GWIM Investment Stewardship Executive

Bank of America • Jersey City, NJ

12d • $200,000 - $280,000 • Onsite

About The Position

The GWIM Investment Stewardship Executive is a senior leader within the GWIM Investment Stewardship function, responsible for advancing proxy voting, fiduciary stewardship, issuer engagement, and governance programs across Global Wealth & Investment Management. The role advises the Head of GWIM Investment Stewardship and provides subject matter leadership on complex proxy voting matters, stewardship policy development, shareholder engagement, and regulatory developments affecting stewardship activities. The executive leads analysis and recommendations concerning significant voting matters, governance trends, fiduciary issues, and stewardship engagements, while helping ensure consistency across Broker/Dealer, RIA, and fiduciary platforms.

The role serves as secretary of the GWIM Fiduciary Proxy Oversight Committee, presents policy recommendations and voting rationales for contested and complex votes, and conducts post-vote analysis to confirm votes align with approved guidelines and that deviations are intentional and supported. It maintains fiduciary voting principles, conflict-of-interest controls, and governance safeguards across fiduciary and RIA discretionary accounts. The position also develops stewardship content for RFPs, client inquiries, and external positioning, including voting rationales and engagement outcomes.

The role is a first-shift position with 40 hours per week. Listed locations are Boston, Massachusetts; Jersey City and Pennington, New Jersey; and New York, New York. The stated annualized salary range is $200,000 to $280,000, with offers based on experience, education, and skill set. The position is eligible for an annual discretionary incentive plan and benefits.

Requirements

• 10 or more years of experience in investment stewardship, proxy voting, corporate governance, asset management, fiduciary administration, investment products, risk, legal, compliance, or related financial services disciplines.
• Strong knowledge of proxy voting processes, fiduciary obligations, governance principles, and stewardship practices.
• Experience analyzing complex governance, shareholder, regulatory, or fiduciary matters.
• Demonstrated ability to influence cross-functional stakeholders and senior business leaders.
• Strong communication, presentation, research, and analytical skills.
• Experience developing policies, governance standards, position papers, or committee materials.
• Ability to manage multiple complex initiatives simultaneously within a highly regulated environment.

Nice To Haves

• Direct experience with proxy voting governance, stewardship programs, issuer engagement, or shareholder engagement.
• Knowledge of OCC, SEC, ERISA, and investment adviser regulatory requirements.
• Experience supporting governance committees, fiduciary committees, or risk oversight forums.
• Experience working with proxy advisory firms, governance research providers, or stewardship data platforms.
• Experience developing stewardship reporting, dashboards, regulatory materials, or executive-level governance content.
• Advanced knowledge of governance best practices and emerging stewardship trends.

Responsibilities

• Serve as a senior subject matter expert on proxy voting, corporate governance, fiduciary stewardship, and shareholder engagement matters.
• Lead analysis and recommendations for complex or high-profile proxy voting matters.
• Develop and maintain proxy voting guidelines, stewardship standards, governance frameworks, and related policies.
• Lead issuer, board, shareholder, and governance-related engagement activities on stewardship matters.
• Monitor emerging governance, regulatory, market, and stewardship trends and assess their implications for GWIM.
• Support stewardship recommendations presented to the GWIM Fiduciary Proxy Oversight Committee.
• Coordinate cross-jurisdictional stewardship policy initiatives and governance programs.
• Conduct fiduciary and governance research to support policy development and voting decisions.
• Partner with Legal, Compliance, Risk, Product, Operations, and business leaders on stewardship-related matters.
• Assist in developing stewardship reports, governance materials, committee presentations, and executive communications.
• Support regulatory examinations, audits, inquiries, and governance reviews.
• Contribute to stewardship modernization efforts, including technology enhancements, analytics, reporting, and AI governance initiatives.
• Assist the Head of GWIM Investment Stewardship in shaping long-term stewardship strategy and capability development.
• Serve as secretary of the GWIM Fiduciary Proxy Oversight Committee and present policy recommendations and voting rationales for contested and complex votes.
• Conduct post-vote analysis to confirm votes match approved guidelines and that deviations are intentional and well-supported.
• Maintain fiduciary voting principles, conflict-of-interest controls, and governance safeguards across fiduciary and RIA discretionary accounts.
• Develop stewardship content for RFPs, client inquiries, and external positioning, including voting rationale and engagement outcomes.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Eligibility for an annual discretionary incentive award based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed