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Business Strategy & Initiatives Manager

Employer
Merrill Wealth Management
Location
New York, New York; New York, New York
Salary
Commensurate with Experience
Closing date
Sep 9, 2024
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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required

Job Details

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
 

The Capital Markets Strategy & Initiatives Manager role will drive a range of initiatives across technology, analytics, strategy development and business management to support a business which generates ~$1bn per year in revenue and executes over $2 trillion in trading volume.

More specifically, this role is responsible for the following:
  • Driving Technology Initiatives :  Drive technology initiatives forward, including ability to define requirements through working with business partners, and communicate those requirements to Technology.  Manage complex technology projects across a number of stakeholders, including LOB, Technology, and control partners

  • Business Management across Capital Markets :  Develop executive reporting and create metrics that provide insight into business performance and market trends.  Manage the data and information across the multiple business lines to create to create the right level of messaging for multiple audiences.  Manage team wide analysis initiatives for Employee Engagement and D&I related matters

  • Framing Strategic Priorities & Driving Execution :  Develop strategic decks and adhoc analyses for senior executives that articulate the Capital Markets priorities and path towards implementation.  Manage projects and execute on key deliverables that require working with various stakeholders and partners

  • Enhance Capital Markets Analytical Platform :  Partner with existing Platform and Product team to build out analytics tools and continue modernizing the platform through leveraging and improving our data infrastructure.  Enhance the development of core business metrics through enterprise tools and processes to achieve necessary scale.

Desired Skills:
  • 8 years+ of business experience within financial services, and/or strategy consulting, ideally with experience in technology
  • General knowledge and interest in Capital Markets and/or wealth management
  • Ability to drive and manage technology projects, ideally with some background / experience in Agile
  • Superior ability to build effective PowerPoint slides with visualizations to explain complex topics to a range of different audiences
  • Strong verbal communication skills and desire to partner with multiple stakeholders
  • Ability to identify trends and make connections among multiple data sets
  • Expertise in developing analytics and working with data sets to draw out conclusions and business insights
  • Resourcefulness and ability to adapt to situations with unknowns, but still be able to drive progress
  • Strong project management skills and ability to lead and organize long-term, complex initiatives across a number of stakeholders
  • Ideally, the candidate will have exceptional Powerpoint skills, as well as strong working knowledge of data / analytics tools such as SQL, R or Python.
  • Series 7 & 63 preferred

Job Band:
H4

Shift: 
1st shift (United States of America)

Hours Per Week:
40

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