Bank of America

Account Manager

• Perform offboarding of accounts and review required account documentation
• Find requirements and complete account closure activities
• Review and approve account documentation by confirming distribution plans, approvals, and supporting documents
• Monitor asset and cash transfers, track account activity, and resolve open items
• Conduct research, follow-up, and resolution of complex routine requests
• Identify process risks and opportunities for improvement
• Address quality-review gaps and escalate risks or improvement opportunities
• Respond to moderately complex client inquiries via multiple channels
• Provide client teams with updates on request status, outstanding requirements, and completion outcomes
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide quality operations support to internal business partners and external clients
• Assist in training less experienced team members

Account Management Ops Analyst – Private Bank Offboarding

Associate

• Analyze market and industry data for client/prospect meetings, pitch books, and relationship reviews
• Collaborate with Market Executives, Relationship Managers, and teams across the bank on client presentations and deals
• Support credit approval and treasury solutions processes
• Coordinate clients, prospects, and product and deal teams throughout transactions
• Deliver new business analytics, monitor client activities, and perform portfolio optimization
• Analyze financial conditions of companies and industry trends using financial and cash flow statements
• Observe and support collaboration with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management
• Facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services

Commercial Associate

• Coordinate and manage team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
• Oversee fee setup, billing calculations, invoice distribution, payment processing, and revenue collection activities
• Provide day-to-day training and coaching to team members
• Address employee inquiries and escalations, guiding associates through billing exceptions, payment variances, and complex processing issues
• Monitor team service levels, volumes, performance metrics, billing, receivable, commission, and payment activity
• Conduct quality assurance reviews and provide routine supervisory manager approvals
• Research complex operational and client requests, issues, and escalations to identify root causes and assist with remediation
• Support risk management and audit processes, including issue identification, mitigation strategies, and exam preparation
• Coordinate invoice, revenue, receivable, and commission activities across business partners and support teams
• Identify and recommend process improvements and risk mitigation opportunities to senior management

Account Management Ops Team Lead

Growth Marketing

• Own the assigned territory and drive growth of investment advisory assets
• Partner with Financial Advisors and Market Executives to identify growth opportunities and create action plans
• Drive brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion
• Lead opportunity reviews and pipeline discussions; identify priorities, clear obstacles, and create accountability
• Coach advisors on business development and advisory positioning using investment insights
• Sit in client and prospect meetings, explain the value of advisory relationships, provide solution expertise, and help close
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities
• Track and communicate results using data and insights
• Work with market leadership to execute strategic priorities and deliver measurable results

Advisory Growth Specialist

Artificial Intelligence

• Represent GEAR in enterprise AI and Copilot governance forums, councils, steering committees, and Business Controls workgroups
• Translate enterprise AI strategy, governance standards, and risk expectations into practical requirements
• Assess the design and effectiveness of the risk and control environment
• Identify, assess, and prioritize responsible AI opportunities
• Manage the AI opportunity pipeline from ideation and governance review through implementation, adoption, benefits measurement, and scale
• Coordinate risk assessments, approvals, documentation, readiness activities, and stakeholder engagement for AI-enabled solutions
• Lead enablement through playbooks, training, AI Champion and Innovator engagement, adoption metrics, risk indicators, and executive reporting
• Design and implement governance and oversight frameworks supporting Global Operations Legal Order Policy requirements
• Lead governance routines, including agendas, materials, minutes, decision records, action tracking, and follow-up reporting
• Define and monitor adherence measures, control performance indicators, issue themes, governance outcomes, and remediation progress
• Support control monitoring and testing by evaluating results, identifying gaps, recommending enhancements, and tracking corrective actions and milestones
• Identify procedural improvements, automation opportunities, thematic trends, and coaching needs
• Partner with operations, legal, risk, compliance, audit, and control teams to drive alignment, escalation, and sustainable risk outcomes
• Advise and challenge business leaders on control effectiveness, policy adherence, operational risk, and remediation strategies
• Establish management reporting, performance measures, and escalation protocols
• Identify control gaps and emerging risks, evaluate root causes and themes, and drive corrective actions and process improvements
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage the performance and productivity of team members conducting quality inspection reviews
• Ensure timely execution of QA activities, including control execution, case management, and results reporting
• Manage and review frontline unit responses for regulatory exams, internal audits, and monitoring and inspection reviews
• Ensure data accuracy and capture relevant information for inspection metrics and governance dashboards

Business Control Manager – AI, Policy Governance, Oversight

Manager

• Support development of the Proactive Risk Identification strategic vision, document the strategy, communicate across enterprise partners and execute effectively
• Complete Proactive Tactical Risk Assessments
• Drive execution of key strategic initiatives and cross-team initiatives, including process efficiency and risk mitigation opportunities
• Track and monitor performance metrics for team and organizational opportunities
• Support and manage other critical business functions
• Lead through change and process improvements to deliver results
• Support the SCCS Proactive Risk Identification team in creating a best-in-class client experience and risk controls environment
• Identify and lead execution on strategic opportunities to implement and mitigate key controls
• Drive risk management and operational excellence across Advanced Client Solutions, Consumer Investments, Financial Center Sales, Small Business and Lending
• Lead assessment of the design and effectiveness of the risk and control environment
• Perform monitoring and testing of controls, identifying issues and control improvements for remediation
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage performance and productivity of team members conducting quality inspection reviews
• Ensure timely execution of QA activities, including control execution, case management, and results reporting
• Manage and review front-line unit responses for regulatory exams, internal audits, and monitoring and inspection reviews
• Ensure data accuracy and capture relevant inspection metrics for governance dashboard reporting
• Potentially manage associates, including coaching, talent development, budgeting, risk discipline and business outcomes

Business Controls Manager

General

• Serve as the first point of contact for Treasury clients submitting treasury, cash management, card, merchant and depository product implementation requests via email and phone
• Handle end-to-end processing for moderately complex implementations
• Engage internal business partners, including Sales & Relationship Managers, Product Managers, Compliance and Operations
• Work directly with clients to resolve implementation issues
• Implement standard and common Treasury product packages for clients
• Monitor implementation progress and end-to-end resolution
• Respond to implementation requests and questions from internal partners or clients via email and phone
• Conduct research using various bank systems to respond to client questions and inquiries

Senior Fulfillment Specialist

Client Services Representative

• Formulate client-centric business plans, including retention strategies, recurring client touchpoints, and routines to drive plan feature optimization and client retention
• Execute Line of Business strategy by staying up to date on market conditions, handling escalated calls, resolving complex client issues, and analyzing data to address risk issues and trends
• Partner with the Workplace Benefits team and other business stakeholders to provide high-quality, comprehensive corporate client service
• Act as a liaison between the client and business to manage corporate client relationships and provide support
• Work closely with high-profile Financial Advisors and Client Relationship Managers
• Maintain high client satisfaction measured by internal and third-party benchmarks
• Coordinate and deliver quarterly Service and Product Reviews for improvement and plan enhancement
• Manage overall relationships with Institutional Retirement clients by implementing and administering retirement plans and changes
• Assist Plan Sponsors with individual participant inquiries, system setup, and event management activities

Client Service Manager

Operations

• Handle medium to large projects for a Line of Business that may be regional or national in scope
• Manage and analyze data
• Recommend policy and procedural changes
• Develop measurement criteria and project plans, including cost and resource estimates
• Work with senior management to evaluate current methods and develop strategies to implement project-driven changes and improvements
• Analyze current-state processes, operations, procedures and workflows to identify pain points and develop potential solutions
• Build business cases for improvement recommendations and drive implementation execution
• Coordinate with the business on project tasks, track deliverables and statuses, and measure progress against success measures
• Partner with operations management to create project impact and provide direction and guidance to internal teams
• Maintain relationships with client stakeholders, communicate updates and escalate issues
• Perform risk management activities to minimize project risks
• Create and maintain comprehensive project documentation
• Identify improvement opportunities and support change execution

Operations Project Consultant

• Support Client Teams in delivering banking, credit, trust, fiduciary, and investment services to complex Private Bank clients
• Support complex client needs across products and triage issues for specialists and service centers
• Coordinate with Trust, Family Office, Investments, Custody officers, and centralized service centers
• Initiate and monitor account opening, asset transfers, onboarding, KYC refresh, digital engagement, and fulfillment
• Handle client inquiries and complete deposits, money movement, transfers, and account maintenance
• Manage and execute business and individual banking, credit, and investment product transactions
• Ensure timely transaction execution within audit and compliance standards
• Participate in Client Management Process activities and deliver a branded client experience
• Develop referrals for credit and Bank products
• Support sales, administrative, pipeline reporting, marketing, business development, presentations, expenses, calendar and email management, events, and travel reservations
• Ensure adherence to internal policies and legal and regulatory requirements

Senior Private Bank Associate

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
• Customize solutions based on specific client and advisor needs
• Serve as the most frequent point of contact within Merrill for clients' service needs
• Educate bank clients on the bank's service and banking offerings
• Ensure timeliness, accuracy, and completeness in client materials
• Follow up on client and Financial Advisor requests
• Help ensure practices align with bank policies and procedures
• Support operational excellence, protect clients, and manage risk
• Identify, deepen, and maintain client relationships
• Promote incorporation of banking into clients' day-to-day practices and communicate outputs to the Financial Advisor
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in demand

Registered Wealth Management Client Associate

Business Intelligence Analyst

• Develop reports to support management decision making
• Participate in client meetings to understand needs and develop requirements
• Perform data research and data discovery
• Source data, including data automation
• Create report visualizations
• Manage report deployment, including user onboarding
• Develop, maintain, or enhance components of large reporting platforms
• Design, develop, and maintain automated reports, dashboards, and scorecards using MicroStrategy and Tableau
• Design, develop, and maintain automated ETL processes from various database platforms
• Analyze relational structures, dimensional data models, and cubes
• Design and build relational data models
• Translate business requirements into technical specifications
• Create and maintain metadata, detailed workflows, and desktop procedures
• Collaborate in cross-functional teams and provide routine project updates

Client Reporting Analyst III

• Plan and coordinate execution of project/small program deliverables requiring engagement of multiple teams
• Communicate work objectives
• Coordinate delivery and dependencies across multiple teams
• Facilitate sync points, communication, and collaboration across organizations
• Provide end-to-end visibility into deliverable health
• Manage program risk and compliance with standards
• Lead and coordinate kick-offs, status reviews, stakeholder meetings, change controls, and tollgates
• Provide status updates to stakeholders and leadership regarding delivery, risks, issues, and schedule
• Work with sponsors and stakeholders to align execution with deliverable requirements
• Support resource planning for delivery and execution
• Ensure adherence to Enterprise Change Management standards
• Ensure delivery meets client expectations for functionality, quality, timeline, and cost

Delivery Lead – Technology

Consultant

• Analyze, design, and optimize business processes supporting Transformation objectives
• Analyze processes and document business case opportunities
• Implement process improvement and transformation initiatives supporting Operational Excellence objectives
• Support change initiatives that drive cost efficiencies, quality, productivity, and risk mitigation
• Work with business leaders and subject matter experts
• Ensure collaboration and transparency across integrated business and technology teams
• Drive execution of solutions within budget and timeline
• Implement low to moderately complex solutions to optimize efficiency, reduce variability, and improve controls, quality, and sustainability
• Gather information from Line of Business partners to resolve critical business challenges and opportunities
• Establish continuous process improvement using process engineering best practices and reusable technology solutions
• Apply analytics and critical thinking to translate issues into structured, design-oriented solutions with defined business-case benefits
• Support enterprise change-management deliverables, including project charters, SIPOC, RACI process maps, risk assessments, control plans, and related artifacts

Horizontal Process Design Consultant – Enterprise Transaction Services

• Own the territory and drive growth of investment advisory assets
• Partner with Financial Advisors and Market Executives to identify growth opportunities and create action plans
• Coach advisors on positioning advisory relationships using investment insights
• Explain advisory relationships and investment recommendations to clients
• Drive brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion
• Lead opportunity reviews and pipeline discussions; identify priorities, clear obstacles, and create accountability
• Coach advisors on business development and advisory positioning using guidance from the Chief Investment Office
• Participate in client and prospect meetings, provide solution expertise, and help close opportunities
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities
• Track and communicate results using data and insights
• Work directly with market leadership and influence execution of strategic priorities