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GWIM Operations Team Lead (2nd Shift)
GWIM Operations Team Lead (2nd Shift)-June 2024
Chandler
Jun 21, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
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About GWIM Operations Team Lead (2nd Shift)

  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:

  This role is responsible for providing subject matter expertise across a wealth management operations team, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries/escalations/ approvals, and team supervision to ensure processes are executed correctly. The team lead should escalate issues to the team manager when necessary. Individuals should have deep knowledge of all key functions supported.

  Responsibilities:

  • Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met

  • Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations

  • Monitors team service levels, volume and performance metric reporting, escalating concerns where appropriate

  • Researches complex operational and client requests, issues and escalations to identify root cause and assist with remediation efforts and solutions

  • Identifies and recommends opportunities for process improvement and risk mitigation to senior management

  • Supports risk management and audit processes, including identification of issues, development of mitigation strategies and exam preparation

  This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  Managerial Responsibilities:

  • Diversity & Inclusion: Creates an inclusive team where members are treated fairly and respectfully.

  • Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity and continuous improvement.

  • Enterprise Advocate: Delivers clear and concise messages that motivate, convey the "why" and connect contributions to business results.

  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.

  • People Manager & Coach: Knows and develops team members through coaching and feedback.

  • Financial Steward: Manages expenses and demonstrates an owner's mindset.

  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.

  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

  Skills:

  • Oral Communication

  • Written Communication

  • Analytical Thinking

  • Data Analysis

  • Research

  • Problem Solving

  • Workflow Management

  • Coaching

  • Teamwork

  • Organization

  • Multitasking

  • Microsoft Excel

  • Microsoft Outlook

  • System Navigation

  • Investment Products and Solutions

  Entry level Operations supervisory position in Securities Pricing Services. Responsibilities focus on the day-to-day resolution of problems and execution of transactions requiring immediate and frequent involvement with unit activities, e.g., reviewing and authorizing entries, approving exception processing, etc. Review operations procedures and implement changes and ensures the enforcement and adherence to operations procedures. Provides guidance to staff and may handle escalated items or unusual situations, referring more complex problems to a senior manager. More than 50% of time is spent doing actual production work. Production includes processing of pricing functions. Gains experience and knowledge through day-to-day activities.

  Shift:

  2nd shift (United States of America)

  Hours Per Week:

  40

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