Business Development Manager jobs in United States, Florida, Jacksonville

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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

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.

Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
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.

Specific responsibilities include, but are not limited to:

Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience

Key Qualifications for the role:

Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

Bachelor’s degree or equivalent work experience

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

Skills:

Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management

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Bank Of America Merrill Market Client Relationship Manager United States, New York, New York

Bank Of America Merrill Market Client Relationship Manager United States, Connecticut, Stamford

Bank Of America Merrill Market Client Relationship Manager United States, New Mexico, Albuquerque

Bank Of America Merrill Market Client Relationship Manager United States, California, San Diego

19.11.2025

Bank Of America National Financial Solutions Advisor - Development Program J... United States, Florida, Jacksonville

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Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain...

National Financial Solutions Advisor- Development Program

Job Description:

As a
Securities Industry Essentials [SIE], Series 7 and Series 66

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.

We’ll help you

Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 90 Days - a requirement for the role.
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor, you can look forward to

Unlimited potential for financial growth.
Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

We’re a culture which

Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills

Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong client relationships.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills

A bachelor’s degree,and0-2 years’ of experience working in a service industry and/or a metrics-based sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Strong computer skills with an ability to multitask in a demanding environment.

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17.11.2025

Bank Of America Small Business National Financial Solutions Advisor Series R... United States, Florida, Jacksonville

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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...

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

Skills:

Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications

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20.09.2025

IE-

Intercontinental Exchange - ICE MSP Business Analyst United States, Florida, Jacksonville

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Support the efficient and effective use of ICE products within the client’s integrated environment. Requirements Gathering & Analysis: Collaborate with stakeholders to elicit, analyze, and document business requirements, ensuring alignment...

Responsibilities

Support the efficient and effective use of ICE products within the client’s integrated environment.
Requirements Gathering & Analysis: Collaborate with stakeholders to elicit, analyze, and document business requirements, ensuring alignment with organizational goals and client needs.
Solution Design & Recommendation: Evaluate existing systems and processes to identify gaps and propose technology-driven solutions that enhance efficiency and effectiveness.
Stakeholder Communication: Serve as a liaison between business units, clients, and technical teams, facilitating clear and consistent communication throughout the project lifecycle.
Quality Assurance & Testing Support: Support project testing by creating test plans, validating test cases against business requirements, completing QA testing, and supporting user acceptance testing (UAT) to ensure solutions meet expected outcomes.
Process Improvement: Analyze business workflows and recommend improvements using data insights, industry best practices, and ICE Mortgage Technology capabilities.
Product & System Support: Provide ongoing support for ICE products, assisting clients in troubleshooting issues, optimizing usage, and implementing updates or enhancements.
Documentation & Reporting: Create and maintain detailed documentation including business requirements, design documents, process flows, user guides, and status reports to support transparency and decision-making.
Training & Knowledge Sharing: Conduct training sessions and workshops for clients and internal teams to ensure effective adoption of solutions and promote continuous learning.

Knowledge and Experience

Minimum 3 years of MSP user experience
Exceptional verbal and written communication skills. Ability to communicate effectively with all organization levels
Familiarity with ICE Mortgage Technology products and services
In-depth mortgage industry knowledge
Excellent customer service skills that build high levels of customer satisfaction for internal and external clients.
Excellent verbal and written communication skills when engaging with all levels of management (e.g. executives, managers, individual contributors)
Prior training or test support experience preferred
Ability to prioritize and manage work in a fast-paced environment with the ability to pivot seamlessly when required
Ability to understand, appreciate and deliver premier service to high-profile clients.
Demonstrates strong analytical thinking by thoroughly understanding problems before identifying and implementing effective solutions
Strong MS Word, Excel, and PowerPoint skills
May require some travel (about 5%)

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17.09.2025

JPM

JPMorgan Consumer Direct - Home Lending Manager Jacksonville FL United States, Florida, Jacksonville

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Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors. Develops secure and high-quality production code, and reviews and debugs code written by...

Job responsibilities

Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
Develops secure and high-quality production code, and reviews and debugs code written by others
Drives decisions that influence the product design, application functionality, and technical operations and processes
Serves as a function-wide subject matter expert in one or more areas of focus
Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
Influences peers and project decision-makers to consider the use and application of leading-edge technologies
Adds to the team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

Formal training or certification on software engineering concepts and 5+ years applied experience
Advanced in one or more programming language(s) – Python
Experience in data manipulation libraries, and related software engineering platforms/frameworks
Experience with AWS including EC2, ASG, Lambda, EKS, Code Deploy, & others
Experience with different Relational and non-SQL data stores (RDS, Graph, S3, etc.)
Experience working with end-to-end, fully automated CI/CD pipelines using frameworks like Jules, Spinnaker, Code Deploy, etc.
Experience in data workflow orchestration e.g. Apache Airflow
Experience with big data technologies and distributed computing frameworks
Experience and proficiency across the data lifecycle including data governance

Preferred qualifications, capabilities, and skills

Experience training and deploying Artificial Intelligence and Machine Learning models
Knowledge of linear algebra, statistics algorithms
Experience in Agentic Frameworks
Experience with Databricks
Experience in a large banking or financial services environment

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15.09.2025

Bank Of America Business Banking Relationship Manager - Jacksonville FL United States, Florida, Jacksonville

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Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...

Responsibilities:

Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

The Business Banking Relationship Manager role is an outside sales role and will require the incumbent to be in the field at least 80% of the time
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems

:

Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Bachelor’s degree desired but not required

Skills:

Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management

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08.09.2025

JPM

JPMorgan Home Lending Consumer Direct Manager United States, Florida, Jacksonville

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Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities. Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful...

Job Responsibilities

Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities.
Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful team who thrive in Chase's business environment. Provide overall sales leadership, model and coach key behaviors, and ensure effective education and employee development.
Provide routine feedback and aim to achieve goals, maximizing the sales opportunities presented.
Foster a high-morale, hard-working team environment that prioritizes customer satisfaction and a passion for exceeding goals.
Lead and support your team in helping customers access their home equity to finance life events, ensuring a customer-first approach in all interactions.
Monitor and analyze team performance metrics to identify areas for improvement and implement strategies to enhance productivity and sales results.

Required qualifications, capabilities and skills

Proven experience in the home lending industry with a strong understanding of mortgage products and services.
Demonstrated ability to lead, inspire, and develop a high-performing sales team.
Strong interpersonal and communication skills, with the ability to build relationships and influence others.
Ability to execute strategic business plans and achieve sales targets while ensuring compliance with regulatory requirements.
Commitment to continuous improvement and professional development.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: