1+ months

Small Business Product Manager

Tacoma, WA 98408
**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**

The Product Management role within Small Business Retirement will be responsible for supporting the various small business account types, BASIC, SEP, SIMPLE, Merrill Small Business 401(k), as well as Merrill Lynch EContribs which are offered through the Merrill distribution channels (advisory, advised, selfdirect and online). Other responsibilities of the Product Manager will include:

Supporting Financial Advisors/Retirement Plan Specialist/Internal Sales Desk/MLSN and Preferred Financial Solution Advisors (FSA) to resolve day to day inquiries

Collaborating with the Merrills online sales team and marketing teams supporting small business retirement across the various bank channels to increase sales via cross channel positioning (online, field and home office Financial Solution Advisors and Wealth Management Financial Advisors)

Enhance and maintain referral/sales reporting for Bank/Preferred/GWIM; use data to identify training opportunities for Financial Solution Advisors and develop regional trend reporting for small business retirement across all product and sales channels

Manage the deployment of regulatory and sales mailings, creating and tracking sales campaigns

Managing product/platform enhancement requests including working with technology partners to write business requirements in addition to working with internal teams regarding enhancement communications to clients, service and

financial advisor teams

Update and maintain plan documents, agreements and forms for regulatory and policy changes and manage various regulatory initiatives as needed.

-Coordinating projects with various internal departments including Sales, Technology, Marketing, Legal, Compliance and other Control Partners


The ideal candidate should possess strong project management skills, work well in both a team environment and independently.

Bachelors degree required

Must have a minimum of 2 years related retirement experience..

Candidates should be detail oriented with the ability to effectively manage multiple projects simultaneously.

Candidates with series 7 licenses a plus.

Travel as needed <5%.

**Posting Date** : 08/28/2019

**Location** :

Boston, MA, 225 FRANKLIN ST (MA1225),



- United States

**Travel** : Yes, 5% 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: 2019-06-03 Expires: 2019-09-28

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Small Business Product Manager

Bank of America
Tacoma, WA 98408

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