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Bank Of America Business Enablement Executive - Managed Account Advisor 
United States, New Jersey, Jersey City 
4833391

02.07.2024


Strategic Initiatives and Planning

  • Ensure strong connectivity and alignment of initiatives across client channels including Consumer Investments, MLWM and Private Bank where appropriate.
  • Develop and execute annual operating plan to support strategic priorities across ISG and GWIM
  • Evaluate marketplace innovation, trends, changes, and potential implications to business (risk, opportunities, andconsiderations).
  • Partner with MAA/ISG leaders to define technology enhancements responsive to client needs, business opportunities and within our operational risk framework.
  • Partner across GWIM to identify opportunities to further streamline and scale the business to deliver overall operational excellence.

Operating Discipline

  • Identify / implement opportunities to improve operating model.
  • Work collaboratively across the MAA team and broader ISG, GWIM and Enterprise teams.
  • Ensure a robust risk management framework & culture.
  • Along with the rest of the MAA Leadership team, help to foster an inclusive culture and ensure MAA employee engagement is robust, active, and relevant.

Role Requirements

  • 15+ years of financial industry experience
  • Demonstrated leadership proficiency in risk mitigation, operating results, and product/platform management.
  • Strategic, logical, and creative thinker with an ability to translate strategy into clear objectives and translate pragmatic tactics that drives results.
  • Ability to lead through collaboration and proficiency to develop frameworks to drive consistent execution and transparency across the broader teams.
  • Experience/knowledge of wealth management organization and business
  • Strong analytical skills and financial acumen with ability to identify trends, understand cause and effect.
  • Demonstrated industry knowledge. (i.e., clients, competitors, products, etc.)
  • Well-developed business judgment and experience.
  • Series 65, or 66 preferred, but can be obtained within 120 days of hire
1st shift (United States of America)