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 |
|---|---|---|
| Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market This role is for a Financial Advisor within Merrill's Advisor Development Program. The primary responsibilities include developing client relationships, identifying financial needs, recommending investment products and services, and managing a book of business. The role focuses on sales, client service, and financial planning within the fintech domain, with no direct involvement in AI/ML model development or deployment. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: St Louis Metro Market This role is for a Financial Advisor within Merrill's Advisor Development Program. The primary responsibilities include identifying client needs, developing relationships, providing financial recommendations, and managing a book of business. The role focuses on sales, client service, and financial planning within the fintech domain, with no direct involvement in AI/ML model development or deployment. | — | 0 |
| Merrill Advisor Development Program- Financial Advisor: Oklahoma Market This role is for a Financial Advisor within Merrill's Advisor Development Program at Bank of America. The primary focus is on client relationship management, identifying financial needs, developing and recommending investment strategies, and building a book of business. It involves sales, client service, and adherence to financial regulations and company policies. The role is not directly involved in AI/ML development or research. |
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| Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates 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 advisory teams. The role requires financial industry experience and relevant licenses. | — | 0 |
| Financial Solutions Advisor- West Charlotte Market This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. It involves building financial plans, recommending brokerage products, and managing client relationships within the financial services industry. The role requires specific licenses and experience in investments and sales. | — | 0 |
| Registered Private Wealth Client Associate Registered Private Wealth Client Associate at Bank of America (Merrill Wealth Management) providing client service support to Financial Advisors, managing client relationships, and ensuring adherence to bank policies and risk management. Requires FINRA SIE, Series 7, and Series 66 licenses, and knowledge of investment products. | — | 0 |
| Wealth Management Client Associate Client Associate role at Merrill Wealth Management, supporting Financial Advisors by providing client service, managing relationships, and promoting bank offerings. Focuses on operational excellence, risk management, and client advocacy within a regulated financial environment. | — | 0 |
| Private Client Advisor II This role focuses on acquiring new clients, deepening existing relationships, and achieving business development goals within a private banking context. It involves leading the Client Management Process, partnering across the enterprise to deliver a Branded Client Experience, and providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management. The role also emphasizes client retention and may involve residential mortgage loan origination, requiring SAFE Act registration. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking – Transformative Healthcare (Miami) Senior Relationship Manager for Bank of America's Transformative Healthcare segment, focusing on middle-market healthcare companies. Responsibilities include managing client portfolios, acquiring and deepening relationships, providing financial advice, and collaborating with internal specialists to deliver banking solutions. Requires extensive experience in Commercial or Investment Banking, strong financial acumen, and sales skills. | — | 0 |
| Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte) Senior Relationship Manager for Dealer Financial Services at Bank of America, focusing on managing and acquiring large dealership clients. Responsibilities include serving as a trusted advisor, collaborating with teammates, and offering a range of financial products like floor plan lines of credit, term loans, Capital Markets, M&A Advisory, Treasury/FX, Merchant Services, and employee benefits. Requires extensive sales experience in commercial dealership sales, financial analysis, and leadership. | — | 0 |
| Financial Center Manager - Greer Main Financial Center Manages a financial center and its employees, focusing on business ownership, client-centricity, risk culture, operational excellence, and talent development. Responsibilities include managing client traffic, business results, market initiatives, and fostering a positive client experience. The role also involves managerial duties such as opportunity and inclusion championing, process and data management, risk management, people coaching, financial stewardship, and enterprise talent leadership. | — | 0 |
| Business Banking Sr. Relationship Manager - Greater Tampa Bay This role is a Senior Relationship Manager for Business Banking clients at Bank of America. The primary focus is on managing a portfolio of complex clients, acquiring new business, deepening existing relationships, and providing financial advice and solutions. It involves understanding financial statements, industry trends, and collaborating with various internal specialists to meet client needs. | — | 0 |
| Business Banking Sr. Relationship Manager - Miami North 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 business clients, acquiring new clients, and providing financial advice and solutions. Key responsibilities include understanding client financial needs, collaborating with internal specialists, and driving profitable relationships. The role requires experience in commercial lending, business development, and portfolio management, with a strong emphasis on sales and client relationship management. | — | 0 |
| Business Banking Relationship Manager - Miami Metro This role focuses on managing and growing relationships with small business clients, providing financial solutions, identifying new opportunities, and driving sales within the fintech domain. It involves end-to-end client journey management, risk mitigation, and collaboration with internal partners. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, educating them on self-service options, processing transactions, and identifying financial solutions to meet their goals. It emphasizes building client relationships and adhering to risk and regulatory guidelines within a financial services environment. | — | 0 |
| Relationship Banker - Charlottesville, Virginia Area This role is for a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It requires strong customer service, sales, and operational skills within a regulated financial environment. | — | 0 |
| Relationship Banker - Loudoun Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires sales experience and strong customer service skills within a regulated financial environment. | — | 0 |
| Relationship Banker - South Portland- Millcreek Financial Center Relationship Banker at Bank of America responsible for engaging clients, assisting with transactions, and identifying financial solutions to meet client needs. Focuses on building relationships and promoting self-service technologies. | — | 0 |
| Credit Solutions Advisor - Arundel Mills This role is for a Credit Solutions Advisor at Bank of America, focused on originating loans for clients with residential mortgage needs. The primary responsibilities include offering First Mortgage and HELOC lending products, as well as other banking products, while balancing sales performance, operational risk, and client relationship management. The role requires adherence to SAFE Act registration requirements. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking (Middle Market) Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on managing a portfolio of complex clients, acquiring new business, and providing financial solutions. Requires significant experience in commercial lending or investment banking, strong financial acumen, and sales skills. | — | 0 |
| Financial Solutions Advisor Registration Candidate-Washington, DC Market This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review goals, and recommending products. The role requires obtaining specific financial licenses (Series 7 and 66) and involves SAFE Act registration for mortgage loan origination. It emphasizes building financial plans with brokerage products, recommending strategies, and identifying new clients. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Haymarket 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 managing client relationships. | — | 0 |
| Senior Banker - Needham Highland Ave Financial Center This role is for a Senior Banker at Bank of America, focusing on serving financial center clients by uncovering their banking needs, offering solutions, and connecting them to specialists. Responsibilities include deepening client relationships, assisting with self-service transactions, providing client care, and conducting follow-up routines. The role requires sales experience, strong communication, problem-solving, and time management skills, with a focus on client satisfaction and adherence to regulatory requirements. | — | 0 |
| Market Financial Center Manager - Quincy - Newton Market Bank of America is seeking a Market Financial Center Manager to support a cluster of financial centers. This role involves managing as a business owner, fostering a team environment, and driving operational excellence and a client-centric and risk culture. Responsibilities include operating as a backup leader, managing client traffic, driving business results, creating a world-class client experience, and managing market-level initiatives. Managerial responsibilities include championing opportunity & inclusion, managing processes and data, acting as an enterprise advocate, managing risk, coaching team members, financial stewardship, talent leadership, and driving business outcomes. Required qualifications include leadership experience, ability to influence and collaborate, customer service skills, financial and business acumen, risk management experience, strong interpersonal and organizational skills, and strong communication skills. Desired qualifications include management experience, experience in consumer banking/financial services, and bilingualism. The role requires a High School Diploma/GED and offers a salary range of $72,000 - $90,300. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking – Healthcare, Education, Not-for-Profit Group (Cleveland, Columbus, Cincinnati, Pittsburgh, Indianapolis, Detroit) Senior Relationship Manager for Bank of America's Global Commercial Banking group, focusing on Healthcare, Education, and Not-for-Profit clients. Responsibilities include managing a portfolio, acquiring and deepening client relationships, providing financial advice and solutions, and collaborating with internal specialists. Requires extensive experience in commercial lending/finance/relationship management and strong sales and financial acumen. | — | 0 |
| Relationship Banker - Hunt Valley-York Road Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients to financial solutions. Requires strong customer service, sales, and problem-solving skills within a regulated financial environment. | — | 0 |
| Relationship Banker - Wilmington Market This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and identifying client financial needs to connect them with solutions. It emphasizes building relationships, adhering to risk and compliance guidelines, and promoting self-service banking technologies. | — | 0 |
| Relationship Banker - Maryland Central Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires strong customer service, sales, and cash handling skills. This is a traditional banking role with no AI/ML component. | — | 0 |
| Relationship Banker - Eastern Shores Market Relationship Banker role focused on client engagement, transaction processing, and identifying financial solutions within a regulated fintech environment. The role emphasizes building client relationships, educating them on self-service technologies, and adhering to established processes and regulations. | — | 0 |
| Senior Banker This role is for a Senior Banker at Bank of America, focusing on client relationship management, sales, and providing financial solutions. It involves serving as the primary point of contact for clients, uncovering their banking needs, offering solutions, and connecting them with specialists. The role requires proactive client engagement, adherence to regulatory requirements, and a strong focus on client experience and operational excellence within a financial center setting. | — | 0 |
| Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) This is a trainee role for an Investment Specialist at Bank of America, focusing on phone-based client service, identifying client needs, referring sales opportunities to specialized teams, and obtaining financial services licenses (SIE, Series 7, Series 66). The role involves managing products, trading in self-directed accounts, and maintaining knowledge of various products. | — | 0 |
| Merrill Market Client Relationship Manager This role is a Market Client Relationship Manager at Merrill Wealth Management (Bank of America) focused on leading service delivery, digital offerings, and wealth management banking strategy within a market. It involves managing client associates and operations staff, driving responsible growth, minimizing risks, and ensuring compliance with policies and procedures. The role partners with financial advisors and market leadership to execute strategy and deliver a branded client service model. | — | 0 |
| Wealth Management Client Associate Client Associate for Wealth Management at Bank of America, providing client service support to Financial Advisors, educating clients on offerings, and managing client relationships. | — | 0 |
| Relationship Banker - Garrison Forest Financial Center Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions. Focuses on building client relationships and driving self-service adoption while adhering to risk and regulatory guidelines. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Forsyth Clayton, MO This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. The role progresses through stages, starting with licensing and training, then moving to client interaction in a financial center, and potentially advancing to a Stage II role with a portfolio of clients. It requires registration under the SAFE Act. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Chicago Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on managing and growing client portfolios, providing financial solutions, and collaborating with internal specialists. Requires extensive experience in commercial lending or investment banking, strong financial acumen, and sales skills. The role is client-facing and involves managing relationships with companies with annual revenues between $50 million and $2 billion. | — | 0 |
| Registered Wealth Management Client Associate This role provides client service support to Financial Advisors (FAs) within Merrill Wealth Management, focusing on operational excellence, client advocacy, and customizing solutions. Responsibilities include educating clients on services, ensuring accuracy in client materials, identifying and deepening client relationships, and supporting team activities. Requires FINRA SIE, Series 7, and Series 66 licenses, advanced industry knowledge, and a client-centric mindset. | — | 0 |
| Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Financial Solutions Advisor at Bank of America responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes building financial plans, recommending brokerage products, and making referrals to business partners. Requires Series 7 and 66 licenses and experience in the investments and financial service industries. | — | 0 |
| Private Client Advisor II This role at Bank of America focuses on acquiring new clients, deepening existing relationships, and achieving business development goals within the private banking sector. It involves leading the client management process, partnering across the enterprise to deliver a branded client experience, and ensuring client retention. The position may also involve residential mortgage loan origination, requiring SAFE Act registration. | — | 0 |
| Relationship Banker -Ontario Market This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It requires building client relationships, adhering to regulations, and leveraging self-service technologies. The role emphasizes sales experience and customer service within a regulated financial environment. | — | 0 |
| Market Financial Center Manager - Arlington Market This role is for a Market Financial Center Manager at Bank of America, responsible for overseeing a cluster of financial centers, managing client traffic, driving operational excellence, and fostering a client-centric and risk culture. It involves backup leadership, business management, team development, and ensuring financial centers run effectively. The role requires leadership experience, customer service skills, financial acumen, risk management, and strong interpersonal and communication skills. | — | 0 |
| Financial Center Assistant Manager - South Yarmouth Financial Center This role is for a Financial Center Assistant Manager at Bank of America, focusing on managing a financial center's operations, client engagement, and team performance. It involves overseeing daily functions, ensuring policy adherence, and driving business results within a regulated financial services environment. | — | 0 |
| Relationship Banker - Nassau South Market This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. It emphasizes building relationships, understanding financial needs, and promoting self-service banking technologies. | — | 0 |
| Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. The program focuses on obtaining securities licenses (SIE, Series 7, Series 66), learning foundational advisor skills, building client relationships, and providing financial advice and solutions. It involves progressing through stages from trainee to a core Merrill Financial Advisor, with a focus on sales and client management within a regulated environment. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee: Sahara Nellis Banking Center, bilingual Spanish required This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. It involves obtaining securities licenses (SIE, Series 7, Series 66), learning foundational advisory skills, and eventually working in a financial center to provide banking and investment solutions. The program includes stages of development, progressing from trainee to a licensed advisor building a client portfolio. Bilingual Spanish is required. | — | 0 |
| Relationship Banker - Smyrna Financial Center - Bilingual Spanish Required Relationship Banker role focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires strong communication, sales, and problem-solving skills, with a focus on self-service technologies and adherence to regulations. Bilingual Spanish is required. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center This is a trainee program for Financial Solutions Advisors at Merrill Wealth Management, part of Bank of America. The role focuses on developing foundational skills in client relationship management, financial planning, and sales within the wealth management sector. It involves obtaining securities licenses (SIE, Series 7, Series 66) and progressing through stages to eventually become a core Merrill Financial Advisor, building a portfolio of affluent clients. | — | 0 |
| Relationship Banker - Seguin area Relationship Banker at Bank of America responsible for client engagement, processing transactions, and identifying financial solutions. Focuses on building client relationships and driving self-service adoption. | — | 0 |
| Financial Solutions Advisor- San Ramon Valley/Contra Costa County Area This role is for a Financial Solutions Advisor at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. 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 specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Business Banking Sr. Relationship Manager - Columbia, SC 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 |