Registered Academy Manager – Wealth Management

Bank of America

. Facilitate onboarding, core, and upskill Academy programs virtually and/or in the classroom .

Posted 10/8/2026full-timeUnited StatesMid-LevelSenior💰 $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 coaching and developing employees within a customer-centric environment, with a strong focus on performance improvement and effective action plan execution. Proficient in managing onboarding programs and ensuring compliance with internal and regulatory policies.

Highest-signal resume keywords

Coaching And DevelopmentPerformance Action PlansSeries 7 LicenseSeries 66 LicenseCustomer-Centric Environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding ProgramsAssessment DeliveryBehavior Gap IdentificationProficiency Gap AnalysisProgram CoordinationLogistics ManagementContent FeedbackPost-Program CheckpointsTechnology Access ManagementCalendar Planning

Soft Skills

Interpersonal SkillsOrganizational SkillsProblem SolvingStrong Communication SkillsFollow-Up Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Wealth ManagementClient AssociatesRegulatory PoliciesPerformance ImprovementEmployee Development

About the role

Key responsibilities & impact

Facilitate onboarding, core, and upskill Academy programs virtually and/or in the classroom
Deliver assessments, manage practice pods, call calibration sessions, practice sessions, and simulator workshops
Identify behavior and proficiency gaps, develop action plans, and coach participants
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 throughout new-to-role programs
Conduct post-program completion checkpoints to assess understanding and accelerate proficiency
Participate in Line of Business leadership routines and initiatives
Provide stakeholders with feedback on teammate development and program updates
Oversee 25+ employees throughout their new-hire learning experience
Partner with local Market Client Relationship Managers to deliver a consistent onboarding experience for Wealth Management Client Associates

Requirements

What you’ll need

Proven ability to coach and develop employees driving proficiency and performance in a customer-centric environment
Must have previous 3+ years of Merrill experience
Series 7 and Series 66 (or equivalent) licensed
Proven ability to diagnose root cause/skill gaps and develop and execute effective performance action plans
Demonstrated problem solving, strong follow-up skills, and ability to escalate and gain resolution
Strong interpersonal skills
Strong organizational skills and ability to manage multiple responsibilities and prioritize
Strong communication skills, including verbal, non-verbal, written, and presentation skills
Bachelor's degree or equivalent work experience (desired)
Minimum education: High School Diploma / GED / Secondary School or equivalent
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support to employees
Annual discretionary incentive plan eligibility