Investment Stewardship Executive

Bank of America

. Serve as a senior subject matter expert on proxy voting, corporate governance, fiduciary stewardship, and shareholder engagement matters .

Posted 9/29/2026full-timeUnited StatesSeniorLead💰 $200,000 - $280,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in proxy voting, corporate governance, and fiduciary stewardship, with a strong ability to develop policies and engage with stakeholders. Proficient in analyzing complex governance matters and supporting regulatory compliance within a highly regulated financial services environment.

Highest-signal resume keywords

Proxy Voting ExpertiseCorporate Governance KnowledgeFiduciary StewardshipRegulatory Compliance ExperienceStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StewardshipGovernance Framework DevelopmentPolicy DevelopmentAnalytical SkillsResearch SkillsComplex Initiative ManagementStewardship ReportingGovernance Best PracticesPost-Vote AnalysisFiduciary Voting Principles

Soft Skills

Strong CommunicationPresentation SkillsInfluencing StakeholdersCollaborationAnalytical Thinking

Tools & Technologies

Stewardship Data PlatformsGovernance Research ProvidersProxy Advisory Firms

Industry Keywords

OCCSECERISAInvestment Adviser Regulatory RequirementsFiduciary AdministrationAsset ManagementShareholder EngagementGovernance StandardsStewardship PracticesRisk Oversight

About the role

Key responsibilities & impact

Serve as a senior subject matter expert on proxy voting, corporate governance, fiduciary stewardship, and shareholder engagement matters
Lead analysis and recommendations for complex or high-profile proxy voting matters
Develop and maintain proxy voting guidelines, stewardship standards, governance frameworks, and related policies
Lead issuer, board, shareholder, and governance-related engagement activities
Monitor emerging governance, regulatory, market, and stewardship trends and assess implications for GWIM
Support stewardship recommendations presented to the GWIM Fiduciary Proxy Oversight Committee
Coordinate cross-jurisdictional stewardship policy initiatives and governance programs
Conduct fiduciary and governance research to support policy development and voting decisions
Partner with Legal, Compliance, Risk, Product, Operations, and business leaders
Develop stewardship reports, governance materials, committee presentations, and executive communications
Support regulatory examinations, audits, inquiries, and governance reviews
Contribute to stewardship modernization, including technology enhancements, analytics, reporting, and AI governance initiatives
Assist the Head of GWIM Investment Stewardship in shaping long-term strategy and capability development
Serve as secretary of the GWIM Fiduciary Proxy Oversight Committee and present policy recommendations and voting rationales
Conduct post-vote analysis to verify votes match approved guidelines
Maintain fiduciary voting principles, conflict-of-interest controls, and governance safeguards
Develop stewardship content for RFPs, client inquiries, and external positioning

Requirements

What you’ll need

10+ years of experience in investment stewardship, proxy voting, corporate governance, asset management, fiduciary administration, investment products, risk, legal, compliance, or related financial services disciplines
Strong knowledge of proxy voting processes, fiduciary obligations, governance principles, and stewardship practices
Experience analyzing complex governance, shareholder, regulatory, or fiduciary matters
Ability to influence cross-functional stakeholders and senior business leaders
Strong communication, presentation, research, and analytical skills
Experience developing policies, governance standards, position papers, or committee materials
Ability to manage multiple complex initiatives simultaneously within a highly regulated environment
Direct experience with proxy voting governance, stewardship programs, issuer engagement, or shareholder engagement
Knowledge of OCC, SEC, ERISA, and investment adviser regulatory requirements
Experience supporting governance committees, fiduciary committees, or risk oversight forums
Experience working with proxy advisory firms, governance research providers, or stewardship data platforms
Experience developing stewardship reporting, dashboards, regulatory materials, or executive-level governance content
Advanced knowledge of governance best practices and emerging stewardship trends
Ability to work 40 hours per week on 1st shift in the United States of America

Benefits

Comp & perks

Inclusive workplace culture
Physical, emotional, and financial wellness support
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career
Annual discretionary incentive plan eligibility
Paid time off
Resources and support to make an impact