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization

• Contributes to the technology strategy for their technical domain

• Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers

• Ensures that execution is aligned with product strategy by working with product management and other stakeholders

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.

Required Qualifications:

• 10+ Years of experience with Network Solutions with prior architecture and/or architecture group lead experience

• Work across the business lines, network operations and technology teams to evaluate and create architectural visions for complex technology solutions

• Prioritize functional and non-functional requirements into workload backlog using Kanban, JIRA and Agile methodologies

• Strong knowledge, configuration and trouble-shooting skills of routing protocols to include ISIS and BGP

• Must demonstrate strong experience with IP multicast, Route Reflectors, MPLS, LDP, Segment Routing (SR-MPLS/SRv6), L2VPN and L3VPN (Unicast/Multicast)

• Must have strong network security knowledge and familiarization with segmentation, virtualization, cryptography, digital certificates, secure key management and encryption protocols (TLS, IPSEC, MACSec)

• Familiarization with data center protocols such as EVPN & VXLAN

• Familiarization with optical transport technologies such as DWDM and 400G/800G-ZR/ZR+.

• Knowledgeable with QoS concepts and queuing strategies, experience with QoS configurations, diagnosing and tuning of QoS and performing bandwidth analysis

• Excellent troubleshooting and analytical skills in a complex multi-layered network environment

• Excellent customer service skills including reporting, organization, written and oral communication and task prioritization

• Cisco CCNA/CCNP/CCIE routing certifications or equivalent work experience required

Desired Qualifications:

• Architecture experience within a large service provider

• Strong program management skills necessary to lead multi-discipline technology teams

• Strong executive leadership communications skills

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

Bachelor’s degree or equivalent work experience.

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 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

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

High School Diploma / GED / Secondary School or equivalent

This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include contributing to a technology strategy and ensuring technology solutions comply with applicable system design enterprise standards. Job expectations include advocating and advancing modern and automated practices and promoting exceptional design, engineering and organizational practices.

senior lead/architectto join Collaboration and Productivity team as we move from being a tech-enabled service to a tech product hub. We are looking for passionate and enthusiastic people who are energized by solving complex business problems and provide excellent technical solutions. The role requires experience in all aspects of software development, as well as a proven track record of development of enterprise solutions. Candidate will be required to produce detailed, low level technical designs for implementation by development teams while ensuring all solutions seamlessly integrate with other technologies within the bank. Collaborate with internal and external subject matter experts, including line of business, business technology teams, operational support teams, various technology organizations, and vendors to develop and support design of Data Retention and Legal Hold. Responsible for adhering to, owning, updating, and creating necessary security standards. Ownership of controls to ensure platform operates efficiently and flawlessly.

Responsibilities:

• Provides solution design feedback to Solution II, Development Operations II, and Site Reliability Engineers and manages solution delivery as relevant to teams
• Facilitates solution-driven discussions, leads the design of complex architectural components, and finds creative solutions using knowledge of the domain and operational constraints
• Leads rapid shaping of infrastructure and application architecture to solve for emerging business requirements, ensuring design is flexible and modular
• Designs solutions that are compliant all relevant risk, financial, and compliance polices, and standards
• Manages the application performance in production (application health, resiliency, performance, security, enterprise data management standards, audit exams and reviews)
• Participates in various steering committees for technical and infrastructure service domains
• Collaborate with Product & Service team to understand requirements and set objectives in line with end-to-end solution delivery plan.
• Work with Product, Engineering, and Service Delivery teams to prioritize new features and capabilities; oversee sprint delivery and ensure alignment with end-to-end service delivery.
• Participate in solution driven discussions, contribute to the design of large or highly complex designs, and find creative solutions using knowledge of the domain with consideration for operational and/or performance constraints.
• Decompose complex tasks into actionable work units and deliverables and assign work units to individuals.
• Ensure delivery detailed documentation for team consumption and use by Operations team for support.
• Perform deep dive analysis of automation breaks, identify solutions, and manage through resolution.
• Respond to risk or audit identified issues with designs that ensure compliance with software best practices, release standards, and policies.
• Contribute to the development strategy for respective technical domain and lead senior teammates.
• Mentor and guide senior engineers ensuring system design technology solutions comply with enterprise system design and engineering standards.

Required Qualifications:

• 10+ years of Java/J2EE,
• Javascript
• Node JS
• Spring and J2EE design patterns
• SQL
• Server-side RESTful web services

Desired Qualifications:

• CTI APIs, including TSAPI, JTAPI, Lync UCWA, HTML5, CSS3, Bootstrap/JQuery, AngularJS, JUnit Framework Jenkins automation framework

Skills:

• Analytical Thinking
• Collaboration
• Innovative Thinking
• Solution Delivery Process
• Solution Design
• Architecture
• Automation
• Influence
• Risk Management
• Technical Strategy Development
• Adaptability
• Application Development
• Business Acumen
• DevOps Practices
• Production Support

Job Description:

Our team seeks experienced Senior Site Reliability Engineers (SREs) to design, build, and maintain our next-generation AWS platform. This role provides opportunity to work with a wide range of technologies, integrate a variety of in-house and commercial services which must seamlessly interact with each other giving you room to innovate and be creative. This job is responsible for partnering with leaders across engineering and technology to define objective reliability goals for services. Key responsibilities include composing observability designs through instrumentation and dashboards, identifying root causes of complex/impactful issues, partnering with cross functional teams to deliver sustainable design patterns, and driving early adoption of non-functional production support requirements. Job expectations include automating services to improve reliability and efficiency and influencing a culture of innovation and continuous improvement.

Responsibilities:

• Designs solutions to visualize key production support metrics enabling Operational Readiness and Site Reliability Engineer teams to identify scenarios requiring intervention
• Develops software solutions and/or improved processes to address work identified as ‘toil’ by collaborating with key partners to identify, track and remediate processes to free time allocated to reliability
• Partners with Development and Infrastructure teams to create error budget policies prioritizing reliability stories that fall below Service Level Objective (SLO) thresholds and suggests code optimizations, additional instrumentation and/or logging structures to gain service reliability visibility
• Identifies and plans for capacity bottlenecks, vulnerabilities and opportunities for reliability improvement, such as low level error rates and 'noise', and reduces manual support effort and/or improves system reliability
• Assesses monitoring for new changes with development partners and works with monitoring tools team to monitor dashboards and enhance application and system monitoring designs
• Engages as a subject matter expert in incident triage efforts, failure scenario modelling and works with the Problem Manager to diagnose root causes for complex/high impact incident/problem management investigations
• Collaborates with Development and Infrastructure teams to understand technical solutions and develop Service Level Indicators and SLOs to measure/improve the reliability of the services they support

As part of a growing team with colleagues that are fun, smart, hardworking, and driven, you'll be expected to:

• Collaborate with a diverse set of engineers, architects, and teams to design, develop, test, and implement secure, scalable, and highly available Infrastructure as Code, Observability as Code, and Operations as Code solutions for the bank's AWS Platform
• Design and implement deployment pipelines for highly scalable, automated, continuous integration and continuous delivery pipelines
• Be responsible for all aspects of reliability, collaborating with technical experts, key stakeholders, and team members to resolve complex problems, owning issues through permanent resolution
• Have a deep understanding of SRE practices, service level indicators, and service level objectives proactively defining them to prevent customer impact
• Analyze diverse data sets and create visualizations to drive platform improvements
• Implement infrastructure, configuration, and network as code for the applications and platforms in your remit
• Identify opportunities to eliminate toil and automate the triage of issues to improve overall operational stability
• Collaborate with others to identify, analyze, and resolve platform vulnerabilities
• Proactively promotes the adoption of site reliability engineering best practices within the team and organization
• Participate in 24x7 on-call coverage following a follow-the-sun model and perform blameless Postmortems (RCAs) as needed

Required Skills

• 15 years of combined experience in either SRE, software development, or infrastructure engineering (10 years with an advanced degree in Computer Science or related technical field).
• Significant, hands-on experience building and maintaining an enterprise AWS platform and its services using infrastructure as code, automation, and native services related to compute, storage, networking, security, and observability
• Extensive experience with monitoring tools such as Grafana, Prometheus, Splunk, or Dynatrace, as well as AWS native tools like CloudWatch, X-Ray, and CloudWatch Logs
• Significant proficiency with using Infrastructure as Code tools such as Terraform to build cloud infrastructure solutions, automating cloud deployments, and delivering artifacts like AMI and Container Images.
• Proficient in implementing CI/CD pipelines with tools such as git and Terraform, familiarity with using a GitOps model
• Proficient in at least one programming language such as Python, Java/Spring Boot, or .Net
• Advanced knowledge of networking (firewalls, DNS, Load Balancing, Proxies, etc.)
• Wide understanding of Linux & Windows operating systems including shell scripting
• Excellent interpersonal, organizational and communication (written, verbal, and presentation) skills are a must

Desired Skills

• Strong experience working with a complex IAM infrastructure, including Active Directory, AWS IAM Identity Center, and PingFederate or other SSO solutions
• Substantial experience in implementing, monitoring, and maintaining a highly scalable and resilient Data Services platform on AWS (DynamoDB, AWS Glue Data Catalog, or Bedrock and other AWS AI services)
• Extensive experience with EC2, Storage solutions including S3
• Substantial familiarity with Amazon EKS, AWS Lambda and Step Functions, CloudFormation templates
• Understanding of cost management, inventory management, RBAC, and SIEM model
• A proven ability to work independently with minimal supervision and as part of a team with direct responsibilities and an ability to quickly prioritize and adapt to changes in project scope

Skills:

• Architecture
• Collaboration
• Innovative Thinking
• Result Orientation
• Solution Design
• Adaptability
• Analytical Thinking
• Influence
• Stakeholder Management
• Technical Strategy Development
• Automation
• DevOps Practices
• Production Support
• Project Management
• Risk Management

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. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.

Responsibilities:

• Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
• Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
• Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
• Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
• Contributes to the technology strategy for their technical domain
• Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
• Ensures that execution is aligned with product strategy by working with product management and other stakeholders
• Driving the Equities Cash Technology Algo Trading platform strategy, with the goal of expanding the platform to enable new products, smarter algorithms and enable faster time to market for new trading use cases
• Participating in the technical design and development of the Algo Trading platform, a set of highly performant Java components creating improved execution capabilities for internal and external clients
• Demonstrate technical leadership by building technical solutions which deliver business value, which can continue to grow with the needs of the business over the next 3-5 years
• Liaising with the Equity LOB to drive a cohesive strategy supporting multiple workflows across lines of business
• Working with peers across Global Markets to deliver solutions
• Analyzing business requirements, forming an architectural design, overseeing cross team development and testing, and managing production issues
• Collaborating closely with our Site Reliability Engineering group to achieve industry leading reliability and scalability
• Developing roadmaps for continuous platform improvement

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.

Required Qualifications

• Extensive experience in Java development on Linux
• Direct exposure to building Electronic Trading applications
• Automation first mindset across the software development lifecycle, particularly around shift-left testing
• Ability to architect resilient, instrumented, distributed systems achieving world class reliability
• Familiarity with Agile software development and associated best practices
• Enthusiastic, strong-minded person able to work closely with project teams in a multi-faceted role and help instill a responsible and professional culture
• Strong communication skills with technical and non-technical partners

Desired Qualifications

• Deep knowledge of financial asset classes (particularly Equities) and algorithmic trading of these products
• Working knowledge in architecting applications for Cloud and/or Containerized Environments
• Knowledge of C++ is a plus

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

Minimum Education Requirements - Bachelor Degree or Equivalent Professional Experience