Senior Private Wealth Strategy and Operations Manager

Bank of America; San Antonio (TX); In loco; USD 110.000 - 150.000; Tempo pieno

Descrizione del lavoro

Merrill Wealth Management, part of Bank of America, seeks a Senior Business Manager to shape strategy and drive execution for a Financial Advisor team. You will develop the team plan, manage profitability, and coordinate with market leaders to align initiatives with division goals.

Responsibilities include tracking progress with clear metrics, handling administrative duties, and ensuring excellent client service. Requires regulatory knowledge and leadership experience.

Competenze

• Five years of specialist/analyst experience or equivalent.
• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
• Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
• Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience

Mansioni

• Develops and manages the team's business plan and practice financials.
• Manages and drives complex financial-related initiatives to include: pricing strategy, profitability compared to revenue and time capacity.
• Interfaces with market and division leaders to ensure team strategy and initiatives support overall division market strategies and goals.
• Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives.
• Manages diverse administrative functions to include personnel processes and performance monitoring and coordination of team assignments, projects and key initiatives, and overall team client service strategy.

Conoscenze

Administrative Services

Customer Experience Improvement

Project Management

Sales Performance Management

Strategy Planning and Development

Business Analytics

Communication

Leadership

Formazione

High School Diploma / GED / Secondary School or equivalent

MBA (desirable)

Descrizione del lavoro

Merrill Wealth Management, part of Bank of America, seeks a Senior Business Manager to shape strategy and drive execution for a Financial Advisor team. You will develop the team plan, manage profitability, and coordinate with market leaders to align initiatives with division goals.

Responsibilities include tracking progress with clear metrics, handling administrative duties, and ensuring excellent client service. Requires regulatory knowledge and leadership experience.