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BOA

Bank Of America Advisor Development Program Client Associate United States, Oregon, Portland

Limitless High-tech career opportunities - Expoint
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...
Description:

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.

1st shift (United States of America)

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Yesterday
BOA

Bank Of America Advisor Development Program - Financial Solutions United States, Georgia

Limitless High-tech career opportunities - Expoint
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...
Description:

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
Financial Solutions Advisor within the centralized segment of the Advisor Development Program,your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.

The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.

We’ll help you

  • 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.
  • 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 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. 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 an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to

  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Managing 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.
  • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

  • 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 Qualifications:

  • Displays confidence working 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 mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

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

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.

1st shift (United States of America)

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Yesterday
BOA

Bank Of America National Financial Solutions Advisor - Development Program L... United States, Rhode Island

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description:

National Financial Solutions Advisor- Development Program


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.

1st shift (United States of America)

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Yesterday
BOA

Bank Of America Advisor Development Program Client Associate United States, Maryland

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description:

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.

1st shift (United States of America)

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BOA

Bank Of America Senior Quantitative Engineer United States, Arizona, Phoenix

Limitless High-tech career opportunities - Expoint
Seeks opportunities for consistent improvement in quality, efficiency, and processes. Partners effectively with senior stakeholders within Global Risk Analytics and Enterprise Independent Testing, Front Line Units, Technology, Audit and Compliance....
Description:


This job is responsible for designing and overseeing common, reusable, and scalable software components which are either domain independent (e.g., generic data quality tools over billions of rows of data) or domain specific (e.g., classification models for surveillance or testing framework for Global Markets processes). Key responsibilities include enabling Global Risk Management's data and analytical capabilities. Job expectations include working with senior modelers, risk managers, and technologists to understand the current state and design the future state of data and analytics.


Responsibilities:

  • Seeks opportunities for consistent improvement in quality, efficiency, and processes
  • Partners effectively with senior stakeholders within Global Risk Analytics and Enterprise Independent Testing, Front Line Units, Technology, Audit and Compliance
  • Provides leadership and oversight to less experienced team members
  • Applies quantitative methods to develop capabilities that meet line of business, risk management and regulatory requirements
  • Understands financial data: schemas, flow, size, data issues, data controls, etc.
  • Builds performant big data pipelines
  • Uses programming skills and knowledge of software development lifecycle principles to deliver high quality code for model and testing processes

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.

Required Qualifications

  • At least 7 years of relevant experience in software engineering in Quantitative Finance or other relevant industries

Desired Qualifications

  • Bachelor’s degree in related field or equivalent work experience
  • Advanced programming skills (e.g. Python) and solid understanding of Software Development Life cycle (SDLC) principles
  • Proven track record of seamlessly leading and executing enterprise-wide initiatives
  • Strong ability to document and clearly articulate the rationale and impact of technical solutions to a wide range of audiences
  • Demonstrated experience in at least three (preferably more) of these following areas:
    • Leading complex analytical and problem-solving initiatives
    • Applying advanced quantitative methods to drive innovative solutions to test business processes and relevant data
    • Deep knowledge of financial services industry and regulatory frameworks
    • Engineering solutions for large-scale structured and unstructured data sets
    • Driving process improvements and automation across business and technology functions

Skills:

  • Critical Thinking
  • Data Modeling
  • Process Effectiveness
  • Risk Modeling
  • Test Engineering
  • Influence
  • Oral Communications
  • Prioritization
  • Relationship Building
  • Written Communications
  • Attention to Detail
  • Change Management

Minimum Education Requirement:Bachelor’s degree in related field or equivalent work experience

1st shift (United States of America)

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BOA

Bank Of America Sr Network Security Engineer Cloud exp required United States, Massachusetts, Boston

Limitless High-tech career opportunities - Expoint
Serves as a subject matter expert for one or more engineering initiatives and is the point of contact for clients. Contributes to defining and ensuring security requirements are met based...
Description:

Job Description:

We are seeking a skilled and motivated Network Security Engineer to join our GIS Core Engineering team. The Network Security Engineer is a key individual contributor that has accountability for researching, designing, engineering, implementing, and supporting network security solutions. You will utilize in-depth technical knowledge and business requirements to help design and implement a secure solution to meet customer / client needs while protecting the Bank's assets. Develops and implements security standards, procedures, and guidelines for multiple platforms and diverse environment. Exercises judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criterion for obtaining results.

It is imperative that you have a solid knowledge of network security domains such as DDoS, Segmentation, Network Access, Web Content Inspection, Perimeter Defense, and Network monitoring. You will regularly collaborate with experts both in country and in other regions, so excellent communication skills are very important. If you are seeking a demanding role within Global Information Security (GIS) and have the required skills, this will be a great opportunity for you. Typically, applicants should have 5 to 7 years of cybersecurity or engineering experience.

Key Responsibilities:

  • Serves as a subject matter expert for one or more engineering initiatives and is the point of contact for clients

  • Contributes to defining and ensuring security requirements are met based on BofA standards and Policies.

  • Incorporates basic architecture components including threat-models, diagrams, and technological requirements for in solution development.

  • Understands and utilizes basic network, virtualization, and datacenter technologies for deployment strategies.

  • Leads the delivery of the major engineering milestones and acts as the critical decision maker with regards to technical design and implementation

  • Documents and communicates required information for deployment, maintenance, support, and business functionality.

  • Adheres to team delivery/release process and cadence pertaining to solution deployment and release.

  • Identifies and raises risks or potential vulnerabilities at all stages of the security-engineering process

  • Works closely with a diverse set of stakeholders with varying priorities to debate and negotiate paths forward

  • Navigates and works effectively across a complex, geographically dispersed organization

Required Qualifications:

· Strong fundamental understanding of information security principles, risks, and controls and of cyber security operations functions.

· Knowledge of how Web Based internet facing applications are deployed and set up and experience architecting complex enterprise cybersecurity solutions for data in transit across web, email and b2b environments. Including technology that provides proxy control, malware inspection, SSL termination, and Data Loss Prevention (DLP).

· Understanding of how Content Delivery Networks (CDNs) work, how they are designed to provide application services, and how they are used to mitigate network security threats.

· Detailed knowledge of Network Security solutions such as DDOS mitigations techniques, WAF, etc.

· Knowledge Solid experience with designing, evaluating, and deploying network security solutions for outbound, inbound, and lateral network traffic. Experience engineering web content inspection solutions using tools such as Skyhigh Web gateway, Trellix (Fireeye), and F5 LTM/APM/SSLO.

· Experience deploying proxies in the cloud (AWS) and experience with SASE platforms

· Experience coordinating delivery of project/changes milestones, ensures projects stay on target, escalating and identifying roadblocks.

· Ability to quickly diagnose the problem areas and come up with solutions and/or workarounds

· Ability to translate business needs into requirements and experience understand analyzing the technical feasibility and design against the requirements.

Effective communication skills and must be comfortable in delivering messages across a wide spectrum of individuals having varying degrees of technical understanding.

· Ability to work independently on various initiatives with little oversight.

· Strong analytical skills/problem solving/conceptual thinking.

· Motivated and willing to learn.

Desired Qualifications

· Bachelor’s degree in Computer Science, Information Security, or related field (or equivalent experience).

· Experience deploying security solutions in virtual environments such as VMWare, AWS, Azure

· Experience integrating network security solutions with IAAS, PAAS and SAAS components such as Zscaler, O365, etc.

· Experience deploying security solutions in email environments.

· Experience with Data Governance, Model Risk Management and Application Management.

· Ability to work with Technical and Non-Technical business owners.

· Experience in large enterprise environments.

· Assist with internal efficiencies projects and development.

· Familiarity with industry standard endpoint tools.

· Relevant certifications: CCNA, CCNP, CISSP, or CEH.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

1st shift (United States of America)

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PA

Palo Alto Software Engineer United States, California

Limitless High-tech career opportunities - Expoint
Technical leadership and end-to-end delivery of solutions in collaboration with cross-functional product management, development and quality assurance teams in a fast paced environment. You will work to design, implement and...
Description:

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

Your Career

As a key member of Layer-7 Security group, you will be responsible for designing and developing security features on the next-generation firewalls. You will work with product management on user requirements, apply your knowledge to functional design, utilize your programming skills for efficient and robust implementation, and interact with quality assurance and field support teams throughout the entire software development cycle.

Your Impact

  • Technical leadership and end-to-end delivery of solutions in collaboration with cross-functional product management, development and quality assurance teams in a fast paced environment

  • You will work to design, implement and troubleshoot next generation cloud security solutions

  • Hands-on participation in developing next generation cloud security architecture

  • You will participate in all phases of the product development cycle, from definition, design, through implementation and test

  • Lead cross-functionally with Product Management, SRE, Software, and Quality Engineering teams to deliver new security as a service offering to the market in a timely fashion with excellent quality

  • Develop a strong culture of diversity, intellectual curiosity, problem-solving, and openness

  • Work closely with customer support teams to improve end-customer outcomes

  • Foster innovation in the organization

Your Experience

  • Excellent team player with strong coding, analytical and problem-solving skills
  • Hands-on experience with cloud distributed systems and high scale designs and in developing high performance distributed software applications
  • Experience in cloud technologies like Kafka, Elastic Search, SQL, Google Big Query or equivalent
  • Experience with backend development (Rest APIs, Databases, Serverless computing) of distributed cloud applications.
  • Experience with Docker and Kubernetes or other container orchestration platforms
  • Good understanding of public cloud design considerations and limitations in areas of microservice architectures, security, global network infrastructure, distributed systems, and load balancing with strong cloud service trouble-shooting skills.
  • Working knowledge of TCP/IP and Networking is highly desirable
  • Experience in GCP or AWS is a plus
  • M.S/B.S degree in Computer Science or equivalent and 7+ years of relevant experience required.
  • Hands-on programming experience in one or more of the following: GO/Java(Primary), Python; Working knowledge of C is highly desirable
  • High energy and the ability to work in a fast-paced environment with a can-do attitude

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 $0 - $0/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.

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Limitless High-tech career opportunities - Expoint
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...
Description:

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.

1st shift (United States of America)

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The software development engineer bolt role at Expoint is a great opportunity for tech professionals looking to join an innovative tech community with an ever-evolving mission and projects. The software development engineer bolt is an individual responsible for creating, engineering and maintaining critical software components. This includes developing applications, developing and implementing technologies and providing source code management and software development support. This individual should have excellent knowledge of software engineering and programming languages such as Python, C, C++, and Java, as well as the ability to troubleshoot and debug software quickly and efficiently. We are looking for a self-starter with great communication and organizational skills to join the software development team at Expoint. This individual should have experience leading projects, working with clients to evaluate business and technical requirements, and developing creative solutions to technical hurdles. Candidates should demonstrate a passion for and knowledge of debugging, software design, coding and integration, and be comfortable and able to work in a distributed agile environment. At Expoint, we recognize that software development engineers provide a critical link between our tech team and our clients. We are looking for individuals who understand the need to continually grow and improve, and bring an enthusiasm and dedication to their roles. In this role, you will have the opportunity to develop cutting-edge technologies that help our clients and the Expoint community. If you are a creative and motivated software engineer looking for a place to showcase your talents, join us at Expoint and become a part of the software development engineer bolt team!