Business Manager
1 day ago
Join Bank of America's team as a Business Manager, a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables.
Key Responsibilities:- Manage the teams business plan and practice financials.
- Track progress with quantifiable business and activity goals and ensure team daily activities aligns with practice metrics, goals and objectives.
- Coordinate team assignments, projects and key initiatives, and ensures execution of teams client service strategy.
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- Safe Act Registration; ADV-2B Required.
- Obtain and/or maintain at least one firm approved designation.
- Strong leadership abilities, communication and delegation skills.
- Understanding of how to deliver a strong overall client experience.
- Thorough knowledge and understanding of the suite of Wealth Management products and services.
- Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures.
- Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk.
- Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority.
- Administrative Services
- Customer Experience Improvement
- Project Management
- Sales Performance Management
- Strategy Planning and Development
- Business Acumen
- Business Analytics
- Candidate Screening
- Coaching
- Continuous Improvement
- Account Management
- Process Simplification
- Reporting
High School Diploma / GED / Secondary School or equivalent
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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