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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
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Job Description:
Investment Solutions Group (ISG) provides access to a comprehensive wealth management platform that can help clients easily identify and prioritize goals, create a plan and a personalized strategy. Through a highly effective investment process, the organization provides investment solutions across all product platforms and asset classes through a comprehensive due diligence and oversight process for client portfolios. It also coordinates the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach.
This role will report to the ISG Business Governance and Enablement Executive and will be responsible to support the Head of ISG with executive briefings, staff planning and certain cross ISG initiatives . Responsibilities include:
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
Responsibilities include:
• Collaborate with staff across the organization on business enablement special projects and initiatives
• Prepare and manage executive-level reports, talking points, presentations and agendas
• Support executive briefings and board related meetings
• Maintains prioritized action plans for the Head of ISG, pending deliverables, while addressing appropriate items themselves
• Prepares Head of ISG for and follows up on internal and external meetings. When needed, participates directly in meetings and follows up with the relevant parties
• Coordinate internal executive ISG communications, employee engagement, ISG leadership meetings and ISG staff events
• Acts as trusted advisor to the head of ISG providing insights and recommendations
Qualifications:
• 8+ years of financial industry experience
• Excellent written and verbal communication skills
• Experience/knowledge of wealth management organization and business
• Well-developed business judgment and experience
• Strong planning and project management skills with the ability to prioritize work in alignment with organization strategic goals
• Excellent project management abilities, including creating timelines and reports
• Operates with a high level of integrity. Knows what information is sensitive and maintains discretion and confidentiality
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$92,700.00 - $169,400.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
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.