Consumer Investments Performance Manager

Bank of America • Lincoln, NE

1d • Onsite

About The Position

At Bank of America, the Consumer Investments Performance Manager (CICS/Annuity Segment) creates competitive performance plans to achieve and exceed market objectives. The role provides timely feedback to Market Managers on client experience and market strategy opportunities, analyzes trends to identify ways to deepen client relationships, and uses talent analytics to improve hiring, resource planning, performance management, and retention of top talent.

The manager supports client relationship care training to improve banker and specialist performance and ensure professional representation of the brand and offerings. The role gathers associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness and elevate the client experience. It also works with region- and market-level partners across lines of business, including GWIM, Small Business, and Home Loans, and observes and coaches center-based Financial Solutions Advisors.

Additional responsibilities include monitoring reporting to identify gaps and opportunities, supporting FSA onboarding, training, and continuing education, reinforcing compliance and supervision, providing risk management support, and helping leaders implement performance management strategies, including reward and recognition. The position may also have responsibilities for managing associates.

Requirements

• Series 7 and 66 licenses, plus supervisory licenses of Series 8 or combined Series 9 and 10, or Series 4, 24, and 53.
• Proven track record of coaching and improving the performance of others.
• At least 3 years leading, coaching, and managing high-performing sales teams in the financial services industry.
• Proven ability to drive integration across products and deliver results through strong 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.
• Series 7, 66, and 9 & 10 licenses, or equivalent, are required in the enterprise job description.
• High school diploma, GED, secondary school education, or equivalent.

Responsibilities

• Create competitive performance plans to achieve and exceed market objectives.
• Provide timely feedback to Market Managers on client experience and market strategy opportunities.
• Analyze and share trends to identify opportunities to deepen client relationships.
• Use talent analytics to improve hiring, resource planning, performance management, workforce effectiveness, productivity, and retention of top talent.
• 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 the client experience.
• Lead or participate in routines with regional and market partners across lines of business, including GWIM, Small Business, and Home Loans, and drive day-to-day integration.
• Meet regularly, virtually or in person, to 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 its leadership.
• Support leaders in implementing performance management strategies, including reward and recognition mechanisms.
• Model an inclusive environment for employees and clients.
• Apply 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 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 and make sound financial decisions.
• Assess talent and build bench strength for roles across the organization.
• Deliver results by prioritizing, inspecting, and appropriately delegating teamwork.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees' physical, emotional, and financial wellness.
• Annual discretionary incentive plan eligibility, with awards based on individual performance and behaviors, line-of-business or group performance, and overall company success.

What This Job Offers

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