Consumer Investments Market Leader - Suburban Philadelphia

Bank of America•Philadelphia, PA

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 drives local strategies and tactics to improve the client experience, deepen and grow client relationships, and ensure operational excellence at the market and financial center levels. It works across the organization to develop business knowledge and cultivate one-team partnerships to achieve results. The role champions the organization’s vision and values, manages financial planning and asset-based relationship sales, coaches Financial Center Advisors on strategic business drivers and professional development, manages sales growth plans in Sales Force, develops effective recruiting strategies, and provides superior sales supervision and practices. The position may also manage associates and includes responsibilities for inclusion, process and data management, communication, risk discipline, coaching, financial stewardship, talent development, and delivering business outcomes. The position is based in an in-office culture with flexibility according to role responsibilities and business needs. Weekend or extended hours may be required, and travel varies by geography. The stated schedule is first shift, 40 hours per week.

Requirements

Have Series 7 and 66 licenses, or be able to obtain all required licenses within a specified period.
Have supervisory licenses Series 8, or Series 9 and 10 combined, or Series 4, 24, and 53, or be able 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.
Collaborate effectively and build and nurture relationships with partners and clients within and outside the organization.
Demonstrate commitment and drive to improve clients’ financial lives.
Identify client solutions based on their needs and resolve problems independently or involve others as appropriate.
Communicate effectively and confidently and engage comfortably with all clients.
Learn and adapt to new information and technology platforms.
Apply critical thinking and problem-solving skills, and escalate issues with urgency when needed.
Follow established processes and guidelines and comply with applicable laws and regulations.
Attract, recruit, and retain an effective sales and operations team.
Manage time and capacity efficiently.
Manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
Interpret performance results, identify opportunities for success, and hold others accountable for results.
Be flexible to work weekends and/or extended hours as needed.
Travel as required; amount varies depending on geography.
Be proficient in computer skills and professional programs such as Microsoft Office.
Be able to pass compliance requirements.
Have a high school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

Experience in financial services and knowledge of the 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, innovation, data-based decision-making, and continuous improvement.
Communicate enterprise decisions, purpose, and results, and connect 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.