Registered Team Manager, Investment Center (Series 7/66)

Bank of America; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a skilled Team Manager to lead Consumer Investments Solutions & Client Services. You will coach a financial service team, resolve elevated client issues and drive a culture of client-centric service in a multi-site environment.

You will hold Series 7, 66, 9,10 (or equivalents) and oversee risk, compliance and performance. Weekend/extended hours may be required to operate the business. 40 hours per week in a United States location.

Qualifications

• Understands investments and can translate client needs into solutions.
• Excellent client service and relationship-building abilities.
• Strong written and verbal communication for diverse stakeholders.

Responsibilities

• Coach and supervise a team delivering investment solutions and client service.
• Resolve elevated client issues and model best practices in service delivery.
• Develop the team through coaching, calls review and regular feedback.
• Maintain compliance with regulatory standards and risk management.

Skills

Investment knowledge

Client relationship

Communication skills

Active listening

Analytical ability

Job description

Bank of America is seeking a skilled Team Manager to lead Consumer Investments Solutions & Client Services. You will coach a financial service team, resolve elevated client issues and drive a culture of client-centric service in a multi-site environment.

You will hold Series 7, 66, 9,10 (or equivalents) and oversee risk, compliance and performance. Weekend/extended hours may be required to operate the business. 40 hours per week in a United States location.