Consumer Investments Registered Team Manager

Bank of America (GHR)

Lincoln, RI, United States
Not specified; not specified; not specified
Fully remote
Series 7, 66, and 9/10 licenses required
Coach and motivate registered representatives
Manage daily team efficiency and productivity
Bank of America is seeking a Consumer Investments Registered Team Manager to lead a team of investment specialists and financial service representatives, ensuring exceptional client service and compliance with regulatory standards. The role involves coaching, motivating, and managing the team to achieve operational excellence while fostering a client-centric culture

Job Summary

  • The Registered Team Manager leads a team of Senior Investment Specialists and Financial Service Representatives to provide exceptional service to over 1.4M clients.
  • Responsibilities include coaching associates on relationship building, managing risk through sales practice reviews, and ensuring adherence to regulatory standards.
  • Bank of America offers opportunities to learn, grow, and make an impact within an inclusive workplace culture committed to responsible growth.

Matching Summary

Match Score: 85

Bank of America is seeking a Consumer Investments Registered Team Manager to lead a team of investment specialists and financial service representatives, ensuring exceptional client service and compliance with regulatory standards. The role involves coaching, motivating, and managing the team to achieve operational excellence while fostering a client-centric culture.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7, 66, and 9/10 licenses required
  • Coach and motivate registered representatives
  • Manage daily team efficiency and productivity
  • Resolve elevated client issues and complaints
  • Ensure compliance with regulatory standards

Nice-to-have

  • Experience with Consumer Investments systems
  • Strong organizational and analytical skills
  • Ability to work weekends and extended hours
  • Proven track record in diverse team leadership
  • Knowledge of Merrill systems and clients

Key Requirements

  • Must possess Series 7, 66, and 9/10 licenses
  • Obtain required licenses within 120 days of hire
  • Proven ability to manage risk and ensure compliance
  • Strong verbal, non-verbal, and written communication skills
  • Experience leading diverse teams in a fast-paced environment

Work Rights

Not specified

Tailored Resume

Cover Letter