Market Leader

2 weeks ago

Tacoma, Washington, 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 expertise in consumer investments. 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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - WA - Tacoma - 1201 PACIFIC AVE - WELLS FARGO PLAZA (WA9201)

Pay and benefits information

Pay range

$126,200.00 - $162,300.00 annualized salary, offers to be determined based on experience, education, and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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