Information Management Consultant

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!

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
• Drives execution of complex financial and non-financial client transactions
• Supports process improvements, requirements, and initiatives across multiple stakeholders
• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies and exam preparation
• Reviews and updates procedures as needed to ensure they are accurate and up-to-date

• Account Management
• Attention to Detail
• Customer and Client Focus
• Problem Solving
• Written Communications
• Analytical Thinking
• Controls Management
• Prioritization
• Result Orientation
• Mentoring
• Research
• Trade Operations Management

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

As part of Wealth Management Operations (WMO),Investment Information Management Organization, this position is an Information Management Consultant role within the Institutional Retirement Performance Operations group. This group is responsible for maintaining timely and accurate client performance returns for Merrill Institutional Consulting Institutional Performance Reports. The Information Management Consultant supports the performance measurement analysts to ensure the performance review process is executed in a timely and accurate manner.

• 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 line.
• 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.
• Ensures all daily initiatives, deliverables, and events are completed timely and accurately.
• Performs quality assurance reviews, testing and training to ensure a high-performance accuracy of performance metrics and quality standards.
• The role includes researching and resolving complex issues, assisting with escalations, and working well with business partners.
• Assists with audit requests and inquiries, reviewing and updating team…