Transaction Management Operations Analyst

Bank of America

. Process moderately complex transactions and fulfillment, including movement of assets into and out of accounts .

Posted 10/22/2026full-timePennington • New Jersey • United StatesJuniorMid-Level💰 $28 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment operations, including client onboarding, asset transfer processes, and compliance with financial regulations. Proven ability to manage complex transactions, facilitate client interactions, and lead training initiatives while maintaining operational excellence.

Highest-signal resume keywords

Investment Operations ExperienceProject Management ExperienceProficiency In Microsoft Office SuiteKnowledge Of Financial Services IndustryStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingReconciliationSettlement SupportAsset Transfer ManagementCompliance TrackingDocument InspectionProblem ResolutionClient OnboardingOperational Risk IdentificationProcess Improvement

Soft Skills

Time ManagementRelationship ManagementOrganizational SkillsSelf-MotivationInfluencing Skills

Industry Keywords

FINRA 2273Reg BICRSBroker Dealer Changes529 PlansLife Insurance PoliciesClient AssociatesInternal Business PartnersExternal ClientsOperational Excellence

About the role

Key responsibilities & impact

Process moderately complex transactions and fulfillment, including movement of assets into and out of accounts
Perform reconciliation, settlement, and trade and transfer support
Provide operations support and quality service to internal business partners and external clients
Maintain knowledge of account opening policies, procedures, and general bank programs
Manage end-to-end client onboarding and asset transfer processes, including systems, documentation, follow-up, and follow-through
Create executive-level transition tracking progress for each onsite project
Facilitate client meetings with Financial Advisors and Client Associates regarding onboarding and asset transfer questions
Coordinate training for new or transitioning Client Associates
Assist branch personnel with account transfers, Broker Dealer Changes on 529 plans, life insurance policies, and LMA processing
Track and inspect onboarding documents for consistent and compliant execution, including FINRA 2273, Reg BI, and CRS
Respond to moderately complex client inquiries through multiple channels
Analyze and resolve complex transactions requiring escalations and exceptions
Identify operational risks and process improvement opportunities
Assist in training less experienced team members

Requirements

What you’ll need

Minimum of 2 years’ experience in an investment operations role or equivalent
Project management experience
Excellent time management skills
Intermediate knowledge of Financial Services Industry
Proficiency in Microsoft Office suite: PowerPoint, Excel, Word, OneNote
Ability to develop and maintain positive relationships with internal and external contacts
Ability to manage confidential matters and sensitive information responsibly
Ability to manage multiple priorities and deliver quality results under aggressive deadlines
Strong written/verbal communication and relationship management skills
Ability to influence with impact across the organization
Commitment to operational excellence, personal integrity, and compliance with enterprise policies and procedures
Highly organized, meticulous, and self-motivated
Ability to investigate and resolve complex problems
Ability to effectively lead teammates and motivate them on transitions and high-profile projects
Up to 90% travel required to Merrill Branch offices
Flexibility to meet varying hours/days when necessary

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support to employees