GWIM Sr Team Operations Manager - Relationship Partner

Bank of America; Jacksonville (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a GWIM Sr Team Operations Manager to lead a diverse team in Jacksonville. This role involves managing high financial and regulatory risks while ensuring exceptional client service. The ideal candidate will have strong leadership and communication skills, with a proven ability to influence outcomes and drive operational efficiency. Join a company committed to growth and inclusivity, where you can make a significant impact in a dynamic environment. Embrace the opportunity to develop your career in a supportive and innovative workplace.

Qualifications

• 3+ years of leadership experience required.
• Strong communication and delegation skills are essential.
• Understanding of Wealth Management products is necessary.

Responsibilities

• Manage a team of 15-20 associates handling client inquiries.
• Build relationships across departments to resolve issues.
• Contribute to team performance through procedural changes.

Skills

Leadership Experience

Communication Skills

Risk Management

Regulatory Compliance

Analytical Skills

Customer Service Management

Project Management

Problem Solving

Time Management

Presentation Skills

Education

High School Diploma / GED

Tools

Microsoft Office Suite

Job description

GWIM Sr Team Operations Manager - Relationship Partner page is loaded

GWIM Sr Team Operations Manager - Relationship Partner

Apply locations Jacksonville time type Full time posted on Posted 2 Days Ago job requisition id 25018677

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 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 role manages a diverse team of 15-20 non-exempt associates that involves high financial and regulatory risk exposure. The Relationship Partner Manager is responsible for managing a team of Relationship Partners who handle direct inquiries from Private Wealth branch offices.

Line Of Business Job Description:

The Relationship Partner Manager lead a team of Relationship Partners as well as a number of strategic initiatives.

Responsibilities include but are not limited to:

• Working in a fast paced environment requiring the ability to multi-task
• Building and maintaining relationships across Merrill
• Partnering with the various areas in the Home Office to review those issues and build acceptable resolution for a number of escalated and high impact issues/initiatives that further differentiates service and ops from the rest of the firm is also required.
• Getting involved with branch office management as well to resolve these issues.
• Supports team members by seeking out additional responsibilities
• Contributes to team by implementing procedural changes and sharing technical information

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Breaks down barriers to create a more inclusive environment that supports company D&I goals
• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
• Efficiently allocates and manages resources across the organization to drive short and long term profitability
• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
• Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage

Required Qualifications:

• 3+ years leadership experience
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
• Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
• Ability to multitask and simultaneously support variouspriorities
• Proficiency in Microsoft Office Suite: Excel, PowerPoint and Word

Skills:

• Issue Management
• Risk Management
• Regulatory Compliance
• Customer Service Management
• Performance Management
• Business Acumen
• Customer and Client Focus
• Problem Solving
• Talent Development
• Valuation Ethics and Practice Standards
• Attention to Detail
• Drives Engagement
• Result Orientation
• Strategic Thinking
• Time Management
• Organizational
• Project Management
• Presentation Skills
• Investment Products and Solutions

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

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