Consumer Investments Market Leader - Wealth Management Office FSA

Bank of America•Tampa, FL

2d•Onsite

About The Position

At Bank of America, the Consumer Investments Market Leader manages a team composed of Financial Solutions Advisors. The role drives local strategies and tactics for client experience, relationship growth, and operational excellence at market and financial center levels. It works across the organization to develop business knowledge and foster one-team partnerships that achieve collective results. The role champions organizational vision and values, manages the financial planning and asset-based relationship sales process, and coaches Financial Center Advisors on strategic business drivers and professional development. It also manages sales growth plans in Sales Force, develops effective Financial Center Advisor recruiting strategies, and administers superior sales supervision and practices in the market. The position may include managing associates. Managerial expectations include championing opportunity and inclusion; applying process knowledge, data-based decision-making, and continuous improvement; communicating enterprise decisions and strategy; maintaining risk controls and discipline; coaching and improving employee performance; managing budgets and expenses; building talent bench strength; and delivering business outcomes through prioritization, inspection, and delegation. The role is an in-office position within Bank of America's collaborative workplace approach. The schedule is first shift, 40 hours per week, with weekend and/or extended hours as needed. Travel varies depending on geography.

Requirements

Series 7 and 66 licenses, or ability to obtain required licenses within a specified period.
Supervisory licenses of 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 and acting in clients' best interests.
Ability to collaborate effectively and build and nurture relationships with partners and clients across and outside organizations.
Commitment and drive to deliver client experiences that improve clients' financial lives.
Ability to identify solutions based on client needs and resolve problems independently or involve others as needed.
Effective and confident communication skills 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 escalating issues as needed with urgency.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to attract, recruit, and retain an effective sales and operations team.
Ability to manage time and capacity efficiently.
Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
Ability to interpret performance results, identify opportunities, and hold others accountable for results.
Flexibility to work weekends and/or extended hours as needed.
Travel requirements vary depending on geography.
Proficiency in computer skills and professional programs such as Microsoft Office.
Ability to pass compliance requirements.
High school diploma, GED, secondary school, or equivalent.
Ability to work first shift for 40 hours per week.

Nice To Haves

Experience in financial services and knowledge of financial services industry products and solutions.
Experience in mortgage, retail, or hospitality.
Experience working 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, executing consistently to drive business results.
Manage the financial planning and asset-based relationship sales process.
Engage with Financial Center Advisors, coaching 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 aligned with company Great Place to Work goals.
Demonstrate process knowledge, operational excellence, innovation, simplicity, data-based decision-making, and continuous improvement.
Communicate enterprise decisions, purpose, and results, and connect them to team strategy and priorities.
Ensure appropriate risk discipline, controls, and culture to identify, escalate, and debate issues.
Provide inspection, coaching, and feedback to motivate, differentiate, and improve performance.
Manage expenses and budgets in alignment with objectives and make sound financial decisions.
Assess talent and build bench strength for roles across the organization.
Deliver business 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.
Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.