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Bank Of America Sr Workplace Benefits Relationship Manager 
United States, New Jersey 
581030627

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Job Description:

Job Description:

The Sr. Client Relationship Manager (Sr. CRM), is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits. The CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Equity, Employee Stock Purchase, 401K, HSA and Non-Qualified Deferred Compensation clients.

Primary Responsibilities:

  • Coordinating service delivery across cross functional teams to drive a consistent client experience for large mega integrated clients.

  • Focusing on the financial wellbeing of associates using cross platform data analytics & insights in partnership with Engagement Consultant

  • Coordinate communications across large mega integrated clients facing team

  • Cultural alignment to ensure maximum strategic alignment

  • Unparalleled understanding of programs in scope 401K, HAS, ASPP and Equity with a deep strategic insight to these programs.

  • Provides subject matter expertise around key development initiatives for both the associate & administrative roadmaps

  • Helps mitigate risk & support a seamless administration

  • Formulating Client Centric Business Plans including retention strategies

  • 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

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

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

Required Skills:

  • 10+ years of industry experience

  • Series 7 / Series 66 (or ability to obtain within Compliance deadline)

  • Thorough understanding of the Equity industry

  • Excellent interpersonal and communication skills

  • Ability to travel up to 30% 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

  • Product knowledge and/or experience in Equity, Employee Stock Plans, Defined Contribution, Non-Qualified Deferred Compensation and Health Savings

Skills:

  • Client Management

  • Customer Experience Improvement

  • Oral Communications

  • Problem Solving

  • Stakeholder Management

  • Customer Service Management

  • Customer and Client Focus

  • Data and Trend Analysis

  • Strategic Thinking

  • Benchmarking

  • Benefits Plan Development

  • Consulting

  • Project Management

This job will be open a​nd accepting applications for a minimum of seven days from the date it was posted.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​

High School Diploma / GED / Secondary School or equivalent. Bachelor’s degree or equivalent work experience preferred

1st shift (United States of America)

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