Senior Team Lead, Client Experience & Trading Strategy

Bank Of America; Chandler (AR); On-site; USD 91,000 - 101,000; Full time

Job summary

Bank of America is seeking a Premium Senior Team Lead to oversee a team of Premium Associates, delivering exceptional client experiences and achieving performance goals. You will coach, manage escalations, and drive research and resolution, while aligning with trading mechanics, fixed income, options, and margin rules.

The role emphasizes leadership, integrity, and cross-functional collaboration within enterprise lines to deliver a world-class client relationship model.

Qualifications

• Experience with trading strategies, options, fixed income, and margin required.
• Strong analytical and organizational skills.
• Strong interpersonal skills and ability to work in a team environment.
• Confident and engaging presence.

Responsibilities

• Oversees day-to-day operations and processes to foster service excellence to customers.
• Translates goals into employee metrics and goals, evaluates progress and provides feedback.
• Supports a client or employee in achieving goals by providing training and guidance.
• Motivates others to be creative and resolve conflict to deliver improved outcomes.
• Builds upon employees’ existing skills and identifies new skills to achieve goals.

Skills

Client Experience

Leadership

Sales Strategy

Relationship Building

Education

Bachelor's degree in Finance/Business

Tools

Series 7 & 66

Series 9 & 10

Job description

Bank of America is seeking a Premium Senior Team Lead to oversee a team of Premium Associates, delivering exceptional client experiences and achieving performance goals. You will coach, manage escalations, and drive research and resolution, while aligning with trading mechanics, fixed income, options, and margin rules.

The role emphasizes leadership, integrity, and cross-functional collaboration within enterprise lines to deliver a world-class client relationship model.