Bank of America · 1 day ago
Business Manager
Plantation, FL
Full-time
Onsite
Mid, Senior LevelBank of America is a leading provider of comprehensive wealth management and investment products and services. The Business Manager role is a key contributor to a Financial Advisor team, responsible for creating strategy, managing the team's business plan, and ensuring execution of client service strategies and team performance against goals.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Create and manage team routines (e.g. regular team meetings, communications, team calendars)
Conduct team meetings to drive business plan execution
Establish an agreed upon team scorecard and revisit regularly to ensure accountability
Create scale and capacity through operational efficiencies and available technology
Coordinate and help prioritize work assignments across team to ensure completion
Oversee execution of client service strategy and client review processes
Track team performance against goals and prior year performance, including identifying key opportunities and success on key programs
Establish budget and manage expenses regularly, including Business Development Account(BDA)
Assist with the sourcing, assessing, and onboarding of new talent; and the off boarding of transitioning talent
Qualification
Required
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
Obtain and/or maintain at least one firm approved designation
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
High School Diploma / GED / Secondary School or equivalent
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-09
Morningstar.com
2026-01-09
Business Standard India
2026-01-09
Company data provided by crunchbase