Director- Strategy and Transformation Lead- Director- Strategy and Transformation Lead- Wealth Management Strategy- New York City
New York, New York
**Job Description:**
Bank of Americas wealth management business is one of largest in the world with client balances of $3.4 trillion. The Wealth Management Strategy team supports the leadership of our two wealth management units, Merrill Lynch Wealth Management and Bank of Americas Private Bank, with the articulation of their overall strategy and with the identification and execution of transformational strategic initiatives.
The Director role is based in New York City and reports to the Managing Director, Wealth Management Strategy. Our team is composed of a highly diverse group of 15 strategy professionals. We are an equal opportunity employer and value diversity.
**Job Responsibilities**
+ Independently lead strategic initiatives and larger transformational Wealth Management programs
+ Guide and develop junior team members who support you on the projects, while ensuring quality results
+ Support the CEOs/COOs of Merrill Lynch and Private Bank in articulation of their overall strategy
+ Proactively identify issues / opportunities based on your understanding of the business and competition
+ Develop strong relationships with senior stakeholders across the business and gain trusted advisor status
+ Be part of team leadership group and take an active role in helping run and improve the team
**What we offer**
+ A highly stimulating and impactful role in which you work at the forefront of wealth management innovation, drive change and help improve clients financial lives
+ A position in a very well-regarded team with significant exposure to senior management
+ A platform for a long-term executive career in wealth management
+ An opportunity to contribute to team leadership and to hone your team member development skills
+ Attractive compensation and comprehensive benefits package
+ Opportunity to work in a highly diverse and supportive team within BofAs inclusive, winning culture
**Qualifications**
+ Minimum six years professional experience; ideally in a corporate development or strategy group of a financial services firm or management consulting firm
+ Track record of excellence and achievement in driving change
+ Strong business judgment, problem solving and analytical skills
+ Expertise in Wealth Management and/or Asset Management
+ Experience in project structuring, project management and team leadership/development
+ Entrepreneurial initiative, coupled with commitment to highest quality standards and attention to detail
+ Team player able to bring together people and perspectives for new solutions, build confidence and trust
+ Strong presence, communication, and relationship building skills
+ Ability to work with changing deadlines and competing priorities
+ MBA is a plus
**Job Band:**
H4
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**Job Description:**
Bank of Americas wealth management business is one of largest in the world with client balances of $3.4 trillion. The Wealth Management Strategy team supports the leadership of our two wealth management units, Merrill Lynch Wealth Management and Bank of Americas Private Bank, with the articulation of their overall strategy and with the identification and execution of transformational strategic initiatives.
The Director role is based in New York City and reports to the Managing Director, Wealth Management Strategy. Our team is composed of a highly diverse group of 15 strategy professionals. We are an equal opportunity employer and value diversity.
**Job Responsibilities**
+ Independently lead strategic initiatives and larger transformational Wealth Management programs
+ Guide and develop junior team members who support you on the projects, while ensuring quality results
+ Support the CEOs/COOs of Merrill Lynch and Private Bank in articulation of their overall strategy
+ Proactively identify issues / opportunities based on your understanding of the business and competition
+ Develop strong relationships with senior stakeholders across the business and gain trusted advisor status
+ Be part of team leadership group and take an active role in helping run and improve the team
**What we offer**
+ A highly stimulating and impactful role in which you work at the forefront of wealth management innovation, drive change and help improve clients financial lives
+ A position in a very well-regarded team with significant exposure to senior management
+ A platform for a long-term executive career in wealth management
+ An opportunity to contribute to team leadership and to hone your team member development skills
+ Attractive compensation and comprehensive benefits package
+ Opportunity to work in a highly diverse and supportive team within BofAs inclusive, winning culture
**Qualifications**
+ Minimum six years professional experience; ideally in a corporate development or strategy group of a financial services firm or management consulting firm
+ Track record of excellence and achievement in driving change
+ Strong business judgment, problem solving and analytical skills
+ Expertise in Wealth Management and/or Asset Management
+ Experience in project structuring, project management and team leadership/development
+ Entrepreneurial initiative, coupled with commitment to highest quality standards and attention to detail
+ Team player able to bring together people and perspectives for new solutions, build confidence and trust
+ Strong presence, communication, and relationship building skills
+ Ability to work with changing deadlines and competing priorities
+ MBA is a plus
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22065725
Band: H4
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Cherish Holland
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 .
