Human Resources Executive - Merrill Wealth Management

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!

The Investment Solutions Group (ISG) and Chief Investment Office (CIO) support Consumer Investments, Merrill, and Bank of America Private Bank. Together, these organizations shape the firm's investment platform by developing investment strategies, asset allocation guidance, investment policies, research, and due diligence frameworks that support advisors in helping clients achieve their financial goals.

ISG is responsible for the development, management, and oversight of the firm's core investment solutions, including mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), capital markets offerings, and alternative investments. The organization also oversees fiduciary platforms and capabilities, provides field support through its specialist organization, and manages relationships with third-party asset managers.

The CIO serves as the firm's investment authority, developing market and economic perspectives, constructing investment strategies and portfolios, conducting investment due diligence, and delivering the research, insights, and guidance that inform advisor recommendations and client investment decisions.

This role reports directly to the Human Resources Executive (HRE) for Merrill and serves as the strategic HR partner for ISG & CIO. The role requires strong strategic thinking, thought leadership, influence, and execution skills to help leaders achieve business objectives and drive organizational effectiveness. The successful candidate will be a seasoned HR generalist with expertise in organizational design and development, change management, talent acquisition, compensation, employee relations, workforce planning, and leadership development, combined with strong business acumen, financial discipline, and attention to detail.

• →10+ years of Human Resources leadership experience with a proven track record of advancement and business success
• →Deep technical HR competence that includes HR generalist experience and broad knowledge across HR disciplines; ability to influence using a balance of technical HR expertise, business acumen, and relationship skills
• →Superb relationship management skills, and the ability to develop strong interpersonal alliances at all levels, and connect with senior executives on both a business and a personal level
• →Experience in client management around strategic HR issues such as talent management, compensation /org design/development, change management, etc
• →Demonstrated ability as an enterprise thought leader who can proactively drive change and innovation
• →Professional demeanor; outstanding communication, presentation and negotiation skills
• →Experience in analyzing and interpreting organizational and workforce planning data and being able to tell a story around it
• →Ability to partner with other key leadership partners such as Finance, Technology, Talent Acquisition, Learning, Leadership and Development and Compensation
• →Strong Microsoft Office skills/written presentation skills

• Client facing experience
• Knowledge of LOB and the regulatory environment is a plus
• Experience supporting complex businesses such as investment banking, wealth management, or Staff Support functions in Risk, CFO