Bank of America Director - Head of Retirement Client Engagement & Communications – Boston or Hopewell in Littleton, Colorado
Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.
This position will ideally be located in either Boston, MA or Hopewell, NJ, however we will consider candidates in other locations which may include: Charlotte, NYC, Denver Metro.
The Director of Client Engagement is a client-facing senior manager responsible for leading a team of communication and education professionals that interact with plan sponsors and their employees. He/she will help advance the value of our partnership with employers and financial literacy to employees by developing/leading a team of high caliber communication and education professionals. The team is responsible for delivering key components of our integrated financial wellness program, specifically communication strategies and campaigns, and employee education meetings. Primary roles include communication consultants and financial wellness specialists. Communication consultants work with plan sponsors to understand employee demographics, challenges and plan goals, and then develop communications strategies to achieve desired outcomes. Financial wellness specialists meet with employees – either group meetings or individually – to educate on a range of topics focused on the importance of planning for life’s financial priorities and centered on maximizing participation in the employer-sponsored retirement plan.
The Director of Client Engagement will be responsible for setting the direction for the group and leading the teams to execute against that plan. Key partners will include the strategy team, responsible for developing and advancing a holistic financial wellness service model (DC, equity, health benefits, etc), head of retirement digital experience, who is responsible for the sponsor and participant website and mobile app, and head of communication services, who leads the department that drives the creation and delivery of communication collateral.
Serve as the senior member of the team with respect to strategies, tools and resources that engage employees in retirement planning, saving, investing and overall better money habits; emphasize deep customer insight and thought leadership as a driving factor to our service model, communication strategies, and comprehensive onsite curriculum
Develop and cultivate strong relationships with key plan sponsors, industry leaders and retirement communication experts and organizations; stay abreast of industry trends and best practices in participant engagement, financial wellness and related space
Work closely with business leaders to refine and articulate our employee experience value proposition and infuse messaging into our story to help drive new/retain existing business
Engage with sales and relationship management, product group, and other constituents across the business to drive client satisfaction as well as enterprise objectives around plan participation, growth, retention and account acquisition; participate in new business acquisition activities to articulate our value proposition as well as participants’ mindsets, advocating for their interests with plan sponsors and consultants
Provide strategic input on key initiatives across the company, enterprise and industry on topics and policies related to participants’ needs and how best to engage/address
Stay informed of industry topics in retirement communication, education and engagement techniques, and competitive financial wellness offerings. Be an expert on retirement trends in communications, behavioral economics and best practices; bring that expertise to bear in leading the team as they create and deliver holistic communication strategies, materials and curriculums
Proactively develop and foster relationships with team members, stakeholders, and other leaders across the organization that may result in synergies, influences and collaboration to mutually benefit our clients
Success will be determined by
Ability to create a distinctive value proposition and messaging in the marketplace that helps achieve our goals
Measured, improved and sustainable client satisfaction with communication and education services
Impact to sales, client retention, participant engagement and profitable growth across retirement channels
Positive team climate that encourages personal growth, team engagement, client focused attitude, environment of financial wellness advocacy
Contribution to enterprise client acquisition strategy and results
Strong retirement industry background; accomplished in building client loyalty and improving employee engagement
Proven background in engaging with industry experts and bringing insights to bear on organization, client communication strategies and participant services
Experience developing and leading a large team of cross-functional professionals with varied levels of experience
Excellent verbal and written communication skills; strong presentation skills and public speaking experience
Ability to establish and nurture beneficial senior-level business relationships
15+ years’ experience in retirement and financial services; 7-10 years specializing in communications, retirement marketing or benefits consulting a plus
Bachelor’s degree required, MBA a plus
FINRA licenses Series 7, 66, 24 or ability to secure licenses within 120 days
Willingness to travel
Posting Date : 01/12/2018
Littleton, CO, PARKRIDGE FOUR, 10375 PARK MEADOWS DR,
Boston, MA, 225 FRANKLIN ST (MA1225),
Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,
New York, NY, BANK OF AMERICA TOWER, ONE BRYANT PARK,
Charlotte, NC, ONE BANK OF AMERICA CENTER, 150 N COLLEGE ST,
- United States
Travel : Yes, 25% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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