Global Markets Client Onboarding Manager

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. We’re devoted to being a diverse and inclusive workplace for everyone and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

About the role

This role is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients, promoting investment product sales through frequent client meetings, and ensuring a seamless onboarding experience.

Responsibilities

• Manage the end-to-end onboarding process for institutional clients across various lines of business.
• Act as the primary point of contact for clients during onboarding, delivering a timely and compliant client onboarding experience.
• Liaise with internal teams, including Sales, Trading, Legal, Credit, AML/KYC, and Operations to ensure all onboarding requirements are met efficiently.
• Monitor and communicate onboarding progress with key stakeholders, proactively addressing roadblocks or delays.
• Ensure data accuracy and system readiness to enable client trading upon completion of onboarding.
• Be the voice of the client, enabling the strategic development of the client service model and technology platforms.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Ensure Bank of America is industry-leading in onboarding, exceeding client expectations and aligning with client strategies.
• Protect existing revenue and enable new revenue through onboards and mandates won for multi-fund launches.

Requirements

• Experience in client onboarding, account management, or a similar operations/client-facing role within financial services.
• Understanding of AML/KYC, regulatory, and documentation requirements for institutional client onboarding.
• Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
• Highly organized with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
• Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.

Skills

• Excellent communication skills and ability to present to a senior audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Proficiency in French and/or German to support communications with clients would be beneficial.
• Self-motivated and able to work unsupervised.
• Able to manage own time and know when to escalate.
• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs.
• Commitment to challenging the status quo and promoting positive change.
• Believes in the value of diversity to reflect, connect, and meet the diverse needs of clients and employees.

Benefits

• Private healthcare for you and your family plus an annual health screen.
• Competitive pension plan, life assurance, and group income protection cover.
• 26 weeks paid maternity leave, 16 weeks paid paternity leave, and inclusive family leave arrangements.
• 20 days of back-up childcare, including access to school holiday clubs, and 20 days of back-up adult care per annum.
• Flexible benefits including a wellbeing account, travel insurance, critical illness, and cycle-to-work scheme.
• Use of a flex fund to use towards benefits.
• Access to an emotional wellbeing helpline and virtual GP services.
• Access to the Peppy App for 1:1 support, consultations, and resources relating to men’s health, women’s health, fertility, menopause, and pregnancy & parenthood.
• Access to a range of gyms, exercise classes, and wellbeing apps through Wellhub, including Headspace and Calm.
• Opportunity to give back to your community through volunteering.