Wealth Management Service Delivery Leader

Bank of America; Palo Alto (CA); Vor Ort; USD 115.000 - 160.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America in Palo Alto is seeking a senior leadership role to shape the service delivery model for Merrill Wealth Management, combining digital offerings with traditional banking strategies. You will collaborate with Market Executives, Financial Advisors, and branch teams to enable exceptional client service while mitigating regulatory and reputational risks.

The role requires licensed FINRA representation and at least five years of experience; expected work onsite with 40 hours per week.

Qualifikationen

• FINRA SIE, Series 7, Series 66 (or Series 63/65), Series 9/10 (or Series 8) or Series 3/31 licenses held
• Minimum of five years of professional experience

Aufgaben

• Leads the service delivery model and wealth management banking strategy to drive business growth
• Hires, develops, and leads a cross-functional team to support Financial Advisor teams and deliver client service
• Supervises financial transactions and operations to manage risk and ensure policy compliance, including branch audits
• Oversees client service experience and reviews new client accounts approvals
• Leads Wealth Management Client Associates and branch Operations to meet client service and operational goals

Kenntnisse

Compensation Analysis

Performance Management

Referral Management

Workforce Planning

Due Diligence

Internal Audit

Leadership Development

Recruiting

Risk Management

Client Management

Customer Service Management

Employee Counseling

Succession Planning

Trade Operations Management

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America in Palo Alto is seeking a senior leadership role to shape the service delivery model for Merrill Wealth Management, combining digital offerings with traditional banking strategies. You will collaborate with Market Executives, Financial Advisors, and branch teams to enable exceptional client service while mitigating regulatory and reputational risks.

The role requires licensed FINRA representation and at least five years of experience; expected work onsite with 40 hours per week.