Development Coordinator jobs

Job Description:

Minimum Requirements: Bachelor’s degree, or foreign equivalent, in Finance, Economics or a closely related field plus three years of experience in the job offered or a related occupation.

Special Skill Requirements:

Three years of experience in each of the following:

• Experience in strategy consulting, banking, and or corporate strategy

• Experience in financial services technology and or e-commerce

• World class strategic and analytical thinking, with a demonstrated ability to synthesize multiple sources of information (quantitative and qualitative) to solve complex problems in a structured, data-driven way

• Experience in providing strategic advice to complex global organizations

Salary:$126,173.00-175,000.00per annum. 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m.

Must be legally authorized to work in the U.S. without sponsorship.

Our Benefits:

Any general requests for consideration of your skills, please

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.

Job Description:

Minimum Requirements: Master’s degree, or foreign equivalent, in Computer Science, Engineering, Information Systems, or a closely related field plus three years of experience in the job offered or a related occupation.

Special Skill Requirements:

• Designing and developing scalable software applications using Object-Oriented Design principles and Java for building efficient and maintainable solutions (3 years).

• Python programming and implementing test-driven development (TDD) methodologies to ensure high-quality software (3 years).

• Developing enterprise-level applications utilizing the Spring Framework and Hibernate ORM, including building and optimizing RESTful web services to handle high-demand workloads (3 years).

• Leveraging Redis to enhance application performance through efficient caching and data storage for scalable real-time solutions (3 years).

• Designing and optimizing MySQL databases, including normalization, indexing strategies, and ensuring data integrity (3 years).

• Maintaining and debugging web applications using HTML, CSS, and JavaScript to ensure seamless user experiences and test automation using Selenium (3 years).

• Automating build processes and managing project lifecycles in Java-based applications using Apache Maven, enabling smoother software development workflows (3 years).

Salary:$189,592.00-300,500.00per annum. 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m.

Must be legally authorized to work in the U.S. without sponsorship.

Our Benefits:

Any general requests for consideration of your skills, please

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

Your Career

As a Principal AI Engineer for the Enterprise AI Platform, you will be a pivotal technical leader driving the identification, design, and hands-on implementation of AI-powered solutions that directly address critical business challenges across IT and all enterprise functions (Sales, Marketing, Finance, HR, Legal, etc.). You will operate where AI innovation, top-tier engineering, and significant business outcomes converge, acting as the technical bridge between complex business problems and cutting-edge AI execution. Leveraging our robust Enterprise AI Platform, you will translate ambiguous problems into concrete AI solution designs, build core components of these solutions, and ensure their successful deployment and measurable impact, supporting both code-based and low-code/no-code approaches.

Your Impact

• Applied AI Solution Design & Architecture: Deeply understand complex business problems and strategic objectives across various enterprise functions. Break down ambiguous AI problems into concrete, actionable AI solution designs, including identifying the appropriate AI models, data requirements, and integration points for end-to-end AI applications
• Hands-on Development & Implementation: Lead the hands-on development and implementation of key components of the AI assistant, agent, app, supporting both traditional and Generative AI model development, deployment, and real-time inference systems. Drive the successful integration of experimental AI technologies into production, showcasing tangible business value through rapid prototyping and measurable results
• System Design & Optimization: Contribute significantly to the detailed design of large-scale, distributed AI/ML systems, ensuring performance, reliability, security, and developer-friendliness. Optimize existing systems for scalability, efficiency, and maintainability, ensuring the platform's ability to handle massive scale data and inference requests, optimizing for low latency and high throughput for real-time AI applications
• Rapid Experimentation & Integration: Evaluate and integrate new AI tools, frameworks, SDKs, and cloud solutions into the platform, ensuring alignment with architectural strategy and engineering needs. Lead proof-of-concepts (POCs) for emerging AI innovations and drive their integration into production through long-term architectural evolution
• Architectural Adherence & Best Practices: Champion and enforce design standards, patterns, and best practices for scalable and secure development of AI assistants, agents, and applications across various teams
• Technical Leadership & Mentorship: Provide technical leadership and mentorship to other AI and ML engineers, fostering a culture of engineering excellence, innovation, and hands-on experimentation within the team and across the company
• Cross-Functional Collaboration: Partner effectively with executive leadership, data science teams, engineering, product stakeholders, and business leaders to translate complex business use-cases into scalable, production-grade AI solutions. Act as a go-to expert for complex AI engineering challenges, providing technical guidance and hands-on support
• Responsible AI & Governance: Implement features and practices that ensure AI systems comply with responsible AI principles, data governance, privacy laws, security policies, and ethical AI frameworks.
• Innovation & Research: Actively learn and incorporate advances in Agents, Generative AI, LLMs, and scalable AI architectures. Actively research and evaluate cutting-edge AI/ML techniques, algorithms, and models (e.g., foundation models, multi-modal AI) to identify opportunities for platform enhancement and new solution development
• MLOps and Automation: Lead the implementation and continuous improvement of MLOps pipelines, including automated model training, versioning, deployment, and monitoring, to streamline the AI lifecycle. Design and implement automated testing strategies for AI models and platform components to ensure model quality, robustness, and drift detection

Your Experience

• 10+ years of experience in software engineering, distributed systems, or enterprise architecture, including at least 5 years focused on leading AI/ML engineering or platform development
• Proven expertise in designing and building complex, enterprise-grade AI/ML platforms and applications, ideally across multiple domains (e.g., customer support, finance, sales)
• Deep practical understanding of the full AI lifecycle for developing assistants, agents, and applications, including feature engineering, RAGs, model training, evaluation, validation, deployment, and monitoring
• Extensive hands-on experience with distributed systems architecture, streaming data platforms, data lakes, and real-time decision engines
• Generative AI & Large Language Models (LLMs): Direct hands-on experience with Generative AI technologies, including Large Language Models (LLMs), multi-modal models, RAGs (Retrieval-Augmented Generation), and agentic AI systems. Familiarity with techniques for LLM alignment, fine-tuning, and responsible deployment
• Proficiency in modern AI/ML frameworks (e.g., TensorFlow, PyTorch, JAX) and cloud AI/ML platforms (e.g., AWS SageMaker, Google Cloud AI Platform/Vertex AI, Azure ML)
• Strong programming skills in languages such as Python, Java, or Go
• Excellent communication skills with a track record of influencing technical and cross-functional stakeholders at VP+ levels
• System-Level Thinking: Demonstrated ability to think at a system level, understanding complex interdependencies within distributed AI architectures and optimizing end-to-end performance

Preferred Qualifications

• Master's degree or Ph.D. in Computer Science, Machine Learning, or a related technical field or equivalent military experience required
• Experience contributing to open-source AI projects or publications in top-tier AI conferences
• Prior experience in a technical consulting or solutions architecture role, bridging technical teams and senior business stakeholders
• Deep understanding of cybersecurity principles as they apply to AI systems

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 $179000/YR - $290500/YR. The 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.

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

• Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
• Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Displays confidence working as a self-starter in a sales role
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven growth mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of and recommend appropriatesolutions
• Proven ability to work both collaboratively on a team with key partners and independently
• Proven ability to listen and probe for clarity and understanding
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of work experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Job Responsibilities:

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Trade Operations Management
• Administrative Services
• Client Investments Management
• Emotional Intelligence
• Referral Identification
• Written Communications

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 your immediate termination.