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 operational problems and implement innovative solutions while maintaining high standards of integrity and collaboration.

Highest-signal resume keywords

Investment Operations ExperienceTrade Support Best PracticesEquity And Fixed Income KnowledgeCharles River ExperienceStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Problem SolvingTrade MatchingTransaction SettlementCompliance AdherenceProject LeadershipData AnalysisRisk MitigationTask CoordinationTraining And GuidanceDetail Orientation

Soft Skills

Judgment And Decision-MakingCollaborative MindsetIntellectual CuriosityAbility 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 operational problems
Ensure adherence to operations procedures
Provide guidance and ongoing training to employees
Handle exception requests and refer more 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
Serve as the daily escalation point for 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 into production
Develop positive relationships with internal and external contacts
Review and update department procedures and policies
Ensure Trade Support Service Level Agreements are met
Ensure compliance with audits, laws, rules, and regulations
Interact with traders, portfolio managers, technology teams, control partners, and auditors

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 on Trade Support best practices
Experience with Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, or MarketAxess is a plus
Ability to work first shift in the United States of America
40 hours per week

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
Full-time employment