Consumer Investments Registered Team Manager

Bank of America Merrill Lynch

Lincoln, RI, US
**
Series 7 series 66 and 9/10 licenses required
Coaching and motivating registered representatives
Managing daily team operations and productivity
** Bank of America Merrill Lynch is seeking a Registered Team Manager for its Consumer Investments Client Services, responsible for leading a team of investment specialists and financial service representatives. The position emphasizes exceptional client service, team development, and compliance with regulatory standards in a fully remote working environment. **

Job Summary

  • The Registered Team Manager leads a team of Senior Investment Specialists and Financial Service Representatives to serve over 1.4 million clients.
  • This role requires active coaching, risk management, and ensuring adherence to strict compliance and regulatory standards within the Consumer Investments organization.
  • Bank of America offers opportunities for professional growth through foundational management training, leadership rotations, and an inclusive workplace culture.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Registered Team Manager for its Consumer Investments Client Services, responsible for leading a team of investment specialists and financial service representatives. The position emphasizes exceptional client service, team development, and compliance with regulatory standards in a fully remote working environment. **

Skills & Requirements

Must-have

  • Series 7 Series 66 and 9/10 licenses required
  • Coaching and motivating registered representatives
  • Managing daily team operations and productivity
  • Resolving elevated client issues and complaints
  • Ensuring compliance with regulatory standards

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license
  • Series 9 and 10 licenses
  • Management experience in financial services
  • Ability to obtain licenses within 120 days

Work Rights

Not specified

Tailored Resume

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