Bank of America Corporation

Information Management Team Lead

Bank of America Corporation • $80K — $95K *
Jacksonville, FL 32210In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in information management operations or related roles.
  • Foundational knowledge of various investment types including equities and fixed income.
  • Strong proficiency in Microsoft Office, with a focus on Excel for data analysis.
  • Proven ability to investigate and resolve data discrepancies and operational exceptions.
  • Familiarity with regulatory requirements and risk management practices in financial services.

Responsibilities

  • Manage day-to-day team workflow to ensure operational efficiency and accuracy.
  • Conduct training and coaching sessions for team members on key processes.
  • Respond to escalated employee inquiries and facilitate resolutions.
  • Monitor team performance metrics and service levels, escalating issues when necessary.
  • Perform quality assurance reviews and manage supervisory approvals of team outputs.
  • Research complex client and operational inquiries to find and address underlying issues.
  • Identify areas for process enhancements and provide recommendations to senior management.

Benefits

  • Opportunities for professional development and training.
  • Supportive team culture promoting knowledge sharing.
  • In-house resources for enhancing operational practices.
  • Potential for career advancement within the Wealth Management Operations team.
Full Job Description
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.

LOB Description

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Team Lead within the Wealth Management Performance Operations Team. The Information Management Team Lead will support the Wealth Management Performance Operations organization by coordinating the day-to-day workflow for one or more performance operations functions. Key responsibilities include maintaining a deep expertise on the process, ensuring daily workflows are operating smoothly, and resolving moderately complex performance outliers and inquiries.

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
  • Lead and coordinate the day-to-day workflow of assigned performance operations functions to ensure service level commitments and production deadlines are consistently met.
  • Serve as the primary subject matter expert for the operational processes supported.
  • Monitor operational processes and controls, proactively identifying workflow issues, risks, and opportunities for process improvement.
  • Analyze and resolve moderately complex performance exceptions, data discrepancies, and client or advisor inquiries, ensuring accurate and timely outcomes.
  • Perform quality reviews and validation activities to maintain the integrity, completeness, and accuracy of performance data, reports, and calculations.
  • Assist in the development, enhancement, and documentation of operating procedures, workflows, and controls to support a scalable operating environment.
  • Provide coaching, training, and daily work direction to team members, fostering knowledge development and operational consistency.
  • Support the implementation of process enhancements, system upgrades, and strategic initiatives aimed at improving operational efficiency and reducing risk.
  • Utilize data analysis and reporting tools to identify performance trends, operational metrics, and areas requiring attention or escalation.
  • Ensure adherence to regulatory requirements, internal policies, risk management standards, and departmental procedures.
  • Escalate material issues and emerging risks appropriately while driving timely resolution and communication to leadership.


Required Qualifications:
  • Experience investigating and resolving data discrepancies for investments, data quality issues, and operational exceptions.
  • Foundational knowledge of investment types (equity, fixed income, alternative investments, cash, etc.)
  • Proficiency with Microsoft Office applications, particularly Excel.
  • Ability to interpret large data sets and perform detailed analysis to identify trends, root causes, and opportunities for improvement.
  • Understanding of operational controls, risk management practices, and regulatory requirements within financial services.

Desired Qualifications:
  • Bachelor's Degree in Finance, Economics, or related field


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


Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:
1st shift (United States of America)

Hours Per Week:
40

About Bank of America Corporation

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009. Bank of America completed the acquisition of Merrill Lynch & Co on 1 January 2009. Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2010, Bank of America Merrill Lynch appointed Christian Meissner as head of investment banking for Europe, Middle East and Africa. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single division. In October 2013, Bank of America Merrill Lynch was recognised as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards.

Bank of America Corporation Careers

Join the dynamic team at Bank of America Corporation, a premier global financial institution where innovation, leadership, and growth go hand in hand. As one of the largest banks in the world, we offer unparalleled job opportunities and a culture that values diversity, inclusion, and professional growth. Work You’ll Do At Bank of America Corporation, you’ll be part of a team that’s dedicated to making a real difference. Whether you’re helping families buy their first home, advising businesses on expansion, or developing cutting-edge financial technologies, your work will have an impact. Our commitment to leadership in the financial industry has never been stronger, and we need passionate, skilled professionals to lead our journey. Explore a World of Opportunities From entry-level positions to leadership roles, Bank of America Corporation offers a variety of career paths in areas such as investment banking, technology, marketing, and risk management. Our job opportunities span the globe, providing the chance to work alongside the best in the industry and develop skills that will propel your career forward. Internship Programs Kickstart your career with Bank of America Corporation’s internship programs. These opportunities provide hands-on experience and a chance to engage in meaningful work that complements your academic studies. Interns gain invaluable networking opportunities, receive mentorship from seasoned professionals, and learn about the culture and operations of a global financial leader. Benefits and Growth Bank of America Corporation is committed to the well-being and continuous professional development of our team members. We offer a competitive benefits package that supports the health, financial stability, and work-life balance of our employees. Our training programs and development initiatives ensure that every team member has the opportunity to grow and advance within the company. Inclusive Culture We believe our strength lies in our diversity. Bank of America Corporation fosters an inclusive environment where all employees can thrive. Through diversity training and a commitment to equal opportunities, we cultivate leadership and innovation that reflect the wide-ranging communities we serve. Join Our Team Are you ready to advance your career at a company that’s at the forefront of the financial industry? Explore the positions available at Bank of America Corporation and find where your skills and interests align with our needs. We are continuously hiring and looking for individuals who are curious, creative, and eager to drive change. Stay Connected Keep up to date with the latest from Bank of America Corporation Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that match your career interests and get insider tips that can help you during your application and interview process. Bank of America Corporation is not just a company—it’s a place where you can shape your future and the future of finance. Join us and be part of a team that’s redefining what a bank can be.
Learn more about Bank of America Corporation
Size
208,000 employees
Market Cap
$260.3 billion
Industry
Finance & Insurance
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ
BAC
* Ladders Estimates

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