Wealth Management Transactions Lead

Bank of America; Addison (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking an experienced operations professional to oversee day‑to‑day transaction processing within Wealth Management Operations. The role emphasizes accuracy, timeliness, and service quality, including training, coaching, address inquiries, escalations, approvals, and supervising the team.

You will work within Wealth Management Operations to ensure end‑to‑end processing of securities settlements and custody, balancing trades, depositing dividends, and maintaining risk and

Qualifications

• 3+ years of experience in securities operations, settlement, custody, or related operational environment.

Responsibilities

• Performs completeness, accuracy and risk assessment of outgoing payments or according to the established guidelines and procedures.

Skills

Attention to Detail

Prioritization

Analytical Thinking

Problem Solving

Research

Written Communications

Numerical Reasoning

Tools

Microsoft Office

Job description

Bank of America is seeking an experienced operations professional to oversee day‑to‑day transaction processing within Wealth Management Operations. The role emphasizes accuracy, timeliness, and service quality, including training, coaching, address inquiries, escalations, approvals, and supervising the team.

You will work within Wealth Management Operations to ensure end‑to‑end processing of securities settlements and custody, balancing trades, depositing dividends, and maintaining risk and