• Job Description

  Req#: 25008579

  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 a diverse and 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.

  At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

  Family Officer Implementation Specialist, New York City or Dallas -

  The Family Office Implementation Specialist sits within the PBFO solutions group and principally coordinates the onboarding of clients to family office solutions including data aggregation, bill pay and accounting. The role will lead and facilitate project/implementation calls with Clients, client teams, third party vendors and investment management firms. The successful candidate will need to understand platform architecture and how our systems interact. This role offers a high level of visibility as you’ll work in conjunction with a number of other internal teams to provide seamless delivery to, and build relationships with, a variety of client stakeholders. Responsible for building and managing client and business partner relationships while delivering a differentiated, white-glove client experience.

  Major responsibilities include:

  • Takes ownership of implementation post mandate by working with clients and sales to scope project and manage kickoff call held with client.
  • Establish project timeline, milestones and key deliverables ensuring client and internal stakeholder communication is exceptional.
  • Facilitate project calls via WebEx and providing timely responses / minutes to clients.
  • Provide technical support and training to client and key stakeholders where required.
  • Provide coordinated handoff to PBFO services partner upon completion of the implementation.
  • Provide support and guidance from an implementation and solution perspective, where required/requested, to front line units to assist in acquisition efforts.
  • Ensure that implementation projects are delivered in accordance to procedures and expected timeframes to meet or exceed client expectations.
  • Deliver continuous improvements and ensure all digital engagement tools used to ensure overall client implementation experience is white-glove and differentiated.

  Skills and competencies:

  • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
  • Excellent communications skills and ability to develop and manage a project work plan and exceed Client expectations.
  • Ability to manage multiple priorities, work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
  • Understanding of Investment Management, UHNW and Family Office space.
  • Effective listening to demonstrate understanding, and ability to communicate with presence, clarity and conviction.
  • Highly organized with ability to multi-task and prioritize in a fast paced environment.
  • Excellent ability to work in team environment, both within the Private Bank and across the Bank of America franchise.
  • External visibility through active involvement in role-related networking and affiliate opportunities.

  Additional Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Financial Processing
  • Relationship Building
  • Active Listening
  • Attention to Detail
  • Data and Trend Analysis
  • Financial Accounting
  • Presentation Skills
  • Account Management
  • Decision Making
  • Oral Communications
  • Problem Solving
  • Written Communications

  Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Pay Transparency details

  US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

  Pay and benefits information

  Pay range

  $76,100.00 - $122,400.00 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.

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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