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:
40Pay 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 informationPay range$111,300.00 - $146,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.Skills Required
- FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)
- Minimum education: High School Diploma / GED / Secondary School or equivalent
- Experience in meetings with key decision makers and strong presentation skills
- Analytical mindset with ability to translate thought leadership into sponsor-relevant strategy
- Project management skills and understanding or willingness to learn production processes across media
- Problem solver and collaborator mindset with ability to work in a client-facing team environment
- Knowledge of the firm's products and services or willingness to learn
- Client-facing strategy and/or relationship management experience
- Experience with digital and multi-channel marketing campaigns, social media, Tableau, Salesforce Marketing Cloud, or willingness to learn
- Bachelor's degree or equivalent work experience (Marketing, Communications, or Analytics a plus)
- Experience in the retirement and investment business a plus
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Fair & Transparent Compensation — The $25/hour U.S. minimum wage, reaffirmed in recent company materials, sets a clear compensation floor that lifts entry-level and operations pay. Public salary information and disclosures provide visible benchmarks for pay across roles.
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Parental & Family Support — Parental leave extends up to 26 weeks with 16 weeks fully paid for eligible teammates, alongside backup child and adult care and a dedicated Life Event Services team. Family-building assistance offers up to a $20,000 lifetime reimbursement and bereavement leave provides 20 paid days for loss of a spouse, partner, or child.
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Retirement Support — Retirement programs include a 401(k) match up to 5% of eligible pay plus an additional 2–3% annual company contribution based on service. These employer contributions add meaningful long-term value beyond base pay.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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