Senior Operations Team Lead

Back to search results Senior Operations Team Lead Jacksonville, Florida; Pennington, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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.Line of Business Description:Upon receipt of performance data, the Wealth Management Performance Operations team addresses performance inquiries, return outliers, and onboarding items. The team confirms data, researches issues, and works with partners to correct or complete performance information, ensuring exact performance reporting results are available on the platforms to support advisors and clients.Responsibilities:Resolves day-to-day problems and executes deliverables within the business unitApplies 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 linesManages team workload and provides oversight and direction to teamEvaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunitiesMaintains internal, operational, and financial controls and works within risk appetite of the business unitDemonstrates a strong understanding of end‑to‑end process flows, including upstream and downstream impacts, process controls, and risk considerations associated with performance data managementServes as a subject matter expert, supporting knowledge transfer by helping with training, coaching, and guidance of peers to ensure consistent execution, quality standards, and process adherenceRequired Qualifications: 2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures1+ year leading and executing process changesDemonstrated experience working in high‑volume, time‑sensitive environments, consistently meeting SLAs1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investmentsExperience tracking and monitoring key performance indicators for an operational processMinimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectationsAbility to analyze and transform data into Microsoft Excel, using pivot tables, lookup functions and data validationAbility to manage multiple priorities independently while keeping strict attention to detail and accuracyDesired Qualifications:Basic understanding of wealth management or retirement products and performance reporting methodologiesExperience in the financial services, wealth management industry and/or operationsExperience collaborating with cross‑functional partners, including technology, vendors, controls, and advisory teams, to resolve issues and support business initiativesSkills:Leadership DevelopmentPerformance ManagementProcess ManagementProcess Performance ManagementTalent DevelopmentAccount ManagementClient ManagementCustomer Service ManagementRelationship BuildingBusiness Operations ManagementPolicies, Procedures, and GuidelinesRisk Management Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26040775 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. New Jersey pay and benefits information New Jersey pay range: $63,000.00 - $124,300.00 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 Share: Save job Job saved