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. Responsibilities 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. Qualifications 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. #J-18808-Ljbffr Bank of America