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Wealth Management Service Strategic Enablement Manager

Bank of America | Jacksonville FL 32246 USA | Full Time | Posted: 08/20/2019

Job Descriptiontop

Job Description:

Wealth Management Service is responsible for providing service and fraud detection support for Wealth Management & Private Bank clients; institutional retirement participants and plan sponsors; and for front office employees supporting these client populations. Our mission is to deliver exceptional, holistic client service through a goals-based wealth management approach; to Deliver the Enterprise to our Clients and Advisors while gaining efficiencies and reducing risk; to Transform business processes through digitization and simplification; and to Be the ‘Best Place to Work’.

The WM Senior Group Operations Manager will be responsible for leading cross-functional strategic priorities that simplify and transform the WM client service model. This person will shape business recommendations using both quantitative and qualitative rationale. They will lead and coordinate combined resources, and work with stakeholders and Senior Management to drive strategic direction of the business. In addition, this person will help drive front-office planning, communications and readiness in support of WM client service initiatives.

Successful candidate will be able to navigate cross-functional teams across multiple lines of business. This person will work closely with the various lines of business and key partners, including USWM/PB line of business leadership, Operations managers, Technology, Risk and Communications. High exposure to senior leaders in the Enterprise.

Key Responsibilities Include:

· Drive horizontal execution of CSWO Client Care initiatives within WM Service and Ops

· Partner with CSWO and FLU readiness leaders to coordinate training needs born out of the Operations Experience workgroup

· Coordinate change management routines to drive awareness and engagement with CSWO Client Care initiatives

· Lead horizontal Client Care initiatives identified through various inputs including escalations, insights (voice of the associate), and listening session routines in partnership with FLU leaders and support teams

· Assist Readiness Strategy leader with horizontal Ops2020 readiness initiatives within WM Service and Ops and Ops2020 Program Manager partners

· Partner with Readiness Strategy leader and Learning partners to capture and build learning plans aligned to Ops2020 initiatives

Skills Required:

· Strong analytical, critical thinking and problem solving skills, and an ability to lead/facilitate discussions across various levels of stakeholders/support partners

· Wealth Management business acumen required. Understanding Wealth Management organization and its processes and build knowledge about each of its areas

· 5+ years’ experience in both strategy and management

Enterprise Role Overview:

Manages a major segment or multiple smaller units across one or more locations in a GWIM support operations function for one or more product areas for multiple product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts or client valuations. Functions managed typically have high monetary exposure, regulatory risk and client impact. Decisions have significant impact affecting multiple operations functions, product lines and client relationships. Serves as an escalation point to resolve broad and complex operational issues. Develops and implements procedures to enhance unit productivity, efficiency and manage business change. Responsible for budget/expense management, reporting and forecasting for operations areas managed, compensation decision, talent planning, and performance management at a senior level. This associate may also be responsible for managing initiatives of significant scope and scale. Requires broad business knowledge and expertise in management gained through increasingly more responsible roles in the industry. An associate in this role would often identify strategic and functional gaps, opportunities, and solutions across multiple functions and platforms. Associates at this level are often required to interact with senior management within Operations, the Front Office, and other support units as well as managing relationships with key vendors. This role typically requires 10+ years’ experience in operations functions and a thorough working knowledge of the operational aspects, systems, and applications supporting transactions and products.


1st shift (United States of America)

Hours Per Week:


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Location Jacksonville, FL, 32246, United States
Categories Banking/Investment

Location Maptop

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Job Code 19050033

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