Information Management Consultant - Institutional Retirement - Interface & Transmission Lead

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.

Responsibilities:

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures

• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk

• Drives execution of complex financial and non-financial client transactions

• Supports process improvements, requirements, and initiatives across multiple stakeholders

• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality 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

Skills:

• Account Management

• Attention to Detail

• Customer and Client Focus

• Problem Solving

• Written Communications

• Analytical Thinking

• Controls Management

• Prioritization

• Result Orientation

• Mentoring

• Research

• Trade Operations Management

LOB Job Description:

The Institutional Retirement Interface & Transmission Lead is responsible for managing all aspects of data integration file testing projects.  These projects involve Institutional clients who change from one payroll provider to another and require transmissions be established to direct payroll funds into retirement plans.  Products can include 401(k), Equity, Non-Qualified, Defined-Benefit, and Employee Stock Purchase Plans.  The Lead must support integration projects through analytical thinking, problem resolution, project management and process improvement.  The role will have extensive interaction with the client, outside vendors and internal partners.  The Lead must have the ability to manage multiple projects at a given time and prioritizing daily responsibilities to meet deliverables expected by the client.

Required Skills:

• Excellent project management skills, including the ability to prioritize work, meet deadlines, influence others to get work done and hold them accountable

•  Highly organized with exceptional attention to detail

• Self starter attitude; Demonstrates initiative while working independently

• Strong written and verbal communication skills

• ·Strong ability to influence/challenge and negotiate to keep all parties engaged in the process

• Advanced Microsoft Office suite products such as PowerPoint and Excel skills

Desired Skills:

• 3-5 years retirement plan administration experience

• Prior project management experience

• Understanding of data file layout specifications

• Prior knowledge of 401K and equity plans

• Strong understandin