Wealth Management Specialist – Business Manager

🕒 May 15

🏢🏡 Chicago – Hybrid

💵 $28 - $45 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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Bank of America

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Bank of America is a leading global financial institution that provides a comprehensive range of banking, investment, and financial services to individuals, businesses, and institutions. Committed to responsible growth, the bank offers personal banking, small business support, wealth management services, and access to capital markets. With a focus on economic and social progress, Bank of America aims to drive sustainable finance, promote diversity, and support community development through various initiatives.

📋 Description

• Develop and service client segments and the next generation and their next generations and beneficiaries. • Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. • Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. • Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) • Provide marketing and organizational support. • Role is designed to allow employees to study and obtain all required registrations. • Helps manage the teams business plan and practice financials. • Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. • Collaborate with internal partners (e.g., banking, lending, operations, compliance, marketing) to deliver integrated client solutions.

🎯 Requirements

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

🏖️ Benefits

• Paid time off • Industry-leading benefits