Information Management Team Lead

Bank of America; Jacksonville (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Bank of America is seeking an Information Management Team Lead within Wealth Management Performance Operations to coordinate day-to-day workflows and ensure data integrity.

The role emphasizes training, issue resolution, risk mitigation, and collaboration across teams, with an onsite expectation and a focus on operational excellence.

This position offers opportunities to develop expertise and contribute to enterprise-wide data management initiatives.

Qualifications

• Experience investigating and resolving data discrepancies for investments and operational exceptions.
• Foundational knowledge of investment types (equity, fixed income, alternatives, cash).
• Proficiency with Microsoft Excel and other Office tools.
• Ability to interpret large data sets and perform detailed trend analysis.
• Understanding of operational controls, risk management, and regulatory requirements.

Responsibilities

• Perform moderately complex activities supporting data gathering and movement of financial information.
• Coordinate and manage team workflow across systems to ensure daily processes are accurate.
• Provide day-to-day training and coaching to team members and address inquiries.
• Monitor service levels, volumes and performance metrics, escalate issues when needed.
• Lead quality assurance reviews and obtain supervisory approvals.
• Identify root causes in issues and assist with remediation and process improvements.

Skills

Attention to Detail

Customer and Client Focus

Oral Communications

Account Management

Adaptability

Analytical Thinking

Critical Thinking

Written Communications

Active Listening

Collaboration

Problem Solving

Stakeholder Management

Education

Bachelor's Degree in Finance, Economics, or related field

Tools

Excel

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!

This job is responsible for providing subject matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, approvals, and team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager when necessary, while maintaining a deep knowledge of all key functions supported.

LOB Description

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Team Lead within the Wealth Management Performance Operations Team. The Information Management Team Lead will support the Wealth Management Performance Operations organization by coordinating the day-to-day workflow for one or more performance operations functions. Key responsibilities include maintaining a deep expertise on the process, ensuring daily workflows are operating smoothly, and resolving moderately complex performance outliers and inquiries.

Responsibilities

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
• Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations
• Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
• Conducts quality assurance reviews and provides routine supervisory manager approvals
• Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
• Identifies and recommends opportunities for process improvement and risk mitigation to senior management
• Lead and coordinate the day-to-day workflow of assigned performance operations functions to ensure service level commitments and production deadlines are consistently met
• Serve as the primary subject matter expert for the operational processes supported
• Monitor operational processes and controls, proactively identifying workflow issues, risks, and opportunities for process improvement
• Analyze and resolve moderately complex performance exceptions, data discrepancies, and client or advisor inquiries, ensuring accurate and timely outcomes
• Perform quality reviews and validation activities to maintain the integrity, completeness, and accuracy of performance data, reports, and calculations
• Assist in the development, enhancement, and documentation of operating procedures, workflows, and controls to support a scalable operating environment
• Provide coaching, training, and daily work direction to team members, fostering knowledge development and operational consistency
• Support the implementation of process enhancements, system upgrades, and strategic initiatives aimed at improving operational efficiency and reducing risk
• Utilize data analysis and reporting tools to identify performance trends, operational metrics, and areas requiring attention or escalation
• Ensure adherence to regulatory requirements, internal policies, risk management standards, and departmental procedures
• Escalate material issues and emerging risks appropriately while driving timely resolution and communication to leadership

Required Qualifications

• Experience investigating and resolving data discrepancies for investments, data quality issues, and operational exceptions
• Foundational knowledge of investment types (equity, fixed income, alternative investments, cash, etc.)
• Proficiency with Microsoft Office applications, particularly Excel
• Ability to interpret large data sets and perform detailed analysis to identify trends, root causes, and opportunities for improvement
• Understanding of operational controls, risk management practices, and regulatory requirements within financial services

Desired Qualifications

• Bachelor's Degree in Finance, Economics, or related field

Skills

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Critical Thinking
• Written Communications
• Active Listening
• Collaboration
• Problem Solving
• Stakeholder Management

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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