Manager, Asset & Wealth Management – Regulated Investment Company
PwC
Consumer Investments Market Leader
Bank of America
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $140,000 - $169,400 per year
Job Level
Senior
About the role
- Manage a team composed of field-based Financial Solutions Advisors
- Drive local strategies surrounding client experience
- Deepen and grow client relationships
- Ensure operational excellence at market and financial center levels
- Work across the organization to develop business knowledge
- Coach Financial Center Advisors for strategic business drivers and growth
- Manage sales using growth plans in Sales Force
- Manage effective recruiting strategies for Financial Center Advisors
- Administer superior sales supervision and practices in the market
Requirements
- Has Series 7 and 66, or is able to obtain required licenses
- Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain required licenses
- 5+ years' of demonstrated experience with sales/bank operations
- Enthusiastic, highly motivated self-starter with strong work ethic
- Collaborates effectively to build and nurture strong relationships
- Displays passion, commitment, and drive to improve clients' financial lives
- Confident in identifying solutions for clients
- Communicates effectively and confidently
- Ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills
- Efficiently manages time and capacity
- Able to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment
- Proficient in computer skills and professional programs (example: Microsoft Office)
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees to make a genuine impact and contribute to sustainable growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales operationsfinancial advisingclient relationship managementstrategic business developmentsales supervisionrecruiting strategiescritical thinkingproblem-solvingtime managementcapacity management
Soft skills
enthusiastichighly motivatedstrong work ethiccollaborationrelationship buildingpassioncommitmentdrivecommunicationadaptability
Certifications
Series 7Series 66supervisory licenses (8, 9, 10)Series 4Series 24Series 53
