Senior Operations Team Lead

Bank of America; Deerwood Club (FL); On-site; USD 63,000 - 124,000; Full time

Job summary

Bank of America Corporation is seeking an Operations Manager to oversee the Wealth Management Performance Operations team. The role focuses on meeting deadlines, coordinating tasks, and guiding staff while addressing complex problems and ensuring policy adherence.

You will work with cross-functional partners to resolve performance data issues and drive improvements. The position emphasizes on-site work with a focus on end-to-end processes, risk considerations, and training peers to maintain

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
• Experience in high-volume, time-sensitive environments, consistently meeting SLAs
• 1+ year of experience with financial markets and investment assets (equity, fixed income, alternatives)
• Experience tracking and monitoring KPIs for an operational process
• At least 6 months of training, coaching, or guidance to others to meet quality standards

Responsibilities

• Resolves day-to-day problems and delivers within the business unit
• Adheres to end-to-end processes and bank regulatory policies in decision making
• Manages team workload with oversight and direction
• Identifies efficiency improvements and drives process enhancements
• Maintains internal, operational, and financial controls within risk appetite
• Understands end-to-end process flows and risk considerations for performance data
• Supports training and knowledge transfer to ensure consistent execution and quality

Skills

Leadership Development

Performance Management

Process Management

Process Performance Management

Talent Development

Account Management

Client Management

Customer Service Management

Relationship Building

Business Operations Management

Policies, Procedures, and Guidelines

Risk Management

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!

Job Description:

This job is responsible for overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Line of Business Description:

Upon receipt of performance data, the Wealth Management Performance Operations team addresses performance inquiries, return outliers, and onboarding items. The team confirms data, researches issues, and works with partners to correct or complete performance information, ensuring exact performance reporting results are available on the platforms to support advisors and clients.

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

Required 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

Desired Qualifications

• Basic understanding of wealth management or retirement products and performance reporting methodologies
• Experience in the financial services, wealth management industry and/or operations
• Experience collaborating with cross‑functional partners, including technology, vendors, controls, and advisory teams, to resolve issues and support business initiatives

Skills:

• Leadership Development
• Performance Management
• Process Management
• Process Performance Management
• Talent Development
• Account Management
• Client Management
• Customer Service Management
• Relationship Building
• Business Operations Management
• Policies, Procedures, and Guidelines
• Risk 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

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits informationPay range$63,000.00 - $124,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.