Senior Academy Manager - Registered

Bank of America; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

Bank of America is seeking a Registered Senior Academy Manager responsible for leading employee training in Wealth Management. This role involves developing training programs, delivering assessments, and managing participants' progress to enhance their skills and experiences. Join a company driven by its commitment to responsible growth and employee development.

Qualifications

• 5+ years of Wealth Management experience required.
• SIE, Series 7, Series 66 (or equivalent), Series 9 & 10 required.
• Strong leadership and organizational skills needed.

Responsibilities

• Lead and support onboarding and upskill programs for employees.
• Partner with leadership to drive employee development.
• Manage program logistics, outreach, and ensure adherence to policies.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or equivalent work experience

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 Senior Academy Manager will work closely with the Merrill Lynch Wealth Management Client Service Strategy and Supervision teams to ensure consistent and appropriate delivery of content and curriculum to the Office Management Team (OMT). They will work 1:1 with the A/OMT to coach and develop with the goal of developing highly trained and effective associates. In this role, you will be responsible for building components of new to role and in-role Academy programs, as needed, and contributing to an effective learning plan, creation and management of curriculum design and content and cohort management. You will play a critical role in Associate OMT development and new hire speed to proficiency while partnering closely with key business partners.

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

• Lead, support and coach members of the Associate OMT Program

• Deliver national learning curriculum ensuring a consistent experience preparing CRMs and MSMs for success

• Provide individualized coaching and support

• Proactively builds trusted relationships with key partners

Required Qualifications:

• 5+ years of Wealth Management experience to include proven ability to coach and develop employees driving proficiency and performance in a client-centric environment

• Strong understanding of the role of OMT and day to day

• SIE, Series 7, Series 66 (or equivalent), Series 9 & 10 required

• Ability to handle difficult conversations

• Demonstrated problem solving, strong follow-up skills and ability to escalate and gain resolution as needed

• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to excellence

• Strong organizational skills including the ability to manage multiple responsibilities and prioritize

• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening

• Comfortable with virtual training and technology

• Executive presence and ability to lead meetings

Desired Qualifications:

• Senior Market Supervision Manager (SMSM) or Market Supervision Manager (MSM) experience highly preferred

• Bachelor’s degree or equivalent work experience

• Organized and detail oriented

• Ability to articulate strategy into tactics

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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA