Bank of America
Consumer Investments Registered Team Manager
Fort Worth · Manager · Full-time · Posted Jun 13, 2025
About the job
Leads a Consumer Investments client-services team, overseeing daily performance, coaching representatives, resolving escalated client issues, and managing service quality and risk.
What you'll do
- Coach and develop registered and unlicensed representatives to deliver strong client experiences and grow client relationships.
- Oversee daily team operations, productivity, schedule adherence, and escalated client issues.
- Monitor compliance and risk, including sales practices, trades, communications, and other team activities.
What they ask for
- Series 7, 66, and 9/10 required.
- Ability to understand investments and assist associates and clients with financial needs.
- Strong communication, active listening, analytical, and organizational skills, including prioritizing multiple responsibilities.
- Proven ability to manage risk, coach and motivate others, and lead a diverse, client-centric team.
Nice to have
- Knowledge of Consumer Investments and Merrill systems and clients.
- Ability to coach teams to meet metrics and manage workload in a fast-paced, high-volume environment.
Model-written summary · the original posting is authoritative