Information Management Consultant
Company: Bank of America
Location: Jacksonville
Posted on: April 1, 2026
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Job Description:
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. We do this by driving Responsible Growth and
delivering for our clients, teammates, communities and shareholders
every day. Being a Great Place to Work is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: This job is responsible for complex activities
supporting the assignment, sourcing, gathering, furnishing and
movement of financial and client information and data. Key
responsibilities include end-to-end ownership of issue resolution,
working across multiple operations and product specialists, and
ensuring procedures are clearly documented and up to date. This
role also may support projects and initiatives and prepare
executive-level reports and presentations, while providing deep
subject matter expertise. Responsibilities: Performs complex
activities supporting the assignment, sourcing, gathering,
furnishing and movement of financial and client information and
data according to the established guidelines and procedures Leads
end-to-end resolution of complex client issues and inquiries,
including research, escalation and approvals for items with high
levels of monetary risk Drives execution of complex financial and
non-financial client transactions Supports process improvements,
requirements, and initiatives across multiple stakeholders 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 WMO Description Wealth Management
Operations (WMO) provides end-to-end operational support that
drives the client experience for Wealth Management advisory
partners and their clients. LOB Description Within WMO, Investment
Information Management teams execute manual processes and monitor
automated processes to accurately receive and manage investment
information such as updating prices and dividends, monitoring
investment performance accuracy, and validating client data.
Performance accuracy measures the automatic generated rates of
return on client accounts to ensure the return accurately
represents how the client's holdings have performed. Team
Description: The Information Management Consultant is responsible
for supporting complex financial and client data operations, with a
focus on workplace benefits and funds dividends. This role ensures
the accurate processing of financial transactions, corporate
actions, and distribution recordkeeping. Key responsibilities
include leading issue resolution, driving process improvements, and
contributing to risk management and audit preparedness. As a
subject matter expert, the consultant plays a critical role in
enhancing operational efficiency and maintaining high standards of
data integrity across business lines. Key Responsibilities: Perform
complex activities related to the sourcing, furnishing, and
movement of financial and client data in accordance with
established procedures. Lead resolution of complex client issues
and inquiries, including research, escalation, and approvals for
high monetary risk items. Drive execution of financial and
non-financial client transactions, including dividend distributions
for Bank Products and Insurance Savings Accounts. Collaborate with
Workplace Benefits to support operational models and address
emerging issues. Monitor distribution recordkeeping entries for
accuracy and ensure timely processing of corporate action events.
Enter and review interest and commission rates for Insurance
Savings Accounts. Evaluate workflows and assess processes to
enhance operational efficiency and mitigate risk. Conduct quality
assurance reviews, testing, and training to uphold performance
metrics and quality standards. Support risk management and audit
activities, including issue identification, mitigation planning,
and exam readiness. Review and update procedures regularly to
ensure accuracy and alignment with current practices. Monitor
control effectiveness and adjust procedures and metrics to maintain
compliance and operational excellence. Required Qualifications:
Proven experience in financial services operations, data
management, or workplace benefits. Strong analytical and
problem-solving skills with attention to detail. Ability to manage
complex issues independently and collaborate across teams.
Excellent communication skills, including experience preparing
executive-level reports and presentations. Familiarity with risk
management, audit processes, and control frameworks. Skills:
Account Management Attention to Detail Customer and Client Focus
Problem Solving Written Communications Analytical Thinking Controls
Management Prioritization Result Orientation Mentoring Research
Trade Operations Management Shift: 1st shift (United States of
America) Hours Per Week: 40 Pay Transparency details US - NJ -
Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and
benefits information Pay range $68,000.00 - $106,400.00 annualized
salary, offers to be determined based on experience, education and
skill set. Discretionary incentive eligible This role is eligible
to participate in the annual discretionary plan. Employees are
eligible for an annual discretionary award based on their overall
individual performance results and behaviors, the performance and
contributions of their line of business and/or group; and the
overall success of the Company. Benefits This role is currently
benefits eligible. We provide industry-leading benefits, access to
paid time off, resources and support to our employees so they can
make a genuine impact and contribute to the sustainable growth of
our business and the communities we serve.
Keywords: Bank of America, Jacksonville , Information Management Consultant, Accounting, Auditing , Jacksonville, Florida