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Key Responsibilities
Will prepare project plan and coordinates the attainment of project deliverables from planning to implementation. Maintains matrix for process improvements
Will drive project deliverables and task details by through the use reports, tracking charts and, checklists.
Will research causes to project obstacles and assist in implementing solutions for resolution.
Functional Knowledge
Business Expertise
Leadership
Problem Solving
Impact
Interpersonal Skills
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This job is responsible for developing and supporting enterprise-wide information security policies, procedures, and standards. Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities.
LOB Overview:
Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies, and addresses vulnerabilities and operates global security operations centers that monitor, detect, and respond to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements.
Responsibilities:
Support the implementation and ongoing management of access provisioning solutions across enterprise platforms, ensuring alignment with security policies and regulatory requirements.
Apply working knowledge of Active Directory , Microsoft Azure, Amazon Web Services (AWS), and Mainframe , Oracle and SQL databases , file systems , and enterprise storage , with a focus on enforcing least privileged access .
Assist in maintaining access control policies , group structures , and role-based access models to support scalable and secure provisioning.
Collaborate with application owners and infrastructure teams to implement access requirements for new and existing systems.
Participate in automation initiatives to streamline provisioning and de-provisioning workflows , integrating with identity governance platforms and HR systems and IAM controls.
Conduct periodic access reviews , entitlement audits , and certification campaigns to ensure compliance and identify access anomalies.
Investigate and remediate access-related incidents, working closely with cybersecurity and risk teams to address vulnerabilities and improve controls.
Stay current with emerging IAM technologies, regulatory changes, and industry best practices to continuously enhance the access provisioning program.
Prepare metrics, reports, and recommendations to senior leadership and audit teams regarding access provisioning effectiveness and risk posture.
Required Qualifications:
3-5+ years experience in Identity and Access Management, with a focus on access provisioning across enterprise environments.
Working knowledge of Active Directory , Microsoft Azure AWS, Mainframe , Oracle Database , SQL Server , Windows and Unix file systems , and enterprise storage platforms .
Understanding of IAM governance frameworks , platforms ( e.g., SailPoint, Saviynt ) role-based access control (RBAC) , group policy management , and privileged access management (PAM) tools, CyberArk, Hashi Corp and Beyond Trust.
Experience with automated provisioning/de-provisioning workflows , including integration with HR systems to demonstrate proficiency in scripting and automation (e.g., PowerShell, Python) to support scalable access provisioning and audit processes.
Familiarity with cloud infrastructure security and access controls in hybrid environments, particularly within Microsoft Azure AWS and Oracle Cloud .
Ability to conduct access reviews , entitlement audits , and risk assessments to identify and remediate access-related vulnerabilities.
Excellent analytical, problem-solving, and communication skills, with the ability to collaborate across technical and business teams.
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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 providing client service support to potentially multiple Financial Advisors (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.
Responsibilities:
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
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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TEAM OVERVIEW:
KEY RESPONSIBILITIES:
TECHNICAL SKILLS:
REQUIREMENTS/EDUCATION:
Applications will be reviewed on a rolling basis. Please apply by January 30, 2026. Note: This position may close early based on application volume or candidate selection.
Full timeNew College GradThese jobs might be a good fit

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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 providing client service support to potentially multiple Financial Advisors (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.
Responsibilities:
Skills:
High School Diploma / GED / Secondary School or equivalent
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Description Summary:
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
CFO Data Management (CFO DM) supports other CFO Function’s needs and use cases (e.g., management and regulatory reporting). This role will be responsible for Counterparty Data within a larger data environment. Counterparty refers to the clients and other parties associated with Bank of America’s transactions. Counterparty classification is a key element in many reports.
Responsibilities:
Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set.
Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship.
Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform.
Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform.
Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents.
Additional Responsibilities:
Provide Subject Matter Expertise for Counterparty data attributes.
Control Data consumed by CFO, including investigating and developing remediation plans for data quality issues.
Interface with business partners on their data needs, requirements for new data requests, track and prioritize changes.
Assist team with data analysis and ensure quality of outputs.
Create SQL scripts and conduct user acceptance testing on new data requests.
Collaborate across stakeholders including business reporting, product-specific data stewards, tech partners, upstream data providers/data management, and risk/compliance.
Identify, review, and evaluate potential upstream systems to determine data sourcing strategy.
Follow the proper risk disciplines and proactively escalate as needed.
Adhere to Enterprise Data Management Standards and Risk Data Aggregation requirements.
Required Qualifications:
Minimum 5 years’ of experience with data analysis within the financial industry and/or highly regulated environments
Capacity to handle multiple tasks and work in a flexible environment.
Ability to think and act independently, detailed oriented and organized.
Strong communication skills and the ability to build relationships across a matrixed organization.
Desired Qualifications:
Bachelor’s degree.
Bank of America, Regulatory Reporting experience a plus, including applicable Bank of America platforms (e.g. WCC, CED, CESIUM, PRDS).
Experience with Agile methodology.
Knowledge of emerging technologies (e.g. Alteryx, artificial intelligence from a data validation/profiling perspective, etc.).
Exposure to AML/KYC processes.
Familiarity with transactional databases.
Analytics experience with SQL.
Data Management experience.
Excellent written and verbal communication skills.
Proficiency with Alteryx, Tableau, and SQL programming language.
Knowledge and prior experience with Regulatory Reporting.
Skills:
Data Collection and Entry
Data Management
Data Modeling
Issue Management
Policies, Procedures, and Guidelines Management
Analytical Thinking
Collaboration
Data Governance
Data Quality Management
Data and Trend Analysis
Business Acumen
Controls Management
Production Support
Regulatory Compliance
Solution Design
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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
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Key Responsibilities
Will prepare project plan and coordinates the attainment of project deliverables from planning to implementation. Maintains matrix for process improvements
Will drive project deliverables and task details by through the use reports, tracking charts and, checklists.
Will research causes to project obstacles and assist in implementing solutions for resolution.
Functional Knowledge
Business Expertise
Leadership
Problem Solving
Impact
Interpersonal Skills
These jobs might be a good fit