Senior Operations Team Lead

Bank of America

. Oversee the Operations team and ensure deadlines, execution, and task coordination .

Posted 10/13/2026full-timeJacksonville • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing operations teams, ensuring compliance with procedures, and delivering timely execution of equity and fixed income transactions. Strong ability to analyze complex problems, foster collaboration, and implement innovative solutions to enhance operational efficiency.

Highest-signal resume keywords

Investment Operations ExperienceTrade Support Best PracticesEquity And Fixed Income KnowledgeStrong Communication SkillsProblem-Solving Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade MatchingAffirmationDelivery Of Security TransactionsOperational EfficiencyRisk MitigationCompliance AdherenceException HandlingTask CoordinationDeadline ManagementAnalytical Problem Solving

Soft Skills

Excellent JudgmentCollaborative MindsetDetail OrientedAbility To Work Under PressureHigh Personal Standards

Tools & Technologies

Charles RiverBloombergOMGEOCTMOasysPACETradeWebMarketAxess

Industry Keywords

Private BankingEquity TransactionsFixed Income TransactionsService Level AgreementsAudit Compliance

About the role

Key responsibilities & impact

Oversee the Operations team and ensure deadlines, execution, and task coordination
Identify, analyze, and resolve complex problems
Ensure adherence to operations procedures
Provide guidance to employees
Handle exception requests and refer complex problems to a senior manager
Provide daily oversight of trading and operational support to Private Bank
Endorse timely and accurate delivery and settlement of Equity and Fixed Income security transactions
Lead projects and initiatives that elevate client service, mitigate risk, and create operational efficiency
Interact regularly with traders, portfolio managers, technology teams, control partners, and auditors
Escalate exceptions involving trading, custodian banks, brokers, and fund accounting
Oversee trade matching, affirmation, and delivery of security transactions
Work with technology and business partners to create business cases, secure funding, and implement solutions to production
Develop positive relationships with internal and external contacts
Review and update department procedures and policies
Ensure Trade Support Service Level Agreements are adhered to
Ensure compliance with audits, laws, rules, and regulations

Requirements

What you’ll need

5 years of experience in an investment operations role supporting trade related functions or equivalent
Excellent judgment and decision-making skills
Collaborative mindset and ability to partner with others to address exceptions
Intellectual curiosity and desire to identify and implement innovation
Strong verbal and written communication skills
Extremely detail oriented
Ability to work under pressure and balance multiple assignments
High personal standards of conduct and integrity
Career-oriented teammate seeking to grow within the organization
Solid understanding of fixed income and equity investments, including options
Ability to learn other tasks and operations
Technical competence in Trade Support best practices preferred
Experience with Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, and MarketAxess is a plus

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development