Wealth Management Strategy & Operations Lead

Bank of America; Northbrook (IL); On-site; USD 65,000 - 96,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive eligibility

Job summary

Bank of America is seeking a Business Manager for their Merrill Wealth Management team in Northbrook, Illinois. In this pivotal role, you will collaborate with Financial Advisors to drive business strategies, manage practice financials, and enhance client experiences. The ideal candidate will have strong leadership, analytical skills, and a deep understanding of wealth management products. Compensation includes a competitive salary range of $65,000-$96,000, dependent on experience and skills, along with industry-leading benefits including incentives.

Qualifications

• Strong leadership abilities with communication and delegation skills.
• Proven ability to manage risk and understand industry regulations.
• Strong analytical skills with the ability to identify trends and improve processes.

Responsibilities

• Develop, implement, and execute the team’s business plan.
• Manage and track practice financials including revenue and expenses.
• Oversee execution of the team’s client service model.

Skills

Administrative Services

Customer Experience Improvement

Project Management

Sales Performance Management

Strategy Planning and Development

Business Acumen

Business Analytics

Candidate Screening

Coaching

Continuous Improvement

Account Management

Process SimplificationReporting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Business Manager for their Merrill Wealth Management team in Northbrook, Illinois. In this pivotal role, you will collaborate with Financial Advisors to drive business strategies, manage practice financials, and enhance client experiences. The ideal candidate will have strong leadership, analytical skills, and a deep understanding of wealth management products. Compensation includes a competitive salary range of $65,000-$96,000, dependent on experience and skills, along with industry-leading benefits including incentives.