Workplace Benefits - Sr. Engagement Consultant

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!

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 m ulti-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 a​nd 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