Analyst-Relationship Management at Bank of America

Posted in Other 10 days ago.

Type: Full time
Location: Punta Gorda, Florida





Job Description:

Job Description:

The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.

Analyst - Business Management (Exempt)
  • Develop business plan and track progress with quantifiable business and activity goals; and align daily activities with practice metrics, goals and objectives
  • Define roles and responsibilities aligned to OPM framework for each practice member
  • Define and periodically review client segmentation, minimum account size, pricing, and profitability by comparing revenue and time capacity per client; adjust to ensure clients are in right channel
  • Proactively generate leads through active management of the practice's communication strategies and expenses
  • Drive the overall vision for the practice through leveraging strategic partnerships and developmental opportunities


Requirements:
  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • All state licenses in support of FA or FA Team's client base
  • All product licenses in support of FA or FA Team's client base
  • Obtain and/or maintain at least one firm approved designation
  • Safe Act Registered


Shift:
1st shift (United States of America)

Hours Per Week:
40