Managed Investments Product Manager

2 weeks ago

Pennington, United States Bank of America Full time
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:
The MSG Sr. Product Specialist role is responsible for managing the day-to-day activities for a domestic discretionary or non-discretionary, advisory product, which may include managing a product within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation through execution & implementation, enhancing the investment offering, overseeing the client experience, such as client exception requests and billing concerns, Manage and address adhoc requests and issues relating to Legal, Compliance, Risk & Audit inquiries, Manage product collateral such as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues

The Investment Solutions Group is responsible for providing investment insights, platforms and solutions for client serviced within Global Wealth and Investment Management including Merrill Lynch Wealth Management, Private Bank and Consumer Investments.

As a member of the Managed Investments team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business in the administration and oversight of the more than $500B in AUM, 800+ strategies and 150+ Investment Managers across the platform.

Responsibilities:
  • Lead the oversight of the SMAs, Internal Model Portfolios (CIO), Research Based models, and Third-Party Models - Investment Manager Models (IMM) across the IAP, SPS and Consumer channels.
  • Lead annual business due diligence review process.
  • Work with internal partners and Third-Party Asset Managers to address ongoing product maintenance and escalated issues and see through to resolution.
  • Assist in the maintenance of both SMA and Model inbox and ensure correspondence is responded to in timely manner.
  • Assist in the coordination of ongoing new SMAs and Models launches.
  • Work with CIO and Third-Party Asset Managers to ensure collateral required to support the model offering is current and complete.
  • Ensure materials are prepared for routine distribution and/or ad hoc presentations/reporting.
  • Lead ad-hoc projects as they arise.
Skills:
  • Experience with investment products, including mutual funds, ETFs, SMAs, money market funds and model portfolios
  • 5+ years of wealth management experience, preferred
  • Excel, Access or database experience
  • Collaboration
  • Issue Management
  • Presentation Skills
  • Product Design and Development
  • Project Management
  • Agile Practices
  • Continuous Improvement
  • Critical Thinking
  • Quality Assurance
  • Adaptability
  • Change Management
  • Data and Trend Analysis
  • Executive Presence
  • Problem Solving


Minimum Education Requirement: Bachelor's degree required

Shift:
1st shift (United States of America)

Hours Per Week:
40

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