Full-Time

Consumer Investments Market Leader

Ocala / West Orlando Market

Posted on 11/21/2024

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Senior

Orlando, FL, USA

Travel required; will vary depending on geography.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
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 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
Responsibilities
  • Champions organizational vision and values executing consistently to drive business results
  • Manages the financial planning and asset-based relationship sales process
  • Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
  • Manages sales using growth plans in Sales Force
  • Manages effective Financial Center Advisor recruiting strategies
  • Administers superior sales supervision and practices in the market
  • Models an inclusive environment for employees and clients, aligned to company D&I goals
  • Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement
  • Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions
  • Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues
  • Provides inspection, coaching and feedback to motivate, differentiate and improve performance
  • Actively manages expenses and budgets in alignment with objectives, making sound financial decisions
  • Assesses talent and builds bench strength for roles across the organization
  • Delivers results by effectively prioritizing, inspecting and appropriately delegating team work

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. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives while managing their investments and risks effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
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.

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