Bank Of America Sr Relationship Manager II - Global Markets 

United States, New York, New York 

920866565

Line of Business Job Description:

The Client Delivery & Onboarding Readiness role supports our global team of Client-facing Onboarding managers with delivery of strategy through various activities. This requisite requires someone with Client facing experience and markets product knowledge.

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.

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
• Driving our “just do it’s” within strategy forward
• Key role to be part of design & delivery of how we evolve across people, process & systems to support client and onboarding strategies
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Ensure BofA is industry leading in onboarding – exceeding expectations (through analytics, voice of client review, business readiness and reporting), enhancing the on-boarding / integration client experience with BofA (voice of the client analysis), aligning with client strategies (continuous delivery within the global team, innovation and evolution), themes and ensuring we deliver against strategic plans for best in class on-boarding
• 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.
• Critical to take information and create the Onboarding Org narrative/story to progress competitively

Required Qualifications:

• 2+ years'experience in markets and/or onboarding
• Extensive knowledge of asset manager, hedge fund, corporate client structures
• Excellent communications skills and ability to present to an audience; good presentation skills (verbal and PPT/Excel etc)
• Client facing experience
• Familiarity with regulatory requirements with a view to discuss best practices and compliance as needed (US and/or EU)
• Knowledge of AML / KYC and Regulatory requirements for client on-boarding
• Presentable, confident and client focused
• Ability to work under pressure in a team environment; juggle competing priorities and self-manage the pipeline
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Desired Qualifications:

• Comprehensive understanding of Onboarding lifecycle and variations by client entity / LOB / Product
• Experience in Operations or Business Support

Skills:

• Attention to Detail
• Legal Structures and Legal Forms
• Oral Communications
• Prioritization
• Recording/Organizing Information
• Written Communications
• Data Collection and Entry

1st shift (United States of America)