Financial Services Director
3 days ago
Job Summary:
We are seeking an experienced Financial Services Director to lead our team in delivering exceptional client service and driving business growth. As a key member of our market leadership team, you will be responsible for overseeing the overall service delivery model and wealth management banking strategy in your assigned markets.
Main Responsibilities:
- Lead the service delivery model and wealth management banking strategy to drive business growth and improve client satisfaction
- Hire, develop, and lead a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervise financial transactions and operations to ensure compliance with policies and procedures, and prepare for branch audits
- Oversee the client service experience and review new client account approvals
- Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed client service expectations and operational excellence goals
Additional Responsibilities:
- Manage associates and demonstrate the following responsibilities:
- Diversity & Inclusion Champion: Model an inclusive environment for employees and clients, aligned to company D&I goals
- Manager of Process & Data: Demonstrate deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement
- Enterprise Advocate & Communicator: Communicate enterprise decisions, purpose, and results, and connect to team strategy, priorities, and contributions
- Risk Manager: Ensure proper risk discipline, controls, and culture are in place to identify, escalate, and debate issues
- People Manager & Coach: Provide inspection, coaching, and feedback to motivate, differentiate, and improve performance
- Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions
- Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization
- Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting, and appropriately delegating team work
Required Qualifications:
- Hold SIE, Series 7, and Series 66 (or Series 63 and Series 65) licenses, and Series 9 and Series 10 (or Series 8) or equivalent licenses, as well as Series 3 and 31 licenses if warranted
- Minimum 5+ years of professional experience
Estimated Salary: $120,000 - $180,000 per year, depending on experience and location.
About Us: At Bank of America, we value diversity, equity, and inclusion. We offer a comprehensive benefits package, including medical, dental, vision, and retirement plans. Our employees enjoy a dynamic and supportive work environment, with opportunities for career growth and development.
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