Information Management Team Lead - Institutional Retirement Performance Operations
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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 providing subject matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, approvals, and team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager when necessary, while maintaining a deep knowledge of all key functions supported.
- Responsibilities:
- Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
- Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
- Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations
- Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
- Conducts quality assurance reviews and provides routine supervisory manager approvals
- Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
- Identifies and recommends opportunities for process improvement and risk mitigation to senior management
- Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Account Management
- Adaptability
- Analytical Thinking
- Critical Thinking
- Written Communications
- Active Listening
- Collaboration
- Problem Solving
- Stakeholder Management
Line of Business Job Description:
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an information Management Team Lead role within the Institutional Retirement Performance Operations group. This group is responsible for maintaining accurate client performance returns, onboarding clients to the Merrill Institutional Consulting performance platform, and supporting incoming branch office inquiries for the Merrill Institutional Consulting branch office network. The Team Lead supports a wide variety of issues relating to account level rates of return, onboarding and moderately complex performance questions and acts as a liaison between the team and business partners to ensure timely resolution of issues and/or support of new enhancements.
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 information
Pay range
$28.69 - $32.46 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This 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.
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