Consumer Investments Performance Executive

Bank of America

. Create competitive strategies and plans to achieve and exceed centralized division objectives.

Posted 5/1/2026full-timeNew York City • Illinois, Maryland, Massachusetts, New Jersey, New York, Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $212,500 - $253,700 per yearWebsite

About the role

Key responsibilities & impact

Create competitive strategies and plans to achieve and exceed centralized division objectives.
Provide timely feedback to Division Executive on Performance, Finance Plan, Revenue, Client Experience, Channel strategy and segment opportunities.
Analyze and share trends to identify opportunities to acquire, deepen and retain client relationships.
Manage team of Performance Managers to continuously drive high quality customer experience and consistent execution of client relationship care.
Improve workforce effectiveness, efficiency and productivity by applying analytics to performance management.
Work closely with support partners, to provide necessary LOB feedback, associate feedback and customer insights on messages, offers, and collateral to improve awareness of offerings and elevate the client experience.

Requirements

What you’ll need

Minimum of 5+ years band 4 experience or higher
Series 7, 66, 9 & 10 or equivalent
Centralized/Home Office experience preferred

Benefits

Comp & perks

This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

team managementcustomer experienceperformance managementanalytical skillsstrategic planningclient relationship managementfeedback provisionworkforce effectivenessefficiency improvementproductivity enhancement

Certifications

Series 7Series 66Series 9Series 10