1M
Full time

Senior Operations Project Analyst - Wealth Managment Operations

13-5674085 Merrill Lynch, Pierce, Fenner & Smith
Jacksonville | Tampa | Pennington 1 day ago
AI overview

Senior Operations Project Analyst - Wealth Managment Operations at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith in Jacksonville | Tampa | Pennington focuses on : At Bank of America, we are guided by a common purpose to help make financial lives better. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Role snapshot
Responsibilities
  • We do this by driving Responsible Growth and delivering for our clients
  • Being a Great Place to Work and providing a culture of caring
  • This includes attracting and developing exceptional talent, recognizing and rewarding performance, and
  • These journeys foster resilience, leadership and innovation, strengthening our workforce and positively
  • Bank of America is committed to an in-office culture that supports collaboration
Must have
  • We value the unique perspectives individuals bring from all backgrounds and career
  • Key responsibilities include pulling testing output and comparing to templates/requirements, opening defects
  • Job expectations include resolving complex problems based on business knowledge and defined
  • Partnering with stakeholders to assess and prioritize business needs/requirements to maximize impact
  • Strong facilitation skills, communication with impact, cross functional business and stakeholder engagement
  • Knowledge of navigating through Jira and familiar with the creation of Epics
Tools
  • Jira

AI-generated summary of what this role requires — see the full description below for the employer's original text.

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 supporting project or testing activities in an operation department or Line of Business, researching and documenting organizational reviews, and conducting workflow analysis, data preparation, and triggering. Key responsibilities include pulling testing output and comparing to templates/requirements, opening defects, updating statuses, and analyzing data. Job expectations include resolving complex problems based on business knowledge and defined project guidelines, executing test scripts, and partnering with Development teams to resolve defects.

LOB Job Description:

  • Drive test plans and test scripts creation and ensure data is staged for pipeline and production testing (weekend availability for testing required during project release weekends)

  • Provide post-production testing (where applicable) and monitoring support to ensure any issues encountered are adequately documented, communicated, and resolved with technology and business.

  • Ability to develop strong partnerships and relationships including full coordination with business partners; fully accountable for engaging the appropriate partners to drive the work and deliver against expected outcomes. 

  • Partnering with stakeholders to assess and prioritize business needs/requirements to maximize impact.

  • Strong facilitation skills, communication with impact, cross functional business and stakeholder engagement, and ability to influence decisions to achieve desired results.

Responsibilities:

  • Supports the Testing team in gaining an understanding of changes being executed, writing and executing scripts, completing data preparation, and conditioning and triggering events

  • Leads the resolution of defects, providing necessary documentation, and communicating with Development resources and project stakeholders on resolution and retest statuses

  • Coordinates with the business to execute on defined project tasks, including tracking of deliverables and their statuses, measuring progress against ongoing success measures, and escalating roadblocks in a timely manner

  • Analyzes current state processes, operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation

  • Manages and administers key activities to support medium to large projects, such as coordination of change related activities, reporting, and testing

  • Communicates at all levels with business owners, stakeholders, and subject matter experts on all matters related to projects, such as the project plan, risks, issues, scope, assumptions, gap analysis, business requirements, and development of test plans and scripts

Required Qualifications:

  • Analytical skills to research and solve business problems through requirements and testing.

  • Accountability for defect management and resolution through the lifecycle of the project.

  • Ensure detailed test plans and test scripts are created and data is staged for pipeline and production testing.

  • Ensure changes are communicated to all stakeholders through written communication or provided through live presentations (ex. demonstrations and / or business status update meetings.

  • Knowledge of navigating through Jira and familiar with the creation of Epics and Stories.

Desired Qualifications:

  • SAFE Certified 

  • PO/PM or familiarity with agile methodology

  • Knowledge of Private Bank platform/systemsPrior project or leadership skills

Skills:

  • Attention to Detail

  • Written Communications

  • Active Listening

  • Collaboration

  • Oral Communications

  • Prioritization

  • Problem Solving

  • Critical Thinking

  • Risk Management

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)Pay and benefits informationPay range$27.07 - $34.72 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.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.
SectorFinance & Accounting
ContractFull time
Posted1 day ago
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