Consumer Investments Registered Team Manager

Job Summary

Registered Team Manager – Consumer Investments Client Services (Bank of America)
The role leads Senior Investment Specialists and Financial Service Representatives across multiple sites, delivering exceptional service to over 1.4M clients.

• Coach, motivate and supervise the team to grow client relationships by understanding client needs and presenting solutions from Consumer Investment Client Services, Merrill and Bank of America.
• Resolve all elevated client issues, ensuring a positive experience and teaching client ownership by example.
• Develop team members through side‑by‑side coaching, relationship building, call reviews, and consistent mentoring.
• Manage the daily operation of the team, including efficiency, productivity, and ensuring availability for clients.
• Maintain strong focus on compliance and regulatory standards by actively managing risk—reviewing sales practices, trades, communication and all team activities.
• Earn Series7, 66 and 9/10 (or equivalent) within 120 days of hire.
• Participate in foundational management training, leadership rotations and in‑depth role‑specific training as needed.
• Promote a client‑centric team environment, drive effective sales and service strategy, and manage risk.
• Communicate effectively with team and stakeholders to achieve goals and manage performance.

• Series7, 66 and 9/10 required.
• Strong understanding of investment products and ability to assist associates and clients with their financial needs.
• Proven ability to build relationships with teammates and deliver world‑class client experience.
• Analytical and highly organized—able to manage multiple responsibilities and prioritize.
• Excellent verbal, written, and active listening communication skills.
• Availability to work weekends and/or extended hours as required by business needs.
• Experience in coaching, motivating, and developing teams.
• Demonstrated risk management ability and sound judgment for business decisions.
• Knowledge of Consumer Investments and Merrill systems and clients is a plus.