Project Leader jobs

This job is responsible for managing a team of financial-center based specialists and driving enterprise initiatives and strategies focused on customer experience and relationships, digital capabilities, and operational excellence. Key responsibilities include having leader oversight and developing specialists that deliver personalized advice to financial center clients through the full spectrum of borrowing and banking at each stage of the client's life plan, including mortgage referrals and lending. Job expectations may include hiring, coaching, counseling, and developing teams.
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:

• Oversees and holds specialists accountable for deepening client relationships by following established client relationship care processes, building partnerships across the organization to bridge relationships between the client and bank, and adhering to regulatory, securities and supervision laws, policies, and procedures
• Prepares and participates in management and team routines, conducts market visits, and ensures specialists deepen their customer relationships by following established relationship care processes and regulatory procedures
• Develops and executes enterprise and customer-driven market strategies to drive operational excellence, enhance the customer experience and relationships, and promote digital capabilities
• Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence, focusing on responsible growth and adhering with the risk tolerance framework
• Builds partnerships across the bank, integrates and drives strategic management activities, and develops specialists to deliver a client relationship oriented culture

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

Skills:

• Coaching
• Customer and Client Focus
• Result Orientation
• Risk Management
• Sales Performance Management
• Business Acumen
• Decision Making
• Hiring and Onboarding
• Inclusive Leadership
• Issue Management
• Adaptability
• Collaboration
• Drives Engagement
• Relationship Building
• Talent Development

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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor: FDIC, Safe Act/Loan Originators

Essential Responsibilities:

• Drive revenue growth and global market expansion by identifying and cultivating strategic partnerships, channels, and opportunities
• Lead the negotiation with external partners and engage cross-functional support colleagues to ensure the successful delivery of solutions for large complex partnerships
• Develop and execute an overall business strategy to identify and cultivate strategic partnerships, channels, and opportunities to drive revenue growth and global market expansion
• Influence the negotiation with external partners, engaging cross-functional support colleagues, to ensure successful delivery of solutions for large complex partnerships
• Align product and business levers (such as pricing and FX) to maximize revenue and market expansion opportunities
• Engage closely with product, engineering, and architecture teams to drive the architectural runway and determine the best technicalimplementation/design
• Represent the end customer on an ongoing basis and use this knowledge to drive effective prioritization and decision-making

Expected Qualifications:

• 12+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Job Description

Key Responsibilities

• Strategic Planning: Develop PayPal’s P2P and Xoom multi-year consumer strategic plan. Establish a bold, differentiated, and insight-driven vision that not only drive higher market share but increases revenue per user

• Advocate for P2P : Serve as a leader within the broader marketing organization, championing the role of P2P and remittances in PayPal's overall business strategy.

• Market and Competitive Analysis: Maintain a deep understanding of global trends, competitor pricing and promotions, and consumer behaviors to inform proactive strategies that gain market share.

• Campaign and promotions execution: Oversee the planning, development, and execution of integrated marketing campaigns and promotional activities to generate new customers and increase usage of the existing base. Manage and coordinate with PayPal’s Marketing team.

• Go-To-Market & Marketing Alignment: Lead the go-to-market strategy that drive product adoption, increase market share and CRM activities to monetize better P2P and xoom customers with additional products and services from PayPal

• P2P Product Roadmap Prioritization: Influence and align product roadmap to enable a superior value prop. Identify and prioritize opportunities that enhance customer value

• Promote ecosystem value : Partner with other marketing and product teams to develop cross-product journeys, driving strategies that reinforce PayPal's full ecosystem.

• Operational Excellence & Performance Management: Ensure robust execution of Growth initiatives, establish clear performance measurement frameworks, and optimize operational efficiency.

• Performance Reporting & Communication: Regularly report key performance metrics, financial results, and strategic milestones to senior leadership, ensuring accountability, transparency, and informed decision-making.

• Team Leadership: Lead a focused, high-impact team responsible for driving PayPal’s P2P and Xoom Commercial initiatives. Foster a collaborative, inclusive, and high-performance culture grounded in ownership, agility, and results.

Qualifications

• Significant experience leading Commercial strategy and execution within consumer-facing technology, payments, fintech, or a related industry.

• Proven track record in collaborating effectively with cross-functional teams, including product, marketing, operations, finance and IT/technology.

• Demonstrated ability to develop and implement strategic initiatives with a full 360 GTM and deliver measurable financial results and customer outcomes.

• Experience working within complex, matrixed organizations, successfully aligning and influencing multiple stakeholders.

• Strong analytical and strategic thinking skills with the ability to interpret data, derive insights, and translate them into actionable monetization plans.

• Excellent communication, presentation, and interpersonal skills; skilled at clearly articulating strategy and influencing senior-level stakeholders.

• Bachelor’s degree required; MBA or related advanced degree preferred.

Ideal Candidate

• Strategic thinker with operational execution excellence.

• Influential collaborator skilled at driving alignment across diverse teams.

• Customer-first leader passionate about delivering exceptional experiences and achieving business growth objectives.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

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Our Benefits:

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Responsibilities:

• Lead analysis to optimize deployment and efficacy of new authentication tools.

• Explore AI solutions and tools to continually improve fraud control economics

• Navigate internal governance and regulatory space to deploy AI and other advanced tools in a well-governed manner (model risk management and AI toll gates)

• Develop compelling vision and data driven business cases for transformation initiatives. Lead efforts to prioritize authentication and other fraud-related investments across channels (online, call center, in-person).

• Facilitate regular routines for stakeholders and senior executives.

• Build and lead cross-functional teams to solve complex, high impact business problems.

• Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions

• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance

• Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics

• Identifies business trends based on economic and portfolio conditions and communicates findings to senior management

• Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights

Required Qualifications:

• 5+ years of Fraud experience

• B.A./B.S in Computer Science, Data Science, Engineering, Business, Statistics or quantitative related field

• SQL and/or SAS coding ability

• Advanced knowledge of Excel

• Excellent communication and presentation skills

• Experience analyzing and optimizing complex systems and controls

• Experience managing competing priorities

• Ability to understand the information needs of business users and senior leaders and build to those specifications with minimal direction

Desired Qualifications:

• 10+ years of Fraud experience

• Experience deploying and using AI-based solutions to drive business value

• Experience optimizing deployment and ongoing management of risk mitigation tools

• Advanced degree in Computer Science, Data Science, Engineering, Business, Statistics or quantitative related field

• Fraud and/or Claims background with focus on Authentication

• Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Deposits, Online Retail Merchant, Payment Processing, Digital, Call Center, etc.)

• Demonstrated ability to manage cross-functional teams

Skills:

• Business Analytics

• Analytical Thinking

• Data and Trend Analysis

• Fraud Management

• Problem Solving

• Artificial intelligence / Machine Learning

• Innovative Thinking

• Statistical Design of Experiments and Solution Testing

• Presentation Skills

• Risk Management

• Oral and Written Communications

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.

As a Market Leader for the Advisor Development Program (ADP), you will:

• Provide regulatory supervision and oversight to advisors

• Ensure ADP participants are meeting and achieving hurdles

• In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity

• Personal involvement with ADP participants who require heightened support to achieve success

• Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership

• Lead pipeline management routines with teams and coach on pipeline execution

• Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability

• Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms

• Accountable to support market results, while maintaining strict consistency with national programs

• Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.

• Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies.

• Sales Supervision: Administer superior sales supervision/practices in the market.

Responsibilities:

• Ability to attract, recruit and retain an effective sales and operations team.

• Must demonstrate excellent communication skills.

• Strong relationship building and business partnering skills.

• Ability to interact effectively with senior management.

• Ability to work effectively across organizational boundaries.

• Strong influencing and leadership skills.

• Self-motivated and proactive, with the ability to balance multiple priorities.

• Ability to balance business and corporate perspectives.

• Sound business judgment and acumen.

• Proven track record of coaching and improving performance in others

• Proven ability to drive integration across solutions and drive results through superior delivery and sales management

• Proactively builds trusted relationships with key partners/clients

• Ability to be a change agent and work in a fast paced environment

• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels

• 3+ years industry experience with a leading firm

• 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team

• Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days.

• Travel required: Will vary depending on geography

Responsibilities:

• Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance

• Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s)

• Identifies business trends based on economic and portfolio conditions and communicates findings to senior management

• Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work

• Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions

• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance

• Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics

• Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights

• Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments.

• Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies.

• Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era.

• Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness.

• Lead the selection and evaluation of promising 3rd party solutions:

• Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards.

• Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness.

• Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including

• Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes

Required Qualifications:

• 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments.

• Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field

Desired Qualifications:

• Master's degree (e.g., MBA) or equivalent professional certifications preferred.

• Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution.

• Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies.

• Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks.

• Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness.

• Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution.

Skills:

• Strategic Thought Leadership

• Business Analytics

• Data and Trend Analysis

• Fraud Management

• Problem Solving

• Artificial intelligence / Machine Learning

• Innovative Thinking

• Statistical Design of Experiments and Solution Testing

• Presentation Skills

• Risk Management

• Oral and Written Communications

Key Responsibilities

Prepares project plans and drives the project from conception and planning to implementation. Will participate in the development of strategies, processes and resources.

Manages project schedule and task details by utilizing project management tools such as reports, tracking charts, checklist and project scheduling software.

Coordinates allocated resources from within the Division to achieve on-time and within budget performance objectives for the project. Initiates and manages purchase requisitions, and purchase orders.

Interfaces and coordinates within the division to define project objectives, provide status updates and prepare for release and deployment.

Identifies and resolves potential complications within the project and develops solutions for resolution.

Functional Knowledge

• Demonstrates depth and/or breadth of expertise in own specialized discipline or field

Business Expertise

• Interprets internal/external business challenges and recommends best practices to improve products, processes or services

Leadership

• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity

Problem Solving

• Leads others to solve complex problems; uses sophisticated analytical thought to exercise judgment and identify innovative solutions

Impact

• Impacts the achievement of customer, operational, project or service objectives; work is guided by functional policies

Interpersonal Skills

• Communicates difficult concepts and negotiates with others to adopt a different point of view

Role will report to MDP Manufacturing Engineering

Present to customers as required

MDP technical product knowledge and MFG processes preferred