Bank of America Business Support Manager / Strategic Planning and Analytics in New York, New York
Business Support Manager / Strategic Planning and Analytics
Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Pennington, New Jersey
PLEASE BE ADVISED THAT MERRILL LYNCH DOES NOT OFFER SPONSORSHIP FOR VISA PETITIONS OR OTHER WORK AUTHORIZATION, NOR WILL THE COMPANY PROVIDE RELOCATION ASSISTANCE, FOR THE POSITION.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.
The Business Support Manager role will be part of the Strategic Performance team, focusing specifically on Strategic Planning & Analysis. This role will be responsible for thinking critically and performing underlying analysis to inform development and direction of MLWM business planning and strategic initiatives.
Analyze and synthesize qualitative and quantitative data to help inform decision-making
Conduct internal/external data analysis and prepare strategic and tactical recommendations
Create executive level presentations by synthesizing qualitative and quantitative analysis
Lead and manage multiple projects
Assist with implementation of business solutions and strategies
Communicate with all levels of the organization
Identify opportunities to further enhance business processes, reporting, etc. and lead change management
4+ years of strong business analysis experience with proven ability to manage and implement new initiatives
2 + years of project management experience in a financial / wealth management organization
Prior experience driving and managing multiple projects and adjusting to changing deadlines
Excellent verbal and written communication skills
Expert level MS Power Point presentation skills with ability to create executive-level presentations
Intermediate to expert level MS Excel skills
Self-starter, high energy and detail oriented; ability to work with minimal supervision
Experience in wealth management business
Attention to detail is absolutely critical
Critical/strategic thinking, solve problems and make decisions independently
Detail oriented, ability to interpret information and compose it into executive ready value-added information
Excellent communication, influencing and facilitation skills, including effective presentations skills for senior management
Organized and have the ability to manage competing priorities
Strong relationship building, ability to bring multiple stakeholders together, assess issues to reach consensus & decisions, demonstrates personal courage
Strong understanding of Wealth Management business and emerging trends is preferred
In-depth knowledge of financial advisor model and sales practices is preferred
1st shift (United States of America)
Hours Per Week:
Manages People: No
Travel: Yes, 10% of the time
Talent Acquisition Contact:
Bank 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.
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