Market Leader

4 days ago

New Haven, Connecticut, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through our Consumer Investments business. As a Market Leader - Consumer Investments, you will play a critical role in driving local strategies and tactics to deepen and grow relationships with our clients.

Key Responsibilities:
  • Champion organizational vision and values, executing consistently to drive business results
  • Manage the financial planning and asset-based relationship sales process
  • Engage with Financial Center Advisors, coaching for strategic business drivers and successful 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
Managerial Responsibilities:
  • Model an inclusive environment for employees and clients, aligned to company D&I goals
  • Demonstrate deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement
  • Communicate enterprise decisions, purpose, and results, and connect to team strategy, priorities, and contributions
  • Ensure proper 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
  • Actively manage expenses and budgets in alignment with objectives, making sound financial decisions
  • Assess talent and build bench strength for roles across the organization
  • Deliver results by effectively prioritizing, inspecting, and appropriately delegating team work
Requirements:
  • Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time
  • Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24, and 53, or is able to obtain any/all required licenses within a specified period of time
  • 5+ years' of demonstrated experience with sales/bank operations and building, leading, managing, and coaching a team
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
  • Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Ability to learn and adapt to new information and technology platforms
  • Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with a sense of urgency
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Can attract, recruit, and retain an effective sales and operations team
  • Efficiently manages your time and capacity
  • Can manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment
  • Can interpret performance results, find opportunities to drive success, and hold others accountable to results
  • Can be flexible to work weekends and/or extended hours as needed
  • Travel required: Will vary depending on geography
  • Is proficient in computer skills and professional programs (example: Microsoft Office)
  • Has the ability to pass compliance requirements
  • Desired Qualifications:
  • Prefer fully licensed candidates
  • Experience in financial services and knowledge of financial services industry, products, and solutions
  • Experience in mortgage, retail, or hospitality
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded
  • Undergraduate college degree
  • Prior management experience
  • Bilingual skills

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