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Bank of America
Pennington; Jacksonville; Addison
Source: Bank of America careers · View original posting
From Bank of America's posting. “We” and “our” refer to the employer.
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!
This job is responsible for complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise.
Line Of Business Description
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, the Securities Settlement and Custody Operations teams execute manual processes and monitor automated processes to ensure all transactions associated with an account have been processed and settled such as depositing final dividend payments into the correct account, ensuring asset trades are completed without error, and balancing of trade activity.
Upon the receipt of instructions from the applicable Product Group or Fund Company, the Marketing Services and Support team ensures accuracy and completeness of the provided details. Once the instructions are validated, the team manages the information/data to set up or maintain Mutual Funds, Money Markets, Bank Products, 529s, Collective Trusts, and Alternative Investments within internal systems.
The Marketing Services and Support Alternative Investment Team is responsible for the end-to-end onboarding of Alternative Investment funds, ensuring all required documentation is complete, accurate, and compliant with internal and regulatory standards. We partner closely with ISG Product and cross-functional operational teams to coordinate onboarding activities, resolve issues, and ensure a seamless transition into ongoing support.
Our role requires a strong focus on controls, accuracy, and collaboration to ensure funds are set up correctly and efficiently.
Compensation
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)
Pay and benefits information
Pay range
$68,000.00 - $106,400.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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