Consumer Investments Market Leader – Emerging Markets

Bank of America

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

Posted 10/22/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing financial planning and asset-based relationship sales processes while fostering team collaboration and client relationship building. Proficient in driving operational excellence and implementing effective sales strategies to achieve business results.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseSupervisory LicenseSales Force ManagementFinancial Services Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningSales Process ManagementCoaching and MentoringData-Based Decision-MakingBudget ManagementPerformance AssessmentClient Solutions IdentificationCompliance AdherenceTime ManagementProblem-Solving

Soft Skills

Effective CommunicationCollaborationCritical ThinkingAdaptabilityWork Ethic

Tools & Technologies

Microsoft OfficeSales Force

Certifications & Qualifications

High School DiplomaUndergraduate DegreeSeries 4 LicenseSeries 9 LicenseSeries 10 LicenseSeries 24 LicenseSeries 53 License

Industry Keywords

Financial ServicesSales OperationsClient ExperienceRisk ManagementMortgageRetailHospitality

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
Deepen and grow client relationships
Ensure operational excellence at market and financial center levels
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 and coach them on strategic business drivers and professional growth
Manage sales using growth plans in Sales Force
Manage Financial Center Advisor recruiting strategies
Administer superior sales supervision and practices in the market
Model an inclusive environment for employees and clients
Drive process knowledge, operational excellence, data-based decision-making and continuous improvement
Communicate enterprise decisions, purpose and results, connecting them to team strategy
Ensure risk discipline, controls and culture identify and escalate issues
Provide inspection, coaching and feedback to improve performance
Manage expenses and budgets aligned with objectives
Assess talent and build bench strength
Deliver business results through prioritization, inspection and delegation

Requirements

What you’ll need

Series 7 and 66 licenses, or ability to obtain required licenses within a specified period
Supervisory licenses of an 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 in the best interest of the client
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, laws and regulations
Ability to attract, recruit and retain an effective sales and operations team
Efficient time and capacity management
Ability to manage complexity, prioritize, 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
Willingness to travel; travel varies depending on 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
Undergraduate college degree (desired qualification)
Experience in financial services and knowledge of financial services products and solutions (desired)
Experience in mortgage, retail or hospitality (desired)
Prior management experience (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Inclusive workplace and career development opportunities