Employee Banking & Investments - Performance Manager
$140.3k - $177.4kBank of America
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Unregistered Performance Manager (PM) will work closely with Division Managers (DM) and Market Leaders (ML) to ensure effective development and execution of local strategies and tactics that drive Employee Banking and Investing. The PM creates customer-driven plans to achieve and exceed region objectives. In this role, PM’s will provide timely feedback to ML's, Regional Exec (RE) and Performance Executive (PE) on performance and channel strategy opportunities related to the enterprise impacts of the business. PM is responsible to improve sales force effectiveness and productivity by coaching ML's on using talent analytics, top talent retention and partner integration (for example, a PM will analyze a ML's market and identify skill/performance gaps and recommend actions steps/share best practices on how to solve the issue). The PM will ensure adherence of the sales force to regulatory, policies and procedures. PM’s conduct in-market visits with DM’s/ML's to role model effective routines/behaviors and provide coaching to improve skill set. The PM is responsible to deliver and implement strategies and initiatives to drive partner integration in daily practice. PMs provide voice of associate for initiatives and incremental learning/development activities to support client management and deepening. Primary Responsibilities: Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits Monitor EBI sales reporting and identify gaps/opportunities Support effective on-boarding, training, and continuing education of unregistered sales associates. Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence Lead and develop program initiatives relating to partners and process evolution Required: 3+ years leading, coaching, and managing high performing sales teams within the financial services industry Proven ability to drive integration across products and drive results through superior delivery and sales management Experience influencing market or region level leaders Proactively builds trusted relationships with key partners/clients Ability to be a change agent and work in a fast paced environment Experience in building effective client minded sales strategies which impact the business line Projects enthusiasm, optimism, and determination Communicates strategic business plans and tactical sales goals clearly and effectively at all levels Desired: Financial Center Channel Experience GWIM, Preferred or Small Business Banking Experience Experience interacting with and/or influencing market or region level leaders Bachelor's degree or equivalent experience Skills: Administrative Services Attention to Detail Customer and Client Focus Planning Prioritization Adaptability Collaboration Problem Solving Verbal Communications Recording/Organizing Information Research Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent California: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Colorado: This job will be open and accepting applications for a minimum of seven days from the date it was posted.
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$135.6k - $300k
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$172.5k - $222.5k
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...this job posting for additional information.The VP, Business Banking Portfolio Manager III (“PM III”) reports to the Corporate Credit division... ...factors. At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth....Work at office- ...Responsibilities Reconcile banking transactions and prepare journal entries in accordance with US GAAP Calculate and assist with capital... ..., distributions, and investor allocations. Track portfolio investments and cash activity. Support preparation for quarterly and...
$200k - $260k
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Portfolio Manager – Commercial Lending – To $125K + Bonus – Boston, MA – Job # 3528 Who... ...around providing the very best available banking and accounting talent. In fact, most of... ...knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. ~Thorough...$230k - $283k
...00.00 Annually East Cambridge Savings Bank is actively recruiting for a Salary Range... ...Audit Committee, plans, organizes and manages directly and through subordinates, the internal... ...the annual schedule of audit work to be performed, proposed scope, and results of audits....Work at office$180k - $340k
...Cambridge, MA. The 2,000+ employees of Draper tackle... ...forecasting, liquidity management, and capital strategy... ...to drive financial performance and optimize cash flow... ...of cash; manage the investment of surplus cash within... ...cost efficient banking operating products and...Full timeFor contractorsLocal area$130k - $150k
...professionals with expertise in the banking, securities, fintech, and... ...a Strategy & Partnerships Manager to report to the Head of... ...realization and initial effort and investment estimates Develop pricing... ...roles may be eligible for a performance-based bonus.Candidates who...Remote workFlexible hours$189.2k - $372.9k
...clients improve financial performance, accelerate new digital... ...you'll do As a Senior Manager on the Insurance Solutions... ...over 90% of Fortune 500 banking, insurance, securities, investment management, and real... ...value our people and offer employees a broad range of benefits...- ...Company Highly regarded community bank Industry Banking Type... ...Privately Held Founded 1854 Employees 51-200 Categories Consulting... ...responsible for the strategic planning and management of the internal audit, compliance, and...Local area
$170k - $175k
...opportunity to join a rapidly growing investment banking platform with market leading positions... ...such as pitch materials and board and management presentations. * Drafts memorandums and... ...financial and strategic objectives. * Performing extensive financial statement modeling...Full timeLocal areaMonday to FridayFlexible hours$96.8k - $159.03k
...include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant... ...experience Work with limited supervision At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth...Interim role- ...doesn’t happen by chance. We invest in training and... ...responsibilities of the Investment Banking Consulting Senior Manager may include:Lead the... ...with clients to develop high-performance, future-ready solutions that... ...on our benefits here:U.S. Employee Benefits | AccentureRole Location...Full timeLive inWork at officeLocal area
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