Sr Operations Team Lead

Chandler, TX - USA

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

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 overseeing the Operations team and ensuring they meet deadlines execute and coordinate tasks. Key responsibilities include identifying analyzing and resolving complex problems ensuring adherence to operations procedures providing guidance to employees handling exception requests and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Responsibilities:

Resolves day-to-day problems and executes deliverables within the business unit
Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
Manages team workload and provides oversight and direction to team
Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities
Maintains internal operational and financial controls and works within risk appetite of the business unit

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.

Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge data driven decisions simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate convey the why and connects contributions to business results.
Risk Manager: Leads and encourages the identification escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owners mindset.
Enterprise Talent Leader: Recruits on-boards and develops talent and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management structure and routines.

Wealth Management Operations Description:

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

LOB Description:

Within WMO Investment Information Management teams execute manual processes and monitor automated processes to accurately receive and manage investment information such as updating prices and dividends monitoring investment performance accuracy and validating client data. Performance accuracy measures the automatic generated rates of return on client accounts to ensure the return accurately represents how the clients holdings have performed.

Team Description:

As part of Wealth Management Operations (WMO) Investment Information Management Organization this candidate is responsible for overseeing the Funds Dividends Operations team and ensuring they meet deadlines execute and coordinate tasks. Key responsibilities include identifying analyzing and resolving complex problems ensuring adherence to operations procedures providing guidance to employees handling exception requests and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Responsibilities:

Apply comprehensive knowledge of endtoend processes to make sound operational decisions that align with bank policies regulatory expectations and riskmitigation requirements.
Maintain strong internal operational and financial controls while enforcing adherence to established metrics procedures and the business units risk appetite.
Provide leadership and oversight to associates including workload management coaching escalation support and quality review of team outputs.
Identify process inefficiencies recommend improvements and lead implementation efforts that enhance accuracy control effectiveness and operational scalability.
Serve as a trusted execution partner by upholding core operational disciplines and delivering consistent highquality execution across all responsibilities.
Build and maintain effective professional partnerships with analysts fund partners and internal teams to support seamless coordination and issue resolution.
Act as primary liaison with fund partners including scheduling and leading meetings and presenting during annual fund visits.
Research and resolve complex operational issues ensuring rootcause identification and sustainable solutions.
Support executivelevel presentations audit requests regulatory inquiries and key strategic initiatives.
Review and approve time tracking maintain team templates and procedures and ensure documentation remains accurate and current.
Serve as a Process Delegate within the Process Owner Portal maintaining the aligned Single Process Inventory and ensuring full process documentation accuracy.
Demonstrate disciplined detailoriented analytical thinking and professional communication across all responsibilities.
Meet operational deliverables within tight time constraints including during highvolume periods and monthend processing cycles.
Serves as the key operational owner for Arizona workflows including the daily execution of closing processes with accuracy and timeliness

Required Skills:

Strong sense of ownership accountability and reliability.
Proven leadership experience with a steady consistent presence.
Ability to mentor train and develop analysts.
Capable of leading diverse teams including during highvolume periods.
Effective partnership skills with internal and external stakeholders.
Primary operational oversight experience including daily closing processes.
Strong understanding of audit risk management and recordretention standards.
Ability to support audit inquiries and maintain accurate documentation.
Skilled in driving execution of complex client transactions.
Ability to review metrics thoroughly and provide accurate input for reporting.
Experience conducting QA reviews testing and training to ensure accuracy and quality.
Ability to update procedures and templates to meet current standards.
Excellent written and verbal communication skills.
Strong attention to detail accuracy and process discipline.
Ability to work extended hours during peak volumes.
Excellent organizational and prioritization skills.
Proficiency in Microsoft Excel Outlook and general PC applications.
Schedule Requirement: Work 2:00 PM 11:00 PM EST on the last day of each month (subject to minor variation based on fund accountability).

Desired Skills:

Process Efficiency
Oral Communication
Written Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Risk Management
Microsoft Excel
Microsoft Outlook

Skills:

Leadership Development
Performance Management
Process Management
Process Performance Management
Talent Development
Account Management
Client Management
Customer Service Management
Relationship Building
Business Operations Management
Policies Procedures and Guidelines
Risk Management

Shift:

1st shift (United States of America)

Hours Per Week:

Required Experience:

Senior IC

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...

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 overseeing the Operations team and ensuring they meet deadlines execute and coordinate tasks. Key responsibilities include identifying analyzing and resolving complex problems ensuring adherence to operations procedures providing guidance to employees handling exception requests and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Responsibilities:

Resolves day-to-day problems and executes deliverables within the business unit
Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
Manages team workload and provides oversight and direction to team
Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities
Maintains internal operational and financial controls and works within risk appetite of the business unit

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.

Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge data driven decisions simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate convey the why and connects contributions to business results.
Risk Manager: Leads and encourages the identification escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owners mindset.
Enterprise Talent Leader: Recruits on-boards and develops talent and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management structure and routines.

Wealth Management Operations Description:

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

LOB Description:

Within WMO Investment Information Management teams execute manual processes and monitor automated processes to accurately receive and manage investment information such as updating prices and dividends monitoring investment performance accuracy and validating client data. Performance accuracy measures the automatic generated rates of return on client accounts to ensure the return accurately represents how the clients holdings have performed.

Team Description:

As part of Wealth Management Operations (WMO) Investment Information Management Organization this candidate is responsible for overseeing the Funds Dividends Operations team and ensuring they meet deadlines execute and coordinate tasks. Key responsibilities include identifying analyzing and resolving complex problems ensuring adherence to operations procedures providing guidance to employees handling exception requests and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Responsibilities:

Apply comprehensive knowledge of endtoend processes to make sound operational decisions that align with bank policies regulatory expectations and riskmitigation requirements.
Maintain strong internal operational and financial controls while enforcing adherence to established metrics procedures and the business units risk appetite.
Provide leadership and oversight to associates including workload management coaching escalation support and quality review of team outputs.
Identify process inefficiencies recommend improvements and lead implementation efforts that enhance accuracy control effectiveness and operational scalability.
Serve as a trusted execution partner by upholding core operational disciplines and delivering consistent highquality execution across all responsibilities.
Build and maintain effective professional partnerships with analysts fund partners and internal teams to support seamless coordination and issue resolution.
Act as primary liaison with fund partners including scheduling and leading meetings and presenting during annual fund visits.
Research and resolve complex operational issues ensuring rootcause identification and sustainable solutions.
Support executivelevel presentations audit requests regulatory inquiries and key strategic initiatives.
Review and approve time tracking maintain team templates and procedures and ensure documentation remains accurate and current.
Serve as a Process Delegate within the Process Owner Portal maintaining the aligned Single Process Inventory and ensuring full process documentation accuracy.
Demonstrate disciplined detailoriented analytical thinking and professional communication across all responsibilities.
Meet operational deliverables within tight time constraints including during highvolume periods and monthend processing cycles.
Serves as the key operational owner for Arizona workflows including the daily execution of closing processes with accuracy and timeliness

Required Skills:

Strong sense of ownership accountability and reliability.
Proven leadership experience with a steady consistent presence.
Ability to mentor train and develop analysts.
Capable of leading diverse teams including during highvolume periods.
Effective partnership skills with internal and external stakeholders.
Primary operational oversight experience including daily closing processes.
Strong understanding of audit risk management and recordretention standards.
Ability to support audit inquiries and maintain accurate documentation.
Skilled in driving execution of complex client transactions.
Ability to review metrics thoroughly and provide accurate input for reporting.
Experience conducting QA reviews testing and training to ensure accuracy and quality.
Ability to update procedures and templates to meet current standards.
Excellent written and verbal communication skills.
Strong attention to detail accuracy and process discipline.
Ability to work extended hours during peak volumes.
Excellent organizational and prioritization skills.
Proficiency in Microsoft Excel Outlook and general PC applications.
Schedule Requirement: Work 2:00 PM 11:00 PM EST on the last day of each month (subject to minor variation based on fund accountability).

Desired Skills:

Process Efficiency
Oral Communication
Written Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Risk Management
Microsoft Excel
Microsoft Outlook

Skills:

Leadership Development
Performance Management
Process Management
Process Performance Management
Talent Development
Account Management
Client Management
Customer Service Management
Relationship Building
Business Operations Management
Policies Procedures and Guidelines
Risk Management

Shift:

1st shift (United States of America)

Hours Per Week:

Required Experience:

Senior IC

Key Skills

Apply Now

About Company

Bank Of America

What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.

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Sr Operations Team Lead

Bank Of America

Chandler, TX - USA

Job Summary

Responsibilities:

Resolves day-to-day problems and executes deliverables within the business unit

Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines

Manages team workload and provides oversight and direction to team

Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities

Maintains internal operational and financial controls and works within risk appetite of the business unit

Managerial Responsibilities:This position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.

Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.

Manager of Process & Data: Demonstrates and expects process knowledge data driven decisions simplicity and continuous improvement.

Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate convey the why and connects contributions to business results.

Risk Manager: Leads and encourages the identification escalation and resolution of potential risks.

People Manager & Coach: Knows and develops team members through coaching and feedback.

Financial Steward: Manages expenses and demonstrates an owners mindset.

Enterprise Talent Leader: Recruits on-boards and develops talent and supports talent mobility for career growth.

Driver of Business Outcomes: Delivers results through effective team management structure and routines.

Wealth Management Operations Description:

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

LOB Description:

Team Description:

Responsibilities:

Apply comprehensive knowledge of endtoend processes to make sound operational decisions that align with bank policies regulatory expectations and riskmitigation requirements.

Maintain strong internal operational and financial controls while enforcing adherence to established metrics procedures and the business units risk appetite.

Provide leadership and oversight to associates including workload management coaching escalation support and quality review of team outputs.

Identify process inefficiencies recommend improvements and lead implementation efforts that enhance accuracy control effectiveness and operational scalability.

Serve as a trusted execution partner by upholding core operational disciplines and delivering consistent highquality execution across all responsibilities.

Build and maintain effective professional partnerships with analysts fund partners and internal teams to support seamless coordination and issue resolution.

Act as primary liaison with fund partners including scheduling and leading meetings and presenting during annual fund visits.

Research and resolve complex operational issues ensuring rootcause identification and sustainable solutions.

Support executivelevel presentations audit requests regulatory inquiries and key strategic initiatives.

Review and approve time tracking maintain team templates and procedures and ensure documentation remains accurate and current.

Serve as a Process Delegate within the Process Owner Portal maintaining the aligned Single Process Inventory and ensuring full process documentation accuracy.

Demonstrate disciplined detailoriented analytical thinking and professional communication across all responsibilities.

Meet operational deliverables within tight time constraints including during highvolume periods and monthend processing cycles.

Serves as the key operational owner for Arizona workflows including the daily execution of closing processes with accuracy and timeliness

Required Skills:

Strong sense of ownership accountability and reliability.

Proven leadership experience with a steady consistent presence.

Ability to mentor train and develop analysts.

Capable of leading diverse teams including during highvolume periods.

Effective partnership skills with internal and external stakeholders.

Primary operational oversight experience including daily closing processes.

Strong understanding of audit risk management and recordretention standards.

Ability to support audit inquiries and maintain accurate documentation.

Skilled in driving execution of complex client transactions.

Ability to review metrics thoroughly and provide accurate input for reporting.

Experience conducting QA reviews testing and training to ensure accuracy and quality.

Ability to update procedures and templates to meet current standards.

Excellent written and verbal communication skills.

Strong attention to detail accuracy and process discipline.

Ability to work extended hours during peak volumes.

Excellent organizational and prioritization skills.

Proficiency in Microsoft Excel Outlook and general PC applications.

Schedule Requirement: Work 2:00 PM 11:00 PM EST on the last day of each month (subject to minor variation based on fund accountability).

Desired Skills:

Process Efficiency

Oral Communication

Written Communication

Critical Thinking

Data Analysis

Research

Problem Solving

Multitasking

Collaborating

Presentation Skills

Risk Management

Microsoft Excel

Microsoft Outlook

Skills:

Leadership Development

Performance Management

Process Management

Process Performance Management

Talent Development

Account Management

Client Management

Customer Service Management

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above.