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Job Information

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

Job Description:


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.

Key Responsibilities

  • 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

  • Bachelor’s Degree

Desired Skills:

  • 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:


Full time


Manages People: No

Travel: Yes, 10% of the time

Talent Acquisition Contact:

Referral Bonus:

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.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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 .