Bank of America

Operations

• Responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site / business unit or smaller business unit(s)
• Strategically advising upon the design, development and implementation of products, systems and services using discretion within the project management methodologies
• Supporting the Sr. Operations Consultant (SOC)
• Making key decisions related to forecasting, scheduling & event planning
• Forming strategic relationships with business partners to maximize resources required to achieve service level goals while balancing the needs of associates
• Creating optimal daily and weekly schedules for given forecast periods
• Assisting with event planning and management

Operations Consultant

Manager

• Manages diverse administrative functions for a large, complex department
• Consults with senior management in evaluating current methods and developing strategies
• Responsible for budget analysis, operations analysis, and associate training
• Resolves personnel and budget issues by researching and analyzing problems
• Coordinates and drives effective management routines

Business Support Manager II

• Leads communication, coordination and connectivity across the leadership team
• Partners with peers and control partners to ensure strong engagement and adherence to risk management and operational risk policies and processes
• Drives the successful execution of team events and routines, including logistics, communications and gathering feedback
• Develops comprehensive plans around key organizational priorities and ensures all accountable parties understand respective roles/responsibilities
• Partners with reporting and analytics team to ensure accurate reporting while seeking opportunities to reduce manual processes
• Assists senior executive and team with a full range of engagements, including process improvement and project initiatives
• Provides oversight of key deliverables and validates accurate and timely completion
• Works directly with the existing business management team to build reports and manage supporting functions of the financials for the CTO
• Works directly with key currencies business resources to address project, program and audit information needs

Business Support Manager

Product Specialist

• Managing strategic initiatives and enhancing the investment offering by overseeing the client experience.
• Representing unique needs of our investment advisory programs.
• Partnering with operations to establish fund accurately on platforms.
• Collaboration across functions.
• Ensuring governance and risk routines are in place.
• Ability to think creatively to identify solutions while balancing risks.
• Developing a comprehensive understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments.
• Creating and executing a business strategy that allows working independently in the territory with local Private Bank market leadership.
• Working closely with other members of the Alternative Investments Sales Team and select third-party product partners to cultivate and grow future alternatives business prospects.
• Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners.
• Staying current on trends impacting financial markets and alternative investment strategies to educate clients and Private Bank PMs.

Senior Product Specialist – Non-Registered

Product Manager

• Developing and managing the end-to-end product life cycle for Business Deposits Checking products
• Conducting market research and competitor analyses
• Developing product pricing and strategies
• Managing investment profile and profit and loss activities
• Providing insights on product trends to sales and marketing teams

Senior Product Manager – Business Deposits, Checking

Business Development Rep

• A member of the Practice Solutions Team responsible for identifying and developing new client relationships
• Proactively and independently research and contact new prospects
• Supplement direct calling on prospects by developing referrals from business partners
• Design and implement appropriate sales strategies/programs
• Interact with Account Reps to ensure fulfillment and management of relationships
• Travel (approximately 12 days per month) required

Enterprise Business Development Officer – Practice Solutions

Backend Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Utilizes multiple architectural components (across data, application, business) in design and development of client requirements
• Performs Continuous Integration and Continuous Development (CI-CD) activities
• Contributes to story refinement and definition of requirements
• Participates in estimating work necessary to realize a story/requirement through the delivery lifecycle
• Contributes to existing test suites (integration, regression, performance), analyze test reports, identify any test issues/errors, and triage the underlying cause
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas

Software Engineer II – Java/Python

Financial Planning and Analysis

• Managing a financial center and its employees on a day-to-day basis
• Operating as a business owner and fostering a team environment
• Instilling an effective client-centric and risk culture in the center
• Helping clients achieve their financial goals
• Ensuring operational excellence and cohesive effectiveness

Financial Center Manager

• Support senior leadership through high-impact strategic and operational analyses
• Partner across lines of business and corporate functions to frame ambiguous problems
• Develop enterprise insights for executive decision-making
• Structure ambiguous, cross-LOB business problems and develop hypotheses
• Design and maintain enterprise KPI scorecards, dashboards, and performance narratives
• Translate complex analyses into clear, executive-ready insights
• Support enterprise prioritization efforts and establish performance tracking

LMO Strategy & Initiatives Manager

Client Services Representative

• Builds and/or executes business initiatives and/or processes, while partnering with stakeholders and partners
• Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business
• Engages with key stakeholders, partners, and business leadership to deliver on business objectives
• Performs analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes
• Develops strategic and tactical plans to drive progress towards business goals and objectives
• Acts as primary point of contact for Retail and Preferred client services for general readiness initiatives, questions and suggestions
• Maximizes readiness TOS through inserting LOB topics and integrating related material into planned topics
• Responsible for reviews of New Hire content, aligning SMEs for complex processes to ensure material is relevant and accurate
• Ensures LOB priorities and culture were integrated seamlessly throughout
• Reviews and approves all topics prior to addition to readiness agenda
• Actively participates in existing LOB routines to remain current on strategy and operational priorities
• Establishes ongoing forums and routines to gather operational feedback (anecdotal and analytical) to identify proficiency gaps
• Develops remediation plan that optimizes available readiness channels.
• Owns readiness deliverables for critical initiatives, Examples include; Specialty Services transformation; Shared Capabilities Servicing, Own It and Words Matter 2.0

Business Strategy & Initiatives Manager – Client Services Readiness

• Manages diverse administrative functions for large, complex department
• Consults with senior management on methods and strategies
• Requires thorough knowledge of bank policies and procedures
• Leads support functions for large department at local level
• Resolves personnel, audit and/or budget issues
• Direct workflow activities as needed

Program Manager

• Overseeing programs and projects specific to corporate change initiatives.
• Serving as the primary contact to department managers for critical change initiatives.
• Communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources.
• Delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities.
• Managing large and complex datasets, developing repeatable and scalable analytics solutions.
• Providing thought leadership on metrics and data quality in partnership with the Governance, Operations, Analytics & Transformation team within the Chief People Office.
• Leveraging advanced Excel capabilities, partnering with cross-functional teams, and designing efficient, automated analytical processes that drive operational excellence at an enterprise scale.

Program Manager – Global Talent Analytics

• Interface with Commercial clients in order to structure, negotiate and close complex structured financing transactions that meet the client’s financing, accounting, and tax objectives while achieving the optimal terms and conditions for the firm.
• Interact directly with clients, lawyers, accountants, appraisers, investors, credit underwriters and other internal partners in order to create financial solutions that meet the needs of the various parties involved.
• Coordinate activities among internal partners, clients and investor syndicates to ensure efficient transaction execution.

Senior Leasing Transaction Management, Commercial Equipment Finance

• Your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes.
• Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor.
• You will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II.
• You will have the opportunity to advance in many roles within Bank of America and Merrill.

Financial Solutions Advisor

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele