Consumer Investments Performance Manager

Bank of America•Lincoln, NE

3d•$156,000 - $191,400•Onsite

About The Position

The Performance Manager (CICS/Annuity Segment) creates competitive performance plans to achieve and exceed market objectives. The role provides timely feedback to the Market Manager on client experience and market strategy opportunities, analyzes and shares trends to identify opportunities to deepen client relationships, and applies talent analytics to improve workforce effectiveness and productivity across hiring, resource planning, performance management, and top talent retention. It supports client relationship care training to improve banker and specialist performance and gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness and elevate the client experience. The role works with region- and market-level partners across lines of business, observes and coaches center-based Financial Solutions Advisors (FSAs), monitors reporting to identify gaps and opportunities, and supports FSA onboarding, training, and continuing education. It also reinforces compliance and supervision, provides risk management support, and assists leaders with performance management strategies, including reward and recognition. The position may include responsibility for managing associates. This is a first-shift role with 40 hours per week. The posted annual salary range is $156,000 to $191,400, with offers based on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and company benefits, including paid time off. The position is in-office, with role-specific flexibility based on responsibilities and business needs; listed locations are Chicago, Illinois; Pennington, New Jersey; and Lincoln, Rhode Island.

Requirements

Series 7 and Series 66 licenses.
Supervisory licenses of Series 8 or Series 9 and 10 combined, or possession of Series 4, 24, and 53. The enterprise description also specifies Series 7, 66, and 9 and 10 (or equivalent).
Proven track record of coaching and improving performance in others.
At least 3 years leading, coaching, and managing high-performing sales teams within the financial services industry.
Ability to drive integration across products and drive results through superior delivery and sales management.
Ability to proactively build trusted relationships with key partners and clients.
Ability to act as a change agent and work in a fast-paced environment.
Experience building effective, client-minded sales strategies that impact the business line.
Enthusiasm, optimism, and determination.
Ability to communicate strategic business plans and tactical sales goals clearly and effectively at all levels.
High school diploma, GED, secondary school education, or equivalent.

Responsibilities

Create competitive performance plans to achieve and exceed market objectives.
Provide timely feedback to the Market Manager on client experience and market strategy opportunities.
Analyze and share trends to identify opportunities to deepen client relationships.
Apply talent analytics to hiring, resource planning, performance management, and top talent retention to improve workforce effectiveness and productivity.
Support client relationship care training to improve banker and specialist performance and professional representation of the brand and offerings.
Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness and elevate the client experience.
Lead or participate in routines with regional and market-level partners across lines of business, and drive day-to-day integration with teams such as GWIM, Small Business, and Home Loans.
Regularly observe center-based Financial Solutions Advisor activities, meet with division leaders, and coach as needed.
Monitor reporting and identify gaps and opportunities.
Support effective onboarding, training, and continuing education of Financial Solutions Advisors.
Reinforce compliance and supervision and provide risk management support for the division and leadership.
Support leaders in implementing performance management strategies, including reward and recognition mechanisms.
As applicable, manage associates and demonstrate inclusive leadership, process and data management, enterprise communication, risk management, coaching, financial stewardship, talent development, and delivery of business outcomes.