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Bank of America

Runs a US consumer bank, brokerage and investment bank

Consumer Investments Market Leader - Colorado North Market

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeGreenwood Village, CO, USA

About the Job

Requirements

  • Hold Series 7 and 66 licenses, or be able to obtain the required licenses within a specified period.
  • Hold supervisory licenses Series 8, or Series 9 and 10 combined, or Series 4, 24, and 53, or be able to obtain the required licenses within a specified period.
  • Have 5 or more years of demonstrated experience with sales or bank operations and building, leading, managing, and coaching a team.
  • Collaborate effectively and build strong relationships with key partners and clients across and outside the organization.
  • Identify solutions for clients based on their needs and resolve problems independently or involve others as needed.
  • Communicate effectively and confidently and engage with all clients.
  • Learn and adapt to new information and technology platforms.
  • Apply critical thinking and problem-solving skills to meet client needs and escalate issues with urgency when needed.
  • Follow established processes and guidelines, act in clients' and the bank's best interests, and comply with applicable laws and regulations.
  • Attract, recruit, and retain an effective sales and operations team.
  • Manage time and capacity efficiently; manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  • Interpret performance results, identify opportunities to drive success, and hold others accountable for results.
  • Be flexible to work weekends and/or extended hours as needed.
  • Travel as required; travel varies depending on geography.
  • Be proficient in computer skills and professional programs such as Microsoft Office.
  • Pass compliance requirements.
  • Meet the minimum education requirement of a high school diploma, GED, secondary school credential, or equivalent.

Responsibilities

  • Champion organizational vision and values and execute consistently to drive business results.
  • Manage the financial planning and asset-based relationship sales process.
  • Engage with Financial Center Advisors and coach them on strategic business drivers and professional growth and development.
  • Manage sales using growth plans in Salesforce.
  • Manage effective Financial Center Advisor recruiting strategies.
  • Administer superior sales supervision and practices in the market.
  • Manage a team that may be composed of field-based Financial Solutions Advisors; drive local strategies and tactics for client experience, relationship growth, and operational excellence at market and financial center levels.
  • Work across the organization to develop business knowledge and cultivate partnerships to achieve results.
  • Model an inclusive environment for employees and clients aligned with company goals.
  • Demonstrate process knowledge, operational excellence, and innovation through simplicity, data-based decision-making, and continuous improvement.
  • Communicate enterprise decisions, purpose, and results, and connect them to team strategy, priorities, and contributions.
  • Ensure appropriate 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 and make sound financial decisions.
  • Assess talent and build bench strength for roles across the organization.
  • Deliver business outcomes by prioritizing, inspecting, and appropriately delegating team work.

Desired Qualifications

  • Have experience in financial services and knowledge of financial services products and solutions.
  • Have experience in mortgage, retail, or hospitality.
  • Have experience working in an environment with individual and team goals that were routinely met or exceeded.
  • Have an undergraduate college degree.
  • Have prior management experience.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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