Consumer Investments Market Leader - Emerging Markets

Bank of America•Gardendale, TX

2d•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 leads local strategies and tactics to improve the client experience, deepen and grow relationships, and ensure operational excellence at the market and financial center levels. It works across the organization to build business knowledge and foster one-team partnerships in pursuit of shared results. The position manages the financial planning and asset-based relationship sales process, coaches Financial Center Advisors on strategic business drivers and professional development, uses growth plans in Sales Force to manage sales, develops effective Financial Center Advisor recruiting strategies, and provides superior sales supervision and practices in the market. The role may also manage associates and carries broader managerial responsibilities, including promoting inclusion, process and data discipline, enterprise communication, risk management, coaching and feedback, financial stewardship, talent development, and delivery of business outcomes. Bank of America describes its approach as an in-office culture with role-specific flexibility based on responsibilities and business needs.

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 the client’s best interest.
Ability to collaborate effectively and build and nurture relationships with key partners and clients across and outside the organization.
Commitment and drive to deliver an experience that improves 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 manage time and capacity efficiently.
Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
Flexibility to work weekends and/or extended hours as needed.
Computer proficiency and familiarity with professional programs such as Microsoft Office.
Ability to pass compliance requirements.
High school diploma, GED, secondary school education, or equivalent.
Ability to travel; travel requirements vary depending on geography.

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.
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 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 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 to results.
Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.