Senior Business Manager

Bank of America (GHR)

Los Angeles, United States
Base: $62,000.00 - $96,000.00 annualized salary; b...
Onsite
Develop and manage business plan
Manage practice financials
Drive financial initiatives
The Senior 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 teams business plan and goal deliverables

Job Summary

  • The Senior 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 teams business plan and goal deliverables.
  • Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

The Senior 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 teams business plan and goal deliverables.

Salary

Base: $62,000.00 - $96,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Develop and manage business plan
  • Manage practice financials
  • Drive financial initiatives
  • Track business and activity goals
  • Oversee client service strategy
  • Manage team compensation and incentives

Nice-to-have

  • Strong leadership communication delegation
  • Deliver strong client experience
  • Identify client needs and concerns
  • Influence without direct authority

Key Requirements

  • Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • SAFE ACT Registration
  • Minimum 5 years experience
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

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