101 Local Businesses jobs in Hurst
Strategic Account Management
75219 Dallas, Texas
Microsoft Corporation
Posted today
Job Viewed
Job Description
Microsoft's Enterprise Account Team focuses on partnering with customers to achieve strategic goals. This team is responsible for providing a differentiated Customer experience for our customers, delivering solutions that result in targeted business outcomes and driving revenue growth for Microsoft.
As a **Strategic Enterprise Account Executive** , you will have the opportunity to drive Transformation in partnership with our most Strategic customers with a focus on AI, Copilot and Security, to achieve both Microsoft and customer business outcomes. Leveraging your large, multi-functional team across the breadth of the Microsoft solutions portfolio, engage at the most senior levels of your customer and bring industry-relevant solutions to help the customer adopt and embrace digital technologies.
With a proven history of driving growth in market share, achieving sales targets, customer obsession, and partner collaboration, this role will give the opportunity to leverage your extensive customer network and sales experience to execute against your customer's account plan.
Starting January 26, 2026, Microsoft AI (MAI) employees who live within a 50-mile commute of a designated Microsoft office within the US, or a 25-mile commute of a non-US, country specific location are expected to work from the office at least four days per week. This expectation is subject to local law and may vary by jurisdiction.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**Responsibilities**
+ You will deliver business growth through leading and empowering account teams. Lead execution of Go to Market (GTM) to achieve customer business outcomes across the entire customer lifecycle.
+ You will accelerate customer satisfaction and model executive engagements with business decision makers and C-Level executives.
+ You will win against competition by establishing Microsoft as market leader, maximizing Customer spend, achieving targets (billed revenue, consumption, and adoption).
+ You will lead partnership across the organization to achieve business value for customers and business results for Microsoft.
+ You will cultivate relationships and use Microsoft sales strategies throughout multiple levels of the customer's organization (e.g., executives, business, and technical decision makers) to establish strong alignment on long-term goals and secure buy-in and execution.
+ You will use business cases to develop and present compelling value proposition presentations and specialized business plans for customers that showcase Microsoft's products and solutions, generate business and upsells, and generate new opportunities.
+ Culture & Values
+ Embody and promote Microsoft's culture and values .
**Qualifications**
**Required/minimum qualifications**
+ Bachelor's Degree AND 10+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR Master's Degree AND 9+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR 13+ years experience in working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR equivalent experience.
+ 6+ years experience making recommendations to and/or collaborating with mid-to-senior level executives.
+ 8+ years experience closing large, complex agreements/deals.
**Additional or preferred qualifications**
+ Bachelor's Degree AND 13+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation
+ OR Master's Degree AND 11+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR equivalent experience.
Strategic Account Management IC5 - The typical base pay range for this role across the U.S. is USD $133,000 - $22,700 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 170,300 - 239,800 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: will accept applications for the role until October14, 2025
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
As a **Strategic Enterprise Account Executive** , you will have the opportunity to drive Transformation in partnership with our most Strategic customers with a focus on AI, Copilot and Security, to achieve both Microsoft and customer business outcomes. Leveraging your large, multi-functional team across the breadth of the Microsoft solutions portfolio, engage at the most senior levels of your customer and bring industry-relevant solutions to help the customer adopt and embrace digital technologies.
With a proven history of driving growth in market share, achieving sales targets, customer obsession, and partner collaboration, this role will give the opportunity to leverage your extensive customer network and sales experience to execute against your customer's account plan.
Starting January 26, 2026, Microsoft AI (MAI) employees who live within a 50-mile commute of a designated Microsoft office within the US, or a 25-mile commute of a non-US, country specific location are expected to work from the office at least four days per week. This expectation is subject to local law and may vary by jurisdiction.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**Responsibilities**
+ You will deliver business growth through leading and empowering account teams. Lead execution of Go to Market (GTM) to achieve customer business outcomes across the entire customer lifecycle.
+ You will accelerate customer satisfaction and model executive engagements with business decision makers and C-Level executives.
+ You will win against competition by establishing Microsoft as market leader, maximizing Customer spend, achieving targets (billed revenue, consumption, and adoption).
+ You will lead partnership across the organization to achieve business value for customers and business results for Microsoft.
+ You will cultivate relationships and use Microsoft sales strategies throughout multiple levels of the customer's organization (e.g., executives, business, and technical decision makers) to establish strong alignment on long-term goals and secure buy-in and execution.
+ You will use business cases to develop and present compelling value proposition presentations and specialized business plans for customers that showcase Microsoft's products and solutions, generate business and upsells, and generate new opportunities.
+ Culture & Values
+ Embody and promote Microsoft's culture and values .
**Qualifications**
**Required/minimum qualifications**
+ Bachelor's Degree AND 10+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR Master's Degree AND 9+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR 13+ years experience in working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR equivalent experience.
+ 6+ years experience making recommendations to and/or collaborating with mid-to-senior level executives.
+ 8+ years experience closing large, complex agreements/deals.
**Additional or preferred qualifications**
+ Bachelor's Degree AND 13+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation
+ OR Master's Degree AND 11+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, technology) and/or driving digital transformation OR equivalent experience.
Strategic Account Management IC5 - The typical base pay range for this role across the U.S. is USD $133,000 - $22,700 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 170,300 - 239,800 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: will accept applications for the role until October14, 2025
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
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0
Director, Account Management
75201 Dallas, Texas
GXO Logistics Corporate Services, Inc.
Posted today
Job Viewed
Job Description
Logistics at full potential.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.
As the Director, Account Management, you will be responsible for managing the customer experience within the company, as well as leading complex solutions that deliver value. Become a part of our dynamic team and we'll help you develop to a level that will exceed your expectations.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.
What you'll do on a typical day:
- Champion the Voice of Customer (VoC) methodology to enhance and manage the customer experience
- Drive customer retention and satisfaction by cultivating strong relationships and proactively identifying opportunities for organic growth within existing accounts
- Establish and execute strategic plans to drive account penetration and long-term growth
- Partner closely with Operations teams to ensure service level agreements (SLAs) are consistently met and customer expectations are exceeded
- Lead commercial activities including work order completion, renewal negotiations, pricing discussions, and front-line customer negotiations
- Serve as a key contributor in the development, review, and refinement of Statements of Work (SOWs) and RFP responses
- Build and nurture relationships to support successful internal and external initiative
At a minimum, you'll need:
- Bachelor's degree or equivalent related work or military experience
- 7 years of progressive experience in account management
- Demonstrated ability to lead strategic customer initiatives, manage complex relationships, and deliver commercial value
- Superior customer relationship management experience and skills
- Experience in pricing strategy, RFP responses, Work Order creation and development of Statements of Work (SOWs)
- Strong business acumen and cross-functional collaboration skills
- Excellent verbal and written communication skills; ability to present clean, organized and thorough information and data appropriate for intended audience
- Proven leadership and collaboration skills with the ability to effectively supervise, coach and influence internal and external stakeholders
- 10 years of progressive experience in account management
- Experience within supply chain or logistics environments is a strong plus
- Strong analytical thinking skills with the ability to interpret data, identify trends, and support strategic decision-making
- Advanced project and time management skills, with the ability to prioritize effectively, manage multiple initiatives, and consistently meet customer expectations
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
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1
Manager, Nursing & Allied Account Management
75215 Park Cities, Texas
AMN Healthcare
Posted 4 days ago
Job Viewed
Job Description
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.
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.
As a people leader, the Manager fosters a high-performance culture by developing and engaging team members, aligning individual contributions with organizational goals, and ensuring operational excellence. This role collaborates cross-functionally to deliver results, optimize client satisfaction, and support the long-term success of Allied services.
Job Responsibilities
Education & Years of Experience
AMN Healthcare will provide reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
Our Core Values
• Respect • Passion • Continuous Improvement • Trust • Customer Focus • Innovation
At AMN we embrace the ways we are similar and different; respecting all voices and ensuring everyone has the opportunity to contribute to our collective success. We acknowledge our shared responsibility to foster a welcoming environment where everyone feels recognized and valued. We cast a wide net to recruit and retain competitive talent and build healthcare workforces supportive of the communities we serve. We believe in the power of compassion and collaboration to build healthy communities where access to quality care is available to all. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
At AMN we recognize that in-person connections have value and promote collaboration. You will be expected to come into an AMN Healthcare office at a frequency dependent on the work arrangement for your role.
Pay Rate
$64,000 - $79,500 Salary
Final pay rate is dependent on experience, training, education, and location.
This position may include additional compensation such as bonus or commission. Please ask your recruiter for more information.
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.
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.
As a people leader, the Manager fosters a high-performance culture by developing and engaging team members, aligning individual contributions with organizational goals, and ensuring operational excellence. This role collaborates cross-functionally to deliver results, optimize client satisfaction, and support the long-term success of Allied services.
Job Responsibilities
- Strategizes with division leadership to ensure production of team member key performance indicators to drive performance and exceed monthly revenue and operations plan.
- Reviews targets with team members and implements strong tactics to ensure targets are reached and exceeded.
- Leads a team of account managers while also managing a personal portfolio of clients, balancing leadership responsibilities with direct client engagement to drive fulfillment and growth.
- Formulates solutions to overcome people and resource driven obstacles to achieve required budget using divisional and corporate critical initiatives.
- Implements strategies with account management teams by interpreting fill rate performance data and analyzing the competitive landscape to increase client fulfillment.
- Leverages corporate resources, policies and structure to staff and develop engaged teams to achieve strategic and financial goals with the largest return on investment.
- Tracks and reports industry trends to achieve competitive edge in marketplace, by acquiring competitive intelligence (e.g. market share information) and industry practices in order to implement training and practices that outpace competitors.
- Champions new processes across multiple divisions of AMN by taking a holistic view of problems/opportunities while proposing value, casting vision, and managing change.
- Interprets and cascades enterprise-wide company goals from department leadership to communicate and reinforce strategy for operations and production expectations.
- Leadership experience
- Project Management
- Account Management
- Excellent written and verbal communication skills
- Ability to multi-task in a fast-paced and deadline driven environment
Education & Years of Experience
- Associate's Degree plus 5-7 years of work experience OR High School Diploma/GED plus 7-9 years of work experience
- Experience in healthcare or staffing account management
- Experience in healthcare or staffing account management
- Work is performed in an office/home office environment.
- Team Members must have the ability to operate standard office equipment and keyboards.
AMN Healthcare will provide reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
Our Core Values
• Respect • Passion • Continuous Improvement • Trust • Customer Focus • Innovation
At AMN we embrace the ways we are similar and different; respecting all voices and ensuring everyone has the opportunity to contribute to our collective success. We acknowledge our shared responsibility to foster a welcoming environment where everyone feels recognized and valued. We cast a wide net to recruit and retain competitive talent and build healthcare workforces supportive of the communities we serve. We believe in the power of compassion and collaboration to build healthy communities where access to quality care is available to all. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
At AMN we recognize that in-person connections have value and promote collaboration. You will be expected to come into an AMN Healthcare office at a frequency dependent on the work arrangement for your role.
Pay Rate
$64,000 - $79,500 Salary
Final pay rate is dependent on experience, training, education, and location.
This position may include additional compensation such as bonus or commission. Please ask your recruiter for more information.
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2
Principal Sales and Account Management
75219 Dallas, Texas
Sabre
Posted 16 days ago
Job Viewed
Job Description
Sabre Corporation is a leading technology provider to the global travel and tourism industry. Headquartered in Southlake, Texas, USA, Sabre operates offices in approximately 60 countries around the world. At Sabre, we make travel happen. Positioned at the center of the business of travel, our platform connects people with experiences that matter in their lives. Today, Sabre is creating a new marketplace for personalized travel. It is our people who develop and deliver powerful solutions that meet the current and future needs or our airline, hotel and travel agency customers. Join our journey!
Sabre powers the global travel industry with innovative technology that connects airlines, travel agencies, corporations, and travelers. Our Airline IT solutions help carriers optimize operations, enhance passenger experience, and drive profitability.
We are seeking a high-impact **Principal, Sales & Account Management (IC)** to lead and grow strategic airline accounts in **North America** . This role is designed for a **quota-carrying relationship builder** who thrives on nurturing long-term partnerships, ensuring account success, and driving incremental revenue.
**Role Overview**
The **Principal - Sales & Account Management** is the primary executive contact for assigned airline accounts. This individual will own the customer relationship end-to-end - ensuring Sabre delivers value, capturing new opportunities, securing renewals, and expanding wallet share.
The role blends **strategic account management** with **sales execution** , balancing long-term customer success with short-term revenue goals.
**Key Responsibilities**
+ Serve as the **primary point of contact and trusted advisor** for assigned airline accounts.
+ Build **long-term, senior executive relationships** to align Sabre's solutions with the customer's business strategy.
+ Manage the **full account lifecycle** - renewals, upsell/cross-sell, new opportunities, and customer satisfaction.
+ Achieve and exceed assigned **sales quota and revenue retention goals** .
+ **Collect on existing revenues** while identifying and closing incremental growth opportunities.
+ Lead **strategic account planning** : define growth strategies, identify risks, and ensure Sabre's portfolio adoption.
+ Orchestrate cross-functional engagement with **Product, Solution Consulting, Delivery, and Support teams** to deliver customer success.
+ **Stay current on industry and market trends - including NDC, airline retailing, AI/automation, and operations optimization - to provide insights that strengthen customer relationships, guide account strategy, and position Sabre as a trusted partner.**
+ Represent Sabre in **executive business reviews, industry forums, and customer councils** .
+ Travel up to **40-50% domestically** to engage with airline executives and operational teams.
**Education and Qualifications**
+ **10+ years of enterprise sales/account management experience** , ideally in Airline IT, SaaS, or travel technology.
+ Strong track record of **renewals, account growth, and quota achievement** in strategic accounts.
+ Deep experience **managing C-level airline relationships** and influencing multi-stakeholder decisions.
+ Proven ability to **balance long-term relationship building with short-term sales execution** .
+ Expert in **account planning, consultative sales, and commercial negotiations** .
+ Strong **executive presence** , communication, and storytelling skills.
+ Self-driven, strategic thinker with ability to manage complex accounts independently.
+ MBA strongly preferred; Bachelor's degree required.
**Benefits/Perks:**
+ Competitive compensation
+ Generous Paid Time Off (5 weeks PTO your first year!)
+ 4 days (one per quarter) of Volunteer Time Off (VTO)
+ Year-End break from Dec 26th - Dec 31st
+ We offer comprehensive medical, dental, vision, and Wellness Programs
+ Paid parental leave
+ An infrastructure that allows flexible working arrangements
+ Formal and informal reward, recognition, and acknowledgment programs
Reasonable Accommodation
Sabre is committed to working with and providing reasonable accommodation to applicants with disabilities. Applicants applying for a Sabre position with a disability who require a reasonable accommodation for any part of the application or hiring process may contact Sabre's Compliance Office at
Affirmative Action
Sabre is an equal employment opportunity/affirmative action employer and is committed to providing equal employment opportunities to minorities, females, veterans, and disabled individuals. EEO IS THE LAW
Stay connected with Sabre Careers
Sabre powers the global travel industry with innovative technology that connects airlines, travel agencies, corporations, and travelers. Our Airline IT solutions help carriers optimize operations, enhance passenger experience, and drive profitability.
We are seeking a high-impact **Principal, Sales & Account Management (IC)** to lead and grow strategic airline accounts in **North America** . This role is designed for a **quota-carrying relationship builder** who thrives on nurturing long-term partnerships, ensuring account success, and driving incremental revenue.
**Role Overview**
The **Principal - Sales & Account Management** is the primary executive contact for assigned airline accounts. This individual will own the customer relationship end-to-end - ensuring Sabre delivers value, capturing new opportunities, securing renewals, and expanding wallet share.
The role blends **strategic account management** with **sales execution** , balancing long-term customer success with short-term revenue goals.
**Key Responsibilities**
+ Serve as the **primary point of contact and trusted advisor** for assigned airline accounts.
+ Build **long-term, senior executive relationships** to align Sabre's solutions with the customer's business strategy.
+ Manage the **full account lifecycle** - renewals, upsell/cross-sell, new opportunities, and customer satisfaction.
+ Achieve and exceed assigned **sales quota and revenue retention goals** .
+ **Collect on existing revenues** while identifying and closing incremental growth opportunities.
+ Lead **strategic account planning** : define growth strategies, identify risks, and ensure Sabre's portfolio adoption.
+ Orchestrate cross-functional engagement with **Product, Solution Consulting, Delivery, and Support teams** to deliver customer success.
+ **Stay current on industry and market trends - including NDC, airline retailing, AI/automation, and operations optimization - to provide insights that strengthen customer relationships, guide account strategy, and position Sabre as a trusted partner.**
+ Represent Sabre in **executive business reviews, industry forums, and customer councils** .
+ Travel up to **40-50% domestically** to engage with airline executives and operational teams.
**Education and Qualifications**
+ **10+ years of enterprise sales/account management experience** , ideally in Airline IT, SaaS, or travel technology.
+ Strong track record of **renewals, account growth, and quota achievement** in strategic accounts.
+ Deep experience **managing C-level airline relationships** and influencing multi-stakeholder decisions.
+ Proven ability to **balance long-term relationship building with short-term sales execution** .
+ Expert in **account planning, consultative sales, and commercial negotiations** .
+ Strong **executive presence** , communication, and storytelling skills.
+ Self-driven, strategic thinker with ability to manage complex accounts independently.
+ MBA strongly preferred; Bachelor's degree required.
**Benefits/Perks:**
+ Competitive compensation
+ Generous Paid Time Off (5 weeks PTO your first year!)
+ 4 days (one per quarter) of Volunteer Time Off (VTO)
+ Year-End break from Dec 26th - Dec 31st
+ We offer comprehensive medical, dental, vision, and Wellness Programs
+ Paid parental leave
+ An infrastructure that allows flexible working arrangements
+ Formal and informal reward, recognition, and acknowledgment programs
Reasonable Accommodation
Sabre is committed to working with and providing reasonable accommodation to applicants with disabilities. Applicants applying for a Sabre position with a disability who require a reasonable accommodation for any part of the application or hiring process may contact Sabre's Compliance Office at
Affirmative Action
Sabre is an equal employment opportunity/affirmative action employer and is committed to providing equal employment opportunities to minorities, females, veterans, and disabled individuals. EEO IS THE LAW
Stay connected with Sabre Careers
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3
Account Management Ops Analyst - Private Bank Client Billing
75219 Dallas, Texas
Bank of America
Posted 10 days ago
Job Viewed
Job Description
Account Management Ops Analyst - Private Bank Client Billing
Dallas, Texas;Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Client and Institutional Billing Department's responsibilities include but are not limited to the following:**
**Supporting Clients enrolled in Merrill Lynch's Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients' long term investment goals**
**Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients**
**Revenue generation by providing invoicing for over $00 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions**
**Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch's Investment Advisory Program (combined 13 billion)**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over 450 million in fees annually**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third-party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in reconciliation and/or billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Dallas, Texas;Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Client and Institutional Billing Department's responsibilities include but are not limited to the following:**
**Supporting Clients enrolled in Merrill Lynch's Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients' long term investment goals**
**Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients**
**Revenue generation by providing invoicing for over $00 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions**
**Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch's Investment Advisory Program (combined 13 billion)**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over 450 million in fees annually**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third-party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in reconciliation and/or billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
4
Account Management Ops Analyst - Private Bank Client Billing
75001 Addison, Texas
Bank of America
Posted 10 days ago
Job Viewed
Job Description
Account Management Ops Analyst - Private Bank Client Billing
Dallas, Texas;Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Client and Institutional Billing Department's responsibilities include but are not limited to the following:**
**Supporting Clients enrolled in Merrill Lynch's Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients' long term investment goals**
**Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients**
**Revenue generation by providing invoicing for over $00 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions**
**Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch's Investment Advisory Program (combined 13 billion)**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over 450 million in fees annually**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third-party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in reconciliation and/or billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Dallas, Texas;Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Client and Institutional Billing Department's responsibilities include but are not limited to the following:**
**Supporting Clients enrolled in Merrill Lynch's Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients' long term investment goals**
**Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients**
**Revenue generation by providing invoicing for over $00 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions**
**Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch's Investment Advisory Program (combined 13 billion)**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over 450 million in fees annually**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third-party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in reconciliation and/or billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
5
Account Management Ops Analyst - Mutual Fund and Institutional Billing
75219 Dallas, Texas
Bank of America
Posted 10 days ago
Job Viewed
Job Description
Account Management Ops Analyst - Mutual Fund and Institutional Billing
Pennington, New Jersey;Dallas, Texas; Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Institutional and Retirement Billing Team's responsibilities include but are not limited to the following:**
**Supporting Workplace Benefits by providing billing and invoicing to plan sponsors for products such as 401k plans, stock plan services, non-qualified deferred compensation plans and defined benefits plans amongst others**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually**
**Fee collection and receivable reconciliation of outstanding payments from plan sponsors**
**Fee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accurately**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Pennington, New Jersey;Dallas, Texas; Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Institutional and Retirement Billing Team's responsibilities include but are not limited to the following:**
**Supporting Workplace Benefits by providing billing and invoicing to plan sponsors for products such as 401k plans, stock plan services, non-qualified deferred compensation plans and defined benefits plans amongst others**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually**
**Fee collection and receivable reconciliation of outstanding payments from plan sponsors**
**Fee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accurately**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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6
Account Management Ops Analyst - Mutual Fund and Institutional Billing
75001 Addison, Texas
Bank of America
Posted 10 days ago
Job Viewed
Job Description
Account Management Ops Analyst - Mutual Fund and Institutional Billing
Pennington, New Jersey;Dallas, Texas; Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Institutional and Retirement Billing Team's responsibilities include but are not limited to the following:**
**Supporting Workplace Benefits by providing billing and invoicing to plan sponsors for products such as 401k plans, stock plan services, non-qualified deferred compensation plans and defined benefits plans amongst others**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually**
**Fee collection and receivable reconciliation of outstanding payments from plan sponsors**
**Fee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accurately**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Pennington, New Jersey;Dallas, Texas; Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Institutional and Retirement Billing Team's responsibilities include but are not limited to the following:**
**Supporting Workplace Benefits by providing billing and invoicing to plan sponsors for products such as 401k plans, stock plan services, non-qualified deferred compensation plans and defined benefits plans amongst others**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually**
**Fee collection and receivable reconciliation of outstanding payments from plan sponsors**
**Fee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accurately**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
7
Accountant (Account Manager) - Captive Insurance Management
75219 Dallas, Texas
WTW
Posted 16 days ago
Job Viewed
Job Description
**Description**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $70,000-$100,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $70,000-$100,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
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8
Business Development Manager
75215 Park Cities, Texas
BluSky
Posted today
Job Viewed
Job Description
Are you known for setting your mind to something and doing what it takes to get there? Does the opportunity to work for an industry leader appeal to you? We are currently hiring a Business Development Manager to respond to the increasing demand for emergency services and restoration in your area!
This is a highly compensated position with commission potential.
Base Salary Range is $60,000 - $5,000
Commission OTE is $ 0,000 - 160,000
Vehicle Allowance
BRIEF DESCRIPTION:
The Business Development Manager is responsible for generating new business opportunities by developing a sales strategy and leveraging the proven sales model that focuses on building relationships with potential customers. Successful Business Development Managers will be meeting or exceeding conversion rates, by generating new leads, aligning with industry partners, attending trade association events and building a strong book of business.
PRINCIPAL DUTIES & RESPONSIBILITIES:
Business Development
- Nurture and expand existing business relationships to increase lead generation and average job size.
- Locate, present to, and sell BluSky to new prospects.
- Maintain membership and involvement in targeted associations and achieve significant committee and/or leadership positions.
- Support all BluSky sales efforts by following our established sales process.
- Perform to the current Sanktum KPI's regarding face-to-face activity.
- Prepare and present sales proposals and BluSky contingency plans.
- Achieve expected connections with clients and prospects via meetings, phone calls, social media, email, etc.
- Maintaining relationships with key individuals in your assigned vertical.
- Strategically build a strong book of business.
- Document business development activities using Salesforce.
Marketing
- Work with leadership to plan association involvement level and budgets
- Work with Senior Management to design and implement advertising strategies including content selection and budgeting for local office needs.
- Participate in and represent BluSky in tradeshows, golf tournaments, charitable events and other networking and social activities, many of which is after normal business hours.
- Partner with sales team on the creation and planning of BluSky Live seminars.
General Responsibilities
- Become and remain proficient on our services and associated terminology.
- Adhere to company employment standards and Best Practices.
- Provide the highest level of internal and external customer service at all times.
- Contribute positively to the BluSky culture and community.
- All other duties as assigned.
SUPERVISORY RESPONSIBILITY:
- This position does not have direct reports.
TRAVEL:
- Ability to travel 100% within the assigned region. Some overnight travel may be required for meetings and training.
QUALIFICATIONS & REQUIREMENTS:
- 3+ years of outside sales experience required; within the restoration industry is ideal.
- Must be able to attend networking functions in the evening and weekends when required.
- Intermediate level of Microsoft Office.
- Experience inputting and tracking sales activities into a CRM platform.
- Valid driver's license.
- An outgoing, driven, tenacious, team-oriented attitude is a must!
EDUCATION:
- Bachelor's degree in business administration, Marketing or related field preferred.
COMPENSATION:
This position offers a competitive base salary, monthly incentives and comprehensive benefits. This position is eligible for auto allowance, fuel card, expense account, company laptop, cell phone, and company apparel. BluSky offers an industry-leading, comprehensive benefits package that includes a generous profit-sharing plan known as Ownership Thinking , health insurance plans (medical, dental and vision), life and disability insurance, a 401(k) plan with guaranteed match, paid holidays, and PTO.
WORK ENVIRONMENT & PHYSICAL JOB DEMANDS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment can range from quiet to significantly loud.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must regularly lift and/or move between 25-50 pounds. While performing the duties of this job, the employee is regularly required to stand, walk, use hands and fingers to handle material, reach with hands and arms, and talk and hear. The employee is required to regularly move and walk around the office.
EEOC:
BluSky is dedicated to the principles of equal employment opportunity. BluSky prohibits unlawful discrimination against applicants or employees based on age 40 or over, race, sex, color, religion, national origin, disability, genetic information, sexual orientation, or any other applicable status protected by Federal, State, or local law.
It is and will continue to be the policy of BluSky that all people are entitled to equal employment opportunity based on their individual qualifications, performance, and potential without regard for any protected status, as required by state and federal law.
Application Duration:
To ensure a thorough and fair selection process, we would like to inform you that the application deadline for this position is 7 days for internal and 14 days for external . Please ensure that your application is submitted by this date for consideration.
To be considered for this position, you must complete the online application by visiting our careers page at .
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9