Bank Of America Senior Business Manager 

United States, Pennsylvania, Whitpain Township 

406222006

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Develops and manages the teams business plan and practice financials. Manages and drives complex financial- related initiatives to include: pricing strategy, profitability compared to revenue and time capacity. Interfaces with market and division leaders to ensure team strategy and initiatives support overall division market strategies and goals. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Manages diverse administrative functions to include personnel processes and performance monitoring and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• SAFE ACT Registration; ADV-2B Required

• Strong leadership abilities, communication and delegation skills

• Understanding of how to deliver a strong overall client experience

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures

• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

• Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk

• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

• Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience​

Skills:

• Administrative Services

• Customer Experience Improvement

• Project Management

• Sales Performance Management

• Strategy Planning and Development

• Business Acumen

• Business Analytics

• Candidate Screening

• Coaching

• Continuous Improvement

• Account Management

• Process Simplification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)