Product Specialist jobs in United States, Illinois, Chicago

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. 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:

• Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

• Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

• Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

• Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

• Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

• Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

• Analyze and understand Merrill and third party research

• Monitor and respond to market and non-financial current events

• Effectively navigate proprietary planning and investment management tools

• Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

• Monitor and analyze book pricing internally for FA team

• Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

• Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

• Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

• Research portfolio recommendations for Investment Committee review

• Prepare materials and coordinate weekly Investment Committee meetings

• Proactively review and manage team proprietary models to align with the Investment Committee decisions

• Manage ML One variances/enrollments/updates/withdrawals/terminations

• Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

• Processing of all trades (discretionary or non-discretionary)

• Create analytical reports for FAs to review client investment portfolio performances against market returns

• Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Role Requirements

• 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 SAFE ACT Registration

• Individuals in this role are required to maintain a Form

• ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

• Obtain and/or maintain at least one firm approved designation

• Possess and demonstrate strong communication skills

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

• Causation Analysis

• Financial Management

• Investment Management

• Trading Strategy

• Trading and Investment Analysis

• Portfolio Analysis

• Portfolio Management

• Price Verification and Valuation

• Trade Monitoring

• Trading

• Client Investments Management

• Client Solutions Advisory

• Financial Analysis

• Financial Forecasting and Modeling

• Wealth Planning

High School Diploma / GED / Secondary School or equivalent

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Join the fastest growing team where experience meets cutting-edge solutions

• Build and cultivate strong customer relationships, driving business growth within the region.

• Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

• Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

• Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

• Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

• Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

• Travel domestically as needed to meet with customers and attend key business events.

Your Experience

• 3+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

• Extensive platform selling experience in complex sales with multiple buying centers.

• Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

• Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

• Expertise in applying complex solution sales methodologies to drive results.

• Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

• Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

• Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

• Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $212800 - $292600/yrThe offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations
• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
• Monitors and reviews documentation requirements
• Resolves peer or customer escalations and inquiries
• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Skills:

• Adaptability
• Attention to Detail
• Business Operations Management
• Customer and Client Focus
• Policies, Procedures, and Guidelines Management
• Collaboration
• Issue Management
• Organizational Effectiveness
• Prioritization
• Problem Solving
• Confronting Bias

High School Diploma / GED / Secondary School or equivalent

Responsibilities:

• Apply quantitative methods to develop capabilities that meet line of business, risk management and regulatory requirements.

• Maintain and continuously enhance capabilities over time to respond to the changing nature of portfolios, economic conditions and emerging risks.

• Understand and execute activities that form the end-to-end model development and use life cycle.

• Clearly document and effectively communicate quantitative methods as part of ongoing engagement with key stakeholders, including the lines of business, risk managers, model validation, technology.

• Responsible for independently conducting quantitative analytics and modeling projects.

• Responsible for developing new models, analytic processes or systems approaches.

• Create documentation for all activities and work with Technology staff in design of any system to run models developed.

• Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, and aggregate the model results to generate comprehensive model outputs.

• Leveraging data analytics and visualization tools Alteryx, Tableau, R, and Jupyter Notebook to build easy access analytical capabilities and insightful reporting for the management.

• Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R.

• Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, predictive modeling, linear regressions, and Machine Learning.

• Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.

• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Finance, Statistic, Mathematics, or related: and

• 2 years of experience in the job offered or a related Quantitative occupation.

• Must include 2 years of experience in each of the following:

• Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, and aggregate the model results to generate comprehensive model outputs;

• Leveraging data analytics and visualization tools Alteryx, Tableau, R, and Jupyter Notebook to build easy access analytical capabilities and insightful reporting for the management;

• Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R;

• Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, predictive modeling, linear regressions, and Machine Learning; and,

• Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

Job Description:

In close partnership with the coverage and product teams, the role combines industry expertise with a consultative approach to develop and deepen client relationships, and address the evolving needs of healthcare payers, providers, and technology partners. Key responsibilities aligned to these needs include:

• Support execution of GPS’s strategy for clients operating in the U.S. healthcare industry via targeted sales of Bank of America technology platforms and associated solutions

• Manage and lead a high-performing healthcare specialized sales team

• Drive achievement of assigned performance metrics including revenue growth, solution adoption, impact, and unique engagements

• Collaborate cross-functionally to deliver scalable, compliant, and differentiated healthcare solutions

• Contribute to investment planning to drive digitization, automation, and responsible growth

Specific Engagement:

• Shape client acquisition strategy; support team-led client engagements and solution design

• Cultivate partnerships with fintechs, clearinghouses, and HealthTech consultants and vendors

• Represent Bank of America in both internal and external healthcare industry forums, webinars, and strategic client discussions

• Identify emerging U.S. healthcare trends, with a special focus on revenue cycle management, while also providing Voice of the Client insights

• Ensure alignment with compliance and regulatory frameworks

Responsibilities:

• Oversees the management of client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support

• Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise

• Assists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle

• Oversees the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams

• Oversees the identification and development of responses to emerging product trends, competitive strategies, and market gaps

• Manages the development and implementation of programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies

• Acts as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions

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: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.

• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

• Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

• People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

• Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.

• Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

• Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.

Required Qualifications :

• This is a MD-level position leading a specialized product sales team.

• A minimum of 5-10 years experience in financial services, treasury, or payments, with a concentration in healthcare.

  Demonstrated ability to lead and drive high performing client-facing teams.

• Bachelor’s degree or equivalent exp.

• Demonstrated deep knowledge of healthcare financial operations, payments ecosystems for both for and non- profit institutions, including revenue cycle management.

• Experience working with payments and receivables strategies/solutioning with clients.

• Strong consultative client approach

• Familiarity with regulatory and compliance frameworks

• Strong presentation and communication skills

• Proven performance management skills

• Ability to work in a highly matrixed organization.

• Strong ability to influence and drive across key business partners.

• Executive Presence

Desired Qualifications:

• U.S. healthcare payments expertise

• Corporate treasury background/experience

• Familiarity with healthcare ERP/PAS systems

• Direct experience with healthcare payment and receivables platforms

• Advanced degree or certifications

Skills:

• Business Development

• Customer and Client Focus

• Executive Presence

• Leadership Development

• Strategy Planning and Development

• Change Management

• Organizational Effectiveness

• Performance Management

• Talent Development

• Budgeting

• Business Acumen

• Client Solutions Advisory

• Inclusive Leadership

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations
• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
• Monitors and reviews documentation requirements
• Resolves peer or customer escalations and inquiries
• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required qualifications:

• Minimum 6 months of data entry experience in a bank setting.
• 10-key by touch skills.
• At least 6 months of Lockbox experience.
• Required to meet established production and quality standards after training period.
• Be attentive to detail with focus on accuracy and efficiency.

Skills:

• Adaptability
• Attention to Detail
• Business Operations Management
• Customer and Client Focus
• Policies, Procedures, and Guidelines Management
• Collaboration
• Issue Management
• Organizational Effectiveness
• Prioritization
• Problem Solving
• Confronting Bias

High School Diploma / GED / Secondary School or equivalent