Bank of America · 3 days ago
Market Leader - Advisor Development Program
Bloomfield Hills, MI
Full-time
Onsite
Senior Level
5+ years expBank of America is a leading provider of comprehensive wealth management and investment products. As a Market Leader for the Advisor Development Program, you will provide regulatory supervision and oversight to advisors, support client acquisition efforts, and coach advisor trainees for professional growth and development.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Ability to attract, recruit and retain an effective sales and operations team
Must demonstrate excellent communication skills
Strong relationship building and business partnering skills
Ability to interact effectively with senior management
Ability to work effectively across organizational boundaries
Strong influencing and leadership skills
Self-motivated and proactive, with the ability to balance multiple priorities
Ability to balance business and corporate perspectives
Sound business judgment and acumen
Proven track record of coaching and improving performance in others
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast paced environment
Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
3+ years industry experience with a leading firm
5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days
Travel required: Will vary depending on geography
Qualification
Required
Provide regulatory supervision and oversight to advisors
Ensure ADP participants are meeting and achieving hurdles
In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity
Personal involvement with ADP participants who require heightened support to achieve success
Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership
Lead pipeline management routines with teams and coach on pipeline execution
Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms
Accountable to support market results, while maintaining strict consistency with national programs
Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers
Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies
Sales Supervision: Administer superior sales supervision/practices in the market
Ability to attract, recruit and retain an effective sales and operations team
Must demonstrate excellent communication skills
Strong relationship building and business partnering skills
Ability to interact effectively with senior management
Ability to work effectively across organizational boundaries
Strong influencing and leadership skills
Self-motivated and proactive, with the ability to balance multiple priorities
Ability to balance business and corporate perspectives
Sound business judgment and acumen
Proven track record of coaching and improving performance in others
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast paced environment
Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
3+ years industry experience with a leading firm
5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days
Travel required: Will vary depending on geography
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
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
Investing.com
2026-01-08
2026-01-08
WSJ.com: Markets
2026-01-08
Company data provided by crunchbase