Workplace Benefits - Sr. Engagement Consultant
Bank of America · Boston, MA · 1 wk ago
Human ResourcesFull-time
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.
- Sets up and presents client strategies and briefings for the plan sponsor and their senior management team.
- Participates 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
- 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
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