Alternative Investments Perpetual Funds Platform Specialist jobs at Bank Of America in United States, New York

Job Description:

This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.

Responsibilities:

• Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems
• Mentors other team members and provides technical leadership
• Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
• Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
• Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
• Provides release support when needed and manages engagement across audiences
• Provides full lifecycle management of the infrastructure and application environments
• Administer and support CyberArk Privileged Access Security Suite (Vault, CPM, PSM, PVWA)
• Monitor CyberArk platform health, availability, and performance, ensuring alignment with operational SLAs
• Troubleshoot and resolve credential vaulting, rotation, and integration issues
• Partner with infrastructure and application teams to enable secure access integrations
• Enforce compliance with internal security policies and external regulatory standards
• Provide Tier-2/3 support for CyberArk-related incidents and service requests
• Participate in audits, evidence gathering, and privileged access governance reporting
• Support change management, testing, and deployment of CyberArk updates and patches
• Create and maintain operational documentation, runbooks, and knowledge base articles

Required Qualifications:

• 3+ years of experience in CyberArk Privileged Access Management (PAM) administration and operations
• Strong hands-on expertise with CyberArk components (Vault, CPM, PSM, PVWA)
• Experience managing credentials across Windows, Linux/Unix, databases, middleware, and APIs
• Familiarity with identity and access management (IAM) principles and privileged access best practices
• Strong troubleshooting, problem-solving, and analytical skills
• Excellent communication and collaboration skills with cross-functional teams
• Ability to describe highly technical information in an understandable level to any audience

Desired Qualifications:

• CyberArk certifications (Defender, Sentry, Guardian)
• Experience with CyberArk Secrets Manager
• Scripting knowledge (PowerShell, Python, Bash) for automation and onboarding
• Experience with cloud platforms (AWS, Azure, GCP) and PAM integrations
• Familiarity with Active Directory, LDAP, and authentication mechanisms
• Exposure to SIEM tools (Splunk, QRadar, etc.) for monitoring privileged activity
• ITIL Foundation certification or knowledge of ITSM best practices

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

Job Description:

Job Description:
This job is responsible for partnering with field leadership and financial advisors to grow the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group teams to produce solutions for advisors and territories. Job expectations include driving responsible growth by guiding advisors with researched investment opportunities and collaborating with other senior investment advisory specialists to develop strategic initiatives.

The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in order to drive utilization of Managed Asset platforms.The Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.

The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment services backed by the research and insights of Merrill Lynch in a single solution designed to help clients pursue meaningful outcomes

Responsibilities:

• Leads proactive field facing activities and primary driver of initiative-based flows and advisor engagements
• Owns sales responsibilities, tactics, execution and advisory leadership engagements within respective territory
• Takes initiative and demonstrate leadership in advancing business and strategic initiatives
• Sets example by mentoring colleagues
• Drives cross ISG collaboration efforts
• Focuses on proactively supporting the advisors in their respective markets to drive sales growth through in person, virtual and phone interactions. Thinks independently, develops and executes strategies to achieve their growth goals for their respective territories.
• Partners with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
• Records all relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.
• The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.

Required Qualifications:

• 8+ years experience in financial services industry
• Ability to work under pressure, meet deadlines and meet clearly defined measurements
• Strong communication, interaction and presentation skills
• Willing to travel on a monthly basis to meet with advisors in person
• Self-motivated, adaptive, positive attitude and high energy
• Must display a passion for achieving aggressive goals in innovative and highly professional way
• SIE, Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date

Desired Qualifications:

• Bachelor's degree
• 8+ years sales experience
• Knowledge of professionally managed investment products and/or investment advisory business

Skills:

• Active Listening
• Advisory
• Investment Management
• Presentation Skills
• Sales Strategy
• Pipeline Management
• Portfolio Analysis
• Problem Solving
• Strategy Planning and Development
• Wealth Planning

Job Description:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M+), complex portfolio of current and prospective global clients in the North America Investments and Securities team. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities:

• Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions

• Accountable and responsible for revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio

• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures

• Lead, coach, develop Treasury Sales Analysts and Associates in day to day support of client deliverables

• Be a digital ambassador driving mobile, digital and real time payments adoption

• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics

• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance

• Successful history of direct and comprehensive treasury management sales experience

• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment

• Demonstrates the ability to foster strong partnerships within the core team and the ability to build a sincere rapport with client contacts

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

• Broad and deep familiarity with global treasury management products, services and trends

• Strong Executive presence both internally/externally with ability to lead C- suite meetings

• Ability to travel approximately 50% of the time

• B.S/B.A Degree or equivalent work experience

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Critical Thinking

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Coaching

• Collaboration

• Oral Communications

• Prioritization

Job Description:

This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goalsYou’re the kind of person that (required skills):
• Is client-focused with a passion for excellence and a positive team attitude.
• Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance –based environment.
• Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
• Is ambitious, disciplined, hardworking, resilient and willing to learn.
• A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
• Leadership capabilities.Skills Used in this Role:
• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking

Additional Skills:

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 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 become fully license and require 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. 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. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. 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. Role is designed to allow employees to study and obtain all required registrations.

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

Skills:

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

Required Qualifications:

• Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
• 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
  

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

• Research, develop and implement investment solutions.
• Support new financial investment portfolio management functions through algorithm development and testing.
• Ongoing review and monitoring of enhanced overlay products and services.
• Collaboration across Product, Platform, Channel, CIO, Research and Control partners to deliver investment solutions.
• Oversight and maintenance of internal firm model portfolios and coordination of rebalance activities.
• Support of restrictions and replacement securities.

Required Qualifications:

• Must be intellectually curious and have strong critical thinking skills to solve complex problems.
• Should be able to multi-task, take ownership and deliver in a fast-paced environment.
• Requires good interpersonal skills and ability to collaborate and communicate effectively in groups.
• Requires good time management skills to deliver within project management deadlines.

Desired Qualifications:

• Bachelor’s Degree in Finance, Mathematics or Economics.
• Minimum 2-5 years of experience in a financial firm with some experience in investment products or investment management.
•Series 65 or pursuit of the CFA charter is a plus.
•Advanced Excel VBA skills and Python experience is favorable.
•Knowledge of tax efficient products or services is a plus.

Skills:

• Active Listening
• Attention to Detail
• Research
• Usability Testing
• Data Collection and Entry
• Issue Management
• Networking
• Project Management
• Reporting
• Agile Practices
• Process Design
• Recording/Organizing Information
• Technical Documentation
• Written Communications

High School Diploma / GED / Secondary School or equivalent

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 partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.

Responsibilities:

• Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
• Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
• Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
• Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
• Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs

Skills:

• Account Management
• Client Solutions Advisory
• Customer and Client Focus
• Influence
• Relationship Building
• Advisory
• Client Experience Branding
• Executive Presence
• Networking
• Sales Performance Management
• Attention to Detail
• Pipeline Management
• Presentation Skills
• Prioritization
• Referral Identification

High School Diploma / GED / Secondary School or equivalent