1+ months

Institutional Defined Contribution - Client Relationship Manager

Littleton, CO 80120
**Job Description:**

**Business Overview**

Retirement & Personal Wealth Solutions (RPWS) 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 clients live their best financial lives.

**Job Description:**

Candidates for this position may be located in any of the following locations: Boston, MA - Hopewell, NJ - Jacksonville, FL or metro Denver, CO. Strong preference will be given to Denver, CO.

The Client Relationship Manager (CRM), a Vice President level position, is responsible for the overall relationship across our Institutional Retirement Plans Client base within RPWS.Thejob requires a deep understanding of Defined Contribution best practices around plan design, administration, **_and_** corporate actions . The CRM is the strategic lead who is responsible for the satisfaction, retention, and profitability of our Defined Contribution and Non-Qualified Deferred Compensation clients.

The CRM will interface frequently with senior members of internal leadership team as well as our clients' Human Resources, Benefits, and Finance Departments so a successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of Defined Contribution and Non-Qualified Deferred Compensation plans, and an appreciation for the challenges that face today's plan sponsors.

**Primary Responsibilities:**

Formulating Client Centric Business Plans

Creating and maintaining a high level of personal contact with your clients

Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks

Effectively managing P&L's for their book of business

Consultatively cross-selling additional products and services to support Client needs

Coordinate and deliver quarterly Service and Product Reviews with the team

Manage the various Service Support organizations to ensure a high level of service

Identify and leverage the multiple and broad resources Merrill Lynch has to most effectively serve each of your client's unique needs

**Required Qualifications:**

The ideal candidate will possess:

10-15 years of retirement and benefits plan client relationship management experience

Bachelors degree

Thorough understanding of the Retirement Services industry Excellent interpersonal and communication skills

Ability to travel 25-50% of the time

Ability to manage complex projects and work with a cross-functional team

Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done.

Ability to be conceptual, able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations.

Additional benefit product knowledge and/or experience is a strong plus (Defined Benefit, Equity, and/or Health Savings)

**Posting Date** : 05/28/2019

**Location** :


Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,

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.


  • Banking / Finance
Posted: 2019-05-30 Expires: 2019-09-28

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Institutional Defined Contribution - Client Relationship Manager

Bank of America
Littleton, CO 80120

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