Sr Relationship Manager II

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 working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.

LOB Description:

This is a role covering Global Markets Onboarding and readiness for the Americas region.  We are looking for a motivated and resourceful candidate who is a strong transformation and implementation leader.  To be successful in this role, you will need to have experience establishing, restructuring, and influencing teams across different locations and overseeing a lifecycles process which spans across multiple support partners. GM Onboarding is a relatively new organization compared to other Operations functions, we are still evolving internally and within industry which provides a vast amount of development opportunities, design opportunities and quick wins to improve.

Responsibilities:

• Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
• Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
• Deepens and enhances existing relationships with institutional clients during client meetings and interactions
• Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients

Other Responsibilities:

• Proven track record of delivering complex operational, technology and business projects across multiple teams.
• Key focus on client service and subject matter expert in AML / KYC, Client Lifecyle management, risk control and oversight.
• Driving our “just do it’s” within strategy forward.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Ensure BofA is engaged with industry conversation around Onboarding platforms and automation opportunities.
• Develops strong relationship with Clients as well as BOFA Sales and Trading teams to review trends, client feedback and opportunities to improve the process.
• Drive BOFA to be a leader in global markets onboarding space and improve client experience and ensure we deliver against strategic plans for best in class onboarding
• Protect existing revenue and to enable new revenue through providing the data and transparency for decisions to be made, course directions to be set and processes to be enhanced.
• Key part of the role will be supporting Global Lead(s) with materials for messaging, updates, marketing, client, business updates and metrics/data representation. This will be of our Production processes as well as value-add processes. This will involve crisp presentation / decks from wide ranging information channels.
• Ability to review large data sets and extract a story / soundbite which resonates with Senior Leadership while providing transparency and insight needed
• Critical to take information and create the Onboarding Org narrative/story to progress competitively.

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America,