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Market Leader- Advisor Development Program- Portland, OR

Bank of America | Portland OR 97299 USA | Full Time | Posted: 06/18/2024

Job Descriptiontop

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

As a Market Leader for the Advisor Development Program (ADP), you will:

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.


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.
5+ years of demonstrated experience with sales and building, leading, managing and coaching a team

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

Travel required: Will vary depending on geography


1st shift (United States of America)

Hours Per Week:


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Location Portland, OR, 97299, United States
Categories Unspecified

Location Maptop

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Job Code 24008358

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