Information Management Consultant

Bank of America; England; On-site; GBP 52,000 - 129,000; Full time

Job summary

A leading financial institution is seeking an Information Management Consultant to enhance client interactions by managing data flow and resolving complex inquiries. This position demands strong analytical and communication skills, with opportunities for career growth and an inclusive workplace environment that prioritizes employee welfare.

Benefits

Industry-leading benefits

Paid time off

Discretionary incentive eligibility

Qualifications

• Extensive analytical and problem-solving skills.
• Strong organizational and communication skills.
• Ability to manage multiple responsibilities and prioritize.

Responsibilities

• Perform complex activities supporting data movement for financial information.
• Lead resolution of client issues while ensuring compliance and risk management.
• Review and update procedures to maintain current and accurate documentation.

Skills

Account Management

Attention to Detail

Customer and Client Focus

Problem Solving

Written Communications

Analytical Thinking

Controls Management

Prioritization

Result Orientation

Mentoring

Research

Trade Operations Management

Tools

Microsoft Office Suite

SQL

Job description

Information Management Consultant page is loaded

Information Management Consultant

Apply locations Pennington Chandler time type Full time posted on Posted 4 Days Ago job requisition id 25014438

Job Description:

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 a diverse and 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.

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 complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise.

Responsibilities:

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
• Drives execution of complex financial and non-financial client transactions
• Supports process improvements, requirements, and initiatives across multiple stakeholders
• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
• Reviews and updates procedures as needed to ensure they are accurate and up-to-date

Skills:

• Account Management
• Attention to Detail
• Customer and Client Focus
• Problem Solving
• Written Communications
• Analytical Thinking
• Controls Management
• Prioritization
• Result Orientation
• Mentoring
• Research
• Trade Operations Management

Business Description:

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, the Investment Information Management teams receives, maintains and manages various types of investment information used for processes and activities across Merrill and Private Bank. This includes information such as investment prices, client identification data, dividends, interpreting client documents and reviewing performance data.

As part of Wealth Management OperationsClient Data Governance, this individual will be responsible for supporting new and ongoing efforts impacting various Data Health incidents specific to client data and transaction data. This includes completion of in-depth analysis, updates, and reporting related to incidents. This individual will work closely with the Line of Business, Data Management and Technology partners to support in depth analysis for ongoing defects identified. This may include the coordination of work among various lines of businesses, ensuring Data/Systems Owners are aware incidents and resolving.

Responsibilities

• Extensive analytical and problem-solving skills with high attention to detail
• Strong organizational skills
• Strong written/verbal communication skills.
• Has extensive understanding of data quality rules.
• Ability to work and lead in a team environment while achieving individual goals.
• Providing quality service and effective and efficient operations support for internal business and technology partners
• Extensive knowledge of FINRA rules and errors specific to CAT 2e
• Has a high-level understanding of GWIM Client and Account Data Systems
• Detailed understanding of data transport across multiple systems and applications
• Provides quality, effective, and efficient support for internal business partners

Required Skills:

• Knowledge of Trading Rules and Trading Platform
• Excellent oral and written communication skills
• Strong organizational skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines.
• Strong Ability to take data and produce executive level information.
• Proficient in Microsoft Office Suite (Excel, PowerPoint)
• The ability to handle and analyze large data sets.
• Ability to react quickly and effectively to changes in project/program scope, direction and responsibilities.

Desired Skills:

• Previous project experience is a plus
• Experience with client and account data
• SQL

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Princeton Place At Hopewell Bldg. 4 (NJ2140)Pay and benefits informationPay range$52,400.00 - $128,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

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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. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Regardless of the position you are interested in, the starting points to building your resume are the same:
1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2.Think about why you can do the job and make a list of your skills that are relative to the job.
3.Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4.Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume
•Do be brief. Resumes should be 1-2 pages in length.
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•Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
•Don't be dishonest, always tell the truth about yourself in the most flattering light.
•Don't include salary history or requirements.
•Don't include references.
•Don't include accomplishments that do not support your professional goals.
• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
•Don't use italics, underlining, shadows or other fancy treatments.

Seven steps to a successful interview
1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.