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Bank of America Institutional Retirement Reporting Product Manager in Pennington, New Jersey

Institutional Retirement Reporting Product Manager

Pennington, New Jersey

Job Description:

Business Overview:

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.

Responsibilities/ Position Summary:

Partner with Institutional Retirement Investment team and line of business counterparts to execute on institutional retirement investment product strategy and deliver retirement investment solutions across platform offering including; Proprietary Defined Contribution, Advisor Alliance, Defined Benefit, Investment Consulting and Health Benefit Solutions.

Responsibilities include:

  • Execute projects to drive business strategy including developing analytics and creating new reporting capabilities across institutional retirement product

  • Responsible for the production and delivery of quarterly investment performance reporting across various products and programs (Defined Contribution, Investment Programs, Health Benefits)

  • Driving process improvement across investment performance reporting, data management, and validation

  • Identify opportunities to streamline testing and data quality responsibilities across institutional reports

  • Supporting development of new product launches to the Institutional Retirement Investments Center (IRIC)

  • Contribute to the development of best practices, training materials, processes and procedures for the institutional reporting responsibilities

  • Partner with internal and external stakeholders to communicate deliverables, timelines, short term and long term roadmap projects for full transparency

  • Work with financial advisors and their teams on complex, time sensitive items, including; IPS creation/ customization, portal support, exhibit creation, troubleshooting issues

  • Assisting in project management activities and maintaining training materials, procedures, and resources

Required Skills:

  • Bachelor’s degree

  • Must be highly proficient in Excel and able to navigate through and analyze large data sets

  • Must have a minimum of 2 years related experience.

  • Process and control minded

  • Ability to execute detail oriented tasks in fast paced environment

  • Excellent project management skills and is able to manage complex projects

  • Creative approach to problem solving – thinks “outside the box”

  • Strong interpersonal skills necessary to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner.

  • Ability to manage conflict and bring issues to resolution.

Desired Skills:

  • Knowledge and/or experience drafting scope documents and or technical business requirements

  • Experience with Microsoft Excel VBA

  • Experience with Microsoft Access and writing queries

  • Working knowledge of ML and the financial service industry a plus


1st shift (United States of America)

Hours Per Week:


Full time


Manages People: No

Travel: Yes, 5% of the time

Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at .

To view the "EEO is the Law" Supplement, CLICK HERE at .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .