Registered Academy Manager

Bank of America•Charlotte, NC

1d•Hybrid

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! This job is responsible for leading and supporting employees through onboarding and core programs and upskill programs. Key responsibilities include identifying effective behaviors, implementing management routines, and tools/resources to ensure accuracy and consistency throughout the Academy experience. Job expectations include partnering with leadership to drive employee development and increase speed to proficiency through virtual/in-person skill development, practice sessions, simulator workshops, knowledge assessments, and one-on-one coaching. This role is responsible for coaching and supporting candidates through the securities licensing journey, including preparation for the Securities Industry Essentials (SIE), Series 7, Series 66, and other required regulatory examinations. The Registered Academy Manager monitors candidate progress, identifies performance risks, and implements strategies to strengthen exam readiness, improve licensing outcomes, and accelerate speed-to-role productivity. A key focus of the role is creating an engaging candidate experience through proactive communication, structured check-ins, study plan support, office hours, exam readiness discussions, and timely guidance. The Registered Academy Manager helps candidates stay accountable, navigate challenges, build confidence, and remain connected to the resources and routines that enable successful licensing outcomes. Registered Academy Managers partner closely with team managers, market leaders, and stakeholders across Consumer Investments, Merrill, and Private Bank to deliver individualized coaching, performance reporting, risk mitigation, and candidate engagement throughout the licensing process. This opportunity is well suited for individuals passionate about coaching, talent development, stakeholder engagement, and program execution, with a focus on strengthening the firm’s future advisor workforce while maintaining accountability to program timelines, regulatory requirements, and business outcomes.

Requirements

2+ years of experience in Merrill Wealth Management, Consumer Investments, or Private Bank
Series 7 & 66 (or equivalent) is required
Strong written, verbal, and active listening skills
Passion for coaching and developing others to support performance, growth, and role success
Organizational and project management skills, including prioritization, complexity, and delivery in a regulated environment
Solutions-focused and resilient, with ability to adapt to changing business needs and priorities
Relationship-building skills with the ability to influence diverse stakeholders
Risk awareness, sound judgment, and ability to escalate concerns while reinforcing regulatory and firm requirements
Self-directed work style with the ability to collaborate effectively in a team environment

Nice To Haves

Series 9 & 10 preferred
Experience in advisory, trading, supervision, or registered role support
Proven ability to coach, develop, and motivate associates
Experience designing or delivering learning solutions across multiple modalities
Background supporting licensing, onboarding, workforce readiness, or talent development programs
Ability to translate performance data, candidate feedback, and business needs into actionable program improvements

Responsibilities

Manage cohorts of licensing candidates across Consumer Investments, Merrill, and Private Bank throughout the securities licensing journey to completion.
Conduct individualized coaching sessions to identify performance barriers, create action plans, and improve exam readiness.
Monitor candidate pacing, exam performance, milestones, and engagement to identify risks and implement strategies that improve retention, licensing success, and time-to-completion.
Deliver topic review sessions, office hours, and exam readiness workshops to reinforce curriculum and improve outcomes.
Provide timely, transparent updates and coaching recaps to managers and business stakeholders.
Analyze feedback and performance trends to recommend curriculum and candidate experience enhancements.
Support governance, reporting routines, escalations, risk mitigation, and process improvements that strengthen licensing readiness, operational excellence, and workforce productivity.
Facilitates onboarding, core and/or upskill Academy programs (virtually), inclusive of delivering assessments, managing practice pods, conversation coaching, practice sessions, and workshops
Identifies behavior and proficiency gaps, develops action plans, and coaches participants to ensure successful completion of training programs and achievement of milestones
Manages program outreach, coordination, logistics, communications, and calendar planning, escalations, and ensures teammates have access to technology
Partners with Academy content design teammates to provide feedback on content, curriculum, and programs
Ensures adherence to risk culture by enforcing internal and regulatory policies, procedures, and processes throughout new to role programs
Participates in Line of Business (LOB) leadership routines and initiatives, providing stakeholders with feedback on teammate development and program updates