Consumer Investments Market Leader - Emerging Markets

Bank of America•Covington, KY

7d•Onsite

About The Position

At Bank of America, the Consumer Investments Market Leader manages a team that may include field-based Financial Solutions Advisors. The role drives local strategies and tactics for client experience, relationship growth and deepening, and operational excellence at market and financial center levels. It works across the organization to build business knowledge and foster one-team partnerships to achieve results. The position leads financial planning and asset-based relationship sales, coaches Financial Center Advisors, manages growth plans and recruiting strategies, and ensures effective sales supervision and practices. Depending on the position’s scope, it may also include associate management responsibilities such as promoting inclusion, maintaining operational and risk discipline, communicating enterprise priorities, coaching employees, managing budgets, developing talent, and delivering business outcomes. Bank of America describes an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. Travel varies by geography. The role is listed as first shift, 40 hours per week, and may require weekend or extended hours as needed.

Requirements

Series 7 and 66 licenses, or ability to obtain required licenses within a specified period.
Supervisory licenses Series 8, or Series 9 and 10 combined, or Series 4, 24, and 53; alternatively, ability to obtain required licenses within a specified period.
At least 5 years of demonstrated experience with sales or bank operations and building, leading, managing, and coaching a team.
Strong work ethic, self-motivation, and focus on results in the client’s best interest.
Ability to collaborate effectively and build and nurture relationships with partners and clients across and outside the organization.
Commitment to delivering an experience that improves clients’ financial lives.
Ability to identify client solutions based on needs and resolve problems independently or involve others when needed.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Strong critical-thinking and problem-solving skills, including timely escalation when needed.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently, prioritize, delegate, and execute in a fast-paced environment.
Ability to pass compliance requirements.
Proficiency with computer skills and professional programs, such as Microsoft Office.
High school diploma, GED, secondary school education, or equivalent.
Able to work weekends and/or extended hours as needed.

Nice To Haves

Experience in financial services and knowledge of the financial services industry, products, and solutions.
Experience in mortgage, retail, or hospitality.
Experience in an environment with individual and team goals that were routinely met or exceeded.
Undergraduate college degree.
Prior management experience.

Responsibilities

Champion organizational vision and values while consistently executing to drive business results.
Manage the financial planning and asset-based relationship sales process.
Engage with Financial Center Advisors and coach them on strategic business drivers and professional growth and development.
Manage sales using growth plans in Sales Force.
Manage effective Financial Center Advisor recruiting strategies.
Administer superior sales supervision and practices in the market.
Model an inclusive environment for employees and clients.
Demonstrate process knowledge, operational excellence, innovation, data-based decision-making, and continuous improvement.
Communicate enterprise decisions, purpose, and results, connecting them to team strategy, priorities, and contributions.
Ensure appropriate risk discipline, controls, and culture to identify, escalate, and debate issues.
Provide inspection, coaching, and feedback to motivate employees and improve performance.
Manage expenses and budgets in alignment with objectives.
Assess talent and build bench strength for roles across the organization.
Deliver results by prioritizing, inspecting, and appropriately delegating team work.
Attract, recruit, and retain an effective sales and operations team.
Interpret performance results, identify opportunities to drive success, and hold others accountable for results.
Work weekends and/or extended hours as needed.
Travel as required based on geography.