Job Description

Working in a retail sales/service environment, the incumbent is responsible for coaching/supervising a team of Financial Solutions Advisors with respect to advice and guidance, achieving goals, and servicing of client accounts. The responsibilities of this role include:

•             Supervise the day-to-day activities of a team of Financial Solutions Advisors

•     Deliver core business performance metrics with focus on responsible growth

•             Ensure Financial Solutions Advisors deliver a world class consistent client experience and continuously improve client care, conversion and retention

•             Deliver the entire Enterprise including investing, banking and lending

•             Perform monthly performance reviews of all team members and provide constructive feedback

•             Responsible for supervising/reviewing recommendations, trades and trade execution consistent with our investment process

•             Source and cultivate talent pipelines with a strong focus and ability to coach and develop advisors

•             Work with the Division and Performance Manager in the hiring and training of new advisors

•             Assist with ongoing BAC/Merrill Lynch product and sales training

Required Skills:

•             Licensed with the Series 7, 66, 9 & 10 (or equivalents), required

•             Ability to drive exceptional customer experience

•             Detail oriented, with good follow-up skills

•             Excellent verbal and written communication skills

•             Strong focus on compliance and regulatory standards

•             Ability to foster and build relationships      

Desired Skills:

• Professional designation preferred

• Strong ability to communicate across leadership and to associates

• Ability to effectively manage work load

• Experience and track record of driving teams to achieve KPI's

• Experience delivering managed products

Enterprise

Working in a service and sales environment, incumbents are responsible for training, coaching, hiring and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. The responsibilities of this role include: monthly 1:1 associate coaching to provide an optimal client experience and performance; supervision of day-to-day activities; work with the recruiting team and Division Manager in the hiring and training of new personnel; ensure schedule adherence and proper call management of all team members in relation to the contact center strategy; conduct ongoing training as needed; responsible for molding the behavior and professionalism of all team members; promote work unity improvements to current workflow processes; resolve all client issues that are elevated to supervisory level. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent.

Shift:

Hours Per Week: 

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