Consumer Investments Market Leader - Manhattan/NJ Region
Quick Summary
This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors.
Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53,
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
~2 min read- →Champions organizational vision and values executing consistently to drive business results
- →Manages the financial planning and asset-based relationship sales process
- →Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
- →Manages sales using growth plans in Sales Force
- →Manages effective Financial Center Advisor recruiting strategies
- →Administers superior sales supervision and practices in the market
- →Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time.
- →Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time.
- →5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team.
- →Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- →Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations.
- →Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- →Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
- →Communicates effectively and confidently and is comfortable engaging all clients.
- →Ability to learn and adapt to new information and technology platforms.
- →Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency.
- →Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- →Can attract, recruit and retain an effective sales and operations team.
- →Efficiently manages your time and capacity.
- →Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
- →Can interpret performance results, find opportunities to drive success and hold others accountable to results.
- →Can be flexible to work weekends and/or extended hours as needed.
- →Travel required: Will vary depending on geography.
- →Is proficient in computer skills and professional programs (example: Microsoft Office).
- →Has the ability to pass compliance requirements.
Requirements
~1 min read- Experience in financial services and knowledge of financial services industry, products and solutions.
- Experience in mortgage, retail or hospitality.
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
- Undergraduate college degree.
- Prior management experience.
- Coaching
- Customer and Client Focus
- Leadership Development
- Risk Management
- Talent Development
- Business Operations Management
- Customer Service Management
- Decision Making
- Executive Presence
- Sales Performance Management
- Critical Thinking
- Performance Management
- Process Performance Management
- Recruiting
- Result Orientation
Location & Eligibility
About this job
- Pay per year
- $135,000–$178,000 a year
- 132% above the $67,500 median for Other jobs on Jobera (122,729 salaries).
- Who can apply
- United States
- Posted
- Today
Listing Details
- Posted
- October 22, 2026
- First seen
- October 22, 2026
- Last seen
- October 22, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- October 22, 2026
Signal breakdown
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