Information Management Consultant – Wealth Management Performance Operations

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 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.

Line of Business Description:

Upon receipt of performance data, the Wealth Management Performance Operations team addresses performance inquiries, return outliers, and onboarding items. The team confirms data, researches issues, and works with partners to correct or complete performance information, ensuring exact performance reporting results are available on the platforms to support advisors and clients.

Responsibilities:

• Performs complex activities supporting the onboarding and ongoing maintenance of investment performance data, including confirming vendor and custodial data feeds and ensuring exact historical and ongoing performance returns are available

• Leads end‑to‑end resolution of complex performance data issues and client inquiries, including research, escalation, and confirmation of resolution

• Executes performance data corrections, sending vendor or technology requests, excluding securities when needed, and ensuring updates are applied accurately

• Supports high‑volume workflows while consistently meeting service level agreements, prioritizing work effectively during peak periods to ensure prompt and correct delivery of performance returns

• Performs quality assurance reviews of automatically generated client account rates of return

• Identifies potential risks, evaluates process controls, and supports risk management and audit readiness activities, including documentation of approvals, exceptions, corrective actions, and mitigation strategies

• Reviews, updates, and keeps procedures and job aids to ensure they accurately reflect current processes, system enhancements, data sources, and regulatory or business requirements

• Partners with technology teams, data providers, vendors, advisory partners, and control functions to support process improvements, resolve data issues, and enhance performance data onboarding and reporting capabilities

• Demonstrates a strong understanding of end‑to‑end process flows, including upstream and downstream impacts, process controls, and risk considerations associated with performance data management

• Serves as a subject matter expert, supporting knowledge transfer by helping with training, coaching, and guidance of peers to ensure consistent execution, quality standards, and process adherence

Required Qualifications:

• 2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures

• 1+ year leading and executing process changes

• Demonstrated experience working in high‑volume, time‑sensitive environments, consistently meeting SLAs

• 1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investments

• Experience tracking and monitoring key performance indicators for an operational process

• Minimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectations

• Ability to manipulate and analyze data in Microsoft Excel, using pivot tables, lookup functions and data validation

• Proven ability to manage multiple priorities independently while keeping strict attention to detail and accuracy

Desired Qualification:

• Basic understanding of wealth management or retirement products and performance reporting methodologies

• Experience in the financial services, wealth management industry and/or operations

• Experience collaborating with cross‑functional partners, including technology, vendors, controls, and advisory teams, to resolve issues and support business initiatives

Skills:

• Account Management

• Attention to Detail

• Customer and Client Focus

• Problem Solving

• Written Communications

• Analytical Thinking

• Controls Management

• Prioritization

• Result Orientation

• Mentoring

• Oral Communications

• Critical Thinking

• Adaptability

• Data and Trend Analysis

• Risk Management

Shift:

Hours Per Week: