Consumer Investments Team Manager

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Pennington, NJ and Fort Worth, TX and is the primary service provider for Consumer Investments Solutions.  The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries.  The Team Manager is a key role in Consumer Investments Client Services, leading our Financial Service Representatives to provide exceptional service to our over 1.4M clients.  Team managers are responsible for the day-to-day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center. 

Job Description:
A licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization.

Responsibilities:

• Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting investment solutions from Consumer Investments Solutions & Client Services, Merrill and Bank of America

• You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example

• Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring

• Sharpen your focus on compliance and regulatory standards: actively managing risk – reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth

• You will be required to have your Series 7 & 66, 9&10 (or equivalents)

• Participate in foundational management training, leadership rotations and in-depth role-specific training

• Availability to provide coverage during weekends and/or extended hours as required to operate the business

The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills

Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk

Required Qualifications:

• Series 7, 66 required (or their equivalent) at hire

• Series 9/10 required in 90 days

• Ability to understand investments and assist associates and clients with their financial needs

• Focus on building relationships with teammates 

• Analytical ability with ability to manage multiple responsibilities and prioritize

• Strong communication skills (verbal, non-verbal, and written) and active listening skills 

• Drive culture, leading a diverse client centric team 

• Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients 

• Must be client and associate focused

• Proven ability to coach and motivate others

• Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity

Desired Qualifications:

• Capable of effectively coaching and mentoring team to meet metrics

• Ability to effectively manage workload in a fast-paced environment

• Excellent interpersonal, leadership and oral/written communication skills

• Capable of multi-tasking and working efficiently under stress and high volume

• Strong organizational and teamwork skills

• Knowledge of Consumer Investments and Merrill systems and clients a plus

Additional Skills Used:

• Recruiting

• Relationship Building

• Sales Performance Management

• Sales Strategy

• Strategic Thinking

• Account Management

• Client Experience Branding

• Executive Presence

• Performance Management

• Talent Development

• Customer Experience Improvement

• Decision Making

• Drives Engagement

• Leadership Development

• Workforce Planning