Consumer Investments Registered Team Manager
Company: Bank of America
Location: Fort Worth
Posted on: April 1, 2026
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Job Description:
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 is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! The Investment Center is a multi-site service center located in
Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD,
Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and
Pennington, NJ and is the primary service provider for Consumer
Investments Solutions. The goal of the Investment Center is to
provide a high level of service to Consumer Investments and Merrill
clients, supporting trade, service, managed products, account
maintenance and online access and navigation inquiries. The
Registered Team Manager is a key role in Consumer Investments
Client Services, leading our Senior Investment Specialists and our
Financial Service Representatives to provide exceptional service to
our over 1.4M clients. Team managers are responsible for the
day-to-day performance of the Financial Service Team, monitoring
and providing coaching and motivation to associates to ensure they
provide clients with a positive experience with the Investment
Center. Job Description: A Registered Team Manager is responsible
for the development and achievement of your team of registered
representatives (Senior Investment Specialists) and unlicensed
representatives (Financial Services Representatives) in the
Consumer Investments Client Services organization.
Responsibilities: Coach, motivate and supervise your team as they
grow client relationships through understanding needs and
presenting additional solutions from Consumer Investment Client
Services, Merrill and Bank of America You will deliver exceptional
customer experiences by resolving all elevated client issues and
teaching client ownership by example Develop your team through
side-by-side coaching, relationship building, call review,
consistent coaching and mentoring Manage the daily operation of the
team to include their efficiency and productivity to ensure we are
available for our clients Sharpen your focus on compliance and
regulatory standards: actively managing risk – reviewing sales
practices, trades, communication and all faucets of team activity
to ensure responsible gro You will be required to earn your Series
7 & 66, 9&10 (or equivalents) within 120 days of hire
Participate in foundational management training, leadership
rotations and in-depth role-specific training as needed The skills
you bring to the role: You are able to understand investments and
assist associates and customers with their financial needs Able to
act as an ambassador for our clients with a proven ability to
deliver world-class client experience and independently solve
problems Focus on building relationships with teammates Analytical
ability with strong organizational skills; able to manage multiple
responsibilities and prioritize Strong communication skills
(verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to
operate the business Driving Culture, leading a diverse team,
client centric Managing risk Required Qualifications: Series 7, 66
and 9/10 is required Ability to understand investments and assist
associates and clients with their financial needs Focus on building
relationships with teammates Analytical ability with ability to
manage multiple responsibilities and prioritize Strong
communication skills (verbal, non-verbal, and written) and active
listening skills Drive culture, leading a diverse client centric
team Proven ability to manage risk - must utilize sound judgment to
make business decision for shareholders and clients Must be client
and associate focused Proven ability to coach and motivate others
Lives the Bank of America Core Values: delivers for clients and
shareholders, embraces the power of our people, acts responsibly
and promotes opportunity Desired Qualifications: Capable of
effectively coaching and mentoring team to meet metrics Ability to
effectively manage workload in a fast-paced environment Excellent
interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and
high volume Strong organizational and teamwork skills Knowledge of
Consumer Investments and Merrill systems and clients a plus For
internal employees; participation in a work from home posture does
not make you ineligible to post Enterprise Job Description: This
job is responsible for overseeing employees within Consumer
Investments Solutions and Client Services. Key responsibilities
include ensuring schedule adherence and proper call management of
all team members in relation to the contact center strategy,
promoting work unity improvements to workflow processes, and
resolving client issues that are elevated to the supervisory level.
Responsibilities: Fosters a client-centric team environment by
promoting an effective sales and service strategy and risk
management process Provides effective coaching and shares
constructive feedback to drive operational excellence Oversees
day-to-day activities and resolves all client issues escalated to
leadership Communicates effectively, ensuring clean lines of
communication with tema and stakeholders to drive achieving goals
and managing performance overall 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. Diversity & 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
potential risks. People Manager & Coach: Knows and develops team
members through coaching and feedback. Financial Steward: Manages
expenses and demonstrates an owner’s mindset. Enterprise Talent
Leader: Recruits, on-boards and develops talent, and supports
talent mobility for career growth. Driver of Business Outcomes:
Delivers results through effective team management, structure, and
routines. Skills: Recruiting Relationship Building Sales
Performance Management Sales Strategy Strategic Thinking Account
Management Client Experience Branding Executive Presence
Performance Management Talent Development Customer Experience
Improvement Decision Making Drives Engagement Leadership
Development Workforce Planning Shift: 1st shift (United States of
America) Hours Per Week: 40
Keywords: Bank of America, Fort Worth , Consumer Investments Registered Team Manager, Accounting, Auditing , Fort Worth, Texas
