Workplace Benefits - Sr. Engagement Consultant

Workplace Benefits

At Bank of America, we provide a range of benefits to support our employees' financial health and overall well-being.

Responsibilities

• Serves as an Sr. Engagement Consultant for the retirement group’s mid to large sized Institutional clients.
• Defines and delivers effective communication strategies for a book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors.
• Supports sponsor and participant adoption of WB’s products and broader education and downstream programs.
• Understands how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Additionally, supports new business activity by representing the business’s engagement program capabilities and value.
• Provides forward-thinking leadership on how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Works to synthesize data to expose key insights, analytics and recommendations for campaign optimization.
• This is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management team.
• Role is also expected to participate in sales and rebid situations to represent the organization when needed.

Requirements

• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)
• Client facing strategy and/or relationship management preferred
• Experience in meetings with key decision makers and solid presentation skills
• Analytical mindset with ability to take thought leadership and make relevant to plan sponsors and strategy
• Project management skills with a demonstrated understanding or willingness to learn production processes across media or willingness to learn
• Problem solver and collaborator mindset with the ability to work in a client facing team environment
• Experience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or other relevant platforms preferred or willingness to learn
• Knowledge of the firm’s products and services or a willingness to learn

Desired

• Bachelor’s degree or equivalent work experience (Marketing, Communications or Analytics major a plus)
• Experience in the retirement & investment business a plus

Skills

• Client Management
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Stakeholder Management
• Benefits Plan Development
• Customer Service Management
• Data and Trend Analysis
• Strategic Thinking
• Benchmarking
• Consulting
• Customer Experience Improvement
• Project Management
• Presentation skills
• Analytical skills
• Relationship Management
• Leadership
• Sales mindset
• Project management
• Organizational skills
• Problem solving
• Self-starter

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Colorado: This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift

1st shift (United States of America)

Hours Per Week: 40