Senior Team Lead - Trading & Client Experience Coach

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

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.