Sustaining Operations Program Manager Pixel jobs

Job Description:

Job Description:
This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities.

The Project Management function supports the Non-financial Regulatory Reporting, Tax and Credit Reporting Operations portfolio of change by partnering with functional stakeholders and technology groups to prioritize and implement initiatives driven by business, legal, regulatory, compliance or market requirements. The function is seeking to recruit a Project Manager to support the ‘Non-Financial Regulatory Reporting (NFRR) Change Management program, which aims to deliver a centralized report preparation capability focused on reducing risk, improving the accuracy and completeness of NFRR reporting and adhering to data policies & standards.

Responsibilities:

• Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
• Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
• Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators
• Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders
• Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives
• Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
• Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations

Skills:

• Process Design
• Program Management
• Project Management
• Reporting
• Strategy Planning and Development
• Issue Management
• Oral Communications
• Presentation Skills
• Prioritization
• Problem Solving
• Performance Management
• Process Performance Management
• Process Simplification
• Risk Management
• Workforce Planning

• At least 4 years of project management experience
• Understanding of Operations processing & regulatory requirements
• Track record of delivering projects to plan and on budget.
• Ability to assess an ill-defined problem and propose the tasks & deliverables that will be necessary to achieve the desired outcome.
• Ability to manage and communicate with stakeholders at different levels.
• Knowledge of structured project management methods.
• Proficient with MS products: Word, Excel, PowerPoint, Project and Visio.
Desired Skills:

• Knowledge of Operational processing within Global Banking / Markets – ideally with particular knowledge of Non-Financial Regulatory Reporting or similar regulatory mandates.
• Proficiency in process design / process mapping
• Working knowledge of Agile methods and tools
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Description:

Merrill 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.

What you’ll accomplish

• Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices

• This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved

• Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk

• Coach advisors in supporting the company strategy and continuing to grow their businesses.

Responsibilities:

• Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel

• Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures

• Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct

• Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses

• Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience

• Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products

Key Qualifications for the role:

• Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way

• A deep appreciation and understanding of our client centric strategy

• Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation

• Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk

• Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction

• Strong time management and organization skills with the ability to prioritize appropriately

Desired Qualifications:

• Bachelor's degree or equivalent work experience

• Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​

Skills:

• Decision Making

• Influence

• Negotiation

• Problem Solving

• Risk Management

• Adaptability

• Business Acumen

• Collaboration

• Oral Communications

• Relationship Building

• Business Operations Management

• Client Solutions Advisory

• Planning

• Talent Development

• Written Communications

Job Description:

Merrill 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.

Job Description:

This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

• Oversees the client service experience and reviews the approval of new client accounts

• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

• Managing the branch's Wealth Management Client Associates and Service Support Staff

• Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

• Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

• Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

• Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience ​

Key Qualifications for the role:

• Current or previous Merrill Wealth Management experience strongly preferred

• Self-motivated and client centric

• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

• Prior trend analysis experience

• Strong customer service and communication skills

• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

• Bachelor’s degree or equivalent work experience

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

Skills:

• Compensation Analysis

• Performance Management

• Process Performance Management

• Referral Management

• Workforce Planning

• Due Diligence

• Internal Audit Review

• Leadership Development

• Recruiting

• Risk Management

• Client Management

• Customer Service Management

• Employee Counseling

• Succession Planning

• Trade Operations Management

Job Description:

Merrill 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.

What you’ll accomplish

• Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices

• This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved

• Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk

• Coach advisors in supporting the company strategy and continuing to grow their businesses.

Responsibilities:

• Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel

• Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures

• Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct

• Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses

• Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience

• Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products

Key Qualifications for the role:

• Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way

• A deep appreciation and understanding of our client centric strategy

• Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation

• Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk

• Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction

• Strong time management and organization skills with the ability to prioritize appropriately

Desired Qualifications:

• achelor's degree or equivalent work experience

• Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​

Skills:

• Decision Making
• Influence
• Negotiation
• Problem Solving
• Risk Management
• Adaptability
• Business Acumen
• Collaboration
• Oral Communications
• Relationship Building
• Business Operations Management
• Client Solutions Advisory
• Planning
• Talent Development
• Written Communications

Essential Responsibilities:

• Uses data to build insights on product requirements consistent with the shared vision for the product.
• Gathers insights from the customer experience and customer needs to input to product requirements
• Analyzes research, market analysis and usability studies, research and market analysis to support data-driven decision making
• Monitors product profitability measures, including budget.
• Lead sprint planning, daily standups and retrospectives to drive execution. Interfaces with product leadership as needed.
• Partners with content developers, data scientists, product designers and user experience researchers to identify new opportunities.

Expected Qualifications:

• Minimum of 5 years of relevant work experience and a Bachelor's degree or equivalent experience.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Execute plans to build and maintain partnerships with key payment entities.
• Build rapport with operational stakeholders at partner organizations.
• Manage contracts and agreements under senior guidance.
• Partner with product and marketing teams to roll out new partnership-driven initiatives.
• Analyze partner performance data to identify areas of improvement or new opportunities.
• Track regulatory updates and competitive developments that could impact partnerships.
• Report progress on partnerships to senior leadership regularly.
• Lead internal teams in resolving partnership-related challenges.
• Collaborate with stakeholders to ensure alignment on project timelines and deliverables.
• Identify incremental opportunities for partnership expansion.

Expected Qualifications:

• 5+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

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Belonging at PayPal:

Any general requests for consideration of your skills, please

to view the notice.

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent