Merrill Market Supervision Manager jobs at Bank Of America in United States, San Francisco
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Company (1)
Job type
Job categories
Job title (1)
United States
State
San Francisco
45 jobs found
22.11.2024
BOA
Bank Of America Consumer Investments Market Leader - San Jose United States, California, San Jose
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
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...
Deliver technology products and services that meet business outcomes. Develop a technology strategy and ensure technology solutions comply with applicable standards. Advance modern and Agile solution delivery practices and evangelize...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
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