GWIM Sr Team Operations Manager - Relationship Partner

About the position

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! This role manages a diverse team of 15-20 non-exempt associates that involves high financial and regulatory risk exposure. The Relationship Partner Manager is responsible for managing a team of Relationship Partners who handle direct inquiries from Private Wealth branch offices.

Responsibilities

• Working in a fast paced environment requiring the ability to multi-task
• Building and maintaining relationships across Merrill
• Partnering with the various areas in the Home Office to review issues and build acceptable resolutions for escalated and high impact issues/initiatives
• Getting involved with branch office management to resolve issues
• Supporting team members by seeking out additional responsibilities
• Contributing to the team by implementing procedural changes and sharing technical information
• Breaking down barriers to create a more inclusive environment that supports company D&I goals
• Challenging end-to-end process efficiency and effectiveness
• Championing data driven decision-making and removing obstacles to optimize operations
• Contributing to enterprise strategy and influencing messaging to connect team contributions to business purpose, results, and success
• Inspecting and challenging risk controls, governance and culture
• Coaching to sustain and elevate organizational performance
• Efficiently allocating and managing resources across the organization
• Inspecting and managing the health of the bench to ensure succession for the organization
• Mobilizing organizational resources to deliver the full range of the bank’s capabilities to meet client needs

Requirements

• 3+ years leadership experience
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
• Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration
• Ability to multitask and simultaneously support various priorities
• Proficiency in Microsoft Office Suite: Excel, PowerPoint and Word

Nice-to-haves

• Issue Management
• Risk Management
• Regulatory Compliance
• Customer Service Management
• Performance Management
• Business Acumen
• Customer and Client Focus
• Problem Solving
• Talent Development
• Valuation
• Ethics and Practice Standards
• Attention to Detail
• Drives Engagement
• Result Orientation
• Strategic Thinking
• Time Management
• Organizational Project Management
• Presentation Skills
• Investment Products and Solutions