Investment Management Pricing Lead

Bank of America

. Manage all aspects of Investment Management pricing for Private Bank BANA-M .

Posted 9/17/2026full-timeNew York City • California • United StatesSenior💰 $159,500 - $272,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Investment Management pricing strategy, governance, and controls, with a strong ability to manage documentation, policies, and quality assurance processes. Capable of collaborating with various stakeholders to support regulatory changes and strategic initiatives.

Highest-signal resume keywords

Investment Management Pricing StrategyPricing Governance and ControlsQuality Assurance and Quality ControlFee Schedule ManagementStakeholder Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pricing StrategyFee ConcessionsFee ReversalsAudit Findings ResolutionPricing Documentation Management

Soft Skills

Problem SolvingCommunicationTraining and Education

Tools & Technologies

PGAResource Central

Industry Keywords

Financial Advisor CompensationRegulatory ChangesBusiness Transformation ProjectsRisk and Compliance

About the role

Key responsibilities & impact

Manage all aspects of Investment Management pricing for Private Bank BANA-M
Serve as the primary subject matter expert for pricing strategy, governance, controls, policy, and field support
Serve as primary contact for trust officers nationally on pricing and Financial Advisor compensation matters
Manage fee concession approvals, fee reversals, fee increase tracking, write-offs, and pricing inquiries
Resolve escalations from advisors, Market Leaders, Division Leaders, and key stakeholders
Partner across Merrill and support organizations to resolve issues and identify recurring themes
Deliver pricing education and training for new BANA-M Trust Officers
Perform monthly quality assurance and quality control reviews for pricing-related activities
Maintain pricing-related documentation, including PGA, Resource Central, and other reference materials
Lead resolution of pricing-related SIAIs, audit findings, risk items, and control issues
Review, enhance, and maintain pricing policies and procedures
Prepare and deliver presentations to NFPC and PFC governance forums
Serve as Pricing SME for strategic initiatives, system enhancements, regulatory changes, and business transformation projects
Liaise with Merrill ISG on pricing-related fees, initiatives, operational processes, and IAP/ML One implementations
Partner with Risk, Compliance, Legal, and Operations to support scalable and compliant growth

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Expertise in Investment Management pricing strategy, governance, controls, policy, and field support
Knowledge of fee schedules, Financial Advisor compensation rules, fee concessions, fee notices, fee reversals, write-offs, and associated responsibilities
Ability to perform pricing-related quality assurance and quality control reviews
Ability to manage pricing documentation, policies, and procedures
Ability to resolve pricing-related SIAIs, audit findings, risk items, and control issues
Ability to support regulatory changes, system enhancements, strategic initiatives, and business transformation projects
Ability to partner with Risk, Compliance, Legal, Operations, Merrill ISG, and other stakeholders
FDIC hiring restrictions apply to individuals with certain specified criminal histories
Availability for 1st shift
Ability to work 40 hours per week

Benefits

Comp & perks

Inclusive workplace culture with opportunities to succeed, build a career, and contribute to shared success
Recognition and rewards for performance
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan award based on performance and company success
Paid time off
Employee resources and support
Benefits eligibility