Business Executive Operations, Registered

Bank of America

. Lead the Wealth Management Field Support organization, including front-line service delivery and the Transition Management Team .

Posted 11/6/2026full-timePennington • New Jersey • United StatesSeniorLead💰 $200,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Wealth Management operations, including brokerage processes and contact center management, while driving operational excellence and transformational change. Possesses strong analytical skills, financial acumen, and the ability to lead large-scale initiatives across multiple platforms.

Highest-signal resume keywords

Wealth Management Brokerage ProcessesContact Center OperationsOperational Performance ManagementFinancial AcumenRegistered Series 7 Or 99 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ExcellenceService QualityProductivity ManagementChange ExecutionProcess ControlsBusiness Metrics DevelopmentFinancial Report InterpretationRisk ManagementOrganizational DesignStrategic Planning

Soft Skills

Relationship ManagementAnalytical SkillsProblem-Solving SkillsCommunication SkillsTeam Leadership

Tools & Technologies

Technology Platforms Supporting TransactionsOperational Metrics ToolsFinancial Management Systems

Certifications & Qualifications

Registered Series 7 LicenseRegistered Series 99 License

Industry Keywords

Wealth ManagementRetail BankingClient SatisfactionComplianceFederal And State Regulations

Tech Stack

Tools & technologies

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About the role

Key responsibilities & impact

Lead the Wealth Management Field Support organization, including front-line service delivery and the Transition Management Team
Provide banking, brokerage and transition support to Merrill Financial Advisors, Client Associates and field partners
Drive operational excellence, service quality, productivity, efficiency and transformation of the support model
Manage operational performance, financial and expense management, risk and controls, talent and organizational leadership, and change execution
Develop and execute long-term strategic priorities and near-term operating plans
Manage resource allocation, capacity, service levels, productivity and organizational design
Identify opportunities to simplify the support experience and strengthen centralized capabilities
Lead business and technology change, including readiness, communication, implementation and stabilization
Manage a front-line unit organization within Wealth Management Services and the Retail Banking contact center
Define, oversee and own process controls and associated metrics
Drive responsible growth, product and service strategy execution, client satisfaction and retention
Partner with Wealth Management, Retail Banking, technology and product leaders to deliver strategies and resolve issues
Drive employee engagement, inclusion and development of diverse leadership talent
Manage contact center risks, administrative metrics, policy adherence and compliance with Federal and State laws and regulations

Requirements

What you’ll need

Typically requires 10+ years’ experience in service and operations functions
At least minimum 5 years’ experience in Wealth Management brokerage processes, contact center operations and banking
Thorough knowledge of operational aspects and technology platforms supporting transactions and products
Exceptional analytical skills and financial acumen
Ability to develop, monitor and react to key business metrics
Strong partnership and relationship management skills
Ability to work across functions and organizational lines/levels
Strategic, logical and creative thinking
Ability to work in a fast-paced, high-stakes, dynamic team environment
Ability to drive results, establish routines and hold others accountable
Strong problem-solving skills and ability to influence others
Highly effective written, verbal, presentation and executive packaging skills
Ability to lead large-scale initiatives across multiple platforms and products
Ability to lead and drive transformational change across businesses
Strong business judgment and decision-making skills
Strong financial and business acumen, including experience leading managers and interpreting financial reports
Registered Series 7 or 99 license; if not currently held, must be obtained within a specified timeframe if hired into a registered job code

Benefits

Comp & perks

Discretionary incentive eligible
Eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support to employees