Licensed Team Manager – Client Investments & Services

Bank of America; Jacksonville (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in Jacksonville, FL is seeking an experienced Team Manager for Consumer Investments Solutions and Client Services. You will lead a Financial Service Team, coach staff, and ensure high-quality client experiences while managing risk and compliance.

A strong background in investments and team leadership is required. You'll oversee daily operations, drive performance, and participate in training and talent development.

Qualifications

• Series 7, 66, 9, 10 required (or equivalent) at hire.
• Ability to understand investments and assist associates and clients.
• Focus on building relationships with teammates.
• Analytical ability with multi-tasking and prioritization.
• Strong communication skills and active listening.

Responsibilities

• Coach, motivate and supervise your team to grow client relationships and present investment solutions.
• Resolve elevated client issues and teach client ownership by example.
• Develop your team through coaching and relationship building.
• Manage compliance and regulatory standards to ensure responsible growth.
• Provide coverage weekends and/or extended hours as required to operate the business.

Skills

Series 7/66/9/10

Client relations

Leadership

Coaching

Risk management

Tools

Merrill systems

Job description

Bank of America in Jacksonville, FL is seeking an experienced Team Manager for Consumer Investments Solutions and Client Services. You will lead a Financial Service Team, coach staff, and ensure high-quality client experiences while managing risk and compliance.

A strong background in investments and team leadership is required. You'll oversee daily operations, drive performance, and participate in training and talent development.