Bank of America Enterprise Advisor Curriculum and Licensing Manager - Greater NYC/ Northeast in Houston, Texas

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world.

Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.

The Enterprise Advisor Curriculum & Licensing Manager is responsible for consolidating multiple advisor training programs into one integrated company-wide program. This leader will build a curriculum and licensing strategy for advisors-in-training across multiple lines of business that creates a generation of enterprise thinkers able to deliver the full breadth of the company.

Key Responsibilities:

•Partner with multiple stakeholders to build the curriculum and licensing strategy for the Enterprise Advisor Program – including the Enterprise Advisor Program Executive, Advisor Program Management (Practice Management Development) Executive, Learning, and key partners from other lines of business (Merrill Lynch Wealth Management (MLWM), Consumer, Merrill Edge, US Trust)

•Build a program that trains advisorsto deliver the full capabilities of the company (investments, banking, and mortgage) to our clients•Evaluate and enhance advisor curriculum related to the wealth management process (e.g. portfolio construction, centralized portfolio management, Life Priorities, etc.)

•Ensure delivery of curriculum that integrates and leverages current line of business programs (e.g, Consumer Academy) and aligns to the development, career movement and performance management for the Enterprise Advisor Program

Key Skills and Experience Required:

•Demonstrates strong understanding of the advisor development experience coupled with a knowledge of the Merrill Lynch Wealth Management and Consumer organizations

•Demonstrates knowledge of Bank of America’s overall strategy and capabilities and brings deep business acumen in GWIM andConsumer•Brings knowledge of industry conditions, market trends, organizational strategies andobjectives

•Applies an enterprise perspective in generating solutions, driving execution and addressing business issues

•Ableto influence others without having direct oversight•Collaborates with multiple stakeholders, including support partners, peers, and field leadership

•Translatesstrategy into specific actions with clear accountability

•Is intellectuallycurious and creative

•Clearly conveys information and ideas toothers

•Well developed business judgment and experience

Job Code Summary:

Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.

Posting Date : 08/23/2017

Location :


New York, NY, 225 LIBERTY ST (NY3002),


  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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