Information Management Consultant

Bank of America•Jacksonville, FL

16h•$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. Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Investment Information Management teams execute manual processes and monitor automated processes to accurately receive and manage investment information such as updating prices and dividends, monitoring investment performance accuracy, and validating client data. Performance accuracy measures the a utomatic generated rates of return on client accounts to ensure the return accurately represents how the client's holdings have performed. As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Consultant role within the Institutional Retirement Performance Operations group. This group is responsible for maintaining timely and accurate client performance returns for Merrill Institutional Consulting Institutional Performance Reports. The Information Management Consultant supports the performance measurement analysts to ensure the performance review process is executed in a timely and accurate manner.

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
Line of Business
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.
Excellent organization skills; ability to prioritize and handle multiple tasks independently
Proficient PC skills, including Microsoft Excel
Prior experience in the financial industry
Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities.

Nice To Haves

Critical Thinking
Data Analysis
Problem Solving
Presentation Skills

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
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.
Ensures all daily initiatives, deliverables, and events are completed timely and accurately.
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.
The Information Management Consultant is responsible for assisting with audit requests and inquiries, reviewing, and updating team templates and procedures, escalating issues, capacity planning, strategic initiatives, and able to meet deliverables within time constraints, especially during periods of high volume.
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 ORCIT reporting.
Must be available to work extended hours during periods of high volume.

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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