Sr. Relationship Mgr II-Onboarding Manager Product Owner

Bank of America•Charlotte, NC

2d•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 working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. The role is responsible for managing onboarding and strategic account management for Institutional clients across Global Markets, covering a broad range of asset classes including Fixed Income, Equities, Currencies and Commodities. The successful candidate will serve as a client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This role requires a balance of relationship management, regulatory awareness, technology adoption, and data-driven decision-making to ensure a best-in-class client experience.

Requirements

2-3 years Onboarding experience (asset managers, hedge funds, or other client types)
Strong understanding of institutional client needs, market structure, and regulatory considerations within Global Markets.
Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (e.g. Dodd-Frank, MiFID II, EMIR etc.).
Commercially minded with strong problem solving, relationship management and communication skills with ability to present to an audience.
Ability to collaborate across sales, product, client service and other internal teams to drive results.
Presentable, confident and client focused.
Client facing experience or ability to conduct discussions with Clients in a confident manner.
Ability to work under pressure in a team environment.
Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
Self-motivated and able to work unsupervised.
Candidate will be able to manage own time and know when to escalate.
Attention to Detail
Legal Structures and Legal Forms
Oral Communications
Prioritization
Recording/Organizing Information
Written Communications
Data Collection and Entry

Nice To Haves

Client-facing experience with Markets product knowledge.
KYC background

Responsibilities

Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
Deepens and enhances existing relationships with institutional clients during client meetings and interactions
Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients
Serve as the voice of the client, enables the strategic development of the client service model and technology platforms.
Participate in and drive collaborative efforts to advance technology adoption, and vendor-led solutions and enhancements to better serve an evolving client base.
Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction and client satisfaction.
Project manage the end-to-end onboarding process, successfully juggling multiple workstreams, timelines, and milestones to ensure smooth execution and integration.
Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the onboarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best-in-class onboarding
Protect existing revenue and to enable new revenue through fund onboards and mandates won for multi-fund launches.

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.
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume