Consumer Investments Market Leader

Bank of America

. Manage a team that may include field-based Financial Solutions Advisors .

Posted 10/22/2026full-timeUnited StatesSenior💰 $135,000 - $178,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in managing teams and driving sales strategies while ensuring operational excellence and client satisfaction. Proficient in financial planning, relationship management, and compliance within the financial services industry.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseSalesforce ManagementTeam LeadershipFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningSales Process ManagementCoaching and DevelopmentData-Based Decision-MakingBudget ManagementPerformance AssessmentClient Solutions IdentificationOperational ExcellenceCompliance AdherenceProblem-Solving

Soft Skills

Effective CommunicationRelationship BuildingCritical ThinkingTime ManagementAdaptability

Tools & Technologies

SalesforceMicrosoft Office

Certifications & Qualifications

Series 8 LicenseSeries 9 LicenseSeries 10 LicenseSeries 4 LicenseSeries 24 LicenseSeries 53 License

Industry Keywords

Financial ServicesSales OperationsClient ExperienceRisk ManagementTalent Acquisition

About the role

Key responsibilities & impact

Manage a team that may include field-based Financial Solutions Advisors
Drive local strategies and tactics for client experience, relationship growth and operational excellence
Work across the organization to develop business knowledge and cultivate one-team partnership
Champion organizational vision and values to drive business results
Manage financial planning and asset-based relationship sales processes
Engage with Financial Center Advisors through coaching on strategic business drivers and professional growth
Manage sales using growth plans in Salesforce
Manage Financial Center Advisor recruiting strategies
Administer superior sales supervision and practices in the market
Model an inclusive environment for employees and clients
Demonstrate process knowledge, operational excellence, innovation and data-based decision-making
Communicate enterprise decisions, purpose and results and connect them to team strategy
Ensure risk discipline, controls and culture identify, escalate and debate issues
Provide inspection, coaching and feedback to improve performance
Manage expenses and budgets in alignment with objectives
Assess talent and build bench strength
Deliver business results through prioritization, inspection, delegation and teamwork

Requirements

What you’ll need

Series 7 and 66 licenses, or ability to obtain required licenses within a specified period
Supervisory license Series 8, or Series 9 and 10 combined, or Series 4, 24 and 53, or ability to obtain required licenses within a specified period
5+ years of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team
Strong work ethic and focus on results and client interests
Ability to collaborate and build relationships with partners and clients
Ability to identify client solutions and resolve problems independently or escalate as needed
Effective and confident communication skills
Ability to learn and adapt to new information and technology platforms
Strong critical thinking and problem-solving skills
Adherence to established processes, guidelines, laws and regulations
Ability to attract, recruit and retain an effective sales and operations team
Ability to manage time and capacity efficiently
Ability to manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
Ability to interpret performance results and hold others accountable
Flexibility to work weekends and/or extended hours as needed
Ability to travel as required; travel varies by geography
Proficiency in computer skills and professional programs, such as Microsoft Office
Ability to pass compliance requirements
High School Diploma / GED / Secondary School or equivalent
Desired: experience in financial services and knowledge of financial services products and solutions
Desired: experience in mortgage, retail or hospitality
Desired: experience working with individual and team goals
Desired: undergraduate college degree
Desired: prior management experience

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness