Information Management Consultant

Bank of America•Jacksonville, FL

7d•$68,000 - $106,400•Onsite

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! Job Description: This job is responsible for complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise. As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is a Information Management Consultant role within the Wealth Management Performance Operations group. This group is responsible for maintaining timeliness and accuracy of client investment performance returns for the branch office network. The Operations Consultant supports the team has a subject matter expert, assisting with escalations and ensuring the team is functioning as expected.

Requirements

Account Management
Attention to Detail
Customer and Client Focus
Problem Solving
Written Communications
Analytical Thinking
Controls Management
Prioritization
Result Orientation
Mentoring
Research
Trade Operations Management
Prior leadership experience
Ability to work well with internal and external team partners
Acts as a strong role model within the team
Strong written and verbal communication skills
Strict attention to detail and accuracy
Must be available to work extended hours during periods of high volume
Excellent organization skills; ability to prioritize and handle multiple tasks independently
Proficient PC skills, including Microsoft Excel and Access
Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities
Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)

Nice To Haves

Investment Performance reporting experience
Process Efficiency
Oral Communication
Written Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Risk Management
Microsoft Excel
Microsoft Outlook

Responsibilities

Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
Drives execution of complex financial and non-financial client transactions
Supports process improvements, requirements, and initiatives across multiple stakeholders
Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
Reviews and updates procedures as needed to ensure they are accurate and up-to-date
Resolves day-to-day problems and executes deliverables within the business unit.
Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product line.
Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities.
Maintains internal, operational, and financial controls and works within risk appetite of the business unit.
Manages the team workload and provides oversight and direction to team, ensuring all deliverables are met within time constraints, especially during periods of high volume
Performs quality assurance reviews, testing and training to ensure a high-performance accuracy of performance metrics and quality standards
The role includes researching and resolving complex issues, assisting with escalations, and working well with business partners
Assists with executive level presentations, capacity planning, and strategic initiatives
Partnering with existing vendors to enhance current product offerings, providing oversight of risk issues and framework (vendor and LOB).
Thorough metric review and input prior to the business review.
Reviews and updates procedures as needed to ensure they are accurate and up to date

Benefits

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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