Sr Relationship Manager II - Client Onboarding Operations

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Line of Business Job Description:

Sr Relationship Mgr II will be responsible for providing onboarding product expertise for the onboarding organization. The role covers onboarding and strategic account management for Institutional clients across various Fixed Income and Equity products within Global Markets. To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products and asset classes. Also responsible for documentation of LOB processes and analysis of opportunities, this role will enable operational excellence, improve efficiency and effectiveness, and drive issues resolution to address gaps. This role will require an understanding of onboarding data and root cause analysis to identify areas of improvement as it pertains to the LOB.

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.

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

• Onboarding Associate serves 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 tools, technology, and ways of working to better serve an evolving client base.

• Apply process, product and platform expertise from knowing the BAU to support the change program / PMO with technical details

• Ability to support requirement writing/preparation for initiatives and transformation programs (funded and unfunded)

• Design thinking knowing the process and using knowledge to create design solutions in process

• Understand external onboarding environment and industry developments to ensure design supports competitive advantage

• Ensure BofA is industry leading in onboarding - exceeding expectations, enhancing the on-boarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding

• Communicates, influences and negotiates both vertically and horizontally to obtain or leverage necessary resources.

• Accountable for analyzing present-state, developing alternative future-state approaches, and facilitating implementation.

• Creates a clear, coherent, approach to guide effective program/initiative setup, execution, and control.

• Integrates knowledge of end-to-end business process into program planning and decisioning processes.

• Develop, maintain, and report on an overall integrated delivery plan.

• Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes.

Required Qualifications:

• 2-3 years On-boarding experience (asset managers, hedge funds, or other client types)

• Working knowledge of AML / KYC and Regulatory requirements for client on-boarding

• Executive Level written and verbal skills

• Detail-oriented to ensure quality and accurate work product

• Comfortable working under defined timelines

• Strong Microsoft Office (Work, Excel, PowerPoint, Visio, Outlook)

• Executive Presence

• Ability to manage priorities

• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

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

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