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Engagement Consultant

Pennington, New Jersey;

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!

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:
The Communications Manager I- Reg serves as an Engagement Consultant for the retirement group’s corporate market and small institutional clients. Defines and delivers engagement 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. This is a client facing role where the candidate will prepare and present strategies and briefings to the plan sponsor and their senior management team. Additionally, supports new business activity by representing the business’s engagement program capabilities and value. Role works closely with internal partners and financial advisors, and is also expected to participate in sales and rebid situations when needed.


  • Active Listening, Attention to Detail
  • Oral Communications, Written Communications
  • Collaboration, Adaptability
  • Customer and Client Focus
  • Presentation Skills
  • Prioritization, Risk Management
  • Business Acumen, Influence
  • Planning, Project Management

Required Skills:

  • Experience working with clients and guiding the direction of programs or a product
  • Project management skills with a demonstrated understanding of or willingness to learn production processes across media
  • 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)

Minimum Education Requirement: Bachelor’s degree required–Marketing or Communications major a plus


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

Colorado pay and benefits information

Colorado pay range:

$81,900 - $110,500 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This 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.


This 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.