Senior Wealth Management Strategy & Operations Leader

Bank of America Corporation; San Antonio (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive benefits

Flexible work options

Job summary

Bank of America Corporation is seeking a Senior Business Manager to drive strategy and execution for a Financial Advisor team within Wealth Management. The role focuses on developing the team’s business plan, managing profitability, and coordinating with market leaders across divisions.

The position requires substantial leadership, deep knowledge of wealth management products, and strong risk and regulatory awareness.

Qualifications

• 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
• 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

Responsibilities

• Develops and manages the team’s business plan and practice financials
• Manages and drives complex financial-related initiatives including pricing strategy and profitability analysis
• Interfaces with market and division leaders to ensure alignment with division strategies and goals
• Tracks progress with quantifiable business and activity goals and ensures team activities align with metrics
• Manages administrative functions including personnel processes and performance monitoring
• Ensures compliance with Merrill Lynch Wealth Management policies and procedures

Skills

Leadership

Client experience

Wealth management knowledge

Risk management

Regulatory compliance

Communication and delegation

Education

MBA

Firm designation

Job description

Bank of America Corporation is seeking a Senior Business Manager to drive strategy and execution for a Financial Advisor team within Wealth Management. The role focuses on developing the team’s business plan, managing profitability, and coordinating with market leaders across divisions.

The position requires substantial leadership, deep knowledge of wealth management products, and strong risk and regulatory awareness.