Consumer Investments Managed Strategy

Bank of America; South Dakota; On-site; USD 108,000 - 164,000; Full time

Job summary

Bank of America is seeking an Enterprise role focused on MGIA/MGI strategy, technology enhancements, and product launches. The incumbent will own ongoing tech issue resolution, oversee enrollment notes tool design, and supervise partnerships to guide strategic management across the bank.

Responsibilities also include driving process improvements, mentoring specialists, and delivering a client-focused culture while aligning with budget and performance metrics.

Qualifications

• Series 7 and 66 licenses required.
• Self-motivated and delivery focused.
• Promotes a client-first mindset among the team.

Responsibilities

• Implements improvements to drive the growth of overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness
• Develops and analyzes procedures to enhance unit and/or product-related activities
• Builds partnerships across the bank, integrates and drives strategic management activities, and mentors specialists to deliver a client relationship focused culture
• Identifies process improvement opportunities, influence, and build processes
• Drives collaborative message in partnership with process owners and business controls
• Oversees budget and expense management, reports, and forecasts for specific areas

Skills

Attention to Detail

Change Management

Oral Communications

Process Management

Risk Management

Collaboration

Customer and Client Focus

Decision Making

Problem Solving

Result Orientation

Business Analytics

Process Design

Process Simplification

Recording/Organizing Information

Written Communications

Education

High School Diploma or equivalent

Job description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Enterprise Job Description:
Responsible for MGIA/MGI strategy including Tech enhancements, FSA feedback, product launches, ongoing tech issues, Enrollment Notes tool design, supervision partnership, PWA strategy.

Include owning ongoing tech issue resolution, upcoming product enhancements, design strategy, Incorporation of FSA feedback, Notes tool enhancements and design changes.

• Implements improvements to drive the growth of overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness


• Develops and analyzes procedures to enhance unit and/or product-related activities


• Builds partnerships across the bank, integrates and drives strategic management activities, and mentors specialists to deliver a client relationship focused culture


• Identifies process improvement opportunities, influence, and build processes


• Drives collaborative message in partnership with process owners and business controls


• Oversees budget and expense management, reports, and forecasts for specific areas

Required Qualifications

• Series 7, 66


• Self-motivated and delivery focused


• Promotes a client-first mindset among the team

Desired Qualifications

• Drives Engagement


• Leadership Development and Relationship Building


• Project Management


• Client Experience Branding


• Executive Presence


• Sales Strategy


• Customer Experience Improvement


• Decision Making and Strategic Thinking


• Ability to build and foster enterprise relationships across all levels of the organization


• Communicates strategic business plans and tactical sales goals to team members


• Excellent oral and written communication skills

Skills:

• Attention to Detail


• Change Management


• Oral Communications


• Process Management


• Risk Management


• Collaboration


• Customer and Client Focus


• Decision Making


• Problem Solving


• Result Orientation


• Business Analytics


• Process Design


• Process Simplification


• Recording/Organizing Information


• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay and benefits information

Pay range

$108,000.00 - $163,800.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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.

Benefits

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.