Sr Operations Team Lead

Bank of America•Chandler, AZ

3d•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 overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line. 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 automatic 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 candidate is responsible for overseeing the Funds Dividends Operations team and ensuring they meet deadlines, execute, and coordinate tasks. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Requirements

Strong sense of ownership, accountability, and reliability.
Proven leadership experience with a steady, consistent presence.
Ability to mentor, train, and develop analysts.
Capable of leading diverse teams, including during high‑volume periods.
Effective partnership skills with internal and external stakeholders.
Primary operational oversight experience, including daily closing processes.
Strong understanding of audit, risk management, and record‑retention standards.
Ability to support audit inquiries and maintain accurate documentation.
Skilled in driving execution of complex client transactions.
Ability to review metrics thoroughly and provide accurate input for reporting.
Experience conducting QA reviews, testing, and training to ensure accuracy and quality.
Ability to update procedures and templates to meet current standards.
Excellent written and verbal communication skills.
Strong attention to detail, accuracy, and process discipline.
Ability to work extended hours during peak volumes.
Excellent organizational and prioritization skills.
Proficiency in Microsoft Excel, Outlook, and general PC applications.

Nice To Haves

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

Responsibilities

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 lines
Manages team workload and provides oversight and direction to team
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
Apply comprehensive knowledge of end‑to‑end processes to make sound operational decisions that align with bank policies, regulatory expectations, and risk‑mitigation requirements.
Maintain strong internal, operational, and financial controls while enforcing adherence to established metrics, procedures, and the business unit's risk appetite.
Provide leadership and oversight to associates, including workload management, coaching, escalation support, and quality review of team outputs.
Identify process inefficiencies, recommend improvements, and lead implementation efforts that enhance accuracy, control effectiveness, and operational scalability.
Serve as a trusted execution partner by upholding core operational disciplines and delivering consistent, high‑quality execution across all responsibilities.
Build and maintain effective professional partnerships with analysts, fund partners, and internal teams to support seamless coordination and issue resolution.
Act as primary liaison with fund partners, including scheduling and leading meetings and presenting during annual fund visits.
Research and resolve complex operational issues, ensuring root‑cause identification and sustainable solutions.
Support executive‑level presentations, audit requests, regulatory inquiries, and key strategic initiatives.
Review and approve time tracking, maintain team templates and procedures, and ensure documentation remains accurate and current.
Serve as a Process Delegate within the Process Owner Portal, maintaining the aligned Single Process Inventory and ensuring full process documentation accuracy.
Demonstrate disciplined, detail‑oriented, analytical thinking and professional communication across all responsibilities.
Meet operational deliverables within tight time constraints, including during high‑volume periods and month‑end processing cycles.
Serves as the key operational owner for Arizona workflows, including the daily execution of closing processes with accuracy and timeliness