דרושים Program Associate ב-United States, California, San Francisco
Bank Of America Registered Private Wealth Client Associate United States, California, San Francisco
Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Series 7, 63/65 or 66
Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
Energetic individual that is self-motivated, coachable and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibilities
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs, delivering complex solutions
Frequent communication and an abundance of discretion with sensitive information
Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Bank Of America Advisor Development Program - Financial Solutions United States, California, San Francisco
Job Description:
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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Bank Of America Private Wealth Client Associate United States, California, San Francisco
Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Boston Scientific DBS Associate Therapy Consultant - Fresno CA United States, California, San Luis Obispo
Your responsibilities will Include:
- Serve as the primary resource for clinical support in case coverage, physician training, and allied healthcare worker training.
- Educate customers and internal BSC employees on the merits and proper clinical usage of our products through presentations and demonstrations using various formats and platforms.
- Attend cases in hospital labs for case support, training, and CMEs.
- Provide ongoing clinical and technical training and support to customers directly.
- Regularly visit customers and potential customers to identify their clinical needs, goals, and constraints related to patient care, and discuss and promote our products and services to achieve sales targets.
- Manage existing customers and acquire new ones in the assigned territory under the general supervision of the Manager.
- Plan and develop the market for our existing and new products according to divisional goals and objectives, optimizing available tools (e.g., consignment).
- Cultivate a wide range of business relationships with hospital management, purchasing departments, and hospital staff.
- Respond to customer needs and complaints regarding products and services by developing creative and feasible solutions or collaborating with other personnel (e.g., sales, clinical research, marketing, technical support).
- Develop sales skills and manage inventory, forecasts, billings, tenders, and quotations.
- Analyze and report market and business feedback to the Manager and others on a monthly and yearly basis using all available support tools.
- Represent Boston Scientific values and integrity.
Job Requirements:
- Bachelor’s degree in Science, Engineering, Biomedical, or related field.
- Minimum 6 years of combined clinical and sales experience, with a strong track record in medical device sales and direct working experience in Cath Lab or Operating Theatre (OT) settings.
- Electrophysiology (EP) experience strongly preferred—especially familiarity with ablation procedures, cardiac mapping systems and stroke management.
- Highly driven and customer-oriented, with a proven ability to build and sustain strong relationships with clinicians and stakeholders.
- Confident in attending procedures and providing intra-operative support, especially in complex and high-pressure environments.
- Excellent written and verbal communication skills, with the ability to clearly convey technical and clinical information to both medical and non-medical audiences.
משרות נוספות שיכולות לעניין אותך
Boston Scientific Associate Manager - Endoscopy San Diego CA United States, California, San Diego
Your responsibilities will include:
- Own and drive significant portions of design development activities related to mechanical and electromechanical systems, within a new therapy space.
- Work within small and focused teams to drive ideation, prototyping, evaluation, and efficient decision making.
- Provide strong technical subject matter expertise in the area of electrophysiologic device design.
- Be hands-on and engaged with the project team, driving multiple technical lanes simultaneously and prioritizing appropriately.
- Will interface with Physicians/customers to obtain product and design feedback.
- Provide clear communication to stakeholders at key technical updates
- Understand the renal and cardiac anatomy, clinical use cases and user interface requirements to drive design decisions.
- Develop a strong internal and external network, leveraging that network to deliver results on critical programs.
- Provide technical guidance to technicians/entry/mid-level engineers.
- Be a strong team player, collaborating across process development, quality, manufacturing, regulatory, clinical, and marketing on complex projects to ensure project success.
Required qualifications:
- BS in Mechanical, Biomedical, or similar Engineering field.
- Required minimum years of work experience (primarily in medical device or related field): 6+ years with BS, 4+ years with MS.
- Demonstrated ability to provide technical solutions on a large-scale development program.
- Strong technical knowledge and experience in the mechanical and/or electrophysiologic design space.
- Solid clinical knowledge and experience in cardiovascular and peripheral anatomy.
- Experience managing technical aspects of projects as a member of a cross-functional team.
- Ability to draw conclusions and make recommendations based on technical inputs from multiple and varied sources.
- A proven ability to deliver robust technical solutions to complex engineering problems.
Preferred qualifications:
- MS in related technical field.
- Class II or Class III Medical Device product development experience.
- Advanced experimental design and statistical analysis knowledge.
- Knowledge and experience in advanced prototyping and fabrication techniques.
- Excellent organizational, communication and collaboration skills.
Maximum Salary: $ 156900
Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).
Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).
For MA positions: It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance test requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a prohibited substance test as a requirement. The goal of the prohibited substance testing is to increase workplace safety in compliance with the applicable law.
משרות נוספות שיכולות לעניין אותך
EY EY-Parthenon - Corporate Finance Business Valuation Senior A... United States, California, San Francisco
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.
Skills and attributes for success
- Commercial – as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings.
- Regulatory and Accounting – you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements.
- Taxation – you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues.
- Intangible Assets – within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how.
To qualify for the role, you must have
- A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and at least 1-2 years of related work experience.
- Previous Business Valuation experience.
- Financial modeling skills including experience building models from scratch.
- Demonstrated record of solving complex problems and completing challenging projects.
- The ability and willingness to travel and work in excess of standard hours when necessary.
Ideally, you’ll also have
- Previous valuation experience in professional services/Big 4 Firm.
- Financial modeling experience.
- Achievement of or significant progress towards a CFA.
- ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe.
- Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
What we look for
We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client’s goals.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $95,200 to $157,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,200 to $178,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
משרות נוספות שיכולות לעניין אותך
Bank Of America Advisor Development Program - Financial Solutions United States, California, San Francisco
Job Description:
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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Series 7, 63/65 or 66
Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
Energetic individual that is self-motivated, coachable and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibilities
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs, delivering complex solutions
Frequent communication and an abundance of discretion with sensitive information
Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
