Sr Operations Team Lead bei Ghr

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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.

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.

Responsibilities:

• Resolves day-to-day problems and executes deliverables within the business unit

• Applies 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 lines

• Manages team workload and provides oversight and direction to team

• Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities

• Maintains internal, operational, and financial controls and works within risk appetite of the business unit

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

LOB Job Description:

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO).  The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments.

The Senior Operations Team Lead 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.

Opportunities exist for team members to develop leadership, project management and technological skills.  The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements, product fees and billing as well as trading.

Responsibilities include but are not limited to the following. 

• Monitor accounting transactions and completion of annual financial statements and related activities for Charitable Gift Funds. Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products

• Analysis of received data to ensure system supportability

• Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met

• Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations

• Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate

• Conducts quality assurance reviews and provides routine supervisory manager approvals

• Testing of system enhancements based upon business initiatives

• Frequent communication with internal and external business partners

• Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions

• Identifies and recommends opportunities for process improvement and risk mitigation to senior management

• Represents the team on various stakeholder calls and meetings

• Involved in numerous initiatives to support the business, including building relationships, improving processes and supporting projects.              

Required Qualifications:

• Proven history of performing accounting and reconciliations functions.

• Proven history of effective ownership and accuracy with an emphasis on attention to detail

•  Intellectually curious with a desire to identify and implement innovative solutions

• Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment

• Ability to think critically while effectively managing and finding resolutions to complex situations independently

• Acts proactively to identify, control, and mitigate risks

• Excellent follow-up and organizational skills

• Provide outstanding personalized service and exhibit professionalism in all situations

• Proficient in Microsoft Office Suite with a strong background in Excel

Desired Qualifications:

• Knowledge of Alternative Investments

• Knowledge of Accounting and Financial Statement audits​

This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift:

Hours Per Week: