- Bank of America (Pennington, NJ)
- …processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth Management). Project areas include testing processes and controls ... within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic… more
- Bank of America (Pennington, NJ)
- …be on the cutting edge of innovation. ADT is responsible for several Merrill Lynch and Private Banking applications, with over 30,000 Financial Advisors, that help ... advisors manage their books of business and collaborate with their clients through digital channels. Our Wealth Management Workstation received industry recognition as the #1 Integrated Advisory Technology platform, and won the 2020 AITE Innovation Award for… more
- Bank of America (Jersey City, NJ)
- …will support Financial Advisors and Divisional Managed Investment Consultants on all Merrill Lynch Managed Assets platforms to drive utilization of Managed Asset ... platforms to optimize usage of IAP to help meet client needs and add scale and efficiency to advisor practices. The Divisional Managed Investment Consultant Analyst provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership… more
- Bank of America (Pennington, NJ)
- …S66 certifications * Focuses daily on service to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding ... clients with needs-based solutions that will support their financial goals **You're the kind of person that (required skills):** * Is client-focused with a passion for excellence and a positive team attitude. * Is self-motivated, goal-oriented, andhas the… more