Business Manager

Bank of America Merrill Lynch

Chicago, IL, United States
Base: $65,000.00 - $96,000.00 annualized; bonus: f...
Series 7, 63/65 or 66 license required
Safe act registration mandatory
Team business plan execution
The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the team's business plan

Job Summary

  • The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the team's business plan.
  • This position requires thorough knowledge of the Merrill Lynch Wealth Management business functional area and products, along with a working knowledge of general bank policies and financial practices.
  • Employees are eligible for industry-leading benefits, access to paid time off, and formulaic incentive opportunities based on performance against defined metrics.

Matching Summary

The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the team's business plan.

Salary

Base: $65,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 license required
  • SAFE Act registration mandatory
  • Team business plan execution
  • Client service strategy oversight
  • Budget and expense management

Nice-to-have

  • Experience with AI tools
  • Strong relationship building skills
  • Process simplification expertise
  • Compensation planning experience
  • Coaching and team development

Key Requirements

  • Series 7, 63/65 or 66 certification
  • SAFE Act Registration
  • Firm approved designation
  • High School Diploma / GED
  • State registrations held by supported advisors

Work Rights

Not specified

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