Julia Gnip

Assistant Vice President @Bank of America Merrill Lynch

New York, NY, US

Product Development, Business Execution, Investment Oversight, and Collateral TeamSupported the development strategy to drive asset growth for Merrill Lynch’s flagship Investment Advisory Platform representing $1Trillion+ AUM by identifying enhancement opportunities and expansion of product offerings through utilization of the platform by Financial Advisors and creation of custom collateral for Senior Portfolio Manager Teams.o Created and updated 236 presentations for 27 largest senior portfolio manager teams for 82 defined strategies tofurther drive responsible growth and rationalizationo Reviewed and approved 200+ applications for discretionary management(Portfolio Manager or Senior Portfolio Manager) within Investment Advisory Platform and 800+ updates to discretionary strategies to ensure compliance with Investment Advisory guidelinesManaged product conflicts related work stream in response to the SEC’s Regulation Best Interesto Optimized Regulation Best Interest planning process for conflicts in brokerage by managing requirements, tracking development timelines and closely working with Business Leads to execute the Executive visiono Served as main point of contact for product/conflict sub-stream leads in creation of Conflicts Compendium, cataloging all conflicts and presenting solutions to eliminate or mitigate and disclose to Executive Leadership