Consumer Investments Registered Team Manager

Bank of America

Fort Worth, Texas, USA
Fully remote
Series 7, 66, 9/10 required
Manage risk and compliance
Client relationship management
The Investment Center provides high-level service to Consumer Investments and Merrill clients, supporting trade, service, managed products, and account inquiries

Job Summary

  • The Investment Center provides high-level service to Consumer Investments and Merrill clients, supporting trade, service, managed products, and account inquiries.
  • The Registered Team Manager is responsible for the development and achievement of a team of registered and unlicensed representatives, focusing on client relationships and exceptional customer experiences.
  • This role requires a strong focus on compliance and regulatory standards, actively managing risk through reviewing sales practices, trades, and communications.

Matching Summary

The Investment Center provides high-level service to Consumer Investments and Merrill clients, supporting trade, service, managed products, and account inquiries.

Skills & Requirements

Must-have

  • Series 7, 66, 9/10 required
  • Manage risk and compliance
  • Client relationship management
  • Develop and motivate team
  • Drive operational excellence

Nice-to-have

  • Coaching and mentoring skills
  • Fast-paced environment adaptability
  • Teamwork and collaboration
  • Client-centric approach

Key Requirements

  • Series 7, 66, 9/10 required
  • Ability to understand investments
  • Proven ability to manage risk
  • Proven ability to coach and motivate others

Work Rights

Not specified

Tailored Resume

Cover Letter