Consumer Investments Managed Strategy
About The Position
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Enterprise Job Description: Responsible for MGIA/MGI strategy including Tech enhancements, FSA feedback, product launches, ongoing tech issues, Enrollment Notes tool design, supervision partnership, PWA strategy. Include owning ongoing tech issue resolution, upcoming product enhancements, design strategy, Incorporation of FSA feedback, Notes tool enhancements and design changes.
Requirements
- Series 7, 66
- Self-motivated and delivery focused
- Promotes a client-first mindset among the team
Nice To Haves
- Drives Engagement
- Leadership Development and Relationship Building
- Project Management
- Client Experience Branding
- Executive Presence
- Sales Strategy
- Customer Experience Improvement
- Decision Making and Strategic Thinking
- Ability to build and foster enterprise relationships across all levels of the organization
- Communicates strategic business plans and tactical sales goals to team members
- Excellent oral and written communication skills
Responsibilities
- Implements improvements to drive the growth of overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness
- Develops and analyzes procedures to enhance unit and/or product-related activities
- Builds partnerships across the bank, integrates and drives strategic management activities, and mentors specialists to deliver a client relationship focused culture
- Identifies process improvement opportunities, influence, and build processes
- Drives collaborative message in partnership with process owners and business controls
- Oversees budget and expense management, reports, and forecasts for specific areas
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
