Client & Business Manager II - Registered

Bank of America•Baltimore, MD

11d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The CBM II - Registered is responsible for the performance and talent management of all sales, investment, and fiduciary support associates in their Private Bank market. As such, this role is also responsible for ensuring the markets delivery of the client service experience. Will also drive execution of strategic initiatives, risk management and oversight, and client and business management functions across the market. May also have ownership of budget/financial management, personnel processes, client service processes and events. Only those associates with FINRA licenses are to be mapped to this job code. Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating teamwork.

Requirements

Securities licensure requirements include the Series 7, 63, 65 and 66 (or equivalent) and Series 24 (or equivalent), which must be obtained within 90 days of starting this role if not already completed
4+ years’ experience private banking or complex financial services experience OR equivalent financial services/business experience
Knowledge of Private Bank/fiduciary client and risk/oversight functions and products
Ability to implement business strategy and various strategic initiatives
Prior management experience required
BA/BS degree or equivalent experience preferred
Business Acumen
Business Operations Management
Coaching
Customer and Client Focus
Reporting
Attention to Detail
Business Process Analysis
Continuous Improvement
Customer Service Management
Talent Development
Drives Engagement
Hiring and Onboarding
Issue Management
Process Management
Risk Management
High School Diploma / GED / Secondary School or equivalent

Responsibilities

Performance and talent management of all sales, investment, and fiduciary support associates in their Private Bank market.
Ensuring the markets delivery of the client service experience.
Drive execution of strategic initiatives, risk management and oversight, and client and business management functions across the market.
Ownership of budget/financial management, personnel processes, client service processes and events.
Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.
Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Assesses talent and builds bench strength for roles across the organization.
Delivers results by effectively prioritizing, inspecting and appropriately delegating teamwork.