Jared Schiffer
Assistant Vice President @Bank of America
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WORK HISTORY
Assistant Vice President @Bank of America
Jacksonville, FL, US
Global Operations Development Program Cohort- 2025• Line of Business: Data, Reporting, & Operations Management• Sub-line of Business: Consumer Wealth Tax Operations- Short Form Tax Reporting• Managed end-to-end onboarding of foreign Non-Qualified Intermediary accounts by sourcing and reviewing client tax documentation, enabling accurate tax withholding and compliance on US-sourced income• Led a comprehensive research initiative into income earned across client accounts, identifying 278 of which required 1042-S form issuance, strengthening tax reporting accuracy and mitigating regulatory risk
EDUCATION
Ithaca College
Doctorate of Physical Therapy
University of Georgia - Terry College of Business
Master of Business Administration - MBA
Ithaca College
B.S. in Clinical Health Studies
ABOUT JARED SCHIFFER
I am a financial services professional with a strong foundation in building process improvement initiatives, cultivating client relationships, and applying impactful investment strategies. I am focused on implementing these skills by utilizing Lean Six Sigma methodologies in order to deliver operational excellence and scalable solutions. I have a passion for working on dynamic teams, impactful projects, and enabling clients to achieve their financial goals.My professional background blends strategic thinking with a hands-on approach to problem-solving. Through both my professional experiences and MBA experiential learning opportunities, I’ve developed a deep understanding of how to identify inefficiencies, streamline processes, and lead cross-functional teams to successful outcomes. I’m particularly passionate about driving continuous improvement initiatives that enhance performance, reduce waste, and elevate service delivery.In my previous roles, I have consistently earned a ‘world class’ Net Promoter Score, a testament to my dedication to service, empathy, and building lasting client relationships. Additionally, I thrive in high-paced environments where operational challenges require creative, data-driven solutions.Skills: Lean Six Sigma Black Belt, SQL, Tableau, R, Financial Modeling, Data Visualization, Microsoft Office (Excel, PowerPoint, Word)
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