Senior Operations Consultant - Investment Information Management

Senior Operations Consultant - Investment Information Management

Jacksonville, Florida;Pennington, New Jersey

To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Senior-Operations-Consultant---Investment-Information-Management\_26031811)

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Senior-Operations-Consultant---Investment-Information-Management\_26031811)

Refer a friend

To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Senior-Operations-Consultant---Investment-Information-Management\_26031811)

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Senior-Operations-Consultant---Investment-Information-Management\_26031811)

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:

This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s). Key responsibilities include leading the design, development, and implementation of products, systems, processes, and services using discretion within the project management methodologies, with a focus on continuous improvement.

LOB Description:

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is a Senior Operations Consultant within the Wealth Management Performance Operations Team. The Senior Operations Consultant will support the Wealth Management Performance Operations organization by overseeing the completion of day-to-day workflow for one or more performance operations functions. Key responsibilities include the design, development and improvement of performance operations processes while supporting the identification and resolution of complex investment performance return outliers and inquiries.

Responsibilities:

• Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertise

• Manages projects and direct activities of a team related to special initiatives

• Advises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiatives

• Builds relationships with business partners across various Lines of Business

• Manages and defines responsibilities and accountabilities for key program and projects

• Design and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives.

• Establish, monitor, and report on key performance indicators (KPIs) and operational metrics to measure effectiveness, identify trends, and drive continuous improvement.

• Independently manage complex assignments with minimal oversight while proactively engaging appropriate stakeholders to achieve desired outcomes.

• Develop operational workflows, process maps, and system designs that improve efficiency, scalability, and risk management.

• Maintain strong relationships with LOB partners and other key process stakeholders.

Required Qualifications:

• Strong knowledge of wealth management products, investment performance, account structures, and performance-related data sources.

• 2 to 4 years experience with investments and investments products

• 1 to 3 years demonstrated success in establishing and monitoring operations metrics

• Ability to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.

• Demonstrated success collaborating across multiple business functions, including partnering with senior leaders, vendors, and other key stakeholders.

• Experience developing and delivering executive-level presentations, recommendations, and strategic communications.

• Strong critical thinking and consultative problem-solving skills, with the ability to challenge assumptions and recommend alternative solutions when appropriate.

• Experience defining and implementing operational strategies, roadmaps, and process improvements for technology or platform enhancements.

• Ability to establish and monitor operational metrics.

• Strong decision-making skills with the ability to balance risk, client impact, and operational efficiency.

• Proven ability to manage competing priorities while maintaining a high standard of quality and accuracy.

• Experience identifying root causes of operational challenges and developing sustainable corrective actions.

Desired Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, Business, Information Systems, or a related field.

• Continuing education or specialized training in investment performance measurement, wealth management, data analytics, or operational excellence is a plus.

Skills:

• Critical Thinking

• Customer and Client Focus

• Decision Making

• Problem Solving

• Risk Management

• Adaptability

• Attention to Detail

• Collaboration

• Issue Management

• Analytical Thinking

• Oral Communications

• Presentation Skills

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

© 2026 Bank of America Corporation. All rights reserved.