Job Information
Bank of America Information Management Consultant – Wealth Management Performance Operations in Jacksonville, Florida
Information Management Consultant – Wealth Management Performance Operations
Jacksonville, Florida;Chandler, Arizona; Pennington, New Jersey
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To proceed with your application, you must be at least 18 years of age.
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Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
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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 complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise.
Line of Business Description:
Upon receipt of performance data, the Wealth Management Performance Operations team addresses performance inquiries, return outliers, and onboarding items. The team confirms data, researches issues, and works with partners to correct or complete performance information, ensuring exact performance reporting results are available on the platforms to support advisors and clients.
Responsibilities:
Performs complex activities supporting the onboarding and ongoing maintenance of investment performance data, including confirming vendor and custodial data feeds and ensuring exact historical and ongoing performance returns are available
Leads end‑to‑end resolution of complex performance data issues and client inquiries, including research, escalation, and confirmation of resolution
Executes performance data corrections, sending vendor or technology requests, excluding securities when needed, and ensuring updates are applied accurately
Supports high‑volume workflows while consistently meeting service level agreements, prioritizing work effectively during peak periods to ensure prompt and correct delivery of performance returns
Performs quality assurance reviews of automatically generated client account rates of return
Identifies potential risks, evaluates process controls, and supports risk management and audit readiness activities, including documentation of approvals, exceptions, corrective actions, and mitigation strategies
Reviews, updates, and keeps procedures and job aids to ensure they accurately reflect current processes, system enhancements, data sources, and regulatory or business requirements
Partners with technology teams, data providers, vendors, advisory partners, and control functions to support process improvements, resolve data issues, and enhance performance data onboarding and reporting capabilities
Demonstrates a strong understanding of end‑to‑end process flows, including upstream and downstream impacts, process controls, and risk considerations associated with performance data management
Serves as a subject matter expert, supporting knowledge transfer by helping with training, coaching, and guidance of peers to ensure consistent execution, quality standards, and process adherence
Required Qualifications:
2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures
1+ year leading and executing process changes
Demonstrated experience working in high‑volume, time‑sensitive environments, consistently meeting SLAs
1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investments
Experience tracking and monitoring key performance indicators for an operational process
Minimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectations
Ability to manipulate and analyze data in Microsoft Excel, using pivot tables, lookup functions and data validation
Proven ability to manage multiple priorities independently while keeping strict attention to detail and accuracy
Desired Qualification:
Basic understanding of wealth management or retirement products and performance reporting methodologies
Experience in the financial services, wealth management industry and/or operations
Experience collaborating with cross‑functional partners, including technology, vendors, controls, and advisory teams, to resolve issues and support business initiatives
Skills:
Account Management
Attention to Detail
Customer and Client Focus
Problem Solving
Written Communications
Analytical Thinking
Controls Management
Prioritization
Result Orientation
Mentoring
Oral Communications
Critical Thinking
Adaptability
Data and Trend Analysis
Risk Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.