Transaction Management Ops Consultant

Bank of America•Charlotte, NC

About The Position

At Bank of America, this role independently processes complex transactions supporting the movement of account assets and other fulfillment processing. It owns issue resolution end to end, coordinates with multiple operations and product specialists, maintains clear and current procedures, supports projects and initiatives, and prepares executive-level reports and presentations. The consultant is the main point of contact for Prime Brokerage clients and business partners on settlement-related operational issues across products, markets, entities, and trade status. The role provides premium client service while managing risk and exposure related to clients’ trading activity. It involves daily client interaction and a focus on continuous improvement through process enhancements, client analysis, strategic change, and operational efficiency.

Requirements

4–5 years of Global Markets Operations experience.
4–5 years of experience with Prime Brokerage client settlement-related queries across products, markets, entities, and trade status.
Presentable, confident, and client-focused, with client-facing experience or the ability to conduct client discussions confidently.
Excellent communication skills and the ability to present to an audience.
Ability to work under pressure in a team environment.
Self-motivated and able to work unsupervised, manage time independently, and recognize when to escalate.
Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

Nice To Haves

Brings new thoughts and ideas to teams to drive innovation and unique solutions.
Works effectively among diverse viewpoints to determine the best path forward.
Connects with a diverse set of clients to understand future business needs and demonstrates continuous learning.
Commitment to challenging the status quo and promoting positive change.
Participates in and drives collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
Values diversity and its role in reflecting, connecting with, and meeting the diverse needs of clients and employees around the world.

Responsibilities

Lead end-to-end resolution of complex client issues and inquiries, including research, escalation, and approvals for items with high monetary risk.
Drive execution of complex financial and non-financial client transactions.
Support process improvements, requirements, and initiatives across multiple stakeholders.
Perform quality assurance reviews, testing, and training to support performance accuracy and quality standards.
Support risk management and audit processes, including identifying issues, developing mitigation strategies, and preparing for examinations.
Review and update written procedures to ensure accuracy.
Support operational team projects and prepare executive-level reports and presentations for senior management as needed.
Resolve and escalate matched and unmatched trades for clients settling in the Americas markets, including the US, Canada, and Latin America.
Respond promptly to client queries regarding trade settlement.
Prepare client fails reporting.
Investigate and resolve break reconciliations.
Perform and present client metrics analysis, using data to communicate insights and influence efficiency.