Senior Wealth Ops 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

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