• Identifies complex legal issues that are related to depository institutions and within the Unit's responsibilities, and supervises the conduct of legal research of these issues.
• Confers with and advises senior management with regard to legal matters in areas of responsibility. Independently interprets and applies applicable statutory and regulatory guidelines.
• Coordinates the negotiation and consummation of sales, settlements, workouts, and restructurings that arise out of the liquidation of failed Insured Depository Institutions (IDI).
• Oversees the preparation of memoranda of law and other instruments related to the management and resolution of receiverships, such as marketing of failing and failed IDI, claims, settlements, employee benefit plans, and receivership termination.
• Exercises supervisory personnel management authority directly or indirectly through subordinate senior managers to include, but not limited to, assigning and reviewing work, assessing employee performance, providing counseling and coaching as necessary, and reviewing and approving leave, training and travel requests.
• Ensures that Equal Employment Opportunity (EEO), Diversity, Equity, Inclusion, and Accessibility (DEIA), employee development, employee performance, and other personnel plans, processes, and programs are executed equitably consistent with Corporate policy, legal requirements, and the mission of the Division; organizes, coordinates, and manages the work of diverse teams of employees by assigning work, developing employee skills, assessing/monitoring employee performance, and promoting inclusion.

This position provides facility maintenance and administrative support to staff within a region.  Work closely with Sales and Sales Support teams to ensure accurate files are maintained, materials are prepared and sent on time, mail is distributed on a timely basis, and office facilities are professionally maintained.

You Will:

• Manage RGO General Email Box for RFPs, RGO Intake, Experience Reports, AOR changes, and Renewal Requests
• Package outgoing mail/shipments as needed.
• Print/Collate/Assemble materials for meetings.
• Maintain system records for accuracy.
• Manage Broker Firm and Producer changes as they relate to AOR changes, Broker Firm mergers & acquisitions, etc.
• Miscellaneous activities required to support RGO staff  and facility.
• Using data and analytics to support sales activities and performance tracking.
• Communicate occasionally with external partners (Brokers/Planholders)

You Have:

• Proven basic math /analytical skills
• Ability to access and utilize internal Sharepoints and systems.
• Computer proficiency in data entry, Excel, Word, PowerPoint
• Ability to represent Guardian in a professional manner
• High school diploma or equivalent
• Ability to navigate throughout a matrixed organization.
• Ideal candidates should have previous experience in an administrative role

Salary Range

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

About This Job

The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full range of customized financial management services to clients. 

Essential Functions

• Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market

• Identify opportunities for the sale of investment management products and trust services

• Prepare and deliver client presentations

• Manage a portfolio of more than $30,000,000 and up to 350 relationships

• Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority

• Manage banking component of client relationships in order to avoid principal loss

• Participate in the activities of internal client service teams within the Wealth Management practice

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of the banking industry

• Ability to identify, solicit and close new business opportunities to meet specific sales and marketing goals

• Ability to collaborate with other lines of business, i.e. commercial bankers for referrals

• Ability to network in social and business settings to identify both centers of influence and potential new high net worth clients. Preferably candidate will have an established network through (i) professional relationships with Centers of Influence, (ii) membership, preferably Board service, in professional and civic organizations.

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook  

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required.  MBA, other graduate degree or certification preferred.

• 8+ years financial services industry, Private Banking or Commercial Lending experience required

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $164,375 to $196,250 annually.  This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type:

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.

Responsibilities:
• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures
• Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units

Skills:
• Oral Communication
• Written Communication
• Customer Focus
• Research
• Problem Solving
• Collaborating
• Multitasking
• Organization
• Time Management
• Microsoft Excel
• Microsoft Outlook
• System Navigation
• Investment Products and Solutions

The Securities Services and Custody Operations Teams play a significant role within Wealth Management Operations. Our dynamic department is responsible for the custody and settlement of assets, as well as the invoicing and collection of revenue and sub-accounting services such as recordkeeping. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business and our Clients. Teams interface daily with Financial Advisors, Investment Managers, and Internal and External Business partners to provide all manners of operational support.
The teammate in this role is responsible for providing asset servicing for wealth management and other trust specialty client account needs.  Settlement Services and Custody Operations is responsible for the identification, valuation, and proper recordkeeping of U.S. Trust client assets.  On behalf of stocks, bonds, derivative products, and physical assets this team facilitates activities such as allocation of income, corporate events, and changes in asset positions to meet fiduciary requirements for high-net-worth investors looking at solutions to address financial goals. The teammate will be a part of a team expected to provide strong operational trust operations oversight with strong emphasis on client focus and relationship building.
Key Responsibilities Include:Monitor, analyze, and validate industry data as it applies to investments and corporate actionsReconcile and balance system generated reportsIdentify exceptions and provide problem resolutions for function related itemsPerform mathematical calculationsResearch system records for transactions, positions, beneficial owners, name address files, or specific account documentation in support of unit workflowProcess transactions to the trust accounting system​.

Required Skills: Strong accounting or financial background with solid analytical skills
Advanced understanding of the securities industry Flexibility to work in an evolving environmentOrganizational and time management skills to meet intraday deadlinesDemonstrate logical, systematic approach to problem solvingCommunicate in concise, clear, and professional mannerCareer oriented teammate looking to grow within the organization while exhibiting leadership characteristicsExceptional written and verbal skills​


Desired Skills: An understanding of financial transactions and investments. Ability to interpret all action types and understand the tax impact associated with PACE processing. Strong excel skills​

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.

Responsibilities:
• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures
• Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units

Skills:
• Oral Communication
• Written Communication
• Customer Focus
• Research
• Problem Solving
• Collaborating
• Multitasking
• Organization
• Time Management
• Microsoft Excel
• Microsoft Outlook
• System Navigation
• Investment Products and Solutions

The Securities Services and Custody Operations Teams play a significant role within Wealth Management Operations. Our dynamic department is responsible for the custody and settlement of assets, as well as the invoicing and collection of revenue and sub-accounting services such as recordkeeping. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business and our Clients. Teams interface daily with Financial Advisors, Investment Managers, and Internal and External Business partners to provide all manners of operational support.

The teammate in this role is responsible for providing asset servicing for wealth management and other trust specialty client account needs.  Settlement Services and Custody Operations is responsible for the identification, valuation, and proper recordkeeping of U.S. Trust client assets.  On behalf of stocks, bonds, derivative products, and physical assets this team facilitates activities such as allocation of income, corporate events, and changes in asset positions to meet fiduciary requirements for high-net-worth investors looking at solutions to address financial goals. The teammate will be a part of a team expected to provide strong operational trust operations oversight with strong emphasis on client focus and relationship building.
Key Responsibilities Include:Monitor, analyze, and validate industry data as it applies to investments and corporate actionsReconcile and balance system generated reportsIdentify exceptions and provide problem resolutions for function related itemsPerform mathematical calculationsResearch system records for transactions, positions, beneficial owners, name address files, or specific account documentation in support of unit workflowProcess transactions to the trust accounting system​.

Required Skills: Strong accounting or financial background with solid analytical skills
Advanced understanding of the securities industry Flexibility to work in an evolving environment Organizational and time management skills to meet intraday deadlines Demonstrate logical, systematic approach to problem solvingCommunicate in concise, clear, and professional manner Career oriented teammate looking to grow within the organization while exhibiting leadership characteristicsExceptional written and verbal skills

Desired Skills: An understanding of financial transactions and investments
Ability to interpret all action types and understand the tax impact associated with PACE processing. Strong excel skills

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages most advanced & complex portfolio within a given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types.  These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses.  The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity.  At least annually, the associate must complete an investment review for each assigned interest.  Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings.

Other activities include review of potential new assets, obtaining external valuation work product, and governance activity at the entity level as needed.  Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Required Qualifications:

• 5+ years of experience in investment analysis or related field required

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field desired.  MBA a plus
• Accredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus
• 3+ years of experience in a fiduciary environment a plus

Skills:

• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Strategic Thinking
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Innovative Thinking

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages specialty assets within The Private Bank Group while learning the complexities and techniques of client service along with the fiduciary aspects of a given segment of specialty assets, i.e. real estate, farm & ranch, timberland, oil & gas, private businesses. Also assist in developing new business opportunities by going on sales calls with key partners. Works under the supervision of a regional manager or team leader.

Responsibilities:

Private Business Group manages investments in private companies held in trusts, estates, and investment management accounts.  This role supports the management and governance of these business entities.  Responsibilities include ensuring that all business entities remain compliant with applicable laws and regulations with regard to annual meetings, status filings, and over governance matters.  Role also includes interacting with Asset Managers, account officers, and external Accountants and Attorneys who work for the companies held in fiduciary accounts.  Other responsibilities may include interacting with companies that our clients invest in that which we do not have a controlling interest and certain holding companies wherein the Bank manages all underlying assets.  Role will also handle certain accounting, income, and disclosure matters regarding these assets. 

This role requires thorough familiarity with business entity forms (corporation, partnership, LLC, etc.), the governing documents of each, and the governance routines for each.  Typical duties for any given entity include facilitating the annual meeting for a company and other matters in accord with the company’s governing documents and working with company counsel to update state status filings and handling new requirements under Corporate Transparency Act. 

Required Qualifications:

• 2+ years of experience as a Paralegal (supporting business law), Accountant, or Financial Analyst

Desired Qualifications:

• 2+ years of experience in investment analysis or related field desired
• Highly organized, possess polished communication skills, and the ability to interact with seasoned professionals internally and externally

Skills:

• Collaboration
• Decision Making
• Innovative Thinking
• Issue Management
• Prioritization
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Strategic Thinking

Shift:

Hours Per Week: 

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Canada: Title for the position will be in accordance with applicable national and local laws.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Hull & Company, LLC is seeking an Entry Level Insurance Clerk for its growing team in Dallas Texas.

To efficiently administer and be responsible for all duties associated with policy processing, including sufficient familiarity and knowledge of department operations to a degree that will expedite workflow through the office. This position requires attention to detail, communication with Account Executives and assistants and sufficient control and discipline to insure a high degree of accuracy within the systems.

WHO YOU ARE:

You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.

WHAT YOU’LL DO:

• Receives and reviews brokerage policies from carrier. Verifying required information

• Prepare policies for delivery to retail Agent by applying required stamps & correspondence   

• Independently handle policy issuance, policy logs, responsibility of policies to company.

• Review Binding polices in policy files and deliver to agents.

• Assist in mail transmittal to companies or producers as required.

• pull suspense as needed, keeping them current and in good order

• Issue and distribute certificates, forms and other materials as required with guidance from the Account Executive or Account Executive Assistant

• Communicate with producers on basic issues with form letters to secure required documentation.

• Refer to Department Manager or Account Executive where additional counsel is required to affect a timely and proper handling.

• Become thoroughly familiar with use of Outlook, PIPS, Word Processing

• Performs related duties as needed or assigned, such as filing, photocopying, imaging and collating.

WHAT YOU’LL NEED:

• 2 years’ experience as a Processor or comparable position.

• Ability to learn multiple computer systems for processing information.

• Ability to maintain a high level of professionalism.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Potential for discretionary bonuses

• Paid time off

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

For over 50 years, Hull & Company has provided a wide variety of commercial products from the top specialty carriers in our business. Thanks to the successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages most advanced & complex portfolio within a given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types.  These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses.  The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity.  At least annually, the associate must complete an investment review for each assigned interest.  Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings.

Other activities include review of potential new assets, obtaining external valuation work product, and governance activity at the entity level as needed.  Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Skills:

• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Strategic Thinking
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Innovative Thinking

Required Qualifications:

• 5+ years of experience in investment analysis or related field required

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field desired.  MBA a plus
• Accredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus
• 3+ years of experience in a fiduciary environment a plus

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages more complex specialty assets within The Private Bank Group with a full and in-depth understanding of all fiduciary aspects associated within a given segment of specialty assets, i.e., real estate, farm & ranch, timberland, oil & gas, private businesses. Partners closely with Private Bank relationship/client managers in proactive client service and sales activities to generate new business. Also links up closely with a Private Bank market to determine appropriate resources needed within Specialty Asset Management to obtain new business. Provides creative solutions to complex customer/asset needs. May have indirect coaching responsibilities.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types. These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses.  The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity.  At least annually, the associate must complete an investment review for each assigned interest.  Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings. 

This particular role focuses on the oversight of investment holding companies which requires familiarity with financial asset classes including equities, fixed income, and alternative investments.

Other activities include review of potential new assets, obtaining external valuation work product, governance activities and at the entity level as needed.  Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Skills:

• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Strategic Thinking
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Innovative Thinking

Required Qualifications:

• 3+ years of experience in investment analysis or related field required

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field desired.  MBA a plus
• Accredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus
• 1+ years of experience in a fiduciary environment a plus

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages more complex specialty assets within The Private Bank Group with a full and in-depth understanding of all fiduciary aspects associated within a given segment of specialty assets, i.e., real estate, farm & ranch, timberland, oil & gas, private businesses. Partners closely with Private Bank relationship/client managers in proactive client service and sales activities to generate new business. Also links up closely with a Private Bank market to determine appropriate resources needed within Specialty Asset Management to obtain new business. Provides creative solutions to complex customer/asset needs. May have indirect coaching responsibilities.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types. These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses.  The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity.  At least annually, the associate must complete an investment review for each assigned interest.  Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings. 

This particular role focuses on the oversight of investment holding companies which requires familiarity with financial asset classes including equities, fixed income, and alternative investments.

Other activities include review of potential new assets, obtaining external valuation work product, governance activities and at the entity level as needed.  Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Skills:

• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Strategic Thinking
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Innovative Thinking

Required Qualifications:

• 3+ years of experience in investment analysis or related field required

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field desired.  MBA a plus
• Accredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus
• 1+ years of experience in a fiduciary environment a plus

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages most advanced & complex portfolio within a given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types.  These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses.  The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity.  At least annually, the associate must complete an investment review for each assigned interest.  Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings.

Other activities include review of potential new assets, obtaining external valuation work product, and governance activity at the entity level as needed.  Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Skills:

• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Strategic Thinking
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Innovative Thinking

Required Qualifications:

• 5+ years of experience in investment analysis or related field required

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field desired.  MBA a plus
• Accredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus
• 3+ years of experience in a fiduciary environment a plus

Shift:

Hours Per Week: 

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Manages most advanced & complex portfolio within a given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types.  These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses.  The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity.  At least annually, the associate must complete an investment review for each assigned interest.  Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings.

Other activities include review of potential new assets, obtaining external valuation work product, and governance activity at the entity level as needed.  Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Skills:

• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Strategic Thinking
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Project Management
• Written Communications
• Active Listening
• Adaptability
• Analytical Thinking
• Continuous Improvement
• Innovative Thinking

Required Qualifications:

• 5+ years of experience in investment analysis or related field required

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field desired.  MBA a plus
• Accredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus
• 3+ years of experience in a fiduciary environment a plus

Shift:

Hours Per Week: 

Job Description

Welcome to AMN Healthcare: Where Your Career Becomes the Next Big Success Story!

Ever wondered what it takes to build one of the largest and most successful healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and amazing people like you. At AMN Healthcare, we don't just offer jobs; we pave the way for incredible careers. If you're looking for an internship with an innovative company and outstanding opportunities within the healthcare industry, AMN Healthcare is the clear choice.

We're America's largest and most respected healthcare staffing and workforce solutions company. We help providers find the right people and apply staffing forecasting tools to optimize healthcare professionals in the most effective, impactful way. AMN Healthcare places nurses, clinicians, and doctors across the country, and as part of the AMN team, you'll work with motivated team members who have pride and passion for what they do. Guided by our core values, we remain steadfast in our dedication to career growth and development for all levels of team members. This program can help you reach your professional and personal goals while making an important contribution. Discover for yourself the AMN difference!

Why AMN Healthcare? Because You Deserve the Best:

• Forbes Recognition: We don't just make lists; we make headlines. AMN Healthcare proudly claims a spot on Forbes' prestigious lists not once but twice! We're among the "Best Large Employers for Women," a testament to our commitment to excellence.
• SIA Approval: Acknowledged by Staffing Industry Analysts (SIA) as one of the "Rapidly Advancing Staffing Firms," we have no plans to decelerate in the future.
• Incredible Futures: Join a team that doesn't just talk about building the future; we're shaping it. Discover how AMN Healthcare is crafting incredible futures, one amazing career at a time.

Details About the AMN Summer Associate Program:

• May 28th, 2024 through July 26th, 2024 (9-weeks)
• Virtual & In-person Mixers
• Learning and Development Training Sessions
• Executive Leadership Campfire Sessions
• Networking Opportunities
• Capstone Project

Details About This Specific Position:

• This role will be onsite in Dallas, TX - will be in the office 2-3 days a week
• Full-Time work during normal business hours

The Summer Associate, Finance & Accounting intern will be responsible for assisting a business finance team with various tasks, such as reporting, analysis, month-end close process, and monthly financial projections. The intern will need to create an analysis and present their work/findings to team leaders while also providing ad hoc analyses based on the needs of the team. Additionally, the intern will support in Accounting monthly reviews and reporting.

 This program will provide exposure to corporate Finance/Accounting and business leaders, and the cadence/process of reporting results, creating forecasts, and reviewing with the businesses. The intern will have the opportunity to enhance their Excel and PowerPoint skills, practice presentation skills, and learn how to communicate analyses/reports to Finance/Accounting leaders and non-Finance/Accounting partners.

 The program aims to provide the intern with the completion of needed Finance/Accounting analyses and reporting that help the team with workload, and training/exposure to potential future employee.

Minimum Experience:

• Undergraduate student working toward their degree and/or returning to school in the fall
• Degree focus in finance and/or accounting and has completed some finance/accounting courses preferable.
• Minimum of a 3.0 GPA

Skills Needed:

• Basic understanding of Corporate Finance & Accounting principles
• Proficient in using Microsoft products
• Advanced level of understanding in Microsoft Excel
• Advanced level of understanding in Microsoft PowerPoint

Our Core Values:

Respect ● Passion ● Continuous Improvement ● Trust ● Customer Focus ● Innovation

AMN’s Commitment to Diversity, Equality and Inclusion

At AMN, our diversity, equality, and inclusion philosophy is grounded in the belief that we should respect all voices, seek diverse perspectives, and succeed when we act together as a positive force for all of humanity. We have the opportunity to influence each other, our industry, and our communities by fostering a diverse team with a passion for social justice and equity. We are committed actively engaging in building an organization and society where equality is the norm, equity is achieved, and inclusion is universal so that we may all thrive.

Pay Rate

Final pay rate is dependent on experience, training, education, and location.