Academy Executive – Wealth Management, Consumer Investments, Private Bank

Bank of America

Academy Executive leading learning and development for Wealth Management, Merrill, Consumer Investments, and Private Bank. Ensuring strategic alignment and driving a culture of continuous learning at Bank of America.

Posted 7/11/2026full-timePennington • Illinois, New Jersey • 🇺🇸 United StatesSeniorLead💰 $170,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Global Learning and Development, with a strong focus on aligning learning programs with business strategies in the Financial Services industry. Proven ability to lead and motivate teams, drive operational efficiency, and implement solutions in a complex, fast-paced environment.

Highest-signal resume keywords

8+ Years Experience In Large, Complex OrganizationsFinancial Services Industry ExperienceDirect Managerial ExperienceSeries 7, 66, 9 And 10 CertificationsWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Global Learning ExpertiseOperational EfficiencyAnalytical SkillsRisk Identification And MitigationProgram Implementation

Soft Skills

Interpersonal SkillsRelationship ManagementCommunication SkillsProblem SolvingAgility

Certifications & Qualifications

Series 7Series 66Series 9Series 10

Industry Keywords

Financial ServicesWealth ManagementMerrillConsumer InvestmentsPrivate Bank

About the role

Key responsibilities & impact

Ensure optimal alignment between the business’ strategies, future state operating model and the learning program required to deliver on them
Build strong relationships to partner effectively with a variety of constituents
Partner with business and HR leaders to deliver a comprehensive learning and development program that will ensure our workforce is well equipped to meet the needs of the business
Apply expertise in Global Learning to identify opportunities, strategies, and solutions that are directly linked to organizational and business goals
Enhance operational efficiency and collaboration and drive a culture of continuous learning
Support executives in building/developing strong teams
Identify, develop and lead the implementation of multiple programs in a fast-paced, challenging environment with competing priorities
Measure success and drive continuous improvement
Lead a geographically dispersed team; inspire a strong sense of camaraderie and accountability and motivate continuous improvements to performance

Requirements

What you’ll need

8+ years experience working in large, complex, global organization with a sophisticated client base
Financial Services industry experience required
Minimum of 3 years of experience within Wealth Management, Merrill, Consumer Investments, and/or Private Bank
Must have direct managerial experience with the demonstrated ability to motivate, lead and develop outstanding teams
Must have Series 7, 66, 9 and 10
Excellent interpersonal and relationship management skills to build and maintain credibility and influence with teammates and stakeholders across a complex matrix environment
Strong business acumen and highly developed analytical skills, as well as superior intellect and judgment
Able to aggregate multiple sources of information and details to communicate a high-level story quickly, succinctly and effectively
Ability to prioritize work, manage complexity and deliver solutions on tight deadlines
Strong written, oral and active listening communication skills, including ability to drive consensus among partners
Solutions focused, positive and resilient with the ability to overcome obstacles and challenges and remain agile to changing business needs and priorities
Demonstrated problem solving, strong follow-up skills and ability to escalate and gain resolution as needed
Proficiency in day-to-day risk identification and mitigation, and ability to communicate and reinforce the bank’s risk culture.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Discretionary incentive eligible
Access to resources and support to contribute to sustainable growth