Consumer Investments Market Leader - Suburban Philadelphia

Bank of America•Philadelphia, PA

3d•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 develop business knowledge and foster one-team partnerships to achieve results. The position manages the financial planning and asset-based relationship sales process, coaches Financial Center Advisors on strategic business drivers and professional development, manages sales growth plans in Sales Force, develops effective Financial Center Advisor recruiting strategies, and administers sales supervision and practices in the market. The role may also manage associates and carries responsibilities for inclusion, process and data management, enterprise communication, risk discipline, coaching, financial stewardship, talent development, and delivering business outcomes. This role is based in the suburban Philadelphia market. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. The position is 1st shift, 40 hours per week, and may require weekend or extended-hour work as needed. Travel varies depending on geography.

Requirements

Series 7 and 66 licenses, or the ability to obtain required licenses within a specified period.
Supervisory license 8, or licenses 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 client interests.
Ability to collaborate effectively and build and nurture relationships with key partners and clients across and outside organizations.
Commitment and drive to improve clients’ financial lives.
Ability to identify client solutions based on needs and resolve problems independently or bring in 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, act in clients’ and the bank’s interests, 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 to drive success, and hold others accountable for results.
Flexibility to work weekends and/or extended hours as needed.
Willingness to travel as required; travel varies depending on geography.
Proficiency with computer skills and professional programs, such as Microsoft Office.
Ability to pass compliance requirements.
Minimum education: High school diploma, GED, secondary school, or equivalent.

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, and innovation through simplicity, data-based decision making, and continuous improvement.
Communicate enterprise decisions, purpose, and results, connecting them to team strategy, priorities, and contributions.
Ensure proper 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 results by prioritizing, inspecting, and appropriately delegating team work.