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Merrill and Private Bank Trading Services Project Manager

Company: Bank of America
Location: Jacksonville
Posted on: June 25, 2022

Job Description:

Merrill and Private Bank Trading Services Project ManagerJacksonville, Florida**Job Description:**Merrill and Private Bank Trading Services provides operational support for trading of investment products across Merrill and Private Bank, including investment managers, sales traders, financial advisors, portfolio managers, trust officers, registered investment advisors and various marketing desks. This role will primarily be responsible for managing certain high-impact risk and strategic projects for Wealth Management Operations with a heavy focus on a multi-year initiative to simplify the GWIM trading architecture across the order lifecycle. They will partner with stakeholders and key business partners thru various reoccurring meetings and workstreams in order to plan and coordinate applicable project deliverables as well as keep various levels of management informed throughout the project. The ideal candidate would have a strong understanding of order entry, validation and trading edits, execution management, as well as Non-Financial Regulatory Reporting (NFRR)and importance of data quality.**Required Skills:**+ Minimum of 2 years industry related experience; understanding of equity, option and fixed income markets+ Highly organized, detail-oriented, self-starter, ability to work independently in fast-paced environment+ Ability to identify, resolve or escalate issues in order to ensure that program timelines are met+ Experience leading projects as the sole business lead or in partnership with other teammates+ Strong analytical and problem-solving skills+ Proficient in Microsoft Office Applications such as Word, Excel, PowerPoint+ Must have excellent verbal and written skills. Ability to communicate challenges and successes clearly and foster positive working relationships**Desired Skills:**+ Capital Markets products, such as Equities, Options, and Taxable Debt markets and basic industry rules, trading or trade entry experience, including understanding of order entry and basic life cycle of a trade+ Demonstrated ability to identify opportunities for innovation and continuous improvement**Job Band:**H5**Shift:**1st shift (United States of America)**Hours Per Week:**40**Weekly Schedule:****Referral Bonus Amount:**0**Job Description:**Merrill and Private Bank Trading Services provides operational support for trading of investment products across Merrill and Private Bank, including investment managers, sales traders, financial advisors, portfolio managers, trust officers, registered investment advisors and various marketing desks. This role will primarily be responsible for managing certain high-impact risk and strategic projects for Wealth Management Operations with a heavy focus on a multi-year initiative to simplify the GWIM trading architecture across the order lifecycle. They will partner with stakeholders and key business partners thru various reoccurring meetings and workstreams in order to plan and coordinate applicable project deliverables as well as keep various levels of management informed throughout the project. The ideal candidate would have a strong understanding of order entry, validation and trading edits, execution management, as well as Non-Financial Regulatory Reporting (NFRR)and importance of data quality.**Required Skills:**+ Minimum of 2 years industry related experience; understanding of equity, option and fixed income markets+ Highly organized, detail-oriented, self-starter, ability to work independently in fast-paced environment+ Ability to identify, resolve or escalate issues in order to ensure that program timelines are met+ Experience leading projects as the sole business lead or in partnership with other teammates+ Strong analytical and problem-solving skills+ Proficient in Microsoft Office Applications such as Word, Excel, PowerPoint+ Must have excellent verbal and written skills. Ability to communicate challenges and successes clearly and foster positive working relationships**Desired Skills:**+ Capital Markets products, such as Equities, Options, and Taxable Debt markets and basic industry rules, trading or trade entry experience, including understanding of order entry and basic life cycle of a trade+ Demonstrated ability to identify opportunities for innovation and continuous improvement**Shift:**1st shift (United States of America)**Hours Per Week:**40Learn more about this roleFull timeJR-22037538Band: H5Manages People: NoTravel: Yes, 5% of the timeManager:Talent Acquisition Contact:Vicki DemarestReferral Bonus:0Bank 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 America's Drug-free workplace and alcohol policy, CLICK HERE .

Keywords: Bank of America, Jacksonville , Merrill and Private Bank Trading Services Project Manager, Executive , Jacksonville, Florida

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