Transaction Management Ops Consultant

Bank of America; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America in Charlotte is seeking an experienced professional for a pivotal Global Markets Operations role focusing on Prime Brokerage settlements and client service. You will manage end-to-end settlement activities, resolve complex client issues, and deliver executive-level reports.

The role requires 4–5 years in global markets operations and strong communication skills. It offers an in-office culture with opportunities for collaboration and career growth within a major financial

Qualifications

• 4-5 years of Global Markets Operations experience.
• 4-5 years of experience with Prime Brokerage Clients for settlement related queries.
• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time.

Responsibilities

• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk.
• Drives execution of complex financial and non-financial client transactions. Supports process improvements and initiatives across multiple stakeholders.
• Performs quality assurance reviews, testing, and training to ensure high performance accuracy of metrics.
• Supports risk management and audit processes, including mitigation strategies.
• Reviews and updates written procedures to ensure accuracy.
• Produces executive-level reports and presentations for senior management.
• Resolves matched and unmatched trades for Clients settling in the Americas.
• Responds timely to client queries regarding settlement of trades.
• Manages client break reports and escalation as needed.
• Performs client metrics analysis and data storytelling to drive efficiency.

Skills

Global Markets Operations

Prime Brokerage

Client Service

Excellent Communication

Work Under Pressure

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 independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end‑to‑end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive‑level reports and presentations.

LOB Job Description

Main point of contact for Prime Brokerage Clients for settlement related queries within BofA across products, markets, entity, trade status. Candidate must provide premium Client service and manage the risk and exposure of the clients\' trading activity. Continuous Improvement efforts in the form of process enhancements, client analysis, or pushing strategic change are key in the role and acheiving operational efficiency. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients and business partners on all settlement operational issues.

Responsibilities

• Leads end‑to‑end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk


• Drives execution of complex financial and non‑financial client transactions- Supports process improvements, requirements, and initiatives across multiple stakeholders


• Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards


• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation


• Reviews and updates written procedures to ensure accuracy


• Supports operational team projects and production of executive‑level reports and presentations for senior management as needed


• Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America).


• Timely response to client queries regarding the settlement of their trades.


• Client fails reporting


• Break reconciliation investigation and resolution


• Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency.

Required Qualifications

• 4-5 years of Global Markets Operations experience


• 4-5 years of experience with Prime Brokerage Clients for settlement related queries across products, markets, entity, trade status


• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner


• Excellent communications skills and ability to present to an audience


• Ability to work under pressure in a team environment.


• Self‑motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escape.


• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

Desired Qualifications

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions


• Excels in working among diverse viewpoints to determine the best path forward


• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner


• Commitment to challenging the status quo and promoting positive change.


• Participate in and drive collaborative efforts to advance tools, technology, and ways of wo