Registered Academy Manager – Wealth Management

Bank of America

. Lead and support employees through onboarding, core programs, and upskill programs .

Posted 9/22/2026full-timeUnited StatesJuniorMid-Level💰 $84,500 - $108,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in employee development and training within Wealth Management, utilizing strong coaching abilities to enhance proficiency and performance. Proficient in managing onboarding and upskill programs while ensuring adherence to internal and regulatory policies.

Highest-signal resume keywords

Wealth Management ExperienceSeries 7 LicenseSeries 66 LicenseCoaching and Development SkillsPerformance Action Plan Development

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

Employee OnboardingSkill DevelopmentKnowledge AssessmentsBehavior Gap AnalysisProgram CoordinationTraining DeliveryContent FeedbackRegulatory CompliancePerformance ImprovementTechnology Access Management

Soft Skills

Strong Interpersonal SkillsStrong Organizational SkillsStrong Communication SkillsProblem SolvingFollow-Up Skills

Tools & Technologies

Virtual Training PlatformsSimulator WorkshopsCommunication ToolsCalendar Planning ToolsLearning Management Systems

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseHigh School DiplomaBachelor's Degree (Desired)

Industry Keywords

Client-Centric EnvironmentFinancial Advisor ExperienceRisk CultureEmployee Development ProgramsPerformance Management

About the role

Key responsibilities & impact

Lead and support employees through onboarding, core programs, and upskill programs
Identify effective behaviors and implement management routines and tools/resources to ensure Academy accuracy and consistency
Partner with leadership to drive employee development and increase speed to proficiency
Deliver virtual and in-person skill development, practice sessions, simulator workshops, knowledge assessments, and one-on-one coaching
Deliver onboarding, core, and/or upskill Academy programs, including assessments, practice pods, call calibration sessions, practice sessions, and simulator workshops
Identify behavior and proficiency gaps, develop action plans, and coach participants to complete training programs and achieve milestones
Manage program outreach, coordination, logistics, communications, calendar planning, escalations, and technology access
Partner with Academy content design teammates to provide feedback on content, curriculum, and programs
Enforce internal and regulatory policies, procedures, and processes to support risk culture
Conduct post-program completion checkpoints to assess participant understanding and accelerate proficiency or reduce learning curves
Participate in Line of Business leadership routines and initiatives, providing feedback on teammate development and program updates
Oversee 25+ employees throughout their new-hire learning experience

Requirements

What you’ll need

2+ years of Wealth Management experience, including proven ability to coach and develop employees driving proficiency and performance in a client-centric environment
Series 7 and Series 66 (or equivalent) licensed
Proven ability to diagnose root cause/skill gaps and develop and execute effective performance action plans to build skill/knowledge
Demonstrated problem solving, strong follow-up skills, and ability to escalate and gain resolution as needed
Strong interpersonal skills
Strong organizational skills and ability to manage multiple responsibilities and prioritize
Strong communication skills, including verbal, non-verbal, written, presentation, and active listening
Comfortable with virtual training and technology
Minimum education: High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree or equivalent work experience (desired)
Financial Advisor experience preferred
Ability to work onsite in accordance with the workplace excellence policy if selected

Benefits

Comp & perks

Annual discretionary award based on individual, line of business/group, and Company performance
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support
Recognition and reward for performance
In-office flexibility based on role-specific considerations