Consumer Investments Performance Manager

Bank of America

. Create competitive performance plans to achieve and exceed market objectives .

Posted 11/2/2026full-timeUnited StatesMid-LevelSenior💰 $156,000 - $191,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in coaching and managing high-performing sales teams within the financial services industry, with a strong focus on client relationship management and performance improvement strategies. Proficient in applying talent analytics for resource planning and driving integration across products to achieve business objectives.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseSupervisory Licenses (8, Series 9 and 10, or Series 4, 24, and 53)3+ Years Leading Sales TeamsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Talent AnalyticsPerformance ManagementSales Strategy DevelopmentRisk ManagementCoachingBudgetingBusiness Outcome DeliveryMarket AnalysisClient Experience ImprovementTraining and Onboarding

Soft Skills

Relationship BuildingChange ManagementEffective CommunicationFeedback ProvisionTeam Leadership

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Financial ServicesSales ManagementClient Relationship CarePerformance ImprovementMarket Strategy

About the role

Key responsibilities & impact

Create competitive performance plans to achieve and exceed market objectives
Provide timely feedback to the Market Manager on client experience and market strategy opportunities
Analyze and share trends to identify opportunities to deepen client relationships
Apply talent analytics to hiring, resource planning, performance management, and top talent retention
Support client relationship care training to improve banker and specialist performance
Gather associate feedback and customer insights on messages, offers, merchandising, and collateral
Lead or participate in routines with regional and market-level partners across lines of business
Drive day-to-day integration with GWIM, Small Business, and Home Loans teams
Observe center-based Financial Solutions Advisor activities and coach as needed
Meet with division leaders and monitor reporting to identify gaps and opportunities
Support onboarding, training, and continuing education of Financial Solutions Advisors
Reinforce compliance and supervision and provide risk management support
Support leaders in implementing performance management, reward, and recognition strategies
Potentially manage associates and perform enterprise managerial responsibilities, including coaching, talent development, risk management, budgeting, and business outcome delivery

Requirements

What you’ll need

Series 7 and Series 66 licenses
Supervisory licenses of an 8, or Series 9 and 10 combined, or Series 4, 24, and 53
3+ years leading, coaching, and managing high-performing sales teams within the financial services industry
Proven track record of coaching and improving performance in others
Proven ability to drive integration across products and drive results through superior delivery and sales management
Ability to build trusted relationships with key partners/clients
Ability to work as a change agent in a fast-paced environment
Experience building effective client-minded sales strategies impacting the business line
Ability to communicate strategic business plans and tactical sales goals clearly and effectively at all levels
High School Diploma / GED / Secondary School or equivalent
Ability to work 40 hours per week on 1st shift
United States work location

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