AVP/VP, Sr Relationship Manager (Client Onboarding), Global Markets 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients.The candidate will be responsible for delivering end‑to‑end client onboarding for a portfolio of clients across Global Markets products, including FICC and Equities. The position requires strong coordination across internal stakeholders, effective prioritization with business partners, and continuous improvement of onboarding processes leveraging industry solutions. The role is client‑facing and requires a commitment to high‑quality service delivery

Responsibilities:

• Client facing role tasked with ensuring the successful delivery of client Onboarding requests for Markets OTC Derivative for APAC clients
• Managing internal stakeholders in the entire Onboarding cycle (AML, Documentation, Compliance, Credit, Tax, Middle Office and Front Office) to ensure overall delivery to the client within expected timeframe
• Coordinate new business pipeline management and prioritisation with the business partners and Onboarding stakeholders to ensure delivery of business development and revenue strategy
• Assisting clients with requirements for the BofA account opening process as well as providing the necessary data to clients to complete their own internal account set up when necessary
• Collaborate with the wider client onboarding team to establish a streamlined & synergised global process across multi-asset classes and market products
• Drive continuous improvements and automation/digitisation initiatives

Requirements:

- Minimum 7 years experience in client onboarding, account management or a similar operations/client facing role within financial services.
- An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.
- Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
- Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
- Experience in AI-powered tools, agents , automation or workflow tools would be advantageous.
 

Other Qualifications: 

- Excellent communications skills and ability to present to a senior audience.
- Proficiency in Mandarin, Japanese or other Asian languages to support communications with clients would be beneficial.
- Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.
- Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
- 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.