- 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 Required Skills
- Bachelor s degree (Marketing or Communications major a plus) or equivalent work experience
- 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 in the retirement & investment business a plus
- 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
- FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline) Shift:1st shift (United States of America)Hours Per Week: 40
Sr. Engagement Consultant - Fort Lauderdale, United States - Bank of America
Description
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. 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
Job Description:
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 RPWS s products and broader education 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 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.
Skills: