Wealth Market Executive: Growth, Talent & Client Excellence

NBMBAA; Los Angeles (CA); Hybrid; USD 225,000 - 300,000; Full time

Benefits offered by this job

Industry-leading benefits

Annual discretionary plan

Job summary

Bank of America’s Merrill Wealth Management Market Executive leads a market to deliver an exceptional client experience and sustainable growth. The role drives talent development, risk management, and aligns across channels to maximize the bank’s capabilities for clients.

The position requires deep financial services expertise, a track record of leading advisors, and the appropriate FINRA licenses. In-office presence is expected with strong leadership and strategic influence across the

Qualifications

• 10+ years of financial services experience.
• 4+ years of leading a team of advisors.
• Series 3 and 31 or ability to obtain.
• Series 7, Series 63 and 65 or 66, and Series 9 and Series 10 are required.

Responsibilities

• Develops and executes a market growth plan to increase profitability and drive sustainable growth.
• Recruits, coaches, and retains high-performing talent and promotes diversity and inclusion.
• Holds Advisors accountable for delivering an exceptional client experience.
• Fosters cross-channel collaboration to deliver the enterprise's full capabilities to clients.

Skills

Financial services

Team leadership

Series 3/31

Series 7/63/65/66/9/10

Job description

Bank of America’s Merrill Wealth Management Market Executive leads a market to deliver an exceptional client experience and sustainable growth. The role drives talent development, risk management, and aligns across channels to maximize the bank’s capabilities for clients.

The position requires deep financial services expertise, a track record of leading advisors, and the appropriate FINRA licenses. In-office presence is expected with strong leadership and strategic influence across the