Currently tracking 14 active AI roles, up 75% versus the prior 4 weeks. Primary focus: Agent · Engineering. Salary range $105k–$225k (avg $192k).
| Title | Stage | AI score |
|---|---|---|
| Investment Management Specialist This role at Merrill Wealth Management focuses on supporting Financial Advisors by performing portfolio analysis, defining investment management philosophy, and managing client portfolios to align with client goals and risk tolerance. It involves analyzing market environments, reviewing proprietary models, creating analytical reports, and assessing pricing findings. The role requires strong analytical and communication skills, knowledge of wealth management products, and adherence to regulatory requirements like Series 7 and SAFE Act registration. | — | 0 |
| Business Banking Relationship Manager This role focuses on providing financial solutions and managing relationships for small businesses, driving sales, and acquiring new clients. It involves opening accounts, offering financial advice, and leveraging knowledge of credit and digital capabilities to help clients achieve their business goals. | — | 0 |
| Retail Client Manager - Consumer Vehicle Lending - Salt Lake City, UT |
| — |
| 0 |
| Business Banking Relationship Manager This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, and driving sales growth. It involves prospecting, opening accounts, and collaborating with internal partners. The role requires consultative sales experience in financial services or B2B sales, financial analysis skills, and knowledge of small business products. | — | 0 |
| Senior Banker - Bridgewood Commons Financial Center This role is for a Senior Banker at Bank of America, focusing on client relationships, sales, and providing financial solutions. It involves serving as a primary point of contact, uncovering client needs, offering banking products and services, and supporting transactional activities. The role requires sales experience, strong communication, and adherence to regulatory requirements. | — | 0 |
| Financial Solutions Advisor - Central Broward Market This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This involves triaging client leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires adherence to SAFE Act registration requirements and involves risk mitigation and client relationship management. | — | 0 |
| Relationship Banker Relationship Banker at Bank of America responsible for engaging clients, assisting with self-service transactions, processing cash, and identifying client financial needs to connect them with appropriate solutions. The role emphasizes building client relationships, driving the client experience, and adhering to risk and regulatory guidelines. | — | 0 |
| Business Banking Sr. Relationship Manager - Charlotte, NC - Carolina West Market This role is for a Senior Relationship Manager in Business Banking at Bank of America. The primary responsibilities include managing a portfolio of complex clients, acquiring and deepening profitable relationships, providing financial advice, and collaborating with internal specialists to deliver tailored financial solutions. The role requires experience in commercial lending, business development, and portfolio management, with a focus on sales and financial analysis. | — | 0 |
| Business Banking Relationship Manager - Winston-Salem, NC This role focuses on managing relationships with small business clients, providing financial solutions, identifying sales opportunities, and driving business growth within the fintech domain. It involves a significant amount of client interaction and sales activities. | — | 0 |
| Business Banking Senior Relationship Manager - Austin Market Senior Relationship Manager for Business Banking at Bank of America, focusing on managing a portfolio of complex clients, acquiring new business, and providing financial solutions. Requires experience in commercial lending, business development, and portfolio management. | — | 0 |
| Relationship Banker - Maryland West Market This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building relationships, understanding client needs, and promoting self-service technologies while adhering to risk and regulatory guidelines. | — | 0 |
| Relationship Banker - Jacksonville Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. The role involves educating clients on self-service resources, processing cash transactions, and building relationships to understand and meet financial needs and goals. It emphasizes risk culture, operational excellence, and adherence to laws and regulations. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Broad Street Financial Center This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on obtaining securities licenses and learning foundational skills to advise clients on their financial picture. The role progresses through stages of development, starting with acquiring licenses and client relationship management, and eventually delivering core banking and investment solutions. | — | 0 |
| Financial Solutions Advisor - Western Long Island Market This role is for a Financial Solutions Advisor at Bank of America, focusing on providing comprehensive advice and customized financial solutions to clients. Responsibilities include building financial plans, recommending brokerage and investment products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the investment and financial service industries, with an emphasis on sales and client relationship management. It is a client-facing role aimed at helping clients achieve their financial goals. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Newington Financial Center This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, and recommending banking and investment products. The role requires obtaining industry licenses and may involve SAFE Act registration for residential mortgage loans. | — | 0 |
| Credit Officer, Global Wealth & Investment Management The Credit Officer role at Bank of America focuses on developing and supporting strategies to identify and deliver credit opportunities to wealth management clients and prospects. This involves educating clients on credit solutions, supporting their delivery, establishing new credit relationships, and expanding existing ones to drive balance and revenue growth with appropriate risk-adjusted returns. The role collaborates with Financial Advisors, Wealth Management Clients, Credit Executives, leadership, and Risk Management. | — | 0 |
| Business Banking Relationship Manager This role focuses on providing financial solutions and managing relationships for small businesses, driving sales, and acquiring new clients within the banking sector. It involves opening accounts, offering financial advice, and leveraging knowledge of credit and digital capabilities to meet client goals. | — | 0 |
| Product Specialist III / Product Specialist II - Pricing Specialist Product Specialist role at Bank of America focused on providing analytical support for structured asset-finance transactions, including lease optimization models and pricing analyses. Requires strong financial analysis and modeling skills, with expertise in Excel and collaboration with various internal functions. | — | 0 |
| Business Banking Relationship Manager This role is a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, and acquiring new clients. It involves sales, financial analysis, and adherence to banking procedures within the fintech domain. | — | 0 |
| Financial Solutions Advisor - Southern Virginia Market This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and making referrals to business partners. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries. | — | 0 |
| Registered Wealth Management Client Associate Registered Wealth Management Client Associate at Bank of America (Merrill Wealth Management) providing operational and sales support to Financial Advisors, managing client relationships, and ensuring adherence to bank policies. Requires FINRA Series 7, 63, 65, & 66 licenses. | — | 0 |
| Infrastructure Engineer II - NonStop Software Engineer Infrastructure Engineer II - NonStop Software Engineer role at Bank of America focused on designing, creating, and automating infrastructure tools and services. Responsibilities include translating business requirements into technical definitions, developing templates and playbooks, optimizing solutions, and providing operational and engineering support for messaging middleware and NonStop systems. The role involves troubleshooting in large-scale environments and ensuring compliance with enterprise standards. | — | 0 |
| Business Manager Business Manager role at Merrill Wealth Management (Bank of America) responsible for creating strategy, ensuring execution of business plan and goal deliverables, managing practice financials, tracking progress against quantifiable business and activity goals, coordinating team assignments, projects, and key initiatives, and ensuring execution of client service strategy. Requires knowledge of Merrill Lynch Wealth Management business, products, general bank policies, and financial/accounting practices. May involve SAFE Act registration for residential mortgage loans. | — | 0 |
| DevOps Lead - Feature Lead - Technology Lead DevOps Engineer for Credit space applications, focusing on CI/CD, DevSecOps, and release orchestration across on-prem and cloud environments (Salesforce/AWS). Responsibilities include designing and implementing CI/CD pipelines, ensuring code quality and security, managing deployments, and mentoring the team. | — | 0 |
| Business Banking Relationship Manager- Cherry Hill, NJ This role is a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, and driving sales growth. It involves prospecting, identifying needs, and referring specialized services while adhering to procedural guidelines. The role requires consultative sales experience, financial analysis skills, and a strong understanding of small business financial products. | — | 0 |
| Senior Relationship Manager Business Banking - Boston Senior Relationship Manager for Business Banking at Bank of America, focusing on managing and growing a portfolio of complex clients by providing financial advice and solutions. Responsibilities include client acquisition, deepening relationships, financial analysis, and collaborating with internal specialists. | — | 0 |
| Financial Solutions Advisor - Boise Market - Spanish Preferred This role at Bank of America is a Financial Solutions Advisor responsible for providing clients with advice and customized solutions to achieve their financial goals. Key responsibilities include triaging leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires adherence to SAFE Act registration and involves client relationship management and risk mitigation within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor - Cincinnati Market This role at Bank of America is a Financial Solutions Advisor responsible for providing financial advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries, with a focus on sales and client relationship management. It also involves risk mitigation and adherence to regulatory requirements like the SAFE Act. | — | 0 |
| Protective Svcs Mgr - Broward County, FL This role manages the implementation of Bank of America's physical security program, policies, and procedures in Broward County, Florida. Responsibilities include responding to physical events, supporting incident management, assessing threats, mitigating risk, and communicating security initiatives. The manager will oversee security programs, conduct risk assessments, consult with business partners, participate in investigations, and act as a liaison with law enforcement. The role also involves developing cost-effective security plans, managing access control, and serving as a member of the crisis management team. | — | 0 |
| Relationship Banker - Thousand Oaks Relationship Banker at Bank of America responsible for engaging clients to assist with transactions, educate on self-service resources, and identify solutions to meet their financial goals. This role involves building client relationships, managing cash, and adhering to bank processes and regulations. | — | 0 |
| Financial Center Assistant Manager - Plus Park Financial Center Manages a financial center, overseeing operations, client traffic, and team performance to drive business results and ensure a positive client experience within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Mid Cities DFW Market This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and solution delivery within a financial center. The role emphasizes a structured career path with training and progression opportunities. | — | 0 |
| Financial Solutions Advisor Registration Candidate- East Dallas Market This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and then developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through stages, starting with Stage I and potentially moving to Stage II, with a focus on growing and deepening client relationships. It requires registration under the SAFE Act and involves working in a financial center, with potential for phone-based work. The role emphasizes client care, investment solutions, and collaboration with banking and investment partners. | — | 0 |
| Investment Management Specialist This role at Merrill Wealth Management focuses on supporting Financial Advisors by performing portfolio analysis, defining investment management philosophy, and managing client portfolios. It involves operational support, client service, and leveraging financial planning tools to deliver investment solutions. The position requires specific licenses and registrations, including Series 7 and SAFE Act registration. | — | 0 |
| Business Banking Sr. Relationship Manager - Charlotte, NC - Carolina West Market This role is for a Senior Relationship Manager in Business Banking at Bank of America. The primary focus is on managing a portfolio of complex clients, acquiring new business, and providing financial advice and solutions. Key responsibilities include sales, prospecting, financial analysis, and collaborating with internal specialists to meet client needs. | — | 0 |
| Business Banking Relationship Manager - Winston-Salem, NC This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, identifying sales opportunities, and driving business growth. It involves prospecting, opening accounts, and advising clients on financial products and services, with a strong emphasis on consultative sales and financial analysis. | — | 0 |
| Business Banking Senior Relationship Manager - Austin Market Senior Relationship Manager for Business Banking at Bank of America, focusing on managing a portfolio of complex clients with annual revenues of $20-50 million. Responsibilities include acquiring, deepening, and maintaining profitable client relationships, providing financial advice, and collaborating with internal specialists to deliver tailored financial solutions. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Broad Street Financial Center This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on client relationships, financial advice, and investment solutions. It involves obtaining securities licenses and progressing through defined stages of development within the financial center. The role is customer-facing and sales-oriented within the fintech domain. | — | 0 |
| Financial Solutions Advisor - Western Long Island Market This role at Bank of America focuses on providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and making referrals to business partners. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Infrastructure Engineer II - NonStop Software Engineer Infrastructure Engineer II - NonStop Software Engineer at Bank of America responsible for tool and service designs, creating infrastructure tools, developing templates, playbooks, and automation, and optimizing existing solutions and architectures, with a focus on NonStop Technical Support and messaging middleware. The role involves defining, automating, and maintaining support processes for data validation, entitlements integration, and upgrades, contributing to the design of resilient messaging architectures for low latency/high throughput use cases, and diagnosing issues in large multi-datacenter environments. | — | 0 |
| Senior Relationship Manager Business Banking - Boston Senior Relationship Manager for Business Banking at Bank of America, focusing on managing and growing a portfolio of complex clients by providing financial advice and solutions. Responsibilities include client acquisition, deepening relationships, financial analysis, and collaborating with internal specialists. | — | 0 |
| Wealth Planner This role at Bank of America's Merrill Wealth Management focuses on providing comprehensive financial planning solutions to clients. It involves identifying investment opportunities, analyzing data to create financial plans, and understanding various financial concepts like estate taxes, trusts, and investment management. The role requires strong communication, analytical, and relationship management skills, along with specific financial licenses and designations. | — | 0 |
| National Financial Solutions Advisor I (Hunt Valley, MD) Series 7 Required This role is for a National Financial Solutions Advisor at Bank of America, focusing on providing financial advice, investment, banking, and lending solutions to clients. It involves building client relationships, collaborating with business partners, and requires Series 7 and 66 licenses. The role is sales-oriented and operates within a contact center environment. | — | 0 |
| Business Solutions Advisor - Morgan Hill Financial Center This role at Bank of America focuses on providing financial advice and guidance to clients, building and deepening client relationships, and driving sales of banking and borrowing offerings. It involves analyzing client needs, recommending customized solutions, and managing client outreach and follow-up. The role requires strong sales, customer service, and communication skills, with a proven sales track record and the ability to build partnerships. | — | 0 |
| Business Solutions Advisor - Waukegan Fountain Square Financial Center - Bilingual Spanish Required This role is for a Business Solutions Advisor at Bank of America, focusing on providing financial advice and guidance to clients, acquiring new relationships, and deepening existing ones. It involves analyzing client needs, recommending banking and borrowing solutions, and managing client outreach and follow-up. The role requires bilingual Spanish skills, sales experience, and strong customer service abilities. | — | 0 |
| Merrill Advisor Development Program- Financial Advisor: Mid Land Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires specific financial licenses and experience in the financial services or sales industry. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing relationships with high-net-worth individuals, identifying their financial needs, and recommending investment products and services. It involves sales, client service, and managing a book of business, with compensation tied to performance. The role requires specific financial licenses and experience in the financial services industry. | — | 0 |
| Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market This role is for a Merrill Financial Solutions Advisor at Bank of America, focusing on providing wealth management and investment advice to high-net-worth clients. It involves identifying client needs, developing relationships, preparing investment recommendations, and leveraging technology for business growth. The position requires SAFE Act registration and involves ongoing training and mentorship to develop into a successful financial advisor. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Fortworth Area This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learning foundational skills for client relationship management, financial advice, and solution delivery. The role progresses through stages of development within the financial center environment. | — | 0 |
| Financial Solutions Advisor - Stonegate This role provides financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires applying and expanding knowledge through required licenses and trainings, and is subject to SAFE Act registration requirements. | — | 0 |