Bank of America Strategic Planning & Analysis –Business Support Manager - New York, NY, Pennington, NJ, Boston MA and Charlotte, NC in Boston, Massachusetts

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

The Business Support Manager role will be part of the Strategic Performance team, focusing specifically on Strategic Planning & Analysis. This role will be responsible for thinking critically and performing underlying analysis to inform development and direction of MLWM business planning and strategic initiatives.

Key Responsibilities

  • Collect and synthesize qualitative and quantitative data to help inform decision-making

  • Prepare analysis of internal/external data into strategic and tactical recommendations

  • Lead and manage multiple projects

  • Assist with implementation of business solutions and strategies

  • Communicate with all levels of the organization

  • Create and present executive-level presentations


  • 5+ years of strong business analysis experience with proven ability to manage and implement new initiatives

  • 2 + years of project management experience in a financial organization

  • Prior experience driving and managing multiple projects and adjusting to changing deadlines

  • Excellent verbal and written communication skills

  • Expert level MS Power Point presentation skills with ability to create executive-level presentations

  • Intermediate to expert level MS Excel skills

  • Self-starter, high energy and detail oriented; ability to work with minimal supervision

  • Experience in wealth management business

  • Attention to detail is absolutely critical

  • Bachelors Degree

Enterprise Overview

Manages diverse administrative functions usually for a very large, complex department or business unit. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. May consult with senior management to define and manage projects that encompass and impact many associates. Requires a thorough knowledge of the department or business unit's functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May have full management responsibility over a team or may manage one level of managers.

Posting Date : 03/14/2018

Location :

Boston, MA, 100 FEDERAL ST (MA5100),


New York, NY, 225 LIBERTY ST (NY3002),


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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