Transaction Management Ops Consultant

Bank of America; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a high-impact professional to join the Global Equity Operations team. This role focuses on leading complex, end-to-end processes within institutional equity trade processing, including capture, allocations, matching, settlement, and regulatory compliance across global markets.

You will partner with Operations, Technology, Front Office, Risk, Compliance, Finance, and external utilities to design and implement strategic solutions that enhance efficiency, controls, and

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
• Lead strategic initiatives supporting the Institutional Trade Processing organization across global equity markets.
• Partner with Technology teams to define business requirements and deliver operational improvements, automation solutions, and system enhancements.
• Identify opportunities to improve Straight Through Processing (STP), reduce manual intervention, and mitigate operational risk.
• Manage large-scale projects associated with regulatory change, market structure developments, settlement modernization, and industry initiatives.
• Conduct end-to-end reviews of operational workflows to identify process gaps, control weaknesses, and efficiency opportunities.
• Develop business cases, project plans, executive presentations, and progress reporting for senior management.
• Coordinate implementation activities across Operations, Technology, Risk, Compliance, Finance, and Front Office stakeholders.
• Drive adoption of strategic solutions and oversee change management efforts across impacted organizations.

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

The Strategic Initiatives team within Global Equity Operations is responsible for driving transformational change across the Institutional Trade Processing organization. This role serves as a key partner to Operations, Technology, Front Office, Risk, Compliance, Finance, and Industry Utilities to design and implement strategic solutions that improve operational efficiency, strengthen controls, reduce risk, and enhance the client experience.

The successful candidate will lead complex cross-functional initiatives impacting the institutional equity trade lifecycle, including trade capture, allocations, affirmations, matching, settlement, inventory management, exception processing, and regulatory compliance. The role requires a combination of strategic thinking, project management, operational expertise, and strong stakeholder management skills.

The candidate will play a critical role in delivering operational transformation initiatives, supporting regulatory and market structure changes, driving automation opportunities, and ensuring the organization remains scalable and resilient in an evolving marketplace.

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
• Lead strategic initiatives supporting the Institutional Trade Processing organization across global equity markets.
• Partner with Technology teams to define business requirements and deliver operational improvements, automation solutions, and system enhancements.
• Identify opportunities to improve Straight Through Processing (STP), reduce manual intervention, and mitigate operational risk.
• Manage large-scale projects associated with regulatory change, market structure developments, settlement modernization, and industry initiatives.
• Conduct end-to-end reviews of operational workflows to identify process gaps, control weaknesses, and efficiency opportunities.
• Develop business cases, project plans, executive presentations, and progress reporting for senior management.
• Coordinate implementation activities across Operations, Technology, Risk, Compliance, Finance, and Front Office stakeholders.
• Drive adoption of strategic solutions and oversee change management efforts across impacted organizations.
• Support initiatives involving institutional trad