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Bank of AmericaPosted 10/20/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $185,000 - $240,900 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing operations and leading teams to drive performance and client retention while ensuring compliance with regulatory standards. Proven ability to identify strategic opportunities and implement process improvements across multiple functions.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseSupervisory License 9Supervisory License 10Team Leadership
About the role
Key responsibilities & impact- Manage a large segment or multiple segments across one or more functions and products
- Manage operations areas, functions, processes, and initiatives of significant scope and scale
- Identify strategic and functional gaps, opportunities, and solutions across multiple functions and platforms
- Provide day-to-day leadership and management of the Internal Product Specialist team within Performance Management
- Engage with Market Leaders, Performance Managers, and FSAs to drive advice delivery to Consumer Investments clients
- Ensure consistent client experience and improve client retention through new business strategies and successful implementation
- Meet and maintain regulatory and compliance standards
- Recruit, coach, and develop associates
- Drive performance and continuity across teams
- Collaborate with enterprise stakeholders to drive deepening opportunities
- Ensure market leaders drive FSA productivity focused on activities, contacts, and effective conversations
- Partner with Supervision and Merrill leaders
- Drive responsible growth and client-first operations
- Identify performance gaps and opportunities
- Manage participant contact strategy
- Manage team activities, performance, and business trends
- Resolve client and associate issues elevated to supervisory level
- Conduct performance reviews of leadership team and associates
- Attract and retain an effective IPS workforce
- Present business reviews and updates to senior leadership
- Implement process improvements and develop/analyze procedures
- Oversee budget and expense management, reports, and forecasts
Requirements
What you’ll need- Series 7, 66 and Supervisory licenses 9 & 10
- Ability to build and foster enterprise relationships across all levels of the organization
- Communicates strategic business plans and tactical sales goals to team members
- Excellent oral and written communication skills
- Self-motivated and delivery focused
- Proven track record of successfully achieving and hitting sales results
- Sound problem solving skills
- Extremely organized/superior time management skills
- Exercises strong judgment and experience to make timely and effective decisions
- Projects enthusiasm, optimism, and determination
- Promotes a client-first mindset among the team
- Prior industry sales experience within a centralized environment
- Prior experience managing and leading a team of managers
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Ability to manage remotely and across multiple locations
Benefits
Comp & perks- Discretionary incentive eligible; participation in the annual discretionary plan
- Benefits eligible
- Paid time off
- Resources and support to employees
- Opportunities to learn, grow, and make an impact
- Support for physical, emotional, and financial wellness through affordable, competitive and flexible benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance ManagementBudget ManagementProcess ImprovementSales Strategy ImplementationClient Retention Strategies
Soft Skills
Excellent Communication SkillsProblem Solving SkillsOrganizational SkillsTime Management SkillsJudgment and Decision Making
Certifications & Qualifications
High School DiplomaGEDSecondary School Equivalent
Industry Keywords
Client-First MindsetEnterprise RelationshipsSales ResultsRemote ManagementCentralized Environment