Wealth Management Record Keeping & Reporting Technology Executive

Bank of America • Pennington, AL

4d • $175,000 - $325,000 • 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 building and leading an organization to deliver technology products and services that meet strategic business outcomes. Key responsibilities include enabling the portfolio strategy by setting strategic technology outcomes, creating a resource and people development strategy, managing the financial and resource plan, advocating and advancing organizational agility, improving end-to-end processes, and promoting learning and improvement. Job expectations may include coaching, mentoring, and driving leadership succession planning and development of employees. Position Summary: Provides executive leadership for Wealth Management record-keeping and reporting technology, delivering mission‑critical middle‑ and back‑office platforms across Brokerage and Private Bank businesses. Owns Wealth record‑keeping capabilities that underpin regulatory integrity, client reporting, and scalable client servicing. Oversee brokerage processing across statements, tax reporting, trade confirmations, and client communications, ensuring accuracy, resilience, and regulatory compliance. Advances the application of AI and intelligent automation to modernize bookkeeping operations—improving data quality, accelerating processing, strengthening controls, and enabling predictive insights across the wealth lifecycle. Partners with business and operations leaders to leverage technology and AI as a strategic differentiator for client experience, advisor productivity, and sustainable growth.

Requirements

• Provide enterprise technology leadership for Wealth Management Operations and Servicing, delivering resilient, scalable platforms that underpin critical business processes and client outcomes.
• Own and evolve client and associate reporting capabilities across the full financial transaction lifecycle, including trade confirmations, tax reporting, account statements, and client communications.
• Set and drive the strategic technology agenda in close partnership with business and operations leaders, translating business priorities into differentiated, future‑ready platforms.
• Apply deep technology expertise and commercial acumen to maximize return on investment, accelerate delivery outcomes, and continuously improve execution discipline.
• Lead large‑scale digital transformation, simplification, and automation initiatives to strengthen operational excellence, efficiency, and control.
• Maintain end‑to‑end accountability for technology risk across owned applications, platforms, and services, ensuring operational resilience and strong control posture.
• Ensure full compliance with enterprise policies and all applicable laws, rules, and regulatory requirements.
• Establish clear organizational vision and goals; drive performance, accountability, and sustained employee engagement across a complex, multi‑layered organization.
• Build strong management systems and operating rhythms that promote inclusive leadership, disciplined execution, data‑driven decision‑making, and continuous talent development.
• Exercise rigorous financial stewardship, actively managing expenses and investment trade‑offs with appropriate consideration of risk, return, and enterprise-wide impact.
• Foster a culture of transparency and constructive challenge, where risk is openly discussed, understood, and proactively managed at all levels.
• Lead by example, setting the standard for leadership excellence; coach, inspect, and elevate managerial capability to strengthen organizational effectiveness and succession.
• Business Acumen
• Financial Management
• Influence
• Result Orientation
• Risk Management
• Analytical Thinking
• Collaboration
• Data Management
• Stakeholder Management
• Technical Strategy Development
• Architecture
• DevOps Practices
• Solution Delivery Process
• Solution Design
• User Experience Design
• Bachelor’s degree or equivalent experience

Responsibilities

• Manages relationships with business and technology executives/sponsors and vendors for technical products and understands the work deliverables and performance of the Technology Management team by following outcomes from business and client feedback
• Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers by sponsoring opportunities that improve processes, staying close to teams and their experiences, and identifying new opportunities to enhance efficiency and gain a competitive advantage
• Conducts portfolio level resourcing and financial management activities, establishes target outcomes through objectives and key results, tracks strategic technology outcomes aligned to the portfolio strategy, and promotes the organization and its resources to achieve them
• Facilitates performance and career development of teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
• Establishes a culture of risk and compliance management, ensuring the organization is compliant with all applicable policies and standards
• Ensures that execution is aligned with Portfolio strategy by working with Portfolio Product Executives and other value stream stakeholders
• Manages procurement, vendor evaluations, and negotiating vendor contracts for technical products and services for the organization

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 5,001-10,000 employees