Sr Relationship Manager II

Bank of America•New York, NY

1d•Onsite

About The Position

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. This is a role covering Global Markets Onboarding and readiness for the Americas region. We are looking for a motivated and resourceful candidate who is a strong transformation and implementation leader. To be successful in this role, you will need to have experience establishing, restructuring, and influencing teams across different locations and overseeing a lifecycles process which spans across multiple support partners. GM Onboarding is a relatively new organization compared to other Operations functions, we are still evolving internally and within industry which provides a vast amount of development opportunities, design opportunities and quick wins to improve.

Requirements

5+ years in Global Markets; extensive knowledge of asset manager, hedge fund, corporate client structures and corresponding LRR
Presentable, confident and client focused. Client facing experience helpful to understand the voice of the client, influence our design & deliveries for clients.
Excellent communications skills and ability to present to an audience; good presentation skills (verbal and ppt/excel etc.)
Ability to work under pressure in a team environment; juggle competing priorities and self-manage the pipeline.
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.
This requisite requires someone with strong Client facing experience, comfortable presenting in front of Senior Leaders and Execs, and strong global markets knowledge.
Attention to Detail
Legal Structures and Legal Forms
Oral Communications
Prioritization
Recording/Organizing Information
Written Communications
Data Collection and Entry

Nice To Haves

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
Commitment to challenging the status quo and promoting positive change.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

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
Proven track record of delivering complex operational, technology and business projects across multiple teams.
Key focus on client service and subject matter expert in AML / KYC, Client Lifecyle management, risk control and oversight.
Driving our “just do it’s” within strategy forward.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
Ensure BofA is engaged with industry conversation around Onboarding platforms and automation opportunities.
Develops strong relationship with Clients as well as BOFA Sales and Trading teams to review trends, client feedback and opportunities to improve the process.
Drive BOFA to be a leader in global markets onboarding space and improve client experience and ensure we deliver against strategic plans for best in class onboarding
Protect existing revenue and to enable new revenue through providing the data and transparency for decisions to be made, course directions to be set and processes to be enhanced.
Key part of the role will be supporting Global Lead(s) with materials for messaging, updates, marketing, client, business updates and metrics/data representation. This will be of our Production processes as well as value-add processes. This will involve crisp presentation / decks from wide ranging information channels.
Ability to review large data sets and extract a story / soundbite which resonates with Senior Leadership while providing transparency and insight needed
Critical to take information and create the Onboarding Org narrative/story to progress competitively.