Sr Relationship Manager II - Global Markets Client Delivery & Onboarding Readiness

Bank of America

Bank of America

Customer Service
New York, NY, USA · United States · Remote
Posted on Wednesday, June 19, 2024

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!

Line of Business Job Description:

The role covers the Client Delivery & Onboarding Readiness function of client onboarding for Institutional clients across various Fixed Income and Equity products within Global Markets. To be successful in this role, you will need to provide support to the EMEA/AMRS and Global Onboarding Team Senior Leadership Team across a variety of activities and disciplines to support and enhance our strategic goals. Global Markets Onboarding is a relatively new organization compared to other Operations functions, we are still evolving internally and within industry which provides a vast amount of development opportunities, design opportunities and quick wins to improve.

The Client Delivery & Onboarding Readiness role supports our global team of Client-facing Onboarding managers with delivery of strategy through various activities. This requisite requires someone with Client facing experience and markets product knowledge.

Job Description:

This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.


  • Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
  • Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
  • Deepens and enhances existing relationships with institutional clients during client meetings and interactions
  • Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients
  • Driving our “just do it’s” within strategy forward
  • Key role to be part of design & delivery of how we evolve across people, process & systems to support client and onboarding strategies
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Ensure BofA is industry leading in onboarding – exceeding expectations (through analytics, voice of client review, business readiness and reporting), enhancing the on-boarding / integration client experience with BofA (voice of the client analysis), aligning with client strategies (continuous delivery within the global team, innovation and evolution), themes and ensuring we deliver against strategic plans for best in class on-boarding
  • Protect existing revenue and to enable new revenue through providing the data and transparency for decisions to be made, course directions to be set and processes to be enhanced
  • Key part of the role will be supporting Global Lead(s) with materials for messaging, updates, marketing, client, business updates and metrics/data representation. This will be of our Production processes as well as value-add processes. This will involve crisp presentation / decks from wide ranging information channels.
  • Critical to take information and create the Onboarding Org narrative/story to progress competitively

Required Qualifications:

  • 2+ years' experience in markets and/or onboarding
  • Extensive knowledge of asset manager, hedge fund, corporate client structures
  • Excellent communications skills and ability to present to an audience; good presentation skills (verbal and PPT/Excel etc)
  • Client facing experience
  • Familiarity with regulatory requirements with a view to discuss best practices and compliance as needed (US and/or EU)
  • Knowledge of AML / KYC and Regulatory requirements for client on-boarding
  • Presentable, confident and client focused
  • Ability to work under pressure in a team environment; juggle competing priorities and self-manage the pipeline
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Desired Qualifications:

  • Comprehensive understanding of Onboarding lifecycle and variations by client entity / LOB / Product
  • Experience in Operations or Business Support


  • Attention to Detail
  • Legal Structures and Legal Forms
  • Oral Communications
  • Prioritization
  • Recording/Organizing Information
  • Written Communications
  • Data Collection and Entry


    1st shift (United States of America)

    Hours Per Week: