16 days old

GWIM Sr. Operations Analyst

Pennington, NJ 08534
GWIM Sr. Operations Analyst



Pennington, New Jersey



**Job Description:**



**Enterprise Overview:**



The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate managers a diverse team, placing focus on mentoring, coaching and training, the business support structure, problem resolution and service efficiencies. Their broader responsibilities include identifying and implementing strategic service and technology solutions, working closely with business partners across diverse business to cultivate relationships with key stakeholders representing a broad range of functions and levels, as well as vendor and project management.



**LOB Description:**



The Project Enablement executes projects in support of the overall GWIM data strategy, which focusses on both short term tactical and long term strategic solutions on how GWIM gathers, stores and uses client data. This includes any changes to client, account, relationships, data and applications relative to onboarding and maintenance activities as well as Tax Reporting and Global Tax Lot functions. The Business Analysts/Enterprise Product Owners are responsible for liaising new project requests between business and technology partners for purposes of managing the people/process deliverables for the entire lifecycle of the business change. They will facilitate project definition and requirements documentation, and ensure requirement traceability and governance throughout the project life cycle. Communication publications announcing the business change is also managed by the BA. This is a role specifically supporting the Tax Reporting, Global Tax Lot project work efforts The individual in this position will serve as a Product Owner and will be responsible for the delivery of business requirements and communication publications and testing for multiple projects of small to complex in nature as well as to influence business and technology partners to adhere to the governance principles. A firm understanding of the business request and impacts to the Client, Account & Relationship Data and Applications platform is needed in order to define the business and functional requirements to solve for the business change. The individual will shepherd the project throughout Systems Development Lifecycle ensuring business requirements and milestones are met throughout and the approach for the project is in line with the strategic direction.



**Required Skills:**



+ Experience in business analysis, process design and project management, including development of formal business requirements documents (BRDs) and / or Agile epics/stories and business process flows as well as functional requirements for technology solutions

+ Strong analytical skills and ability to use data to tell a story; leveraging analysis to identify and solve business problems by creating actionable recommendations

+ Excellent verbal and written communications skills, including the ability to facilitate and lead remote, cross-functional, cross-location meetings

+ Ability to effectively build and maintain strong internal/external relationships and the courage to influence and challenge when necessary

+ Detail oriented, intellectually curious, and self-driven; ability to think independently

+ Some weekend work required for project release testing, etc.

+ Ability to interact with various band levels

+ Ability to work within an environment with a variety of opinions and priorities and be able to get to a resolution and agreement

+ Ability to formulate outputs derived from projects into concise and insightful presentations

+ Ability to multi-task and efficiently negotiate changing priorities and responsibilities

+ Expert knowledge of Microsoft Applications: Word, PowerPoint, Excel



**Desired Skills:**



+ Agile Certification

+ Working knowledge of Tax Reporting/Global Tax Lot



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



**Enterprise Overview:**



The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate managers a diverse team, placing focus on mentoring, coaching and training, the business support structure, problem resolution and service efficiencies. Their broader responsibilities include identifying and implementing strategic service and technology solutions, working closely with business partners across diverse business to cultivate relationships with key stakeholders representing a broad range of functions and levels, as well as vendor and project management.



**LOB Description:**



The Project Enablement executes projects in support of the overall GWIM data strategy, which focusses on both short term tactical and long term strategic solutions on how GWIM gathers, stores and uses client data. This includes any changes to client, account, relationships, data and applications relative to onboarding and maintenance activities as well as Tax Reporting and Global Tax Lot functions. The Business Analysts/Enterprise Product Owners are responsible for liaising new project requests between business and technology partners for purposes of managing the people/process deliverables for the entire lifecycle of the business change. They will facilitate project definition and requirements documentation, and ensure requirement traceability and governance throughout the project life cycle. Communication publications announcing the business change is also managed by the BA. This is a role specifically supporting the Tax Reporting, Global Tax Lot project work efforts The individual in this position will serve as a Product Owner and will be responsible for the delivery of business requirements and communication publications and testing for multiple projects of small to complex in nature as well as to influence business and technology partners to adhere to the governance principles. A firm understanding of the business request and impacts to the Client, Account & Relationship Data and Applications platform is needed in order to define the business and functional requirements to solve for the business change. The individual will shepherd the project throughout Systems Development Lifecycle ensuring business requirements and milestones are met throughout and the approach for the project is in line with the strategic direction.



**Required Skills:**



+ Experience in business analysis, process design and project management, including development of formal business requirements documents (BRDs) and / or Agile epics/stories and business process flows as well as functional requirements for technology solutions

+ Strong analytical skills and ability to use data to tell a story; leveraging analysis to identify and solve business problems by creating actionable recommendations

+ Excellent verbal and written communications skills, including the ability to facilitate and lead remote, cross-functional, cross-location meetings

+ Ability to effectively build and maintain strong internal/external relationships and the courage to influence and challenge when necessary

+ Detail oriented, intellectually curious, and self-driven; ability to think independently

+ Some weekend work required for project release testing, etc.

+ Ability to interact with various band levels

+ Ability to work within an environment with a variety of opinions and priorities and be able to get to a resolution and agreement

+ Ability to formulate outputs derived from projects into concise and insightful presentations

+ Ability to multi-task and efficiently negotiate changing priorities and responsibilities

+ Expert knowledge of Microsoft Applications: Word, PowerPoint, Excel



**Desired Skills:**



+ Agile Certification

+ Working knowledge of Tax Reporting/Global Tax Lot



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21068766



Band: H6



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Matthew Beers



Referral Bonus:



0



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-11-11 Expires: 2021-12-11

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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GWIM Sr. Operations Analyst

Bank of America
Pennington, NJ 08534

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