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

A high school diploma/GED/secondary school or equivalent is required.

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.