Bank of America
Onboarding Manager Product Owner
Bank of America, Chicago, Illinois, United States, 60290
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 Responsibilities: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.Maintaining and enhancing relationships with existing institutional clients.Promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.Key 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.Skills:Attention to DetailLegal Structures and Legal FormsOral CommunicationsPrioritizationRecording/Organizing InformationWritten CommunicationsData Collection and EntryRequirements:2-3 years onboarding experience (asset managers, hedge funds, or other client types).Working knowledge of AML / KYC and Regulatory requirements for client onboarding.Executive Level written and verbal skills.Detail-oriented to ensure quality and accurate work product.Comfortable working under defined timelines.Strong Microsoft Office (Word, Excel, PowerPoint, Visio, Outlook).Executive Presence.Ability to manage priorities.Self-motivated and able to work unsupervised.Other Qualifications: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.Commitment to challenging the status quo and promoting positive change.Believes in the value of diversity to reflect, connect, and meet the diverse needs of our clients and employees around the world.Shift:
1st shift (United States of America)Hours Per Week:
40
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1st shift (United States of America)Hours Per Week:
40
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