Business Support Manager – Client Reporting

Bank of America
Published
January 5, 2022
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

Client Reporting (CR) within Wealth Management Operations (WMO) provides statement and client correspondence production and centralized cost basis support across Wealth Management.

The Business Support Manager (BSM) will report directly to the CR Managing Director and work closely with the WMO COO Team, CR Senior Managers, CR Business Support and CR Risk Management to support business management routines and strategic initiatives.

This role will be responsible for managing critical segments and key functional areas including Headcount Forecasting, Employee Onboarding, Business Continuity, Real Estate, Metric Reporting, Strategic Initiatives and Employee Engagement.

This role requires an in-depth knowledge of the department and functional areas and strategic Initiatives may be limited in scope to a department/function or may have broader cross-functional or inter-departmental implications.

Responsibilities include, but are not limited to: 

  • Manages key deliverables across 3 CR Senior Managers to ensure work is completed timely and accurately, while managing a diverse range of functions for a 150+ department

  • Produce executive-ready results with an extreme attention to detail for executive level meetings, town hall presentations, business presentations and department communications

  • Collaborate with the WMO COO team, Learning & Leadership Development (L&LD), HR and Finance to support business management routines, department wide initiatives, high priority projects and critical deadlines

  • Partner with the existing Business Controls Manager and Administrative Assistant to manage business routines and define and execute CR Employee Engagement strategy

  • Control organizational health and business reporting routines including Operational Health and PRC metric reporting, metric rationalization assessments, headcount forecasting, hierarchy maintenance, recognition budgets, and mandate completion tracking

  • Lead current Return to Office strategy in accordance with real estate planning, occupancy forecasting and employee technology implementation

  • Execute targeted CR employee communications and support Employee Engagement events

    Required Skills

  • 5-7 years of relevant experience

  • Highly organized and motivated self-starter who can deliver results with minimal direction

    Desired Skills

  • Bachelor’s degree

  • Advanced skills with Microsoft Office tools (Excel, PowerPoint, Word) required with ability to analyze data, distill key data points and effectively present information

  • Experience with SharePoint

  • Experience with collecting and reporting metrics

  • Experience creating dynamic presentations

  • Experience driving tasks, initiatives and project plans across multiple teams

  • Ability to multi-task and manage multiple priorities to meet deliverables

  • Ability to influence and drive collaboration across diverse groups

  • Process oriented with keen attention to detail

  • Strong communication skills, both written and verbal

  • Proactively builds deep relationship with teammates/key partners

  • Excels at adapting to changing business needs with ability to balance multiple competing priorities in an extremely dynamic environment

  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate tasks

  • Self-directed, analytical, detail oriented and thorough

  • Working knowledge of general bank policies, programs and procedures

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

-->

Job Description:

Client Reporting (CR) within Wealth Management Operations (WMO) provides statement and client correspondence production and centralized cost basis support across Wealth Management.

The Business Support Manager (BSM) will report directly to the CR Managing Director and work closely with the WMO COO Team, CR Senior Managers, CR Business Support and CR Risk Management to support business management routines and strategic initiatives.

This role will be responsible for managing critical segments and key functional areas including Headcount Forecasting, Employee Onboarding, Business Continuity, Real Estate, Metric Reporting, Strategic Initiatives and Employee Engagement.

This role requires an in-depth knowledge of the department and functional areas and strategic Initiatives may be limited in scope to a department/function or may have broader cross-functional or inter-departmental implications.

Responsibilities include, but are not limited to: 

  • Manages key deliverables across 3 CR Senior Managers to ensure work is completed timely and accurately, while managing a diverse range of functions for a 150+ department

  • Produce executive-ready results with an extreme attention to detail for executive level meetings, town hall presentations, business presentations and department communications

  • Collaborate with the WMO COO team, Learning & Leadership Development (L&LD), HR and Finance to support business management routines, department wide initiatives, high priority projects and critical deadlines

  • Partner with the existing Business Controls Manager and Administrative Assistant to manage business routines and define and execute CR Employee Engagement strategy

  • Control organizational health and business reporting routines including Operational Health and PRC metric reporting, metric rationalization assessments, headcount forecasting, hierarchy maintenance, recognition budgets, and mandate completion tracking

  • Lead current Return to Office strategy in accordance with real estate planning, occupancy forecasting and employee technology implementation

  • Execute targeted CR employee communications and support Employee Engagement events

    Required Skills

  • 5-7 years of relevant experience

  • Highly organized and motivated self-starter who can deliver results with minimal direction

    Desired Skills

  • Bachelor’s degree

  • Advanced skills with Microsoft Office tools (Excel, PowerPoint, Word) required with ability to analyze data, distill key data points and effectively present information

  • Experience with SharePoint

  • Experience with collecting and reporting metrics

  • Experience creating dynamic presentations

  • Experience driving tasks, initiatives and project plans across multiple teams

  • Ability to multi-task and manage multiple priorities to meet deliverables

  • Ability to influence and drive collaboration across diverse groups

  • Process oriented with keen attention to detail

  • Strong communication skills, both written and verbal

  • Proactively builds deep relationship with teammates/key partners

  • Excels at adapting to changing business needs with ability to balance multiple competing priorities in an extremely dynamic environment

  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate tasks

  • Self-directed, analytical, detail oriented and thorough

  • Working knowledge of general bank policies, programs and procedures

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:
Client Reporting (CR) within Wealth Management Operations (WMO) provides statement and client correspondence production and centralized cost basis support across Wealth Management.

The Business Support Manager (BSM) will report directly to the CR Managing Director and work closely with the WMO COO Team, CR Senior Managers, CR Business Support and CR Risk Management to support business management routines and strategic initiatives.

This role will be responsible for managing critical segments and key functional areas including Headcount Forecasting, Employee Onboarding, Business Continuity, Real Estate, Metric Reporting, Strategic Initiatives and Employee Engagement.

This role requires an in-depth knowledge of the department and functional areas and strategic Initiatives may be limited in scope to a department/function or may have broader cross-functional or inter-departmental implications.

Responsibilities include, but are not limited to: 

  • Manages key deliverables across 3 CR Senior Managers to ensure work is completed timely and accurately, while managing a diverse range of functions for a 150+ department

  • Produce executive-ready results with an extreme attention to detail for executive level meetings, town hall presentations, business presentations and department communications

  • Collaborate with the WMO COO team, Learning & Leadership Development (L&LD), HR and Finance to support business management routines, department wide initiatives, high priority projects and critical deadlines

  • Partner with the existing Business Controls Manager and Administrative Assistant to manage business routines and define and execute CR Employee Engagement strategy

  • Control organizational health and business reporting routines including Operational Health and PRC metric reporting, metric rationalization assessments, headcount forecasting, hierarchy maintenance, recognition budgets, and mandate completion tracking

  • Lead current Return to Office strategy in accordance with real estate planning, occupancy forecasting and employee technology implementation

  • Execute targeted CR employee communications and support Employee Engagement events

    Required Skills

  • 5-7 years of relevant experience

  • Highly organized and motivated self-starter who can deliver results with minimal direction

    Desired Skills

  • Bachelor’s degree

  • Advanced skills with Microsoft Office tools (Excel, PowerPoint, Word) required with ability to analyze data, distill key data points and effectively present information

  • Experience with SharePoint

  • Experience with collecting and reporting metrics

  • Experience creating dynamic presentations

  • Experience driving tasks, initiatives and project plans across multiple teams

  • Ability to multi-task and manage multiple priorities to meet deliverables

  • Ability to influence and drive collaboration across diverse groups

  • Process oriented with keen attention to detail

  • Strong communication skills, both written and verbal

  • Proactively builds deep relationship with teammates/key partners

  • Excels at adapting to changing business needs with ability to balance multiple competing priorities in an extremely dynamic environment

  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate tasks

  • Self-directed, analytical, detail oriented and thorough

  • Working knowledge of general bank policies, programs and procedures

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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