Program Solutions Manager

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!

Business overview

Workplace Benefits serves the core financial needs of 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.

Workplace Benefits is responsible for the institutional retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes.

Workplace Benefits also provides tools and content that enables advisors and bankers to help their clients live their best financial live.

We are an equal opportunity employer and value diversity.

Role description

The Program Solutions Manager (PSM) will work closely with Enterprise partners to deliver institutional retirement program requirements to plan sponsors within a centralized model.

The PSM will be responsible for a regional book of business focused on building and establishing strong relationships to aid in the delivery of plan requirements.

Utilizing these relationships, they will help to grow existing business relationships with an emphasis on delivering an exceptional experience and client retention (when no CRM is assigned), while adhering to the established risk parameters and framework.

Responsibilities :

• Delivers and executes on all requirements for the Fiduciary and Non-Fiduciary services that are aligned to certain plans within the model, throughout all stages of the relationship
• Manages ongoing tasks and deadlines, with ability to handle competing priorities effectively
• Adheres to established risk parameters and framework
• Creates and maintains a high level of client satisfaction with an emphasis on client retention
• Partners across the Enterprise to ensure a high level of service and awareness
• Coordinates and delivers ongoing financial education, where applicable

Required Skills :

• Knowledge of the retirement plan business and / or the investment advisory business
• 5+ years client facing experience
• Excellent collaboration, communication, and interpersonal skills
• Partner with key stakeholders with a focus on ensuring service excellence is provided to clients
• Executes the bank's risk culture and strives for operational excellence
• Ability to manage multiple clients and work with a cross-functional team
• Ability to travel up to 25% of the time
• Must hold active Series 7 (SIE and Top Off) and Series 63 / 65 or Series 66
• Institutional Advisor Designation (or ability to obtain within Compliance deadline)
• Verbal Communications
• Problem Solving
• Customer Service Management
• Customer and Client Focus
• Presentation Skills
• Relationship Building
• Strategic Thinking

Desired skills :

• Ability to proactively identify client needs and articulate approach to align solutions to meeting their goals in a suitable way
• Strong analytical skills and ability to leverage data to arrive at recommendations
• Proactively share strategic ideas and opportunities for improvement
• Strong investment acumen
• Critical thinking and problem-solving skills
• Results oriented

NOTE : This role MUST sit in Jacksonville location .

Shift :

1st shift (United States of America)

Hours Per Week :