Workplace Benefits - Sr. Engagement Consultant

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Workplace Benefits serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. WB 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. WB provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives. 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 participant in sales and rebid situations to represent the organization when needed. Required: 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 Pay Transparency details US - CO - Lone Tree - 10375 Park Meadows Dr - Parkridge Four (CO9375), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $111,300.00 - $146,900.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: