Consumer Investments Market Leader - Manhattan/NJ Region

Bank of America; New York (NY); On-site; USD 126,000 - 163,000; Full time

Job summary

An established industry player is seeking a dynamic leader to manage a team of Financial Solutions Advisors. This role focuses on enhancing client relationships, driving sales performance, and ensuring operational excellence. The ideal candidate will have a strong background in financial services, possess excellent leadership and coaching skills, and demonstrate a commitment to delivering outstanding client experiences. Join this innovative firm to make a meaningful impact in the financial lives of clients while fostering a diverse and inclusive workplace. If you are passionate about leading teams and achieving results, this opportunity is for you.

Benefits

Paid time off

Industry-leading benefits

Discretionary incentive eligibility

Resources and support for employees

Qualifications

• 5+ years of experience in sales/bank operations and team management.
• Ability to obtain necessary licenses within specified time.

Responsibilities

• Manage a team of Financial Solutions Advisors to enhance client experience.
• Drive local strategies and ensure operational excellence.

Skills

Risk Management

Leadership Development

Coaching

Customer and Client Focus

Talent Development

Sales Performance Management

Business Operations Management

Customer Service Management

Decision Making

Executive Presence

Performance Management

Recruiting

Process Performance Management

Critical Thinking

Result Orientation

Education

Undergraduate college degree

Tools

Sales Force

Microsoft Office

Job description

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:
This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.

Key Responsibilities:

1. Champions organizational vision and values executing consistently to drive business results
2. Manages the financial planning and asset-based relationship sales process
3. Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
4. Manages sales using growth plans in Sales Force
5. Manages effective Financial Center Advisor recruiting strategies
6. Administers superior sales supervision and practices in the market

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

1. Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement
2. Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions
3. Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues
4. Provides inspection, coaching and feedback to motivate, differentiate and improve performance
5. Actively manages expenses and budgets in alignment with objectives, making sound financial decisions
6. Assesses talent and builds bench strength for roles across the organization
7. Delivers results by effectively prioritizing, inspecting and appropriately delegating team work

Skills:

1. Risk Management
2. Leadership Development
3. Coaching
4. Customer and Client Focus
5. Talent Development
6. Sales Performance Management
7. Business Operations Management
8. Customer Service Management
9. Decision Making
10. Executive Presence
11. Performance Management
12. Recruiting
13. Process Performance Management
14. Critical Thinking
15. Result Orientation

Required Qualifications:

• Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time
• Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time
• 5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Can attract, recruit and retain an effective sales and operations team
• Efficiently manages your time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Can be flexible to work weekends and/or extended hours as needed
• Travel required: Will vary depending on geography
• Is proficient in computer skills and professional programs (example: Microsoft Office)
• Has the ability to pass compliance requirements

Desired Qualifications:

• Prefer fully licensed candidates
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience in mortgage, retail or hospitality
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Undergraduate college degree
• Prior management experience
• Bilingual skills

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details:
Pay range $126,200.00 - $162,300.00 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 include 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.