Full-Time

National FSA Team Manager

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Mid, Senior

Lawrence Township, NJ, USA

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Requirements
  • Licensed with the Series 7, 66, 9 & 10 (or equivalents)
  • Ability to drive exceptional customer experience
  • Detail oriented, with good follow-up skills
  • Excellent verbal and written communication skills
  • Strong focus on compliance and regulatory standards
  • Ability to foster and build relationships
Responsibilities
  • Supervise the day-to-day activities of a team of Financial Solutions Advisors
  • Advisors reporting to the Team Lead will be sitting within the out-of-footprint Financial Centers
  • Deliver core business performance metrics with focus on responsible growth
  • Ensure Financial Solutions Advisors deliver a world class consistent client experience and continuously improve client care, conversion and retention
  • Deliver the entire Enterprise including investing, banking and lending
  • Perform monthly performance reviews of all team members and provide constructive feedback
  • Responsible for supervising/reviewing recommendations, trades and trade execution consistent with our investment process
  • Source and cultivate talent pipelines with a strong focus and ability to coach and develop advisors
  • Work with the Division and Performance Manager in the hiring and training of new advisors
  • Assist with ongoing BAC/Merrill Lynch product and sales training
  • Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
  • Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive operational excellence
  • Oversees day-to-day activities and resolves all client issues escalated to leadership

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The goal of Bank of America is to help clients achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-17%

2 year growth

-17%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

Help us improve and share your feedback! Did you find this helpful?