Bank of America/Merrill's Retirement & Personal Wealth Solutions (RPWS) division serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client’s live their best financial lives.
This position will cover Bank of America’s Western region and can be located in San Francisco, Los Angeles, Denver, or other major population centers.
Responsible for driving Equity Award and ESPP program sales for Bank of America’s Western region to corporate clients, both public and pre-IPO, as well coordinating integrated opportunities with 401(k), non-qualified deferred compensation and health savings plans.
This individual will increase Bank of America’s presence and market share through industry events, new client acquisition and cross product sales.
The candidate will:
• Effectively manage multiple facets of the sales process, including meeting coordination, RFP responses, product comparisons, proposals, follow-up items/activities, etc.
• Prepare and deliver client presentations from discovery to finals stage, and offer guidance through the on-boarding process to ensure an optimal client transition experience
• Engage in business development activities with Bankers, Advisors and Consultants to promote the benefits of the employee stock plan business, and construct strategic prospecting plans
• Assist in maintaining client relationships, developing key marketing initiatives and delivering marketplace intelligence to assist with product evolution
Shift:1st shift (United States of America)
Hours Per Week:40
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