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$83k–$115k/yr
Full-time
high school, bachelor degree
Paid Time Off, Discretionary Incentive Plan, Health and Wellness Benefits
Posted 31d ago
~40 hrs/week
Responsibilities
Responsible for monitoring advisory products and enhancing investment opportunities by collaborating with Senior Product Specialists. Key tasks include performing account analysis, executing trades, and resolving trading issues to support clients and advisors.
Requirements
Requires 2-5 years of relevant experience with strong proficiency in Excel and knowledge of investment products. A high school diploma is minimum, though a bachelor's degree in finance or business is highly preferred.
Full job description
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for monitoring advisory product and enhancing the investment opportunities for clients by working with the Senior Product Specialist to understand client expectations and to develop platform or product capabilities enhancements. Key responsibilities include working with teammates in developing product plans, strategies and enhancements, and performing necessary research. Job expectations include supporting senior specialist as well as building relationships and becoming trusted support to clients and or colleagues.
Responsibilities:
Utilizes communication skills, both verbal and written, to provide accurate and effective work
Supports Senior Product Specialists with researching and providing strategic analysis regarding investment programs and platforms available
Provides support from a day-to-day perspective to advisors, key parties, and other teammates
Demonstrates strong technical skills like Excel, Word, and other platforms
Creates opportunities to work in a team environment while achieving individual goals as well
Reviews and monitors assigned accounts daily
Helps to ensure the continuous and accurate flow of trade-orders.
Performs account analysis by generating reports to help identify and resolve dispersion within accounts.
Helps to investigate and work with other business partners in resolving trading issues as well as follows up and verifies previous account issues are resolved
Independently creates and reviews complex analyses of accounts
Accurately creates, executes, and reviews trades, according to instructions and departmental trading procedures, for execution
Researches and replies to email inquiries from the field – Financial Advisors and Client Associates
Performs or assists with performing any needed periodic account maintenance on accounts
Works with Error Control team on various exceptions (debits and shorts) as well as resolving trade errors
Works with various Discretionary Managers on any account issues and inquiries
Required Qualifications:
2-5 years of relevant work experience
Proven highly organized individual with strong attention to detail, self-motivated, good work ethics and work effectively in a team environment
Ability to multi-task, and work in fast-paced very high-volume area
Proven ability to communicate/articulate issues clearly and concisely
Proven computer literate, with a proficiency in Excel
Strong problem-solving skills
Knowledge of investment products and securities
Desired Qualifications:
Bachelor’s Degree, highly prefer finance or business major
Skills:
Active Listening
Administrative Services
Attention to Detail
Research
Usability Testing
Data Collection and Entry
Issue Management
Networking
Project Management
Reporting
Agile Practices
Process Design
Recording/Organizing Information
Technical Documentation
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 - NJ - Jersey City - 525 Washington Blvd (NJ2525)Pay and benefits informationPay range$82,700.00 - $115,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
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. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.
For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Management & Leadership jobs in New Jersey pay?
Based on 6810 listings with disclosed salaries, most management & leadership jobs in New Jersey pay between $75k–$205k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in New Jersey right now?
There are currently 12,176 open management & leadership positions in New Jersey listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in New Jersey?
Companies currently hiring include Domino's, CVS Health, JPMorganChase, Bristol Myers Squibb, Johnson & Johnson Innovative Medicine, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in New Jersey?
Yes — 3122 of the 12176 open management & leadership positions offer remote or hybrid work (662 remote, 2460 hybrid).
How do I apply for Management & Leadership jobs in New Jersey?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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