Senior Operations Team Lead

Bank of America

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

Posted 11/9/2026full-timePennington • New Jersey • United StatesSenior💰 $63,000 - $124,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in overseeing operations teams, ensuring adherence to regulatory policies, and implementing process improvements. Proficient in analyzing complex financial data and managing performance metrics while providing guidance and training to team members.

Highest-signal resume keywords

Operations ManagementFinancial Data AnalysisProcess Improvement ImplementationTeam LeadershipRegulatory Compliance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisMicrosoft ExcelPerformance Metrics TrackingProcess ManagementFinancial Markets KnowledgeWealth Management UnderstandingRisk ManagementPerformance ReportingClient Data ReviewProcess Performance Management

Soft Skills

Problem SolvingAttention to DetailCoachingRelationship BuildingTime Management

Industry Keywords

Financial ServicesWealth ManagementInvestment AssetsOperational ProceduresCross-Functional CollaborationSLA ManagementClient ManagementCustomer Service ManagementBusiness Operations ManagementPerformance Standards

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 and handle exception requests
Refer more complex problems to a senior manager
Resolve day-to-day problems and execute deliverables within the business unit
Apply end-to-end process knowledge and ensure adherence to bank and regulatory policies and procedures
Manage team workload and provide oversight and direction
Evaluate efficiencies, identify process improvement opportunities, and implement improvements
Maintain internal, operational, and financial controls within the business unit’s risk appetite
Demonstrate understanding of end-to-end process flows, upstream and downstream impacts, process controls, and risk considerations for performance data management
Serve as a subject matter expert and support knowledge transfer through training, coaching, and peer guidance
Confirm performance data, research issues, and work with partners to correct or complete performance information for accurate reporting

Requirements

What you’ll need

2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures
1+ year leading and executing process changes
Demonstrated experience working in high-volume, time-sensitive environments and consistently meeting SLAs
1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investments
Experience tracking and monitoring key performance indicators for an operational process
Minimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectations
Ability to analyze and transform data into Microsoft Excel, using pivot tables, lookup functions and data validation
Ability to manage multiple priorities independently while keeping strict attention to detail and accuracy
Basic understanding of wealth management or retirement products and performance reporting methodologies
Experience in financial services, wealth management industry and/or operations
Experience collaborating with cross-functional partners, including technology, vendors, controls, and advisory teams
Familiarity with foundational operations and a specific product line
Skills in leadership development, performance management, process management, process performance management, talent development, account management, client management, customer service management, relationship building, business operations management, policies, procedures and guidelines, and risk management

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees