SR Operations Team Lead

SR Operations Team Lead

Jacksonville, Florida;Addison, Texas

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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 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.

LOB Description :

The Trade Support Manager oversees the middle office Trade Support team and provides ongoing training and guidance to teammates. The Trade Support manager will be responsible for providing daily oversight of the trading and operational support to Private Bank. The Manager endorses the timely and accurate delivery and settlement of Equity and Fixed Income security transactions. The manager will lead projects and initiatives that elevate client service, mitigate risk and to create operational efficiency. This role interacts regularly with traders, portfolio managers, technology teams, control partners and auditors.

Responsibilities:

• Daily escalation point for exceptions involving trading, custodian banks, brokers and fund accounting

• Oversight of trade matching, affirmation and the delivery of security transactions to custodian banks and interested parties

• Leading department initiatives and projects that enhance client service, improve straight through processing and reduce risk

• Working with technology and business partners to create business cases, secure funding and implement to production on mutually agreed upon schedules

• Developing positive relationships with all internal and external contacts

• Reviewing and updating department procedures and policies

• Ensuring all Trade Support Service Level Agreement's are adhered to

• Ensuring compliance to all levels of audit and compliance (laws, rules and regulations)

Required Qualifications:

• 5 years of experience in an investment operations role supporting trade related functions or equivalent

• Exhibits excellent judgment and decision making skills

• Collaborative mindset with an ability to partner with others to address exceptions

• Intellectually curious with a desire to identify and implement innovation

• Strong verbal and written communication skills

• Extremely detail oriented

• Ability to work under pressure and balance multiple assignments

• High personal standards of conduct and integrity

• Career oriented teammate seeking to grow within the organization

• Solid understanding of fixed income and equity investments (including options)

• Team player that is able to learn other tasks and operations

Desired Qualifications :

• Technical competence on Trade Support best practices

• Experience with Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess a plus​

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:

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.

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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.

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

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

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