Consumer Investments Market Leader – Wealth Management

Bank of America

. Manage a team composed of Financial Solutions Advisors .

Posted 10/22/2026full-timeTampa • Florida • United 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 development and operational excellence. Proven ability to drive client experience strategies and ensure compliance with industry regulations.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseSupervisory License Series 8Salesforce ManagementTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningSales Process ManagementClient Relationship ManagementOperational ExcellenceData-Based Decision-MakingSales SupervisionBudget ManagementPerformance AssessmentProblem SolvingCompliance Adherence

Soft Skills

Effective CommunicationCollaborationCritical ThinkingCoachingAdaptability

Tools & Technologies

SalesforceMicrosoft Office

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSupervisory License Series 8Series 9 and 10 CombinedSeries 4, 24 and 53

Industry Keywords

Financial SolutionsSales OperationsClient ExperienceRisk DisciplineTalent Assessment

About the role

Key responsibilities & impact

Manage a team composed of 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
Coach Financial Center Advisors 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
Drive process knowledge, operational excellence, data-based decision-making and continuous improvement
Communicate enterprise decisions, purpose and results
Ensure risk discipline, controls and culture
Provide coaching and feedback to improve performance
Manage expenses and budgets
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 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 key 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
Ability to manage time, complexity, priorities, delegation and execution 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, varying by geography
Proficiency in computer skills and professional programs, including Microsoft Office
Ability to pass compliance requirements
High school diploma, GED, secondary school or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Inclusive workplace culture
In-office flexibility based on role-specific responsibilities and business needs