דרושים Gcib Lead Mnpi Program – Director ב-Bank Of America ב-United States, New York

Job Description:

This job is responsible for providing leadership, technical direction and oversight to a team delivering technology solutions. Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards. Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies.

Responsibilities:

• Designs, develops and is accountable for feature delivery
• Applies enterprise standards for solution design, coding and quality
• Ensures solution meets product acceptance criteria with minimal technical debt
• Guides the team on work breakdown and execution
• Works with the Product Owner to ensure that product backlog/requirements are healthy, with clear acceptance criteria
• Plays a team lead role (as an individual contributor) and mentors the team
• Guides team members with skills and practices (planning and estimation, peer reviews, and other engineering practices)
• Manage and support vendor-hosted applications deployed on Linux/Unix environments, ensuring stability, performance, and compliance with enterprise standards.
• Provide end-to-end support for cleared derivatives operations across AMER markets, with a focus on Futures and Options trading and clearing.
• Maintain and optimize exchange connectivity and clearing gateway infrastructure, ensuring reliable trade flow and settlement through vendor-supported platforms.
• Serve as a Level 3 escalation resource for incidents on Linux/Unix servers, providing advanced troubleshooting and infrastructure support.

Required Qualifications

• Proven experience supporting Futures and Options trading and clearing across AMER markets, with a strong understanding of trade lifecycle and post-trade operations.
• Hands-on expertise in managing clearing gateways and exchange connectivity, ensuring seamless integration and settlement across major U.S. exchanges.
• Proficiency in Oracle-based tools such as Toad and MySQL for performing data analysis, reconciliation, and reporting within trade and clearing environments.
• Strong working knowledge of Linux/Unix systems, including server administration, log analysis, and performance tuning in production environments.
• Ability to troubleshoot and escalate complex application and infrastructure issues, serving as a Level 3 support resource.
• Effective collaboration with cross-functional teams including networking, infrastructure, and vendor support to maintain operational stability.
• Strong hands-on experience in Linux/Unix server administration
• proficiency in managing vendor-hosted applications deployed on Linux platforms, ensuring high availability, reliability, and compliance with enterprise standards.
• Solid understanding of network architecture, including IP configuration, routing, DNS, and firewall management to support secure and scalable application environments.
• Experience configuring and maintaining firewall rules, network settings, and virtual systems (e.g., VMware, KVM, or cloud-based infrastructure) to support application deployment and system integration.

Desired Qualifications

• Knowledge of network architecture and virtual systems, with the ability to work closely with networking teams to configure firewall rules, network settings, and virtual environments for secure application deployment.
• Exposure to automation and system enhancement initiatives aimed at improving trade lifecycle efficiency and reducing manual intervention.
• Strong documentation and communication skills for creating workflows, incident reports, and compliance artifacts.
• Familiarity with ITIL or similar service management frameworks for incident, problem, and change management.
• Experience managing projects related to compliance, including regulatory reporting, audit readiness, and control implementation.
• Background in supporting initiatives, including infrastructure upgrades, system migrations, and compliance integration.
• Experience with cloud-based infrastructure and hybrid environments, including deployment and management of Linux-based virtual machines and containers.

Skills:

• Automation
• Influence
• Result Orientation
• Stakeholder Management
• Technical Strategy Development
• Architecture
• Business Acumen
• Risk Management
• Solution Delivery Process
• Solution Design
• Agile Practices
• Analytical Thinking
• Collaboration
• Data Management
• DevOps Practices

Minimum Education Requirement - Bachelor Degree or Equivalent Professional Experience

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:

Job Description:
Leads diverse administrative functions usually for a large department or for a complete business unit. Functions may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Administers bank programs and policies and may direct the development of the department's administrative policies and procedures. Requires a thorough knowledge of the department's or business unit's functional operations. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May direct workflow activities.

The Business Support Lead provides support to the Consumer & Wealth Management Tax Operations Executive and the broader leadership team. The role will be responsible for a diverse range of duties that include employee engagement coordination across multiple sites, onsite activity coordination specific to Hopewell, incoming mail processing, leader meeting coordination / calendar management, communication preparation, group mailbox management and various other administrative duties. The role will need to be proactive and promptly prioritize, disposition and follow through on all requests. Ability to exercise considerable discretion and independent judgment maintaining confidentiality, sensitivity, diplomacy, and sound judgment.
The Business Support Lead will be responsible for the following:
• On-site needs for Hopewell, Jacksonville and Phoenix locations, including equipment needs, supply orders, food orders, etc.
• Prepare department communications, host Webex meetings, prepare agendas and organize monthly meeting content for senior leader
• Coordinate and organize employee engagement events and activities across the organization, with onsite event management for the Hopewell team
• Support incoming mail to the Hopewell location, tracking and routing of documents to the appropriate teams
• Support procedure (GPS) administration across the teams as needed
• Manage various procedural requirements for ENSM, Dual Officer and impact assessment for policy / procedure changes
• Executive calendar management (scheduling conference calls, telepresence meetings, etc.), expense management and travel planning
• Assist teams as needed across the department with various tasks
• Must be resourceful and able to work autonomously across the organization; professional and able to work well with people with different interpersonal styles

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: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Skills:

• 3+ years experience in event management, administrative tasks, meeting planning, and financial industry support
• Demonstrated ability to manage multiple & competing priorities
• Excellent attention to detail, time management and organizational skills with the ability to prioritize effectively
• Strong business writing and verbal communication skills
• Ability to work independently, multi–task, handle confidential and sensitive material with highest degree of integrity and professionalism
• Demonstrated ability to interact with senior level executives
• Strong executive presence; interpersonal communications skills, exhibiting a calm, positive and professional demeanor.
• Effective style -- able to solve problems and diffuse issues; contributes to an enjoyable and professional work environment
• Advanced skills in Outlook and other MS Office programs (Excel, Word, PowerPoint)
• Ability to work as a team player, with exceptional problem solving skills.

Desired Skills:

• Knowledge of Bank of America systems including Concur, GEPSmart, Corporate travel services, myfacility, visitor access system, etc.

• Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables
• Provides day-to-day training and coaching to team while addressing employee inquiries and escalations
• Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
• Conducts quality assurance reviews and provides routine supervisory manager approvals
• Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
• Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Written Communications
• Account Management
• Analytical Thinking
• Coaching
• Mentoring
• Research
• Result Orientation

• Resolves day-to-day problems and executes deliverables within the business unit
• Provides functional expertise knowledge to projects or initiatives relating to the business unit
• Manages team workload and provides general oversight and direction to team Maintains internal, operational, and financial controls and works within risk appetite of the business unit
• Reviews processes to ensure they are efficient and implements process improvement opportunities

• 2–3 years of experience relating to cost basis, 1099-B tax reporting, or client reporting within a financial services or wealth management environment.
• Coaching : The ability to support a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance.
• Drive Engagement: The ability to motivate others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes.
• Relationship Building: The ability to develop, establish, and maintain ethical connections and long term strategic relationships with individuals throughout the company to assist in achieving work-related goals and business objectives and to enhance decision making in business units throughout an organization.
• Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
• Knowledge of various product types (Equities, mutual funds, fixed income, mortgage-backed investments, etc) within an operations setting.
• Written/Verbal Communications: The ability to clearly convey information in written form through email in a way that easily enables the resolution of a request.
• Excellent organizational and time management skills, with the ability to prioritize tasks in a fast-paced environment.

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.

Job Description:

Job Description:
This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements.The Global Financial Crime (“GFC”) Manager contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations, and regulatory guidance.

This role is responsible for customer due diligence (CDD) related requirements relating to financial crimes (FC) laws, rules, regulations (LRRs) and processes that cover the U.S. and 38 non-U.S. jurisdictions.

• Oversight of Global Financial Crimes (GFC) monitoring and testing activities performed by GFC Risk Officers for appropriate coverage, risks, actions needed, and reporting of results;
• Indirectly manage a team of 4-5 associates
• Lead discussions with the business, GCOR and GFC partners to analyze business processes and related internal controls to identify potential issues in meeting regulatory requirements or those causing increased operational risk;
• Advise and/or communicate with senior leaders on areas of coverage, key risk areas and mitigation activities;
• Establish, monitor and report on GFC and business metrics that are reflective of key risks;
• Evaluate the risk of assigned FC issues, monitor progress and provide no objection to action plans and closure activities;
• Perform review and challenges of business-related processes;
• Participate in Audits and Exams to provide Risk Manager perspective on critical issues;
• Escalate FC compliance and operational risks and issues to the appropriate governance routines as required; and
• Provide regular reporting on assigned areas of coverage to support GFC and FLU management and governance routines.

• A self-motivated worker who is comfortable and effective providing guidance to junior teammates
• Strong personal drive, attention to detail, individual initiative, a sense of urgency and responsiveness, with a desire to grow, learn, and take on increasing levels of responsibility
• Ability to successfully communicate to influence management and lead change on both strategic and tactical initiatives.

• Critical Thinking
• Monitoring, Surveillance, and Testing
• Regulatory Compliance
• Risk Management
• Coaching
• Issue Management
• Policies, Procedures, and Guidelines Management
• Strategy Planning and Development
• Written Communications
• External Resource Management
• Reporting
• Talent Development

Required Qualifications:

• Minimum of 7 years of relevant experience in financial services industry,financial crimes customer due diligence (CDD), risk management, AML compliance, regulatory compliance, operational risk management, business risk & controls, or experience in related field
• Knowledge of anti-money laundering (AML) and related AML legislation
• Knowledge of CDD systems

Desired Qualifications:

• Bachelor’s Degree in related field
• Experience in financial services and/or a related government entity
• Certified Anti-Money Laundering Specialist (CAMS)
• Experience and strong ability to work in a fast-paced, high-pressure environment and manage multiple priorities effectively
• Strong leadership and decision-making capabilities
• Ability to influence and drive change across the organization