Operations & Procedure Lead – Wealth Management

Bank of America; Addison (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Addison, IL is seeking a Business Operations professional to coordinate and deliver administrative functions for Wealth Management Operations. The role acts as a central point for senior leadership routines, supports budgeting, compliance, training, and communications, and collaborates with business partners to advance strategic priorities.

You will own transition workstreams, maintain action plans, and develop SOPs, user guides, and job aids aligned to content strategy.

Qualifications

• Minimum of 1 year of experience in business support, operations, or a similar role within a complex or regulated environment.
• Minimum of 1 year of experience coordinating and owning execution of plans or deliverables, with accountability for meeting established deadlines.
• Experience owning or supporting operational processes or deliverables end-to-end, including responsibility for outcomes and deliverable accuracy.
• Experience working within established risk management or compliance procedures as part of daily operations, including identifying risks and supporting resolution efforts.
• Proficiency with Microsoft Office and 365 tools (Outlook, Teams, Word, PowerPoint, Excel, OneNote, SharePoint) and comfort learning new systems.

Responsibilities

• Own and execute assigned procedure transition workstreams to achieve project milestones and target dates.
• Develop and maintain workstream action plans, project documentation, and required evidence files.
• Build a strong understanding of assigned lines of business, processes, systems, and operational requirements.
• Assess current-state documentation inventories and create transition design plans aligned to the content strategy.
• Develop standard operating procedures, procedures, user guides, and job aids according to established strategy.
• Build effective working relationships with process owners, subject matter experts, and team members to gather requirements, validate content, and obtain approvals.
• Guide lines of business through target-state expectations and support adoption of new documentation standards.
• Drive successful outcomes through effective coordination, organization, and stakeholder partnership.

Skills

Adaptability

Attention to Detail

Collaboration

Written Communications

Analytical Thinking

Project Management

Relationship Building

Data Collection and Entry

Data and Trend Analysis

Planning

Policies, Procedures, and Guidelines

Education

Tools

Microsoft Office 365

Job description

Bank of America in Addison, IL is seeking a Business Operations professional to coordinate and deliver administrative functions for Wealth Management Operations. The role acts as a central point for senior leadership routines, supports budgeting, compliance, training, and communications, and collaborates with business partners to advance strategic priorities.

You will own transition workstreams, maintain action plans, and develop SOPs, user guides, and job aids aligned to content strategy.