Bank of America · 1 day ago
Information Management Team Lead
Pennington, NJ
Full-time
Onsite
Lead/StaffBank of America is committed to making financial lives better and fostering an inclusive workplace. The Information Management Team Lead will provide subject matter expertise in managing the team's operations, including employee training, workflow management, and quality assurance, while ensuring adherence to bank policies and improving processes.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations
Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
Conducts quality assurance reviews and provides routine supervisory manager approvals
Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
Identifies and recommends opportunities for process improvement and risk mitigation to senior management
Resolves day-to-day problems and executes deliverables within the business unit
Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product line
Manages team workload and provides oversight and direction to team
Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities
Maintains internal, operational, and financial controls and works within risk appetite of the business unit
Ensures all daily initiatives, deliverables, and events are completed timely and accurately
The role includes researching and resolving complex issues, assisting with escalations, and working well with business partners. Quality assurance reviews are performed for all dividend events and coaching is provided to associates, as needed. The Information Management Team Lead acts as a liaison with the fund partners and schedules meetings, as needed; including attending and presenting during their annual visits, as required
The Information Management Team Lead is responsible for assisting with executive level presentations, audit requests and inquiries, reviewing and updating team templates and procedures, escalating issues, capacity planning, strategic initiatives, and able to meet deliverables within time constraints, especially during periods of high volume
The Information Management Team Lead may also be a Process Delegate Admin within the Process Owner Portal for the aligned Single Process Inventory and ensure the process is documented and kept updated
The Information Management Team Lead assists with vendor management activities ensuring they are performed promptly
Instituting effective monitoring processes relative to quality assurance levels on tasks performed by external vendors and in-house performance analysts
Partnering with existing vendors to enhance current product offerings, providing oversight of risk issues and framework (vendor and LOB)
Qualification
Required
Ability to work well with internal and external team partners
Able to lead team functions during high volume periods
Adhering to record retention guidelines and standards
Ensures templates are kept up to date and are working effectively
Assist with audit inquiries, as needed
Ability to lead teammates and act as a strong role model within the team
Drives execution of complex financial and/or non-financial client transactions
Thorough metric review and input prior to ORCIT reporting
Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
Reviews and updates procedures as needed to ensure they are accurate and up to date
Strong written and verbal communication skills
Strict attention to detail and accuracy
Must be available to work extended hours during periods of high volume
Excellent organization skills; ability to prioritize and handle multiple tasks independently
Proficient PC skills, including Microsoft Excel and Outlook
Prior experience in the financial industry
Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities
Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)
Preferred
Investment Performance Reporting Experience
Process Efficiency
Oral Communication
Written Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Risk Management
Microsoft Excel
Microsoft Outlook
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-05
Company data provided by crunchbase