Market Client Relationship Manager
Company: Disability Solutions
Location: San Jose
Posted on: May 5, 2024
Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This job is responsible for
leading the overall service delivery model to include the bank's
digital offerings and wealth management banking strategy in the
market while working with the Home Office to ensure superior client
service. Key responsibilities include partnering with the market
leadership team, Market Executives, Resident Directors, Financial
Advisors, Wealth Management Client Associates, and Wealth
Management Associates to facilitate daily business needs. Job
expectations include driving responsible growth while minimizing
regulatory, financial, operational, and reputational
risks.Responsibilities:
- Leads the service delivery model and wealth management banking
strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional
professionals to support Financial Advisor teams and deliver
outstanding client service
- Supervises financial transactions and operations to drive risk
management best practices and ensure compliance with policies and
procedures, while preparing to effectively manage any type of
branch audit
- Oversees the client service experience and reviews the approval
of new client accounts
- Leads Wealth Management Client Associates and the branch
Operations Department to meet and exceed the bank's client service
expectations and operational excellence goalsManagerial
Responsibilities:This position may also have responsibilities for
managing associates. At Bank of America, all managers at this level
demonstrate the following responsibilities, in addition to those
specific to the role, listed above.
- Diversity & Inclusion Champion: Models an inclusive environment
for employees and clients, aligned to company D&I goals.
- Manager of Process & Data: Demonstrates deep process knowledge,
operational excellence and innovation through a focus on
simplicity, data based decision making and continuous
improvement.
- Enterprise Advocate & Communicator: Communicates enterprise
decisions, purpose, and results, and connects to team strategy,
priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and
culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and
feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in
alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench
strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively
prioritizing, inspecting and appropriately delegating team work.Key
Qualifications for the role:
- Candidates are required to currently hold SIE, Series 7 AND
Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or
Series 8) or equivalent licenses and Series 3, 31 licenses, if
warranted
- Minimum 5+ years professional experience required
- Current or previous Merrill Wealth Management experience
strongly preferred
- Self-motivated and client centric
- Expert knowledge of regulatory and supervisory requirements and
corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities,
Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities,
Margin, Trust Operations, etc.)
- Prior trend analysis experience
- Strong customer service and communication skills
- Strong management skills, including the ability to effectively
plan, monitor, influence, negotiate, supervise and delegateDesired
Qualifications:
- Bachelor's degree or equivalent work experienceSkills:
- Compensation Analysis
- Performance Management
- Process Performance Management
- Referral Management
- Workforce Planning
- Due Diligence
- Internal Audit Review
- Leadership Development
- Recruiting
- Risk Management
- Client Management
- Customer Service Management
- Employee Counseling
- Succession Planning
- Trade Operations ManagementShift:1st shift (United States of
America)Hours Per Week: 40
Keywords: Disability Solutions, San Jose , Market Client Relationship Manager, Accounting, Auditing , San Jose, California
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