Teams at Bank of America

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer to internal specialists, mitigate risk, and coach referral partners. Complete required licenses and trainings; may require SAFE Act registration for mortgage origination.

Lead a team to drive digital card acquisition through performance analysis, funnel optimization, forecasting, and strategic channel management. Use data-driven insights to improve conversion, ROI, and portfolio performance while partnering with Product, Marketing, Technology, Risk, and Compliance. Coach staff, identify trends, build roadmaps, and champion cross-functional initiatives to optimize customer journeys and profitability.

Support Restaurants equity research by building complex financial and valuation models, analyzing industry/company data, writing reports and initiations, responding to clients, cultivating industry contacts, and contributing to thematic research.