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Global Banking and Global Markets Onboarding and Readiness – Operations Lead
| Company | Bank of America |
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| Location | New York, NY, USA |
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| Salary | $107700 – $200000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- 5+ years in Global Markets; extensive knowledge of asset manager, hedge fund, corporate client structures and corresponding LRR
- Comprehensive understanding of Onboarding lifecycle and variations by client entity / jurisdiction / product.
- Familiarity with regulatory requirements with a view to discuss best practices and compliance as needed (US and/or EU)
- Previous experience implementing new AML / KYC and Regulatory requirements for client on-boarding.
- Presentable, confident and client focused. Client facing experience helpful to understand the voice of the client, influence our design & deliveries for clients.
- Excellent communications skills and ability to present to an audience; good presentation skills (verbal and ppt/excel etc.)
- Ability to work under pressure in a team environment; juggle competing priorities and self-manage the pipeline.
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
Responsibilities
- Develops and implements procedures to enhance productivity and efficiency and manage business change
- Serves as an escalation point to resolve broad and complex operational issues
- Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
- Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
- Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships
- Proven track record of delivering complex operational, technology and business projects across multiple teams.
- Key focus on client service and subject matter expert in AML / KYC, Client Lifecyle management, risk control and oversight.
- Driving our “just do it’s” within strategy forward.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Ensure BofA is engaged with industry conversation around Laws, Rules, Regs and implementation.
- Develops strong relationship with Global Financial Crimes team to review trends, client feedback and opportunities to improve the process. Drive BOFA to be a leader in AML space and improve client experience and ensure we deliver against strategic plans for best in class on-boarding
- Protect existing revenue and to enable new revenue through providing the data and transparency for decisions to be made, course directions to be set and processes to be enhanced.
- Key part of the role will be supporting Global Lead(s) with materials for messaging, updates, marketing, client, business updates and metrics/data representation. This will be of our Production processes as well as value-add processes. This will involve crisp presentation / decks from wide ranging information channels.
- Critical to take information and create the Onboarding Org narrative/story to progress competitively.
Preferred Qualifications
No preferred qualifications provided.
