Bank of America

Operations

• Handle medium to large projects for a Line of Business that may be regional or national in scope
• 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-related change 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 defined 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

Financial Planning and Analysis

• Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
• Triage client leads and requests
• Make referrals to business partners and internal service providers based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Apply and expand knowledge through required licenses and trainings
• Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within a reasonable commuting distance

Financial Solutions Advisor

Financial Crime

• Provide oversight of financial crimes investigation activities and end-to-end investigations support functions
• Manage a team of proficiency coaches supporting financial crimes investigations
• Oversee investigative efforts related to fraud, money laundering, or terrorist financing
• Review and approve cases and ensure timely and accurate regulatory reporting
• Ensure Suspicious Activity Reports are completed accurately and submitted timely to regulators and/or law enforcement
• Review investigation facts, escalate risk to senior stakeholders, and partner with Front Line Units to resolve issues
• Lead quality control, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities
• Evaluate internal controls and identify weaknesses or gaps
• Model an inclusive environment and support company Great Place to Work goals
• Demonstrate process knowledge, operational excellence, innovation, data-based decision making, and continuous improvement
• Communicate enterprise decisions, purpose, and results and connect them to team strategy
• Ensure proper risk discipline, controls, and culture
• Provide coaching and feedback to improve performance
• Manage expenses and budgets
• Assess talent and build bench strength
• Deliver business outcomes through prioritization, inspection, and delegation

Global Financial Crimes Manager – Proficiency Coach

Data Analyst

• Support analytical work efforts for projects within a line of business or business discipline
• Extract client and performance data using SQL, SAS, Python, or Spark/Scala
• Apply relational and non-relational database knowledge across on-premise and off-premise hybrid platforms
• Connect and transform data across multiple sources into meaningful values and insights
• Perform quantitative analysis on customer, transaction, and performance data
• Conduct research, analytics, and data exploration to produce deliverables
• Communicate complex subjects to technical and non-technical business partners using PowerPoint, Word, Excel, and Tableau
• Conduct quality comparison checks and escalate data inconsistencies, gaps, or issues
• Follow quality workflow and documentation requirements
• Document and communicate quantitative methods to lines of business, risk managers, and technology stakeholders
• Independently conduct quantitative analytics and develop innovative analytic processes
• Apply quantitative methods to support BSA/AML compliance programs
• Maintain and enhance analytical capabilities in response to changing risks, economic conditions, and client behavior

Global AML Operations – Client Quantitative Analyst I

• Conduct end-to-end market risk stress testing, including scenario design, implementation, results consolidation, reporting, and analysis
• Lead planning for quantitative work priorities aligned with bank strategy
• Identify continuous improvements through reviews of model development and validation decisions, technical documentation, and effective challenges
• Maintain and oversee model development and model risk management in designated focus areas
• Provide methodological, analytical, and technical guidance for development and validation projects
• Influence strategic direction and tactical approaches while identifying potential risks
• Communicate submission and validation outcomes to model stakeholders and senior management
• Perform statistical analysis on large datasets and interpret results qualitatively and quantitatively
• Lead enterprise-wide macroeconomic projections and stress scenarios involving 1,800+ variables for CCAR, CECL, IFRS 9, and internal forecasting
• Assess macroeconomic, geopolitical, and financial market risks and implications for capital adequacy, credit risk, liquidity, and earnings
• Develop forward-looking economic analyses for enterprise risk identification, corporate planning, and stress testing
• Provide executive-level presentations, written briefings, and senior leadership communications
• Translate complex economic and financial concepts into decision-useful insights
• Advise executive leadership on macroeconomic trends and scenario-driven impacts
• Collaborate with economists and analysts across regions, portfolios, and risk disciplines
• Mentor junior staff and contribute to economic research and talent development
• Advance quantitative methods, data automation, and AI/ML applications
• Improve economic modeling frameworks to reflect structural changes in the economy and financial markets

Senior Quantitative Finance Analyst

Associate

• Support Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients
• Apply knowledge of trust products to support client transactions
• Serve as an additional client contact and backup for Trust Officers
• Service account questions and resolve issues involving investment management and trust accounts, money movement, discretionary actions, compliance metrics exceptions, and Client Maintenance Tool updates
• Identify opportunities to expand Private Bank capabilities within existing client books of business
• Assist other service associates as needed
• Coordinate internal delivery of trust services through Fiduciary Services and Trust Operations groups
• Partner with the Trust office on day-to-day administration of investment management and trust accounts

Senior Trust Associate

• Provide comprehensive advice and customized solutions to help clients achieve financial goals
• Triage client leads and requests
• Make referrals to internal service providers and business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Coach and provide feedback to referral partners based on client needs and recommended product services
• Complete required licenses and trainings
• Register with the federal SAFE Act registry and complete required background-check and registration processes

• Analyze day-to-day issues within a business unit
• Research and provide resolution for various identified issues
• Build new procedures
• Complete complex non-routine analytics
• Create reports
• Review exception testing and processing
• Support continuous improvement of processes by identifying trends and understanding the operations environment
• Lead implementation for products, services, and operational solutions
• Manage the design, documentation, implementation, and monitoring of new products and services
• Consult on procedural, technical, and operational changes
• Advance business products knowledge within the operations environment
• Foster relationships with partners and teammates
• Inspect data to identify issues and trends
• Present reporting on key performance and implementation status

Senior Operations Analyst

Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions for clients as needed
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

Program Manager

• Lead the GIS Learning & Development strategy aligned to business priorities, workforce plans, and future skill needs
• Establish governance, metrics, reporting, and oversight for learning performance, certifications, and compliance
• Ensure adherence to mandatory, regulatory, and enterprise-required training programs
• Partner with GIS leaders, the Academy, and enterprise stakeholders to define learning priorities and capability-building strategies
• Drive workforce development across cybersecurity, technology, leadership, and professional skills
• Oversee learning roadmaps, onboarding, career development, and succession planning programs
• Manage end-to-end delivery of learning initiatives from needs assessment through implementation and measurement
• Analyze workforce capabilities and learning outcomes to identify skill gaps and improve organizational readiness
• Manage relationships with learning partners, vendors, and educational institutions
• Provide executive reporting and insights while fostering a culture of continuous learning and knowledge sharing
• Serve as the primary liaison between GIS and the Global Technology Academy
• Translate business priorities into scalable learning and workforce development solutions

GIS Learning & Development Program Manager

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies
• Complete mandated training, assessments, performance goals, and continuing education
• Provide tailored client advice through reviews and presentations
• Understand and recommend core banking, investment, and Life Priority solutions
• Shadow Financial Advisor teams, share market developments, and discuss products to promote portfolio growth
• Leverage technology and available resources to optimize customer experience and operational accuracy
• Build relationships with internal service providers based on client needs and asset thresholds
• Proactively manage risk in business, product, and service transactions

Financial Solutions Advisor – Partially Registered

Research Analyst

• Generate research and insights to manage the brand and guide brand, advertising, communications, and marketing strategy across all lines of business
• Assess brand strength, identify strategic opportunities, understand competitive positioning, quantify business value of the brand, and help drive it
• Partner across Brand, Marketing, Communications, Media, Customer Experience, Product, Strategy, Analytics, and business teams
• Support and leverage an enterprise-wide brand and advertising measurement program
• Track continuous brand health metrics and competitor benchmarks
• Conduct brand-focused market mix modeling, perceptual mapping, driver analysis, and strategic deep dives
• Oversee self-service data dashboards
• Work with analysts to quantify brand drivers through modeling and analytics
• Assess brand strength, emerging risk, strategic opportunity, and competitive positioning
• Manage continuous brand measurement across enterprise, sub-brand, product, segment, multicultural, and local-market audiences
• Define research objectives, build learning agendas, and prioritize strategically valuable questions
• Design and lead end-to-end qualitative, quantitative, and mixed-method brand and advertising research
• Translate driver research into guidance on brand strategy, positioning, value propositions, audience priorities, messaging, experience improvement, media investment, sponsorships, partnerships, and long-term brand building
• Measure and optimize advertising performance by linking campaign exposure, media activity, brand metrics, and business outcomes
• Develop executive-ready summaries, scorecards, strategic deep dives, foresight perspectives, scenario analyses, and decision narratives
• Facilitate stakeholder working sessions and align implications, choices, investment tradeoffs, and next actions
• Enable self-service use of brand data, scorecards, datasets, brand models, simulation tools, and media-investment scenarios
• Manage research agencies, panel providers, technology platforms, and analytics partners
• Evaluate methodology, sample quality, data practices, deliverables, timing, cost, security, and value
• Advance research capabilities through emerging technologies, AI-enabled tools, automation, advanced analytics, and new methodologies

Senior Brand Research Specialist

• Assist the Portfolio Management team in providing integrated investment advice and portfolio management services
• Coordinate internal delivery of investment services through appropriate channels
• Seek new business opportunities from existing books of business
• Assist other service associates as needed
• Serve as an additional point of contact for clients and/or backup for client-facing Portfolio Managers
• Support client portfolios, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, and investment reviews
• Engage clients to review investment performance and anticipated market changes based on economic and industry analysis
• Perform market analysis, gather insights, and recommend strategies supporting clients’ investment goals
• Support Portfolio Managers with portfolio composition analysis, asset allocation monitoring, and investment policy statement quality and completeness
• Manage and/or execute client investment transactions
• Coordinate with client teams and partners to deliver integrated client service and resolve issues effectively and timely

Senior Portfolio Management Associate

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
• Learn foundational advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and provide advice and solutions
• Work in a financial center to deliver core banking, investment solutions, and client care
• Use a defined consultative approach to identify client needs and appropriate solutions
• Build a network with banking customers, small business owners, and higher-net-worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients to Bank of America and Merrill solutions
• Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success as a licensed advisor
• Potentially begin in a phone-based capacity until a financial center location is determined within reasonable commuting distance

Product Manager

• Develop and manage the end-to-end product life cycle for highly complex products
• Conduct market research and competitor analyses
• Determine product pricing and develop short- and long-term strategies
• Identify innovative opportunities to modernize product offerings and deliver a unified customer experience
• Integrate product management efforts with sales, marketing, operations, implementation, and customer service strategies
• Analyze deposit pricing and fee performance and validate strategy execution
• Enhance client experience, reduce risk, and improve efficiency related to deposit product pricing and fees
• Collaborate with leaders across products and support areas including Finance, Risk, and Technology
• Create comprehensive product development and deployment plans, including sales training programs and marketing materials
• Oversee products and maintain financials, including investment profiles and P&L activities
• Provide product trend information to sales and marketing teams
• Streamline and enhance product offerings to meet client needs and support growth and operational excellence
• Implement and monitor effective risk controls with key support partners
• Gather market, client, and competitor insights to develop products and drive adoption
• Develop and influence product strategy and comprehensive bank-wide solutions
• Analyze and review pricing performance metrics with senior leaders
• Support product controls, risk assessments, Deposit Pricing tests, and metrics
• Lead initiatives that enhance client experience, reduce risk, and support responsible growth
• Assess financial, compliance, client, and associate experience implications of pricing strategies
• Identify deposit pricing issues and lead remediation efforts

Operations Project Consultant

Financial Solutions Advisor

Global Financial Crimes Manager – Proficiency Coach

Global AML Operations – Client Quantitative Analyst I

Senior Quantitative Finance Analyst

Senior Trust Associate

Financial Solutions Advisor

Senior Operations Analyst

Relationship Banker

GIS Learning & Development Program Manager

Financial Solutions Advisor – Partially Registered

Senior Brand Research Specialist

Senior Portfolio Management Associate

Financial Solutions Advisor

Senior Product Manager, Deposit Pricing