GWIM Investment Stewardship Executive

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 GWIM Investment Stewardship Executive serves as a senior leader within the GWIM Investment Stewardship function, responsible for advancing the firm's proxy voting, fiduciary stewardship, issuer engagement, and governance programs across Global Wealth & Investment Management.

The role acts as a key advisor to the Head of GWIM Investment Stewardship and provides subject matter leadership on complex proxy voting matters, stewardship policy development, shareholder engagement, and regulatory developments impacting stewardship activities. The executive will lead analysis and recommendations related to significant voting matters, governance trends, fiduciary issues, and stewardship engagements while helping ensure consistency across Broker/Dealer, RIA, and fiduciary platforms.

Responsibilities:

• Serve as a senior subject matter expert on proxy voting, corporate governance, fiduciary stewardship, and shareholder engagement matters.
• Lead analysis and recommendations for complex or high-profile proxy voting matters.
• Develop and maintain proxy voting guidelines, stewardship standards, governance frameworks, and related policies.
• Lead issuer, board, shareholder, and governance-related engagement activities on stewardship matters.
• Monitor emerging governance, regulatory, market, and stewardship trends and assess implications for GWIM.
• Support stewardship recommendations presented to the GWIM Fiduciary Proxy Oversight Committee.
• Coordinate cross-jurisdictional stewardship policy initiatives and governance programs.
• Conduct fiduciary and governance research to support policy development and voting decisions.
  Partner with Legal, Compliance, Risk, Product, Operations, and business leaders on stewardship-related matters.
• Assist in the development of stewardship reports, governance materials, committee presentations, and executive communications.
• Support regulatory examinations, audits, inquiries, and governance reviews.
• Contribute to stewardship modernization efforts, including technology enhancements, analytics, reporting, and AI governance initiatives.
• Assist the Head of GWIM Investment Stewardship in shaping long-term stewardship strategy and capability development.
• Serve as secretary of the GWIM Fiduciary Proxy Oversight Committee, presenting policy recommendations and voting rationales for contested and complex votes. 
• Conduct post-vote analysis to confirm votes match approved guidelines and that any deviations are intentional and well-supported. 
• Maintain fiduciary voting principles, conflict-of-interest controls, and governance safeguards across fiduciary and RIA discretionary accounts. 
• Develop stewardship content for RFPs, client inquiries, and external positioning, including voting rationale and engagement outcomes.

Required skills:

• 10+ years of experience in investment stewardship, proxy voting, corporate governance, asset management, fiduciary administration, investment products, risk, legal, compliance, or related financial services disciplines.
• Strong knowledge of proxy voting processes, fiduciary obligations, governance principles, and stewardship practices.
• Experience analyzing complex governance, shareholder, regulatory, or fiduciary matters.
• Demonstrated ability to influence cross-functional stakeholders and senior business leaders.
• Strong communication, presentation, research, and analytical skills.
• Experience developing policies, governance standards, position papers, or committee materials.
• Ability to manage multiple complex initiatives simultaneously within a highly regulated environment.

Desired Skills:

• Direct experience with proxy voting governance, stewardship programs, issuer engagement, or shareholder engagement.
• Knowledge of OCC, SEC, ERISA, and investment adviser regulatory requirements.
• Experience supporting governance committees, fiduciary committees, or risk oversight forums.
• Experience working with proxy advisory firms, governance research providers, or stewardship data platforms.
• Experience developing stewardship reporting, dashboards, regulatory materials, or executive-level governance content.
• Advanced knowledge of governance best practices and emerging stewardship trends.

Skills:

• Investment Stewardship
• Proxy Voting Governance
• Fiduciary Oversight
• Corporate Governance Management
• Data Governance
• Issue Management
• Regulatory Compliance
• Regulatory Relations
• Executive Oral and written Communications
• Policies, Procedures, and Guidelines
• Policy Development
• Strategic Thinking
• Research and Analysis
• Stakeholder Management
• Risk Management

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 - 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

$200,000.00 - $280,000.00 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.