Wealth Management Record Keeping & Reporting Technology Executive

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 building and leading an organization to deliver technology products and services that meet strategic business outcomes. Key responsibilities include enabling the portfolio strategy by setting strategic technology outcomes creating a resource and people development strategy managing the financial and resource plan advocating and advancing organizational agility improving end-to-end processes and promoting learning and improvement. Job expectations may include coaching mentoring and driving leadership succession planning and development of employees.

Position Summary:

• Provides executive leadership for Wealth Management record-keeping and reporting technology delivering missioncritical middle and backoffice platforms across Brokerage and Private Bank businesses.

• Owns Wealth recordkeeping capabilities that underpin regulatory integrity client reporting and scalable client servicing.

• Oversee brokerage processing across statements tax reporting trade confirmations and client communications ensuring accuracy resilience and regulatory compliance.

• Advances the application of AI and intelligent automation to modernize bookkeeping operationsimproving data quality accelerating processing strengthening controls and enabling predictive insights across the wealth lifecycle.

• Partners with business and operations leaders to leverage technology and AI as a strategic differentiator for client experience advisor productivity and sustainable growth.

Responsibilities:

• Manages relationships with business and technology executives/sponsors and vendors for technical products and understands the work deliverables and performance of the Technology Management team by following outcomes from business and client feedback

• Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers by sponsoring opportunities that improve processes staying close to teams and their experiences and identifying new opportunities to enhance efficiency and gain a competitive advantage

• Conducts portfolio level resourcing and financial management activities establishes target outcomes through objectives and key results tracks strategic technology outcomes aligned to the portfolio strategy and promotes the organization and its resources to achieve them

• Facilitates performance and career development of teams through performance reviews coaching and creating development plans that are needed to build competencies and skills

• Establishes a culture of risk and compliance management ensuring the organization is compliant with all applicable policies and standards

• Ensures that execution is aligned with Portfolio strategy by working with Portfolio Product Executives and other value stream stakeholders

• Manages procurement vendor evaluations and negotiating vendor contracts for technical products and services for the organization

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: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.

• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness champion data driven decision-making and removes obstacles to optimize operations.

• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose results and success.

• Risk Manager: Inspects and challenges risk controls governance and culture to ensure the timely identification escalation debate and remediation of risk across the organization.

• People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

• Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.

• Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization while supporting enterprise talent needs.

• Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the banks capabilities to meet client needs and to gain competitive advantage.

Required Qualifications:

• Provide enterprise technology leadership for Wealth Management Operations and Servicing delivering resilient scalable platforms that underpin critical business processes and client outcomes.

• Own and evolve client and associate reporting capabilities across the full financial transaction lifecycle including trade confirmations tax reporting account statements and client communications.

• Set and drive the strategic technology agenda in close partnership with business and operations leaders translating business priorities into differentiated futureready platforms.

• Apply deep technology expertise and commercial acumen to maximize return on investment accelerate delivery outcomes and continuously improve execution discipline.

• Lead largescale digital transformation simplification and automation initiatives to strengthen operational excellence efficiency and control.

• Maintain endtoend accountability for technology risk across owned applications platforms and services ensuring operational resilience and strong control posture.

• Ensure full compliance with enterprise policies and all applicable laws rules and regulatory requirements.

Leadership Competencies:

• Establish clear organizational vision and goals; drive performance accountability and sustained employee engagement across a complex multilayered organization.

• Build strong management systems and operating rhythms that promote inclusive leadership disciplined execution datadriven decisionmaking and continuous talent development.

• Exercise rigorous financial stewardship actively managing expenses and investment tradeoffs with appropriate consideration of risk return and enterprisewide impact.

• Foster a culture of transparency and constructive challenge where risk is openly discussed understood and proactively managed at all levels.

• Lead by example setting the standard for leadership excellence; coach inspect and elevate managerial capability to strengthen organizational effectiveness and succession.

Skills:

• Business Acumen

• Financial Management

• Influence

• Result Orientation

• Risk Management

• Analytical Thinking

• Collaboration

• Data Management

• Stakeholder Management

• Technical Strategy Development

• Architecture

• DevOps Practices

• Solution Delivery Process

• Solution Design

• User Experience Design

Minimum Education Requirement: Bachelors degree or equivalent experience

Shift:

Hours Per Week:

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