Business & CRM Support Sr Analyst

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: The Investment Solutions Group (ISG) Specialist team provides advisors and clients with support across a broad range of products and solutions for both brokerage and fee-based accounts. The Business & CRM Support Sr Analyst will be part of the Specialist COO Team responsible for supporting and enhancing the Salesforce ecosystem used by Specialists and leadership teams.

We are seeking an enthusiastic, intellectually curious, and self-motivated professional to join a small team focused on driving innovation and continuous improvement of the team’s operating model with a focus on the team’s Salesforce platform. This role will serve as a key liaison between business stakeholders and technology teams, helping to translate business needs into scalable Salesforce solutions that improve productivity, reporting, and data-driven decision making.

The role will help administer and enhance Salesforce capabilities including user experience improvements, CRM Analytics dashboards, workflow automation, data integration, user templates, and reporting solutions. The individual will also support the team in other business enablement, reporting, and governance routines as needed.

Responsibilities:

Required Qualifications:

Desired Qualifications:

Skills:

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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), 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

$85,500.00 - $120,600.00 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.