Senior Operations Lead, Wealth Performance

94-1687665 Bank of America, National Association; Jacksonville (FL); On-site; USD 63,000 - 124,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Discretionary incentive eligible

Job summary

Bank of America Corporation seeks an operations leadership professional to oversee a performance operations team in a fast-paced financial services environment. You will resolve complex data issues, enforce procedures, and guide staff to deliver accurate results for advisors and clients.

You will manage workloads, oversee process improvements, and maintain strong controls while collaborating with partners to ensure timely, compliant performance reporting and data integrity across product lines.

Qualifications

• 2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures
• 1+ year leading and executing process changes
• Demonstrated experience working in high-volume, time-sensitive environments, consistently meeting SLAs
• 1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investments
• Experience tracking and monitoring key performance indicators for an operational process
• Minimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectations
• Ability to analyze and transform data into Microsoft Excel, using pivot tables, lookup functions and data validation
• Ability to manage multiple priorities independently while keeping strict attention to detail and accuracy

Responsibilities

• Resolves day-to-day problems and executes deliverables within the business unit
• Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
• Manages team workload and provides oversight and direction to team
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities
• Maintains internal, operational, and financial controls and works within risk appetite of the business unit
• Demonstrates a strong understanding of end-to-end process flows, including upstream and downstream impacts, process controls, and risk considerations associated with performance data management
• Serves as a subject matter expert, supporting knowledge transfer by helping with training, coaching, and guidance of peers to ensure consistent execution, quality standards, and process adherence

Skills

Leadership

Performance Mgmt

Process Mgmt

Process Performance

Talent Development

Account Mgmt

Client Mgmt

Customer Service

Relationship Building

Operations Mgmt

Policies & Guidelines

Risk Mgmt

Job description

Bank of America Corporation seeks an operations leadership professional to oversee a performance operations team in a fast-paced financial services environment. You will resolve complex data issues, enforce procedures, and guide staff to deliver accurate results for advisors and clients.

You will manage workloads, oversee process improvements, and maintain strong controls while collaborating with partners to ensure timely, compliant performance reporting and data integrity across product lines.