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GWIM Operations Team Lead
GWIM Operations Team Lead-March 2024
Jacksonville
Mar 17, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
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About GWIM Operations Team Lead

  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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:

  This role is responsible for providing subject matter expertise across a wealth management operations team, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries/escalations/ approvals, and team supervision to ensure processes are executed correctly. The team lead should escalate issues to the team manager when necessary. Individuals should have deep knowledge of all key functions supported.

  Responsibilities:

  Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are metProvides day-to-day training and coaching to team members while addressing employee inquiries and escalationsMonitors team service levels, volume and performance metric reporting, escalating concerns where appropriateResearches complex operational and client requests, issues and escalations to identify root cause and assist with remediation efforts and solutionsIdentifies and recommends opportunities for process improvement and risk mitigation to senior managementSupports risk management and audit processes, including identification of issues, development of mitigation strategies and exam preparation

  This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  Managerial Responsibilities:

  Diversity & Inclusion: Creates an inclusive team where members are treated fairly and respectfully.Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity and continuous improvement.Enterprise Advocate: Delivers clear and concise messages that motivate, convey the "why" and connect contributions to business results.Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.People Manager & Coach: Knows and develops team members through coaching and feedback.Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

  Skills:

  • Oral Communication

  • Written Communication

  • Analytical Thinking

  • Data Analysis

  • Research

  • Problem Solving

  • Workflow Management

  • Coaching

  • Teamwork

  • Organization

  • Multitasking

  • Microsoft Excel

  • Microsoft Outlook

  • System Navigation

  • Investment Products and Solutions

  This is an individual contributor that provides day-to-day supervision for a small unit or work team in an operations function in a specific product or service area. The Team Lead will provide support with escalated requests, supervisor approvals, and in line controls of the functions supported. Exercise the ability to act as a Subject Matter Expert and may be responsible for keeping line of business procedures up to date and accurate, in line with all policies, laws, rules, and regulations. Able to identify and recommend process improvement opportunities, provide coaching and development to production agents in support of continuous improvement.

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

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