Sr. Relationship Mgr II-Onboarding Manager Product Owner

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 working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.

The role is responsible for managing onboarding and strategic account management for Institutional clients across Global Markets, covering a broad range of asset classes including Fixed Income, Equities, Currencies and Commodities. The successful candidate will serve as a client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This role requires a balance of relationship management, regulatory awareness, technology adoption, and data-driven decision-making to ensure a best-in-class client experience.

Responsibilities:

• Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
• Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
• Deepens and enhances existing relationships with institutional clients during client meetings and interactions
• Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients
• Serve as the voice of the client, enables the strategic development of the client service model and technology platforms.
• Participate in and drive collaborative efforts to advance technology adoption, and vendor-led solutions and enhancements to better serve an evolving client base.
• Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction and client satisfaction.
• Project manage the end-to-end onboarding process, successfully juggling multiple workstreams, timelines, and milestones to ensure smooth execution and integration.
• Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the onboarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best-in-class onboarding
• Protect existing revenue and to enable new revenue through fund onboards and mandates won for multi-fund launches.

Managerial Responsibilities:
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.

• Opportunity & Inclusion Champion: 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 & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects 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.

Required Skills:

• 2-3 years Onboarding experience (asset managers, hedge funds, or other client types)
• Strong understanding of institutional client needs, market structure, and regulatory considerations within Global Markets.
• Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (e.g. Dodd-Frank, MiFID II, EMIR etc.).
• Commercially minded with strong problem solving, relationship management and communication skills with ability to present to an audience.
• Ability to collaborate across sales, product, client service and other internal teams to drive results.
•  Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired Skills:

• Client-facing experience with Markets product knowledge.
• KYC background

Skills:

• Attention to Detail
• Legal Structures and Legal Forms
• Oral Communications
• Prioritization
• Recording/Organizing Information
• Written Communications
• Data Collection and Entry

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York Ave Of The Americas - Two Bryant Park (NY1540)Pay and benefits informationPay range$100, $171,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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