Premium Elite Team Manager

About this role

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description: The Premium Elite Team Manager will manage a team of Premium Elite Relationship Managers to deliver on sales performance goals, such as driving asset consolidation and retention and expanding the breadth and depth of client relationship through product penetration, where appropriate.

Responsibilities: • Assist Relationship Managers with prioritizing and managing their books, constantly seeking opportunities to enhance client delight and advance our standing as the client's sole financial institution • Develop relationship managers to take a client-focused approach by being a reliable expert on the client's most complex trading, servicing and relationship needs and elevating to a status of trusted counterpart, ultimately winning wallet share • Execute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience • Requires in-depth knowledge of trading mechanics, fixed income, options, margin and margin regulations • Deliver efficient and responsive resolution for various client situations, owning the management of the case, researching the issue and communicating the solution to the client when appropriate • Exhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experience • Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies • Review activities of team to improve performance execution while managing risk and minimizing exposure • Ability to work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes • Actively engage in strategies to enhance client relationship, including the planning and organization of client events, meetings and dinners • This job is responsible for activities related to a service or sales environment. Key responsibilities include coaching to provide optimal client experience, performance, and ensure proper call management in relation to the contact center strategy. Job expectations include ability to demonstrate judgement and discretion during independent decision making, conduct ongoing training as needed, molding the behavior and professionalism of all team members, and promote work unity improvements to current workflow processes. • Implements improvements to drive the growth of overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness • Develops and analyzes procedures to enhance unit and/or product-related activities • Builds partnerships across the bank, integrates and drives strategic management activities, and mentors specialists to deliver a client relationship oriented culture • Identifies process improvement opportunities, influence, and build processes

Required Qualifications: • Minimum 3 - 5 years of investment, trading and brokerage experience required • Minimum 2 - 3 years leadership experience • Experience with advanced trading strategies, options, fixed income, and margin required • Series 7, 66, 9 & 10 • Confident and engaging presence • Sound decision making skills with ability to manage risk and overall client experience • Strong analytical and organizational skills • Strong interpersonal skills and the ability to work in a team environment • Ability to handle multiple tasks in a dynamic environment

Desired Qualifications: • Wealth management and private client experience a plus • Knowledge of the Enterprise platforms a plus (US Trust, BAC, Advisory)

Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. • Risk Manager: Leads and encourages the identification, escalation and resolution of

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