Market Support Specialist - Asset Services jobs at Bank Of America in United States, New York

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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.
Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Schedule:

• Monday – Fridays and rotating Saturdays

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

• Bilingual Spanish Preferred

High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

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

Responsibilities for this role include:

• Assessing the control environment effectiveness of market risk measurement and valuation processes within Global Markets Risk and Global Markets, providing independent challenge to existing approaches as needed.

• Working flexibly as part of the global team on audit projects as required, including providing subject matter expert support to other teams within Corporate Audit.

• Performing thorough technical analyses and summarizing results in concise and impactful report conclusions for distribution and presentation to senior management and bank regulators.

• Proposing and executing test programs as part of day-to-day audit work.

• Developing and managing independent relationships with stakeholders across first and second lines.

• Maintaining timely and relevant knowledge and awareness of business, industry, and regulatory trends, best practices, and standards.

• Close work with a support development team to enhance and automate testing by leveraging new technologies and artificial intelligence.

Master’s degree in related field or equivalent work experience

Required Qualifications:

• Has a minimum 5-8+ years of experience in risk management, price verification, quant or trading group in a bank or other financial institution, or in audit covering those functions, or minimum 5-8+ years of alternative relevant experience.

• Has practical experience managing, performing, and/or assessing traded market price risk processes, e.g. market risk exposure measurement, management, or reporting; limit setting, monitoring, or management; regulatory capital requirement calculation; or stress testing.

• Has sustained experience effectively communicating with first-line markets trading and second-line risk management audiences/stakeholders.

• Has strong knowledge of financial instruments and financial risk management principles, including exposure to Global Markets products, both derivatives and securities; a deep understanding and knowledge of market risk measures and fair valuation; and a strong comprehension of financial modelling fundamentals.

• Understands internal audit’s role and objectives and how risk-based auditing is used to assess business process control environment effectiveness.

• Has strong presentation skills, with the ability to communicate clearly and effectively both verbally and in writing; ability to produce high quality technical documentation.

• Has the ability to problem solve; the ability to work both as a self-starting individual and as part of an integrated team; excellent attention to detail; a positive outlook and an ability to work in a fast-paced environment/multi-task under pressure; and is an intellectually curious, critical thinker.

Desired Qualifications:

• An advanced degree in a quantitative field (e.g. PhD or Master's degree in Statistics, Economics, Mathematics, Finance, Engineering, Physics, Computer Science, or related field).

• Experience in computational, engineering, or scientific research or development roles.

• Strong, hands-on programming skills using Python, R and/or C++/C#, with ability to develop code to conduct independent testing and replicate results, and/or the ability to use data analytics applications.

• Knowledge of market risk capital regulation (Basel III implementation through the US Market Risk Rule and the Capital Requirements Regulation in EU and UK jurisdictions), awareness of requirements in the Fundamental Review of the Trading Book and the wider regulatory environment (e.g., Sound Practices for Model Risk Management, SR 11-7).

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Monday – Fridays and rotating Saturdays

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

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:

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

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:

The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on investment and related planning strategies. Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual.

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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Responsibilities:

• Execution and recommendation of investment products, strategies and services that are suitable for clients based on their objectives, resources, time horizon, risk profile, and preferences.

• Providing advice and guidance to clients on investment and related planning strategies

• Periodic analysis, review and adjustment of client portfolios to measure progress toward goals.

• Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the client situation.

• Effective use of consultative sales and presentation skills for client development as needed.

• Staying informed of industry and firm/enterprise product trends and issues

• Completing mandated training and continuing education requirements as requested

• Partnering with Private Bank portfolio manager, other Financial Advisors, Product Specialists and other subject matter expertise personnel as needed to deliver client solutions.

• Strictly adhering to compliance and industry regulations; includes ongoing monitoring and suitability of products.

Required Skills:

• Series 7 and 66 registrations are required . Additional licenses may also be required for this position dependent upon the state(s) in which the FA does business.

• Trading experience across multiple asset classes and implementing complex investment strategies.

• Incumbents are required to complete certain continuing education requirements.

• Excellent communication skills, both written and verbal; ability to convey complex strategies to UHNW clients

• Proven relationship building and business partnering skills.

• Strong client service experience​

Desired Skills:

• Experience with manager of client investments.

• 10+ years’ experience managing a successful book of business.

• Expertise in trading equities, fixed income, derivatives, and alternative assets as well as complex trading strategies

• Strong analytical and problem-solving abilities.

• Ability to thrive in a fast-paced, high-stakes environment.

• Client-focused with a deep understanding of UHNW individuals' investment needs.

• FAs are also encouraged to continue their professional development in pursuit of acceptable external professional designations.

• Bachelor’s degree in Finance, Economics or related field; advanced degrees and/or (CFA, CFP) preferred

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
Leads diverse administrative functions usually for a large department or for a complete business unit. Functions may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Administers bank programs and policies and may direct the development of the department's administrative policies and procedures. Requires a thorough knowledge of the department's or business unit's functional operations. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May direct workflow activities.

The Business Support Lead provides support to the Consumer & Wealth Management Tax Operations Executive and the broader leadership team. The role will be responsible for a diverse range of duties that include employee engagement coordination across multiple sites, onsite activity coordination specific to Hopewell, incoming mail processing, leader meeting coordination / calendar management, communication preparation, group mailbox management and various other administrative duties. The role will need to be proactive and promptly prioritize, disposition and follow through on all requests. Ability to exercise considerable discretion and independent judgment maintaining confidentiality, sensitivity, diplomacy, and sound judgment.
The Business Support Lead will be responsible for the following:
• On-site needs for Hopewell, Jacksonville and Phoenix locations, including equipment needs, supply orders, food orders, etc.
• Prepare department communications, host Webex meetings, prepare agendas and organize monthly meeting content for senior leader
• Coordinate and organize employee engagement events and activities across the organization, with onsite event management for the Hopewell team
• Support incoming mail to the Hopewell location, tracking and routing of documents to the appropriate teams
• Support procedure (GPS) administration across the teams as needed
• Manage various procedural requirements for ENSM, Dual Officer and impact assessment for policy / procedure changes
• Executive calendar management (scheduling conference calls, telepresence meetings, etc.), expense management and travel planning
• Assist teams as needed across the department with various tasks
• Must be resourceful and able to work autonomously across the organization; professional and able to work well with people with different interpersonal styles

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: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Skills:

• 3+ years experience in event management, administrative tasks, meeting planning, and financial industry support
• Demonstrated ability to manage multiple & competing priorities
• Excellent attention to detail, time management and organizational skills with the ability to prioritize effectively
• Strong business writing and verbal communication skills
• Ability to work independently, multi–task, handle confidential and sensitive material with highest degree of integrity and professionalism
• Demonstrated ability to interact with senior level executives
• Strong executive presence; interpersonal communications skills, exhibiting a calm, positive and professional demeanor.
• Effective style -- able to solve problems and diffuse issues; contributes to an enjoyable and professional work environment
• Advanced skills in Outlook and other MS Office programs (Excel, Word, PowerPoint)
• Ability to work as a team player, with exceptional problem solving skills.

Desired Skills:

• Knowledge of Bank of America systems including Concur, GEPSmart, Corporate travel services, myfacility, visitor access system, etc.