Consumer Investments Market Leader - Greater Queens

Bank of America • Melville, NY

1d • $135,000 - $178,000 • Onsite

About The Position

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 the market and financial center levels. It works across the organization to build business knowledge and foster partnerships that support shared results.

The position may also manage associates and carries responsibilities for inclusion, process and data management, enterprise communication, risk management, coaching and feedback, financial stewardship, talent development, and delivery of business outcomes. The role is based at the Bank of America location in Melville, New York, and is an in-office position under the company’s in-office culture expectations.

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, motivation, and focus on results in the client’s best interest.
• Ability to collaborate effectively and build strong relationships with key partners and clients.
• Strong commitment to improving clients’ financial lives.
• Ability to identify client solutions, resolve problems independently, and involve others as needed.
• Confident and effective communication skills, including 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 comply with established processes, guidelines, laws, and regulations.
• Ability to manage time and capacity efficiently, handle complexity, prioritize, delegate, and execute in a fast-paced environment.
• Ability to work weekends and/or extended hours as needed.
• Travel required; amount varies depending on geography.
• Proficiency with computer skills and professional programs such as Microsoft Office.
• Ability to pass compliance requirements.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Experience in financial services and knowledge of financial services 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 while consistently executing 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, simplicity, and continuous improvement.
• Communicate enterprise decisions, purpose, and results, connecting them to team strategy and priorities.
• Ensure risk discipline, controls, and culture are in place 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.
• Assess talent and build bench strength for roles across the organization.
• Prioritize, inspect, and appropriately delegate team work to deliver business results.
• Attract, recruit, and retain an effective sales and operations team.
• Interpret performance results, identify opportunities, and hold others accountable for results.
• Follow established processes and guidelines, applicable laws, and regulations.

Benefits

• Industry-leading benefits; the role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance, and company success.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED