Registered Academy Manager – Wealth Management

Bank of America; South Dakota; On-site; USD 85,000 - 108,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Registered Academy Manager to lead onboarding and Wealth Management Advisor Development programs in an in-office environment. You will drive proficiency by identifying skill gaps, coaching participants, and coordinating virtual and classroom sessions with leadership alignment.

The role requires 2+ years in Wealth Management, Series 7/66 licenses, and a Bachelor's degree or equivalent, with a large-scale learning focus and oversight of 25+ new hires.

Qualifications

• Wealth Management experience including coaching and developing employees for proficiency and performance.
• Series 7 and Series 66 licenses (or equivalent).
• Ability to diagnose root causes, skill gaps and implement performance action plans.
• Strong problem solving and follow-up skills with effective escalation when needed.

Responsibilities

• Facilitates onboarding, core and/upskill Academy programs (virtual/in-class).
• Identifies gaps, develops action plans, and coaches participants to milestones.
• Manages program outreach, logistics, communications, and access to technology.
• Partners with content design to provide curriculum feedback and program updates.
• Ensures adherence to risk culture by enforcing policies and processes.
• Conducts post-program checkpoints to accelerate speed to proficiency.
• Oversees 25+ employees through the new hire learning journey.
• Participates in LOB leadership routines and provides stakeholder updates.

Skills

Active Listening

Hiring and Onboarding

Influence

Learning Delivery

Presentation Skills

Coaching

Collaboration

Consulting

Oral Communications

Customer Service Management

Customer and Client Focus

Executive Presence

Leadership Development

Talent Development

Education

Bachelor's degree or equivalent work experience

High School Diploma/GED

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Job Description:

This job is responsible for leading and supporting employees through onboarding and core programs and upskill programs. Key responsibilities include identifying effective behaviors, implementing management routines, and tools/resources to ensure accuracy and consistency throughout the Academy experience. Job expectations include partnering with leadership to drive employee development and increase speed to proficiency through virtual/in-person skill development, practice sessions, simulator workshops, knowledge assessments, and one-on-one coaching.

The Registered Academy Managers are responsible for delivering a consistent and deliberate on-boarding experience to all registered new hires in the Core Advisor and Wealth Management Advisor Development programs.

They play a critical role in employee development by increasing new hire speed to proficiency. Registered Academy Managers will partner closely with line of business leaders and are required to be Series 7 and Series 66 licensed.

Responsibilities:

• Facilitates onboarding, core and/or upskill Academy programs (virtually and/or in the classroom), inclusive of delivering assessments, managing practice pods, call calibration sessions, practice sessions, and simulator workshops
• Identifies behavior and proficiency gaps, develops action plans, and coaches participants to ensure successful completion of training programs and achievement of milestones
• Manages program outreach, coordination, logistics, communications, calendar planning, escalations, and ensures teammates have access to technology
• Partners with Academy content design teammates to provide feedback on content, curriculum, and programs
• Ensures adherence to risk culture by enforcing internal and regulatory policies, procedures, and processes throughout new to role programs
• Conducts periodic post-program completion checkpoints to gauge the participants understanding and help accelerate speed to desired proficiency and/or reduce the learning curve for associates
• Participates in Line of Business (LOB) leadership routines and initiatives, providing stakeholders with feedback on teammate development and program updates
• Direct responsibility for overseeing 25+ employees throughout their new hire learning experience

Required Qualifications:

• 2+ years of Wealth Management experience to include proven ability to coach and develop employees driving proficiency and performance in a client-centric environment
• Series 7 and Series 66 (or equivalent) licensed
• Proven ability to diagnose root cause/skill gaps and develop and execute effective performance action plans to build skill/knowledge
• Demonstrated problem solving, strong follow-up skills and ability to escalat...Note: truncated due to length

Desired Qualifications:

• Bachelor’s degree or equivalent work experience
• Financial Advisor experience preferred

Minimum education

High School Diploma / GED / Secondary School or equivalent

Skills

• Active Listening
• Hiring and Onboarding
• Influence
• Learning Delivery
• Presentation Skills
• Coaching
• Collaboration
• Consulting
• Oral Communications
• Customer Service Management
• Customer and Client Focus
• Executive Presence
• Leadership Development
• Talent Development

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay and benefits information

Pay Transparency details

US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130)

Pay range

$84,500.00 - $108,000.00 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.