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Business Support Manager – Operations Client Data & Project Enablement

Bank of America

This is a Full-time position in Pennington, NJ posted November 23, 2021.

Job Description:

The Business Support Manager (BSM) will report directly to the Operations Client Data & Project Enablement Executive and will manage a diverse set of horizontal support functions, including: non-technology change management oversight, functional taxonomy reporting and cost analysis, and legal entity provider/receiver mapping. The candidate will also be responsible for establishing and/or maintaining management routines, department standards, and controls. It is imperative for this role to be filled with a strong leader that will drive desired business results.
 
The BSM for the department will be accountable for the ongoing management of multiple objectives, projects or activities and coordinate with management team, WMO COO and other BSM’s.  This will include (but is not limited to) leading the following activities:

  • Collaborate with the leadership team to ensure effective coordination and flawless execution of strategic and tactical deliverables, and identify and develop strategies to implement process improvements across the team
  • Prepare the Operations Client Data & Project Enablement Executive for meetings and engagements with peers, senior leaders and business partners (includes business reviews, executive presentations/updates, etc.)
  • Manage Department Activity Based Costing – Align cost pools with business volumes.
  • Legal Entity Service Pricing (LESE) –  Validate buyers and sellers and cross-reference to existing  / required service level agreements.
  • Manage Department Service Delivery Framework.
  • Capacity Planning Management
  • Department Resource Management:
    • Tracking recruiting, hiring, leave of absence and attrition.
    • Personnel Processes.
    • Staffing Coordination.
    • Organizational Health Monitoring.
  • Management of Financial Metrics:
    • Expense / Headcount Forecasting.
    • Expense reporting and Analytics.
  • Department Communications Coordinator:
    • Organizational announcements, Messages to the entire organization on behalf of the Operations Executive, Facilitation of bi-weekly All Hands Calls, Town Hall’s and Monthly Skip Levels
  • Department Access Control Representative (ACR).
  • Department Security Point of Contact (SPOC).
  • Maintenance of office equipment and supplies.
  • Partners with WMO Employee Engagement & Diversity and Inclusion teams to ensure consistency across the line of business.
  • Space, Occupancy and Facilities Management for the department.

Required Skills

  • Minimum 3-5 years recent experience in Wealth Management Operations (WMO) including BSM and/or Administrative and PMO experience
  • Must have proven strong analytical and organizational skills with a focus on attention to detail
  • Advanced experience with Microsoft Excel to include complex spreadsheets, formulas, macros, pivot tables etc.
  • Proven experience leveraging PowerPoint to create effective executive presentations
  • Demonstrated ability to decompose complex issues, drive timely decisions, know when to engage others for additional input and when to act independently
  • Excellent oral and written communication, influencing, facilitation skills and executive presence
  • Experience with thinking strategically across the organization and identifying opportunities to improve overall performance efficiency
  • Proven relationship building skills and the ability to demonstrate personal courage

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 –>

Job Description:

The Business Support Manager (BSM) will report directly to the Operations Client Data & Project Enablement Executive and will manage a diverse set of horizontal support functions, including: non-technology change management oversight, functional taxonomy reporting and cost analysis, and legal entity provider/receiver mapping. The candidate will also be responsible for establishing and/or maintaining management routines, department standards, and controls. It is imperative for this role to be filled with a strong leader that will drive desired business results.
 
The BSM for the department will be accountable for the ongoing management of multiple objectives, projects or activities and coordinate with management team, WMO COO and other BSM’s.  This will include (but is not limited to) leading the following activities:

  • Collaborate with the leadership team to ensure effective coordination and flawless execution of strategic and tactical deliverables, and identify and develop strategies to implement process improvements across the team
  • Prepare the Operations Client Data & Project Enablement Executive for meetings and engagements with peers, senior leaders and business partners (includes business reviews, executive presentations/updates, etc.)
  • Manage Department Activity Based Costing – Align cost pools with business volumes.
  • Legal Entity Service Pricing (LESE) –  Validate buyers and sellers and cross-reference to existing  / required service level agreements.
  • Manage Department Service Delivery Framework.
  • Capacity Planning Management
  • Department Resource Management:
    • Tracking recruiting, hiring, leave of absence and attrition.
    • Personnel Processes.
    • Staffing Coordination.
    • Organizational Health Monitoring.
  • Management of Financial Metrics:
    • Expense / Headcount Forecasting.
    • Expense reporting and Analytics.
  • Department Communications Coordinator:
    • Organizational announcements, Messages to the entire organization on behalf of the Operations Executive, Facilitation of bi-weekly All Hands Calls, Town Hall’s and Monthly Skip Levels
  • Department Access Control Representative (ACR).
  • Department Security Point of Contact (SPOC).
  • Maintenance of office equipment and supplies.
  • Partners with WMO Employee Engagement & Diversity and Inclusion teams to ensure consistency across the line of business.
  • Space, Occupancy and Facilities Management for the department.

Required Skills

  • Minimum 3-5 years recent experience in Wealth Management Operations (WMO) including BSM and/or Administrative and PMO experience
  • Must have proven strong analytical and organizational skills with a focus on attention to detail
  • Advanced experience with Microsoft Excel to include complex spreadsheets, formulas, macros, pivot tables etc.
  • Proven experience leveraging PowerPoint to create effective executive presentations
  • Demonstrated ability to decompose complex issues, drive timely decisions, know when to engage others for additional input and when to act independently
  • Excellent oral and written communication, influencing, facilitation skills and executive presence
  • Experience with thinking strategically across the organization and identifying opportunities to improve overall performance efficiency
  • Proven relationship building skills and the ability to demonstrate personal courage

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: The Business Support Manager (BSM) will report directly to the Operations Client Data & Project Enablement Executive and will manage a diverse set of horizontal support functions, including: non-technology change management oversight, functional taxonomy reporting and cost analysis, and legal entity provider/receiver mapping. The candidate will also be responsible for establishing and/or maintaining management routines, department standards, and controls. It is imperative for this role to be filled with a strong leader that will drive desired business results.
 
The BSM for the department will be accountable for the ongoing management of multiple objectives, projects or activities and coordinate with management team, WMO COO and other BSM’s.  This will include (but is not limited to) leading the following activities:

  • Collaborate with the leadership team to ensure effective coordination and flawless execution of strategic and tactical deliverables, and identify and develop strategies to implement process improvements across the team
  • Prepare the Operations Client Data & Project Enablement Executive for meetings and engagements with peers, senior leaders and business partners (includes business reviews, executive presentations/updates, etc.)
  • Manage Department Activity Based Costing – Align cost pools with business volumes.
  • Legal Entity Service Pricing (LESE) –  Validate buyers and sellers and cross-reference to existing  / required service level agreements.
  • Manage Department Service Delivery Framework.
  • Capacity Planning Management
  • Department Resource Management:
    • Tracking recruiting, hiring, leave of absence and attrition.
    • Personnel Processes.
    • Staffing Coordination.
    • Organizational Health Monitoring.
  • Management of Financial Metrics:
    • Expense / Headcount Forecasting.
    • Expense reporting and Analytics.
  • Department Communications Coordinator:
    • Organizational announcements, Messages to the entire organization on behalf of the Operations Executive, Facilitation of bi-weekly All Hands Calls, Town Hall’s and Monthly Skip Levels
  • Department Access Control Representative (ACR).
  • Department Security Point of Contact (SPOC).
  • Maintenance of office equipment and supplies.
  • Partners with WMO Employee Engagement & Diversity and Inclusion teams to ensure consistency across the line of business.
  • Space, Occupancy and Facilities Management for the department.

Required Skills

  • Minimum 3-5 years recent experience in Wealth Management Operations (WMO) including BSM and/or Administrative and PMO experience
  • Must have proven strong analytical and organizational skills with a focus on attention to detail
  • Advanced experience with Microsoft Excel to include complex spreadsheets, formulas, macros, pivot tables etc.
  • Proven experience leveraging PowerPoint to create effective executive presentations
  • Demonstrated ability to decompose complex issues, drive timely decisions, know when to engage others for additional input and when to act independently
  • Excellent oral and written communication, influencing, facilitation skills and executive presence
  • Experience with thinking strategically across the organization and identifying opportunities to improve overall performance efficiency
  • Proven relationship building skills and the ability to demonstrate personal courage

Shift:

1st shift (United States of America)

Hours Per Week: 

40