Information Management Team Lead page is loaded
Information Management Team Lead
Apply locations Pennington Chandler time type Full time posted on Posted Yesterday job requisition id 25001192
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
Business Description:
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an information Management Team Lead role within the Merrill Private Wealth Performance Operations group. This group is responsible for maintaining timely and accurate client performance returns for the branch office network. The team lead supports the performance measurement analysts with a wide variety of issues relating to domestic and international account performance and acts as a liaison between the team and business partners to ensure timely resolution of issues and/or support of new enhancements.
Responsibilities:
* Resolves day-to-day problems and executes deliverables within the business unit.
* Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product line.
* Manages team workload and provides oversight and direction to team.
* Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities.
* Maintains internal, operational, and financial controls and works within risk appetite of the business unit.
* Ensures all daily initiatives, deliverables, and events are completed timely and accurately.
* The Information Management Team Lead is responsible for assisting with executive level presentations, audit requests and inquiries, approving time tracking, reviewing and updating team templates and procedures, escalating issues, capacity planning, strategic initiatives, and able to meet deliverables within time constraints, especially during periods of high volume.
* The Information Management Team Lead may also be a Process Delegate within the Process Owner Portal for the aligned Single Process Inventory and ensure the process is documented and kept updated.
* Instituting effective monitoring processes relative to quality assurance levels on tasks performed by external vendors and in-house performance analysts.
* Partnering with existing vendors to enhance current product offerings, providing oversight of risk issues and framework (vendor and LOB).
Required Skills:
* Ability to work well with internal and external team partners.
* Able to lead a diverse team including during high volume periods.
* Adhering to record retention guidelines and standards
* Ensures templates are kept up to date and are working effectively.
* Ability to lead teammates and act as a strong role model within the team.
* Drives execution of complex financial and/or non-financial client transactions
* Thorough metric review and input prior to ORCIT reporting
* Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards.
* Adhering to record retention guidelines and standards
* Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation.
* Reviews and updates procedures as needed to ensure they are accurate and up to date.
* Strong written and verbal communication skills
* Strict attention to detail and accuracy
* Must be available to work extended hours during periods of high volume.
* Excellent organization skills; ability to prioritize and handle multiple tasks independently
* Proficient PC skills, including Microsoft Excel and Outlook
* Prior experience in the financial industry
* Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities.
* Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)
Desired Skills:
* Investment Performance Reporting Experience
* Process Efficiency
* Oral Communication
* Written Communication
* Critical Thinking
* Data Analysis
* Research
* Problem Solving
* Multitasking
* Collaborating
* Presentation Skills
* Risk Management
* Microsoft Excel
* Microsoft Outlook
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2.Think about why you can do the job and make a list of your skills that are relative to the job.
3.Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4.Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume
•Do be brief. Resumes should be 1-2 pages in length.
•Do be upbeat and active in your wording.
•Do emphasize what you have done clearly and concretely.
•Do be neat and well organized.
•Do have others proofread and critique your resume. Spell check. Make it error free.
•Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
•Don't be dishonest, always tell the truth about yourself in the most flattering light.
•Don't include salary history or requirements.
•Don't include references.
•Don't include accomplishments that do not support your professional goals.
• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
•Don't use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview
1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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