Business Manager

Bank of America (GHR)

Princeton, NJ, US
Base: $65,000.00 - $96,000.00 annualized salary; b...
Merrill lynch wealth management knowledge
General bank policies and procedures
Financial and accounting practices
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 teams business plan and goal deliverables

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 teams business plan and goal deliverables.
  • This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 teams business plan and goal deliverables.

Salary

Base: $65,000.00 - $96,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Merrill Lynch Wealth Management knowledge
  • General bank policies and procedures
  • Financial and accounting practices
  • Risk management and regulatory understanding
  • Client experience delivery

Nice-to-have

  • Diversity and inclusion focus
  • Culture driven and resilient team
  • Results focused and effective work
  • Empowerment and bringing whole self

Key Requirements

  • Series 7, 63/65 or 66 or equivalent
  • SAFE Act Registration
  • ADV-2B Required
  • Firm approved designation

Work Rights

Not specified

Tailored Resume

Cover Letter