Senior Team Lead

Jobtailor; Arizona; On-site; USD 90,000 - 125,000; Full time

Job summary

Bank of America in the United States, Arizona, seeks a Team Manager to oversee Premium Associates and drive exceptional client experience and retention. You will coordinate asset consolidation, product penetration, and resolve escalations to protect client relationships.

You will coach staff, manage schedules, and collaborate across Enterprise platforms to improve processes and service excellence. A strong background in trading strategies and certifications is required.

Qualifications

• Experience with advanced trading strategies, options, fixed income, and margin required.
• Series 7 & 66 required; Series 9 & 10 preferred or to be obtained within 120 days of start.

Responsibilities

• Assist the Team Manager in overseeing a team of Premium Associates.
• Deliver client experience and performance goals, including asset consolidation, retention, and product penetration.
• Serve as the first point of contact for client escalations.
• Partner with internal teams to research, resolve, and follow up on client issues.
• Manage schedules, segment reporting, and campaign completion.
• Provide immediate coaching to improve client experience.
• Listen to and grade Quality Assurance calls.
• Execute business development strategies and goals to achieve growth.
• Resolve complex client situations by researching issues and communicating solutions.
• Develop expert knowledge of internal policies, procedures, and processes for complex trading strategies.
• Review team activities to improve performance execution while managing risk and minimizing exposure.
• Work across Enterprise business lines and Merrill Edge partners to improve processes.
• Oversee day-to-day operations and processes to promote service excellence.
• Translate organizational goals into employee metrics and goals, evaluate progress, and provide feedback or intervention.
• Train, coach, and guide clients or employees toward personal or professional goals.
• Motivate others to overcome challenges and resolve conflict.
• Build employees’ skills and identify development opportunities.

Skills

Advanced trading strategies

Client experience management

Analytical skills

Team leadership

Risk management

Decision making

Education

Series 7

Series 66

Series 9/10 preferred

Tools

Enterprise platforms

US Trust

Advisory

Job description

• Assist the Team Manager in overseeing a team of Premium Associates


• Deliver client experience and performance goals, including asset consolidation, retention, and product penetration


• Serve as the first point of contact for client escalations


• Partner with internal teams to research, resolve, and follow up on client issues


• Manage schedules, segment reporting, and campaign completion


• Provide immediate coaching to improve client experience


• Listen to and grade Quality Assurance calls


• Execute business development strategies and goals to achieve growth


• Resolve complex client situations by researching issues and communicating solutions


• Develop expert knowledge of internal policies, procedures, and processes for complex trading strategies


• Review team activities to improve performance execution while managing risk and minimizing exposure


• Work across Enterprise business lines and Merrill Edge partners to improve processes


• Oversee day-to-day operations and processes to promote service excellence


• Translate organizational goals into employee metrics and goals, evaluate progress, and provide feedback or intervention


• Train, coach, and guide clients or employees toward personal or professional goals


• Motivate others to overcome challenges and resolve conflict


• Build employees’ skills and identify development opportunities

Requirements

• Experience with advanced trading strategies, options, fixed income, and margin required


• Series 7 & 66 required


• Series 9 & 10 preferred; if not currently held MUST be obtained within 120 days of start date


• Confident and engaging presence


• Sound decision making skills with ability to manage risk and overall client experience


• Strong analytical and organizational skills


• Strong interpersonal skills and the ability to work in a team environment


• Ability to handle multiple tasks in a dynamic environment


• Minimum two years of investment, trading and brokerage experience


• Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

Core Competencies

Demonstrates expertise in advanced trading strategies, including options and fixed income, while effectively managing client relationships and team performance. Proven ability to coach and develop team members, ensuring service excellence and operational efficiency.

Highest-signal resume keywords

• Advanced Trading Strategies


• Series 7 Certification


• Series 66 Certification


• Client Experience Management


• Analytical Skills

Hard Skills

• Options Trading


• Fixed Income Trading


• Margin Trading


• Investment Experience


• Brokerage Experience


• Quality Assurance


• Business Development Strategies


• Risk Management


• Performance Execution


• Complex Problem Solving

Soft Skills

• Interpersonal Skills


• Decision Making


• Coaching


• Motivational Skills


• Team Collaboration

Certifications & Qualifications

• Series 7


• Series 66


• Series 9 (Preferred)


• Series 10 (Preferred)

Industry Keywords

• Client Escalation


• Asset Consolidation


• Retention


• Product Penetration


• Performance Goals


• Dynamic Environment


• Employee Development


• Service Excellence


• Risk Minimization


• Team Management

Tools & Technologies

• Enterprise Platforms


• US Trust


• BAC


• Advisory