16 days old

Director - Head of Retirement Client Engagement & Communications – Boston or Hopewell

Bank of America
Charlotte, NC
  • Job Code
Company Bank of America

Job Title Director - Head of Retirement Client Engagement & Communications – Boston or Hopewell

Jobid bankofamerica-18032116CharlotteNC

Location: Charlotte, NC, 28230, USA

Description **Job Description:**

**Business Overview:**

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS 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. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.

**Job Description:**

**This position will ideally be located in either Boston, MA or Hopewell, NJ, however we will consider candidates in other locations which may include: Charlotte, NYC, Denver Metro.**

The Director of Client Engagement is a client-facing senior manager responsible for leading a team of communication and education professionals that interact with plan sponsors and their employees. He/she will help advance the value of our partnership with employers and financial literacy to employees by developing/leading a team of high caliber communication and education professionals. The team is responsible for delivering key components of our integrated financial wellness program, specifically communication strategies and campaigns, and employee education meetings. Primary roles include communication consultants and financial wellness specialists. Communication consultants work with plan sponsors to understand employee demographics, challenges and plan goals, and then develop communications strategies to achieve desired outcomes. Financial wellness specialists meet with employees – either group meetings or individually – to educate on a range of topics focused on the importance of planning for life’s financial priorities and centered on maximizing participation in the employer-sponsored retirement plan.

The Director of Client Engagement will be responsible for setting the direction for the group and leading the teams to execute against that plan. Key partners will include the strategy team, responsible for developing and advancing a holistic financial wellness service model (DC, equity, health benefits, etc), head of retirement digital experience, who is responsible for the sponsor and participant website and mobile app, and head of communication services, who leads the department that drives the creation and delivery of communication collateral.

Responsibilities include:

+ Serve as the senior member of the team with respect to strategies, tools and resources that engage employees in retirement planning, saving, investing and overall better money habits; emphasize deep customer insight and thought leadership as a driving factor to our service model, communication strategies, and comprehensive onsite curriculum

+ Develop and cultivate strong relationships with key plan sponsors, industry leaders and retirement communication experts and organizations; stay abreast of industry trends and best practices in participant engagement, financial wellness and related space

+ Work closely with business leaders to refine and articulate our employee experience value proposition and infuse messaging into our story to help drive new/retain existing business

+ Engage with sales and relationship management, product group, and other constituents across the business to drive client satisfaction as well as enterprise objectives around plan participation, growth, retention and account acquisition; participate in new business acquisition activities to articulate our value proposition as well as participants’ mindsets, advocating for their interests with plan sponsors and consultants

+ Provide strategic input on key initiatives across the company, enterprise and industry on topics and policies related to participants’ needs and how best to engage/address

+ Stay informed of industry topics in retirement communication, education and engagement techniques, and competitive financial wellness offerings. Be an expert on retirement trends in communications, behavioral economics and best practices; bring that expertise to bear in leading the team as they create and deliver holistic communication strategies, materials and curriculums

+ Proactively develop and foster relationships with team members, stakeholders, and other leaders across the organization that may result in synergies, influences and collaboration to mutually benefit our clients

Success will be determined by

+ Ability to create a distinctive value proposition and messaging in the marketplace that helps achieve our goals

+ Measured, improved and sustainable client satisfaction with communication and education services

+ Impact to sales, client retention, participant engagement and profitable growth across retirement channels

+ Positive team climate that encourages personal growth, team engagement, client focused attitude, environment of financial wellness advocacy

+ Contribution to enterprise client acquisition strategy and results

**Required Qualifications:**

+ Strong retirement industry background; accomplished in building client loyalty and improving employee engagement

+ Proven background in engaging with industry experts and bringing insights to bear on organization, client communication strategies and participant services

+ Experience developing and leading a large team of cross-functional professionals with varied levels of experience

+ Excellent verbal and written communication skills; strong presentation skills and public speaking experience

+ Ability to establish and nurture beneficial senior-level business relationships

+ 15+ years’ experience in retirement and financial services; 7-10 years specializing in communications, retirement marketing or benefits consulting a plus

+ Bachelor’s degree required, MBA a plus

+ FINRA licenses Series 7, 66, 24 or ability to secure licenses within 120 days

+ Willingness to travel

**Posting Date** : 05/29/2018

**Location** :


Boston, MA, 225 FRANKLIN ST (MA1225),




- United States

**Travel** : Yes, 25% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Director - Head of Retirement Client Engagement & Communications – Boston or Hopewell

Bank of America
Charlotte, NC

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Director - Head of Retirement Client Engagement & Communications – Boston or Hopewell

Bank of America
Charlotte, NC

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