Premium Elite Senior – Team Lead

Bank of America

. Coach team members to provide optimal client experience, performance, and proper call management .

Posted 9/22/2026full-timeUnited StatesSenior💰 $91,100 - $100,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advanced trading strategies, including options and fixed income, while effectively managing client relationships and driving business growth. Proven ability to coach and develop team members to enhance client experience and operational excellence.

Highest-signal resume keywords

Advanced Trading StrategiesSeries 7 CertificationSeries 66 CertificationClient Relationship ManagementAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Options TradingFixed Income TradingMargin TradingBusiness Development StrategiesQuality Assurance GradingRisk ManagementPerformance ImprovementCase ResolutionClient Escalation ManagementInvestment Experience

Soft Skills

Interpersonal SkillsDecision MakingCoachingTeam CollaborationEngaging Presence

Tools & Technologies

Enterprise PlatformsUS TrustBACAdvisory

Certifications & Qualifications

Series 7Series 66Series 9 (Preferred)Series 10 (Preferred)

Industry Keywords

Client ExperienceAsset ConsolidationPerformance ExecutionTrading StrategiesBrokerage Experience

About the role

Key responsibilities & impact

Coach team members to provide optimal client experience, performance, and proper call management
Assist the Team Manager in overseeing Premium Elite Relationship Managers
Drive asset consolidation, retention, and expansion of client relationships through product penetration
Serve as first point of contact for client escalations and coordinate research, resolution, and follow-up
Manage schedules, segment reporting, and campaign completion
Provide immediate coaching for client experience improvement
Listen to and grade Quality Assurance calls
Execute business development strategies and goals to achieve business growth
Resolve client situations by managing cases, researching issues, and communicating solutions
Develop expert knowledge of internal policies, procedures, processes, and complex trading strategies
Review team activities to improve performance execution while managing risk and minimizing exposure
Work across Enterprise business lines and Merrill Edge partners to deliver a world-class relationship model
Oversee day-to-day operations and processes to promote service excellence
Translate organizational goals into employee metrics and goals, evaluate progress, and provide feedback or intervention
Train, motivate, guide, and develop employees to improve individual and organizational outcomes

Requirements

What you’ll need

Experience with advanced trading strategies, options, fixed income, and margin required
Series 7 & 66 required
Series 9 & 10 preferred; if not currently held MUST be obtained within 120 days of start date
Confident and engaging presence
Sound decision making skills with ability to manage risk and overall client experience
Strong analytical and organizational skills
Strong interpersonal skills and the ability to work in a team environment
Ability to handle multiple tasks in a dynamic environment
Minimum two years of investment, trading and brokerage experience
Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Commitment to teammates’ physical, emotional, and financial wellness
Recognition and reward for performance
In-office flexibility based on role-specific considerations