Investment Performance & Client Growth Lead

Bank of America; Pennington (NJ); On-site; USD 156,000 - 191,000; Full time

Job summary

Bank of America is seeking a Performance Manager to design competitive performance plans and provide feedback on client experience and market strategy. The role analyzes trends to deepen client relationships and leverages talent analytics for workforce effectiveness, training, and risk management within a fast-paced environment.

Based in the United States, the position emphasizes collaboration across LOBs, including GWIM, Small Business, and Home Loans, with a focus on compliance and

Qualifications

• 3+ years leading, coaching, and managing high performing sales teams within the financial services industry.
• Proven ability to drive integration across products and drive results through superior delivery and sales management.
• Proactively builds trusted relationships with key partners/clients.
• Ability to be a change agent and work in a fast-paced environment.
• Experience in building effective client-minded sales strategies which impact the business line.
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels.

Responsibilities

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams (i.e GWIM, Small Business and Home Loans)
• Meet regularly (virtually or in person) to observe center based Financial Solutions Advisors (FSA) activities, meet with leaders within the division and coach as needed
• Monitor reporting and identify gaps/opportunities.
• Support effective on-boarding, training, and continuing education of FSAs.
• Help reinforce compliance, supervision, and provide risk management support for Division and Leadership.
• Support leaders in implementing effective performance management strategies including reward and recognition mechanisms.

Skills

Series 7 & 66

Licenses: 8 or 9/10 + 4/24/53

Coaching & performance

Sales leadership

Cross-product integration

Relationship building

Change agent

Sales strategies

Communication of plans

Education

High School Diploma / GED

Job description

Bank of America is seeking a Performance Manager to design competitive performance plans and provide feedback on client experience and market strategy. The role analyzes trends to deepen client relationships and leverages talent analytics for workforce effectiveness, training, and risk management within a fast-paced environment.

Based in the United States, the position emphasizes collaboration across LOBs, including GWIM, Small Business, and Home Loans, with a focus on compliance and