Consumer Investments Managed Strategy

Bank of America
  • Jacksonville, Florida
    18 days ago

    Job Description

    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!

    Enterprise Job Description:
    Responsible for MGIA/MGI strategy including Tech enhancements, FSA feedback, product launches, ongoing tech issues, Enrollment Notes tool design, supervision partnership, PWA strategy.

    Include owning ongoing tech issue resolution, upcoming product enhancements, design strategy, Incorporation of FSA feedback, Notes tool enhancements and design changes.

    •           Implements improvements to drive the growth of overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness

    •           Develops and analyzes procedures to enhance unit and/or product-related activities

    •           Builds partnerships across the bank, integrates and drives strategic management activities, and mentors specialists to deliver a client relationship focused culture

    •           Identifies process improvement opportunities, influence, and build processes

    •           Drives collaborative message in partnership with process owners and business controls

    •           Oversees budget and expense management, reports, and forecasts for specific areas

    Required Qualifications:

    •           Series 7, 66

    •           Self-motivated and delivery focused

    •           Promotes a client-first mindset among the team     

    Desired Qualifications:

    •           Drives Engagement

    •           Leadership Development and Relationship Building

    •           Project Management

    •           Client Experience Branding

    •           Executive Presence

    •           Sales Strategy

    •           Customer Experience Improvement

    •           Decision Making and Strategic Thinking

    •           Ability to build and foster enterprise relationships across all levels of the organization

    •           Communicates strategic business plans and tactical sales goals to team members

    •           Excellent oral and written communication skills    

    Skills:

    • Attention to Detail
    • Change Management
    • Oral Communications
    • Process Management
    • Risk Management
    • Collaboration
    • Customer and Client Focus
    • Decision Making
    • Problem Solving
    • Result Orientation
    • Business Analytics
    • Process Design
    • Process Simplification
    • Recording/Organizing Information
    • Written Communications

    Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40

    Pay Transparency details

    US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

    Pay and benefits information

    Pay range

    $108,000.00 - $163,800.00 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.

    Benefits

    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.

    Numbers & Facts

    LocationJacksonville, Florida

    Skills

    • Alliance/Partner Managementunmatched
    • Analysis Skillsunmatched
    • Budget Managementunmatched
    • Business Analysisunmatched
    • Business Planunmatched
    • Call Centersunmatched
    • Career Developmentunmatched
    • Change Managementunmatched
    • Communication Skillsunmatched
    • Consumer Brandingunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Data Processingunmatched
    • Detail Orientedunmatched
    • Expense Managementunmatched
    • Expense Reportsunmatched
    • Flexible Spending Accountsunmatched
    • Forecastingunmatched
    • Investment Strategyunmatched
    • Leadershipunmatched
    • Management Strategyunmatched
    • Mentoringunmatched
    • Militaryunmatched
    • Performance Metricsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Procedure Developmentunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Process Managementunmatched
    • Product Designunmatched
    • Product/Service Launchunmatched
    • Project/Program Managementunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Sales Strategyunmatched
    • Series 7unmatched
    • Strategic Planningunmatched
    • Talent Managementunmatched
    • Team Playerunmatched
    • Technical Strategyunmatched
    • Writing Skillsunmatched

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