Business Manager

Bank of America (GHR)

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.
  • Merrill Wealth Management offers an in-office culture with specific requirements for office-based attendance while allowing flexibility based on role-specific considerations.
  • This position is eligible for a formulaic incentive plan where incentives are earned 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
  • Practice financial management
  • Client service strategy oversight

Nice-to-have

  • Experience with AI tools
  • Strong relationship building skills
  • Process simplification expertise
  • Compensation planning experience
  • Continuous improvement mindset

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • Firm approved designation
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

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