Information Management Consultant

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 a diverse and 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

Line of Business Job Description:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.  

As part of Wealth Management Operations Client Data Governance, this individual will be responsible for supporting new and ongoing efforts impacting various Consolidated Audit Trail (CAT) incidents specific to client data and transaction data. This includes completion of in-depth analysis, updates, and reporting related to incidents. This individual will work closely with the Line of Business, Data Management and Technology partners to support in depth analysis for ongoing defects identified. This may include the coordination of work among various lines of businesses, ensuring Data/Systems Owners are aware incidents and resolving.

Responsibilities

• Extensive analytical and problem-solving skills with high attention to detail
• Strong organizational skills
• Strong written/verbal communication skills.
• Has extensive understanding of data quality rules.
• Ability to work and lead in a team environment while achieving individual goals.
• Providing quality service and effective and efficient operations support for internal business and technology partners
• Extensive knowledge of FINRA rules and errors specific to CAT 2e
• Has a high-level understanding of GWIM Client and Account Data Systems
• Detailed understanding of data transport across multiple systems and applications
• Provides quality, effective, and efficient support for internal business partners.

Required Skills:

• Knowledge of Trading Rules and Trading Platform
• Excellent oral and written communication skills
• Strong organizational skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines.
• Strong Ability to take data and produce executive level information.
• Proficient in Microsoft Office Suite (Excel, PowerPoint) 
• The ability to handle and analyze large data sets.
• Ability to react quickly and effectively to changes in project/program scope, direction and responsibilities.

Desired Skills:

• Previous project experience is a plus
• Experience with client and account data
• SQL

Shift:

Hours Per Week: