Senior Business Manager

Bank of America (GHR)

Los Angeles, CA, US
Base: $62,000.00 - $96,000.00 annualized; bonus: f...
Onsite
Series 7 and 66 or 63/65 licenses
Safe act registration compliance
Team business plan development
The Senior Business Manager role is responsible for creating and executing the business plan while managing practice financials and pricing strategies

Job Summary

  • The Senior Business Manager role is responsible for creating and executing the business plan while managing practice financials and pricing strategies.
  • This position requires maintaining SAFE Act registration and ensuring all team activities align with regulatory requirements and division goals.
  • Employees are eligible for a formulaic incentive plan based on performance metrics and receive industry-leading benefits including paid time off.

Matching Summary

The Senior Business Manager role is responsible for creating and executing the business plan while managing practice financials and pricing strategies.

Salary

Base: $62,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 and 66 or 63/65 licenses
  • SAFE Act registration compliance
  • Team business plan development
  • Practice profitability management
  • Client service strategy execution

Nice-to-have

  • MBA preferred or firm approved designation
  • Strong analytical skills for trend identification
  • Experience in hiring and onboarding talent
  • Ability to influence without direct authority
  • Deep understanding of industry regulations

Key Requirements

  • Minimum 5 years specialist/analyst experience
  • Series 7 and 66 (or 7, 63, 65) licenses
  • SAFE Act registration and background check
  • Form ADV-2B maintenance capability
  • High School Diploma or equivalent required

Work Rights

Not specified

Tailored Resume

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