Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for managing strategic initiatives and enhancing the investment offering by overseeing the client experience. Key responsibilities include representing unique needs of our investment advisory programs, partnering with operations to establish fund accurately on platforms, and collaboration cross functions. Job expectations include ensuring governance and risk routines are in place, ability to think creatively and identify solutions while balancing risks and building and potentially engaging advisors or third party investment managers to understand and solve their needs.

The Senior Product Specialist - Registered is a member of the Traditional Investments Oversight team within Investment Products. The team oversees the ongoing governance of the traditional investment platform and the availability of investment products to investors.

The role will focus on managing the Traditional Investments product and coverage pipeline, coordinating research coverage with internal and external due diligence partners, and supporting product governance committees. The specialist will maintain clear documentation on pipeline status, coordinate with impacted stakeholders, manage deadlines, and escalate issues to dependencies as appropriate. The specialist will also translate governance decisions into accurate implementation actions and advisor communications, while providing audit-ready support for core oversight processes.

Responsibilities:

• Holds strong communication skills both written and verbal presentations
• Creates opportunities to enhance client experience through products or service that can be provided
• Provides support from a day-to-day perspective to advisors, key parties, and other teammates
• Demonstrates strong people skills to influence, lead and collaborate across multiple bank partners
• Manages any operational risk through a thorough vetting process and or looping in governance partners or impacted parties
• Owns day-to-day coordination of the Traditional Investments new product and coverage pipeline, including intake, prioritization, documentation, status tracking, meeting coordination, issue escalation, and follow-up with product leads and Relationship Management.
• Maintains pipeline transparency for senior leadership through accurate trackers, recurring updates, decision logs, and clear identification of dependencies, aging items, and next steps.
• Coordinates Morningstar and other third-party research coverage requests, including submissions, product and share-class information, status follow-up, rating and analyst-note monitoring, and escalation of items requiring governance review.
• Supports Traditional Solutions Committee governance by coordinating with team on agenda construction and supporting materials, maintaining committee and product-status records, documenting decisions, and tracking actions through completion.
• Analyzes platform holdings, assets, strategy coverage, advisor and account impacts, and related product data to support pipeline, research-coverage, and governance decisions.
• Maintains documented procedures, control evidence, committee records, rosters, and audit-ready support for oversight processes.

Required Qualifications:

• 5+ years of experience in investment products, product management, investment oversight, due diligence, wealth management, risk, operations, or a related field.
• Demonstrated ability to manage multiple high-impact workflows independently and deliver accurate results within governance timelines.
• Strong organizational and project-management skills, including disciplined documentation, follow-up, and stakeholder coordination.
• Strong analytical skills and experience working with investment-product, holdings, AUM, performance, or reference data.
• Strong written communication skills, including the ability to draft clear governance materials and advisor-facing communications.
• Working knowledge of mutual funds, ETFs, SMAs, and other traditional investment vehicles.
• SIE, Series 7, and Series 66 licenses at time of hire or ability to obtain them within 120 days.

Desired Qualifications:

• Bachelor's degree
• Familiarity with Morningstar research, ratings, identifiers, and investment manager coverage processes.
• Ability to collaborate across product, research, risk, compliance, operations, technology, and senior leadership stakeholders.
• Knowledge of Tableau and Alteryx is a plus, particularly for collaborating on existing reporting, performing ad hoc analysis, and supporting workflow enhancements.
• Proficiency with Microsoft Office products, including familiarity with CoPilot
• SQL or similar data-query experience is beneficial but not required

Skills:

• Collaboration
• Issue Management
• Presentation Skills
• Product Design and Development
• Project Management
• Agile Practices
• Continuous Improvement
• Critical Thinking
• Quality Assurance
• User Experience Design
• Adaptability
• Change Management
• Data and Trend Analysis
• Executive Presence
• Problem Solving

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NJ - Jersey City - 525 Washington Blvd (NJ2525), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$105,000.00 - $166,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.