Current jobs related to Investment Advisory Program Manager - Pennington, New Jersey - Bank of America

  • Wealth Management Sophomore Summer Analyst Program

    1 month ago

    Pennington, New Jersey, United States Bank of America Full time

    Job Description & Program OverviewAt Bank of America, we provide comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams. Our Wealth Management Sophomore Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Investment Solutions Group,...

  • Actuarial and Investment Analyst Institutional Retirement Expert

    1 week ago

    Pennington, New Jersey, 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.We are committed to being a diverse and inclusive workplace for everyone. We hire...

  • Risk Governance Program Manager

    1 week ago

    Pennington, New Jersey, United States Matlen Silver Full time

    Job Title: Risk Governance Program ManagerDuration: 18 monthsLocation: Onsite (hybrid)***Due to client requirements this role is only open to W2 candidates. C2C candidates will not be considered***Job Summary:This role directly supports execution of key priorities related to effectively managing model governance for Global...

  • National Financial Solutions Advisor

    1 week ago

    Pennington, New Jersey, United States Bank of America Full time

    Job Description:At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we're looking to provide care and guidance for our clients when...

  • Business Development Officer

    4 weeks ago

    Pennington, New Jersey, United States The Bank of New York Mellon Full time

    Pershing X Business Development OfficerWe are seeking a highly skilled Business Development Officer to join our Pershing X team. As a Business Development Officer, you will be responsible for leading complex sales opportunities and driving revenue growth across all Pershing X products and services.Key Responsibilities:Identify prospective clients and lead...

  • Delivery Program Manager

    2 weeks ago

    Pennington, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Description:At the Hispanic Technology Executive Council, we strive to create a workplace that fosters diversity, equity, and inclusion. As a key member of our team, you will play a crucial role in ensuring the successful delivery of our projects.Key Responsibilities:Coordinate and facilitate project delivery, ensuring timely completion and meeting...

  • Regulatory Affairs Director

    1 week ago

    Pennington, New Jersey, United States Scientific Search Full time

    Lead Regulatory Affairs ExpertJoin a pioneering biopharma company on a mission to revolutionize the treatment of rare and serious liver diseases. As a key member of our team, you will play a pivotal role in shaping the regulatory strategy for the approval of cutting-edge treatments.Key Responsibilities:Develop and execute regulatory strategies for US FDA...

  • Data Manager

    3 days ago

    Pennington, New Jersey, United States Bank of America Full time

    Job SummaryData Manager will drive accurate, complete, and timely delivery of data. This role will work with business stakeholders and technology teams to direct commercial banking data management activities and ensure availability for use by appropriate consumers.Key ResponsibilitiesManage execution within enterprise data management standards, data quality,...

  • IT Project Manager

    1 week ago

    Pennington, New Jersey, United States BCforward Full time

    Job Title: IT Project ManagerBCforward is seeking a highly motivated IT Project Manager to lead the delivery of complex projects in a dynamic environment.Key Responsibilities:Manage and deliver projects of moderate to high complexity, ensuring timely and within-budget completion.Lead and direct the work efforts of resources, including functional and...

  • Outpatient Neurology Specialist

    3 weeks ago

    Pennington, New Jersey, United States Capital Health Full time

    About the RoleCapital Health is seeking a highly skilled Outpatient Neurologist to join our team at the Capital Institute for Neurosciences. As a key member of our neurology department, you will provide exceptional clinical care to patients with a wide range of neurological conditions.Key ResponsibilitiesDeliver high-quality outpatient neurology services to...

  • National Financial Solutions Advisor

    2 days ago

    Pennington, New Jersey, United States Bank of America Full time

    Job DescriptionAt Bank of America, we are committed to creating real, meaningful relationships with individuals and businesses across the country. Our Financial Solutions Advisors play a critical role in helping our clients achieve their financial goals and live their best financial lives.We are seeking a highly motivated and dedicated individual to join our...

  • Business Operations Manager

    4 weeks ago

    Pennington, New Jersey, United States Genesis Corp dba Genesis10 Full time

    Business Support ManagerGenesis10 is seeking a highly skilled Business Support Manager to join our team in the financial industry. This is a 12+ month contract position.Key Responsibilities:Partner with program managers to govern program forecasts and report on outcomes of financial forecasting activity.Report on and mitigate monthly variance between...

  • IT Project Manager

    3 weeks ago

    Pennington, New Jersey, United States BCforward Full time

    Job Title: IT Project ManagerWe are seeking a highly motivated IT Project Manager to join our team at BCforward. As an IT Project Manager, you will be responsible for the end-to-end management and delivery of projects of moderate to high complexity within a single or multiple departments within a business unit.Key Responsibilities:Plan, coordinate, and...

  • Technical Project Manager

    2 weeks ago

    Pennington, New Jersey, United States Genesis10 Full time

    Job Title: Technical Project ManagerGenesis10 is seeking a highly skilled Technical Project Manager to join our team in the financial industry. This is a 12+ month contract position.Responsibilities:Manage and deliver end-to-end projects of high complexity across multiple departments and business units.Lead and direct the work efforts of resources, including...

  • National Financial Solutions Advisor

    2 weeks ago

    Pennington, New Jersey, United States Bank of America Full time

    Join Our Team as a National Financial Solutions AdvisorAt Bank of America, we're committed to helping individuals and businesses achieve their financial goals. As a National Financial Solutions Advisor, you'll play a critical role in delivering exceptional client experiences and providing expert advice on banking, investment, and lending solutions.Key...

  • Dynatrace Performance Engineer

    2 days ago

    Pennington, New Jersey, United States Collabera Full time

    Job Title: Dynatrace Performance EngineerAbout the Role:We are seeking a skilled Dynatrace Performance Engineer to join our team at Collabera. As a key member of our IT department, you will be responsible for deploying, configuring, and maintaining Dynatrace solutions to ensure optimal performance and visibility.Key Responsibilities:- Deploy and configure...

  • Business Office Manager

    4 weeks ago

    Pennington, New Jersey, United States Retirement Unlimited Full time

    Business Office ManagerRetirement Unlimited, Inc. is seeking a highly skilled Business Office Manager to join our team. As a key member of our operations team, you will be responsible for managing all accounting and business office activities, ensuring seamless financial operations and exceptional resident experience.Key Responsibilities:Manage monthly...

  • Urologist Opportunity at Capital Health Medical Center

    1 week ago

    Pennington, New Jersey, United States Capital Health Full time

    Capital Health Medical Center is seeking a highly skilled Urologist to join our team of experienced physicians. Our vibrant and rapidly expanding urology practice offers a collaborative work environment, opportunities for growth, and a focus on providing exceptional patient care. **Why Choose Capital Health?**We offer a competitive compensation package, a...

  • Project Manager IT Coordinator

    1 month ago

    Pennington, New Jersey, United States Randstad Full time

    Job Title: IT Project Manager/CoordinatorJoin Randstad Digital as an IT Project Manager/Coordinator and support financial and risk analysis for GCB, BB, and ECRM Technology. This role requires strong financial management skills, including budget tracking, forecasting, and variance reporting.Key Responsibilities:Track budget and target allocations across...

  • Office Administration Manager

    3 weeks ago

    Pennington, New Jersey, United States Retirement Unlimited Full time

    Retirement Unlimited, Inc., a leading provider of Residential Living, Assisted Living, and Memory Care, is in search of a Business Office Manager to enhance our operational excellence.The Business Office Manager will oversee all financial and administrative functions, including monthly resident invoicing, accounts receivable, accounts payable, long-term care...

Investment Advisory Program Manager

2 months ago

Pennington, New Jersey, United States Bank of America Full time
Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which shapes our operations and our commitment to clients, colleagues, communities, and shareholders alike.

We are dedicated to fostering a diverse and inclusive environment, ensuring that our workplace is welcoming to individuals from various backgrounds and experiences. Our investment in our employees and their families is reflected in our competitive benefits that promote physical, emotional, and financial health.

Bank of America values collaboration while also offering flexibility tailored to the diverse roles within our organization.

Joining Bank of America means embarking on a fulfilling career with ample opportunities for learning, growth, and impactful contributions.

Position Responsibilities:
As a key member of the team, you will oversee the performance of both discretionary and non-discretionary advisory products. Your role will involve collaborating with senior Product Specialists to formulate product strategies and enhancements, alongside conducting data collection and coordination tasks.

The Program Manager will play a crucial role in managing the Client Discretion program, which encompasses a significant portfolio within the Merrill Lynch Investment Advisory Program. This position will support program management and work with various business units to assess new opportunities, translate strategic visions into actionable plans, and lead cross-functional teams in developing and advancing new business capabilities.

Key Responsibilities Include:
  • Collaborating across Investment Solutions Group to create Alternative Investment solutions for Merrill Lynch Wealth Management clients.
  • Overseeing the portfolio trading and rebalancing engine, focusing on enhancement and technology transition opportunities.
  • Managing essential product documentation, including enrollment forms, contracts, disclosure statements, and procedural manuals.
  • Executing program oversight and monitoring activities.
  • Addressing ad hoc inquiries related to Legal, Compliance, Risk, and Audit, while partnering with Operations and Technology to resolve issues raised by advisors and clients.
Required Qualifications:
  • 2-5+ years of experience in the wealth management sector, with a solid understanding of the investment advisory landscape and associated risks.
  • Possession of current FINRA Series 7 and 66 (or 63 and 65) licenses, or the ability to obtain them within 120 days of employment.
  • Exceptional organizational skills, attention to detail, and commitment to follow-through.
  • Self-motivated individual with a strong work ethic and a mindset focused on merit.
  • Proficient data analysis skills using Microsoft Excel or Microsoft Access to inform business decisions.
  • Strong written and verbal communication abilities, capable of conveying complex information clearly and concisely.
Desired Qualifications:
  • Bachelor's degree in a relevant field.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40